
Small firm technology
We understand that small law firms face unique challenges in balancing client demands, operational efficiency, and modern technology. That’s why we’ve designed a suite of consulting packages tailored specifically for small firms to thrive in an increasingly digital and competitive landscape. From streamlining day-to-day operations to embracing cutting-edge AI, our packages address every aspect of your firm’s needs, empowering you to focus on delivering exceptional legal services. Whether you’re looking to improve communication, enhance collaboration, optimize data management, or bring automation into your workflows, our comprehensive solutions are here to help you succeed.
Each package is carefully crafted to integrate seamlessly into your practice, offering tools like Microsoft Teams, HighQ, AI-powered assistants, document management systems, and more. With options ranging from Mobile Productivity to Office Desktop Optimization, Data Governance, and AI-Driven Insights, our solutions are built to meet the specific demands of your practice area. By partnering with us, your firm can enhance efficiency, reduce administrative burdens, and deliver a superior client experience—all while staying ahead in today’s ever-evolving legal landscape. Let us help you modernize your firm, increase your profitability, and position your team for long-term success.
Most popular consulting services

Desktop
Our Small Firm Desktop Packages are designed to provide small law firms with a modern, efficient, and AI-enhanced desktop environment. These packages include the tools, hardware, and applications attorneys need to manage cases, communicate effectively, and streamline their practice. MS Office Set up and Configuration.
-
Microsoft Office 365 Suite setup and configuration.
-
Hardware recommendations and deployment.
-
Practice specific software deployments.
-
Document Management System (DMS) Integration.
- Cloud Storage integration.
- Billing and Timekeeping software deployment.
-
2-12 week timeframe.
Best Fit: Sole Practioneers, Fractional Counsel, Small Firms (>10), Contract Attorneys, Remote Offices, Family Law.

Collaboration
Small Firm Collaboration packages are designed to help small law firms work smarter by enhancing team collaboration, streamlining workflows, and securing data sharing. These packages leverage powerful tools like Microsoft Teams, HighQ, SharePoint, and Power Automate, along with robust governance frameworks to ensure smooth and efficient operations.
- MS Teams or HighQ deployment.
- Governance framework.
- Videoconferencing deployment.
- Custom Sharepoint Sites, MS Team’s Teams or HighQ sites.
- Automated workflows and virtual assistants.
- Training and Support for Collaboration Tools.
- 4-12 week timeframe.
Best Fit: Remote Counsel, Hybrid Firms, Boutique Firms, Small Litigation Practice, Family Law, Estate Planning, Geodispersed Practices.

Mobile
Our Small Firm Mobile Packages are designed to empower attorneys with mobile-friendly tools, secure remote access, and advanced AI capabilities. With a focus on seamless Office integration for iOS, Mobile Device Management (MDM), and virtual assistants, these packages ensure that attorneys can stay productive and connected wherever they are.
-
Office 365 integration for iOS.
-
Mobile Device Management rollout.
- Virtual Meeting Tools.
- Mobile Practice Management Software deployment.
-
Mobile Analytics dashboard.
- Virtual Receptionists
- 2-8 week timeframe.
Best Fit: Hybrid embracing firms, Family Law, Small Firms (>10), Contract Attorneys, Remote Offices.

AI
The Small Firm AI packages are designed to revolutionize small law firms by integrating cutting-edge AI tools that enhance productivity, streamline workflows, and improve client service. They focus on deploying AI agents, virtual assistants, chatbots, document review systems, and custom large language models (LLMs) tailored to meet the unique needs of your practice.
- AI Powered Virtual Legal Assistants.
- Custom Client Interaction Chatbots.
- AI Agents for Legal Research.
- Document Review and Analysis Tools.
- Custom GPT models.
- AI Powered Data Privacy Compliance
- 2-48 week timeframe.
Best Fit: Litigation Firms, Complex M&A deals, Boutique Firms, Immigration Law, Appelate Teams.
Featured Consulting Packages

Communications
- MS Teams for UCAS
- VoIP Integration
- Video Conferencing
- Virtual Assistants
- Call Analytics and Reporting

Presence
- Professional Web Hosting and Development.
- AI Powered Chatbots.
- Social Media Strategy.
- Online Reputation Management.

Data
- Data Goverance Framework
- AI Powered Data Insights Dashboard
- Automated Data Classification and Tagging
- AI Enhanced Data Analytics for Predictive Insights

Automation
- Custom PowerApps
- HighQ Sites for Document Automation
- AI Powered Virtual Assistants
- Workflow Automation
- Virtual Receptionist Integration
* Does not include third party software subscription costs. All consulting engagements involve hourly and flat fee billing blends.