Keep your practice management system. Connect it properly.
Whatever your firm uses, LEAP, Clio, Smokeball, Actionstep or another system, we connect it to your Microsoft 365 tenant so compliance evidence and automation run as part of the matter, not as a separate job.
LEAP Partner · Clio Certified Partner
Whatever system you use.
LEAP
LEAP Partner. Configuration, automation and Microsoft 365 integration for LEAP firms.
Other systems
We work with every practice management system. Where a system has an integration or export we can use, we build on it. Where it doesn't, we tell you what that limits.
What connecting it means.
When a matter opens, the steps your obligations require start with it: customer due diligence, the matter risk assessment and the records that show each was done. Documents and email are filed where your retention settings apply. The evidence lands in your compliance register in Microsoft 365, linked back to the matter.
Your team keeps working in the system they know. The compliance work happens around it.
Thinking about changing system?
Changing practice management system is a bigger decision than it looks: data migration, trust accounting, document templates, training and timing against your current contract. As a Clio Certified Partner we handle migrations from LEAP and Actionstep, with records validated and trust accounts reconciled before go-live. If staying where you are is the better answer, we'll say so.
What can be included:
- A review of how your system is configured and used
- Microsoft 365 integration for documents, email and calendars
- Matter-opening workflows for due diligence and risk assessment
- Document templates
- Data exports for reporting and practice intelligence
- Migration planning, if you decide to change system
Every engagement is scoped at a fixed fee, confirmed before work starts.
Frequently asked questions
-
No. We work with every practice management system. If you are thinking about a change, we'll give you an honest view, including when staying where you are is the better answer.
-
No. Support for the system itself stays with your vendor. We look after how it connects to Microsoft 365 and to your compliance records.
-
We work with what it offers, such as exports or document folders. Where that limits what can be automated, we tell you before any work starts.
Make your practice management system part of your compliance.
Tell us what you use and what you need it to prove.