[ INDUSTRIES ]
Your firm outgrew Clio. Your legal SaaS needs production-grade search. We've built case management, document search, trust accounting, and compliance tools for legal teams. Displaced firms from Clio, Smokeball, CosmoLex, and LEAP.
3
legal platforms shipped
100ms
search on 1M+ docs
$220K+
client savings/year
[ CAPABILITIES ]
Four areas where we have repeat delivery experience. Most clients start with a build engagement and move to a monthly retainer post-launch for ongoing development, bug fixes, and infrastructure management. You get full source code ownership from day one.
Multi-portal platforms with document automation, workflows, and compliance controls. Replace your SaaS subscription with case management software you own, including personal injury and medico-legal practices. We have migrated data from Clio, legacy databases, and spreadsheet-based workflows: migration scripts map your existing data to the new platform, validate everything, and run parallel systems until you are confident in the switch.
from $26K · 8-10 weeks
Elasticsearch on 1M+ documents with sub-100ms queries. Structured PDF extraction, AI classification, synonym handling, fuzzy matching for legal terminology.
$17K-$44K · 2-4 weeks
Intake forms, e-signatures, audit trails, compliance tracking. Automate the repetitive work so your team focuses on billable hours. Firms running Claude with Clio or MyCase get it deployed firm-wide from one place, per-attorney sign-in, one audit log. We open-sourced both connectors at github.com/oktopeak/clio-mcp and github.com/oktopeak/mycase-mcp: one install command, one OAuth flow in your browser, and Claude can read your practice management system. MyCase Advanced tier is required for Open API access. OAuth tokens are encrypted at rest with AES-256-GCM, and every tool call is logged append-only for ABA Opinion 512 compliance (for MyCase, at ~/.oktopeak-mycase/audit.log).
$17K-$35K · 4-6 weeks
IOLTA-compliant trust accounting that actually works. Transaction-level accuracy, automated reconciliation, Rules of Professional Responsibility compliance.
First-class module, not a bolt-on
[ WHY FIRMS SWITCH ]
Clio / MyCase
A 15-attorney firm pays $168-263K over 5 years. AI add-on at $39/user/month that firms call "not transformative." You own nothing.
Smokeball
No public API. Mobile app rated "useless." Post-PE acquisition, renewal prices nearly doubled. They intentionally block migrations.
LEAP
Fragmented database. No complete backup possible. No single source of truth for your firm's information. Data hostage.
CosmoLex
Pricing went $49 to $109/user in 6 years. Built-in accounting breaks at 10+ attorneys. CPAs "highly opposed" to the general ledger approach.
The pattern is the same: acquire, raise prices, lock data, repeat. A custom platform costs from $26K once, and you own it from day one.
A 10-seat legal SaaS subscription runs $35K/year. That is $170K over 5 years, and you own nothing.
A custom platform pays for itself in 14-18 months.
*Includes optional retainer (security patches, regulatory monitoring, audit prep, new features). You fully own the code.
[ PROOF ]
1M+ legal documents with sub-100ms queries. Domain-specific synonym handling, AI classification, fuzzy matching, relevancy boosting. Replaced manual search costing $220K+/year in lost productivity.
100ms
Query response
1M+
Documents indexed
$220K+
Saved per year
Three role-based portals built from scratch in 8 weeks. HIPAA-compliant document handling, automated workflows, audit trails. Replaced spreadsheets and email chains.
3
Role-based portals
8 wks
To production
HIPAA
Compliant
[ FOR LEGAL SAAS FOUNDERS ]
Pre-seed to Series A. You need production-grade infrastructure, not another prototype. We use the same AI tools you do, paired with 10+ years of compliance architecture experience: hosting, security hardening, HIPAA compliance, state bar data handling rules, and trust accounting that survives an ethics audit. The result: 3x more platform, production-ready, with references you can call.
Entry Point
Production-grade Elasticsearch for your legal SaaS. Synonym handling, fuzzy matching, relevancy tuning, autocomplete. We've shipped this 3 times. Your users get 100ms on 1M+ documents.
$8K-$15K
2 weeks · ROI: $220K+/year in search time savings
Full Build
Case management, document automation, compliance controls. 8-10 weeks from scope to live. We handle infrastructure so you focus on go-to-market.
from $26K
8-10 weeks · Fixed price
[ LEGAL TECH RESOURCES ]
Guides and analysis based on real legal tech builds. We asked 32 legal professionals what actually eats their day, the findings are free.
Seven shops compared on legal proof, integrations, and published minimums. Every fact verified, self-ranking disclosed.
Read → COST ANALYSISLine-item breakdown for a 15-attorney firm. Complete + AI + QuickBooks + processing fees over 3 years.
Read → COST ANALYSIS$299 sticker, $1,800 real bill: how a 9-attorney firm's add-ons stack, and the 3-year total.
Read → TWO-SYSTEM STACKWhat the native sync covers, what gets paid for twice, and the framework for deciding when to consolidate.
Read → CASE STUDYHow a 17-person firm recovered $220K/year in billable time by replacing iManage with custom search.
Read → AI INTEGRATIONHow to connect Claude AI directly to Clio practice management via the Model Context Protocol.
Read →What needs to change when a Cursor or Bolt prototype needs to pass a bar ethics audit.
Read → COST GUIDEReal project budgets for case management, document search, and workflow automation platforms.
Read → DOCUMENT SEARCHHow we built 100ms search across 1M+ legal documents, what it costs, and when to build vs. buy.
Read → DATA RESIDENCY · AUSTRALIAau.app.clio.com plus Claude on Bedrock in Sydney or Melbourne: zero retention by default, the model-version caveat, and what the CLOUD Act still leaves open.
Read → AUTOMATION · SCHEDULINGScheduled tasks run on Anthropic's side and cannot see a local connector. Five ways to run a Claude skill on a schedule, and where the connector has to live for each.
Read → COMPLIANCE · AUDIT LOGSThe three surfaces that leak client data into a log, the canary test that proves it in ten minutes, and the five questions worth putting to any connector vendor.
Read → CLIO API · TROUBLESHOOTINGA Clio trial carries API access for about seven days. The gate is account type, not plan tier, and the error Clio returns cannot tell you which failure you hit.
Read →[ NEW: PRE-BUILT FOUNDATION ]
Production-ready Elasticsearch codebase extracted from a platform we shipped. Compliance architecture assessment included. Deploy in 2 weeks, not 10.
Get the technical spec sheet
Architecture diagram, what's included, deployment requirements, and the compliance assessment scope.
[ FAQ ]
[ GET STARTED ]
30 min with a co-founder who's built legal tech platforms. We'll scope it, price it, and tell you honestly if we're the right fit.
Accepting 1 new build. Q3 2026
