Insights

    Notes From The Consultancy

    What we are working on, what keeps going wrong in law firm technology, and what we would do about it. Practical notes for the people who have to live with the decisions.

    Proclaim5 min read

    Implementing SharePoint, Power BI and Power Automate into Proclaim

    Proclaim was never built to be a document store, a reporting engine or a way to connect to every other system the firm runs. Here is how SharePoint, Power BI, Power Automate and Toca.IO fill those gaps properly, and where firms get it wrong.

    Read the article
    Legal Technology Strategy6 min read

    Using AI Agents to Process Documents Inside Proclaim, Actionstep and Tessaract: Chronologies, Summaries and Beyond

    Reading through hundreds of pages to build a chronology or summary is still, for most firms, a manual job. Here is how an AI agent loop can do the first pass automatically, connected to whichever case management system the firm runs, Proclaim, Actionstep or Tessaract, with the output written straight back into the matter.

    Read the article
    Proclaim5 min read

    Proclaim Development and Third Party Integration: Getting It Right

    Proclaim rarely runs alone. Here is the commercial case for integrating it properly, and the risks | data integrity, compliance, cost creep | that show up when the development work behind it is rushed.

    Read the article
    Legal Technology Strategy6 min read

    Why You Should Engage an Independent Consultant Before Selecting Any Legal Tech

    Vendor demos are sales exercises, not selection processes. Here is why independent advice is the cheapest insurance a law firm can buy before committing to new legal technology.

    Read the article
    Legal Technology Strategy5 min read

    First Look: Actionstep Intelligence and Why Its MCP Server Cuts Through the Legal AI Noise

    Law firms are drowning in legal AI point solutions. Actionstep's new MCP server takes a different approach, and it is the model the market may converge on. Our first look from Actionstep's independent consultant event in London.

    Read the article

    Want to talk about any of this?

    A 30-minute strategy call, no pitch. Bring the problem you cannot get past.

    Book a strategy call