Context
A 60-attorney firm was paying for three overlapping SaaS tools — one for intake, one for e-sign, one for billing — and clients hated the handoffs. The firm wanted a single portal under their brand, integrated with their existing practice-management system.
What we built
- Branded client portal with SSO and per-matter access controls.
- E-sign flow with audit-trail PDF generation.
- Two-way sync with the firm's practice-management billing system.
- Admin tooling for office managers — no engineering needed for daily ops.
- Backups, observability, and a one-page runbook for the in-house IT lead.
Outcomes
- Payback period
- 90 days
- NPS lift
- +24
- SaaS retired/yr
- $108k
- Retired three SaaS subscriptions in the first quarter post-launch.
- Client onboarding time dropped from 11 days to 3 days.
- Firm runs the portal day-to-day with a single internal admin.
"We replaced a SaaS sprawl with a single tool that fits the way we actually work. And it cost less than what we were paying our SaaS vendors."