Legal CRM implementation

Your firm on one legal CRM that actually fits how you work

Micronetbd plans, builds and migrates legal CRM platforms, Litify, Filevine and Salesforce, so matters, intake and reporting live in one place instead of five spreadsheets.

SOC 2 Type II at company levelSalesforce & Litify partnersMigrations done without downtime

What we implement

One partner for the whole stack, from first scoping call to a system your team trusts on day one.

Legal CRM build-outs

Litify and Salesforce configured around your practice areas, stages and reporting, not a generic template.

Data migrations

Matters, contacts, documents and history moved cleanly from legacy systems, validated and reconciled before go-live.

Managed services

Ongoing admin, automations and enhancements so your CRM keeps pace as the firm grows.

How it works

A straightforward path from where you are now to a system your whole firm relies on.

1

Discovery call

We map your practice areas, current tools and the reporting you actually need.

2

Design & migrate

We configure the platform and migrate your data, with checkpoints you sign off on.

3

Launch & support

We train your team and stay on for tuning, adoption and ongoing improvements.

Talk to Micronetbd about your legal CRM

A 30-minute call is enough to know whether Litify, Filevine or Salesforce is the right fit, and what a migration would take.

Book a call