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.
30 min with a co-founder who's built legal tech.
Four areas where we have repeat delivery experience.
Multi-portal platforms with document automation, workflows, and compliance controls. Replace your SaaS subscription with software you own.
Elasticsearch on 1M+ documents with sub-100ms queries. AI classification, synonym handling, fuzzy matching for legal terminology.
Intake forms, e-signatures, audit trails, compliance tracking. Automate the repetitive work so your team focuses on billable hours.
IOLTA-compliant trust accounting that actually works. Transaction-level accuracy, automated reconciliation, Rules of Professional Responsibility compliance.
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.
No public API. Mobile app rated "useless." Post-PE acquisition, renewal prices nearly doubled. They intentionally block migrations.
Fragmented database. No complete backup possible. No single source of truth for your firm's information. Data hostage.
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 $40-65K once, and you own it from day one.
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.
Three role-based portals built from scratch in 8 weeks. HIPAA-compliant document handling, automated workflows, audit trails. Replaced spreadsheets and email chains.
Pre-seed to Series A. You need production-grade infrastructure, not another prototype.
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.
Case management, document automation, compliance controls. 8-10 weeks from scope to live. We handle infrastructure so you focus on go-to-market.
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.
Guides and analysis based on real legal tech builds.
Where the industry is heading and what it means for firms evaluating build vs. buy.
Read → Cost GuideReal cost breakdowns for case management, document search, and workflow platforms.
Read → TechnicalArchitecture decisions, performance benchmarks, and synonym handling for legal documents.
Read →Yes. We've built custom case management platforms that replace off-the-shelf tools like Clio, MyCase, and PracticePanther. The difference: you own the software, you control the roadmap, and you stop paying per-seat licensing fees. A custom platform typically pays for itself in 12-16 months compared to SaaS subscriptions.
Most legal tech builds run $25,000-$50,000 for an MVP with core workflows. Document search systems start around $20,000. The exact scope depends on your requirements — we'll give you a fixed quote after a 30-minute scoping call. No hourly billing surprises.
6-12 weeks for an MVP depending on complexity. Our structured settlement platform shipped in 8 weeks with 3 role-based portals. We scope aggressively to get working software in your hands fast, then iterate.
Yes. We've migrated data from Clio, legacy databases, and spreadsheet-based workflows. We build migration scripts that map your existing data to the new platform, validate everything, and run parallel systems until you're confident in the switch.
We build for HIPAA, SOC 2, and state bar data handling requirements. This includes encrypted data at rest and in transit, role-based access controls, audit logging, and data retention policies. Compliance is architected in from day one, not bolted on after.
Yes. We offer retainer agreements for ongoing development, bug fixes, and infrastructure management. Most clients start with a build engagement and move to a monthly retainer post-launch. You also get full source code ownership from day one.
If your firm has fewer than 10 attorneys and standard workflows, off-the-shelf works fine. But at 15+ attorneys, per-seat pricing costs $168-263K over 5 years. Smokeball is Windows-only with no public API. LEAP charges $4K per file to export. CosmoLex accounting breaks at scale. At that point, a $40-65K custom platform that you own outperforms a rental you can't escape.
Yes. We build IOLTA-compliant trust accounting with transaction-level accuracy, automated reconciliation, and full audit trails. This is a liability area — Clio's QuickBooks sync has miscredited trust payments, and PracticePanther has documented compliance gaps. We architect trust accounting as a first-class module, not a bolt-on integration.
AI tools give you a prototype fast. They can't give you production infrastructure: hosting, security hardening, HIPAA compliance, state bar data handling rules, trust accounting that survives an ethics audit. We use the same AI tools — but we pair them with 10+ years of compliance architecture experience. The result: 3x more platform, production-ready, with references you can call.
Accepting 2 new builds — Q3 2026
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.
Book a Strategy Call →Prefer email? office@oktopeak.com