DMS, practice management, conflict checks, confidentiality, Microsoft 365, cybersecurity. We've been in the admin consoles of every platform on this page. Not generic IT consulting on top of legal systems we've never opened.
iManage Work, iManage Cloud, NetDocuments, Worldox, Affinity, FilePro. Matter-centric workspaces, email filing, version control, DMS-to-Office integration.
LEAP, Affinity, Smokeball, ActionStep, FilePro. Time recording, billing, trust accounting, matter intake, workflow automation, regulatory reporting.
CRM-based intake workflows (Dynamics 365, Salesforce, InTapp) wired to your DMS, accounting system, and bar-association databases. Sub-hour turnaround.
DMS security model, Microsoft Information Protection sensitivity labels, dedicated workspaces for sensitive matters. Configured, audited, evidenced.
Outlook-DMS integration, Teams for matter rooms, SharePoint for non-DMS document collaboration, Copilot rollout with legal-specific guardrails.
Application allow-listing, MFA, restrict admin, patching cadence, backup with tested restore, phishing-resistant authentication for partners.
A Canberra advisory firm came to us with a matter-intake problem: conflict checks took 48 hours on average because the data sources were fragmented across a legacy practice management system, the partners' Outlook contacts, and an Excel spreadsheet of former-client relationships.
We unified the data into Dynamics 365 Sales with custom Power Automate flows that hit the bar association register, ASIC, and the firm's archive in parallel — sub-1-hour turnaround on conflict checks at matter intake. Three engagements they'd previously lost to slow intake were captured in the following quarter.
The pattern works for Sydney litigation, corporate, family, and commercial practices. Whatever your conflict-check sources are, we wire them together with the audit trail compliance review expects.
We’ll review your current stack, identify what’s slowing your team, and send a clear action plan. Whether you work with us or not.
Book a free firm assessment. We’ll walk your DMS, practice management, security posture, and conflict-check workflow, and quote a fixed monthly programme. Whether you work with us or not.