legal tech service

it strategy throughout change & growth

I find Clear Guidance Partners innovative, budget conscience, and always available to trouble shoot or dream up the next big productive time saver. If you dream it, they will build it or connect you with who can!

- Holly Pulido, Firm Administrator, Gray Becker PC

Our legal team works with a diverse set of firms ranging in size with a variety of practice areas. We focus on helping your firm invest in the right technology for maximizing leverage and planning future needs.

Our professionals can provide the following services for your legal firm:

• eDiscovery assistance.

We work hand-in-hand with your firm and any eDiscovery providers to overcome technical hurdles related to collection, translation of data types, organization, searchability, and more.

• User training.

We train for processing incoming PDF’s for OCR, editing them, exporting to Word cleanly, and other useful tasks for attorneys and staff. We work directly with staff as part of one our managed IT engagements or conduct large group presentations.

• Office expansions and moves.

Not only do we help move your servers but we also help you plan power, work with your AV and copier companies, and ensure the firm is operational and billing necessarily throughout the move. From the start, we’ll help you evaluate potential locations for internet service and layout and attend all the construction meetings. Managing expectations and minimizing surprises remains as key for any move.

• Optimizing document workflows.

We use as much automation as possible by applying automation to tasks such as PDF and OCR handling, form assembly, protection/encryption of confidential information such as metadata, and large or small sharing of document sets.

• Client audits.

We sit down with you (or handle and send to you) to work through those audits. We review the request, compile policies, implement controls, and complete the audit reports for you. Our experience includes client audit requests from the largest banks in the country and from companies in the Fortune 10.

Talk to a partner

or - Submit a form directly to our executive team