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Technology consulting
for law firms.

We help firms in every area of law connect client intake, matter workflows, AI, and data so legal teams can focus on clients and keep work moving.

Talk about your firm
  1. InquiryCapture the right details
  2. IntakeFollow up with clarity
  3. Matter workflowKeep the work moving
  4. InsightSee what needs attention

Every area of law

Built around
your practice.

Your practice area shapes the work. We tailor client intake, matter workflows, connected data, and AI support to your firm’s processes and systems.

01 / Client intake

From first inquiry
to a connected matter.

Keep the context with every inquiry. Connect calls, emails, website forms, and referrals to intake, then carry the right information into your matter workflow.

  • Client inquiries & intake follow-up
  • Matter handoffs & operational workflows
  • AI, reporting & consistent client data
Explore a law firm workflow
  1. Capture the inquiry. Bring the inquiry source and contact details into the intake record.
  2. Make the next step clear. Assign follow-up and keep your team’s screening decisions in the process.
  3. Carry the context forward. Connect an approved intake to the matter team and the firm’s reporting.
Talk about your firm

02 / Systems & data

The firm’s information,
in one place.

Connect intake, client records, and matter information. Bring CRM and CSM data together so your team can work from a shared view.

See our integration work

03 / Practical AI

A practical way
to start with AI.

Identify where AI fits into your team’s work, from organizing information to supporting reviewed drafts. Start with a defined use case and clear human oversight.

See our AI adoption work

Your team. Your systems. A better connection.

Connected systems for the way your firm works.

Every practice has its own mix of clients, matters, documents, and deadlines. We connect inquiries, onboarding, matter workflows, and reporting around your team’s process and existing systems, with a clear role for human review.

Where the friction shows up

  • New inquiries and client onboarding without consistent follow-up.
  • Client and matter details copied between intake, CRM, and case-management systems.
  • Deadlines, handoffs, and work status spread across tools.
  • AI tools that need a clear purpose, access boundaries, and review.

Available remotely, nationwide.

Built around the way your firm works

From first contact
to a clearer picture.

  1. Intake & client experience

    Give every inquiry a clear next step.

    Connect forms, calls, and referrals. Standardize screening, route inquiries, and build follow-up workflows from first contact to engagement.

    • Inquiry capture, assignment, and follow-up rules.
    • A visible handoff from intake to the team handling the matter.

  2. Operations & workflows

    Keep matters moving and ownership clear.

    Map handoffs, centralize tasks, and connect case-management, document, and communication tools.

    • Workflow maps that include approvals and exceptions.
    • Clear task ownership and a way to spot work waiting on a response.

  3. Practical AI

    Bring AI into a defined, reviewable workflow.

    Evaluate uses for summarization, drafting assistance, and knowledge retrieval, with human review and appropriate access controls.

    • A scoped use case and evaluation with representative examples.
    • Review responsibilities and agreed boundaries for information access.

  4. Data analytics

    Know where the work is getting stuck.

    Define useful measures for intake, matter progression, workload, and operational performance.

    • Connections between CRM, CSM, and other relevant data sources.
    • Reports with agreed definitions, refresh expectations, and record ownership.

  5. Data hygiene & governance

    Build on information your team can trust.

    Resolve duplicates, standardize fields, improve migrations, and clarify access and data ownership.

    • Rules for matching clients and matters across systems.
    • A cleanup and validation plan before data is migrated or connected.

Technology consulting for law firm operations.

Selected client work

Real businesses.
Practical work.

01Completed

Personal injury · Intake & operations

A connected intake workflow for a personal injury firm.

Built operational workflows to automate client intake for a personal injury firm, bringing the process and the technology together.

The need
The firm needed a more connected process for bringing new clients into the practice.
Our work
We designed and built the operational workflows behind its client intake system, connecting process design with the automation the firm needed.
The result
The intake workflow and automation engagement is complete.
02Completed

Employment law · Systems & data

CRM and CSM data, together in one place.

Connected an employment law firm’s CRM and CSM data so the team can see information from both systems in one place.

The need
The firm needed a unified view of information held in separate systems.
Our work
We built the connections between its CRM and CSM, bringing the firm’s data together in a shared view.
The result
The integration is complete, with information from both systems available in one place.
03Completed

Lemon law · AI adoption

A practical starting point for AI in the firm.

Helped a lemon law firm move from uncertainty about where to start to bringing AI into its practice.

The need
The firm wanted to use AI but did not know how to get started or how it would fit into its work.
Our work
We worked with the firm to turn that interest into a practical starting point and helped introduce AI into the practice.
The result
The AI adoption engagement is complete, and AI has been introduced into the firm’s work.

Before we get started

Questions about law firm technology.

A clearer picture of the work, the process, and where to begin.

Do you work with every area of law?

Yes. Our technology consulting is available to firms across all practice areas. We adapt the scope to your clients, matters, team, and existing systems, whether you need help with intake, day-to-day operations, AI, analytics, or data hygiene.

Can you connect client inquiries to our intake process?

We can scope connections between website forms, email, calls, referrals, and the tools your team uses. The goal is to keep inquiry context with the client record, make follow-up ownership clear, and carry the right information into your matter workflow. The implementation depends on your systems and their available integrations.

Can you automate intake without replacing our existing software?

That is often the right starting point. We review how inquiries enter the firm, how your staff qualify them, and what your current systems can support. Available APIs, permissions, and data quality determine which steps we can connect and where a person should stay involved.

Can you bring CRM and CSM information into one view?

Yes, connecting firm data is part of our consulting work. We start by identifying the records each system owns, how clients and matters are matched, and how often information needs to refresh. Then we design a shared view around the questions your team needs to answer.

Where does AI fit into law firm operations?

Useful starting points can include summarizing intake information, finding approved internal guidance, or preparing a draft for review. We evaluate the workflow and information access first. Your attorneys and staff remain responsible for reviewing outputs and making decisions.

How do you approach confidential client information?

We agree on access and data handling before implementation, use limited access where practical, and review which information any proposed tool will process. Test data and review steps are part of the plan. Specific requirements are scoped with the firm; technology consulting does not replace its legal or compliance judgment.

Do you work with firms outside your local area?

Yes. We provide remote technology consulting to law firms nationwide. Discovery, workflow reviews, implementation sessions, and handover can be organized around your team’s availability.

Let’s make work work better.

Tell us where the friction is. We’ll start with a conversation about your firm, your systems, and what you want to improve.

Start a conversation newclient@erfaniangroup.com