Map the work before building
We sit with how your practice actually runs — the people, forms, handoffs, and reports — and design the system around it before anything gets configured.
Setup and migration
Many teams configure Simply Legal themselves. Many more launch faster with help on discovery, data migration, setup, website launch, and training — from the people who built the system, not a reseller.
We sit with how your practice actually runs — the people, forms, handoffs, and reports — and design the system around it before anything gets configured.
We move contacts, matters, and intake history out of spreadsheets and legacy systems, clean them on the way in, and verify with you before launch. Data conversion starts at $500.
We configure records, fields, dashboards, permissions, and reports around your practice, so day one feels familiar instead of blank. Full setup starts at $2,500.
We build your hosted pages or wire embeds into your existing website — forms, calendars, directories, and the flows your community actually uses.
Practice-management sync — including Clio — plus accounting, email, and calendar connections, built and supported by the team behind the platform.
Working sessions with your real data, not generic videos — plus ongoing support from the same team that built and configured your system.
Show us how a new matter reaches the firm today — the forms, the inbox, the spreadsheet. We will map it to Simply Legal and show you the version that never drops an inquiry.