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Legal Matter Management
Organize, track, and manage every matter from open to close — with status tracking, assignment logic, and milestone visibility for all team members.
Core Module Salesforce Industry Apps — Mitratech CaseCloud (formerly AdvoLogix)
Your Cases Are Running.
Your Systems Shouldn't Be Slowing Them Down.
Mitratech CaseCloud centralizes matter management, billing, and document workflows inside Salesforce. Twopir configures it to match how your firm actually works — not how the default template assumes you do.
200+
Clients across US, UK, UAE, AU, CA
12+
Years of legal CRM delivery
40+
Certified Salesforce specialists
Gold
Salesforce Partner since 2014
Trusted by firms managing
Personal Injury Corporate Law Family Law Multi-Practice Enterprises Legal Operations Teams
Where Firms Stall
The Real Cost Is Operational Friction
Most firms that come to us don't have a technology problem. They have a systems design problem. Matter data lives in the wrong place. Billing runs behind. Reports take too long to build. Mitratech CaseCloud solves all of this — when it's configured correctly from the start.
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Matter data scattered across disconnected tools
Case details in one system, documents in another, billing in a third. Every handoff creates re-entry, version risk, and communication lag between team members who can't see the full picture.
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Time tracking that doesn't connect to billing
Hours logged but never invoiced. Estimates that drift from actuals. Invoices assembled manually from notes rather than pulled from tracked billable activity. Revenue leaks at every step.
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Document workflows without version control
Drafts shared by email. Approvals tracked in threads. The latest version becomes unclear. For a firm handling complex legal documents, that ambiguity creates both inefficiency and risk.
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No operating visibility for leadership
Managing Partners rely on weekly reports assembled after the fact. Matter status, billing exposure, team capacity — none of it visible in real time. Decisions lag the data by days or weeks.
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Onboarding new matters takes too long
Client intake feeds one system. Retainer setup lives in another. Matter creation involves manual re-entry across tools. What should take an hour takes two days — on every new engagement.
Platform Context
Mitratech CaseCloud Is Built for Legal Work. We Build It Around Yours.
Mitratech CaseCloud is a matter management solution that runs natively on Salesforce. It gives legal teams a single operating environment for cases, documents, time, billing, and client communication — without stitching together unrelated tools. Twopir configures and extends it to match your firm's exact workflow logic.
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Built on Salesforce
Mitratech CaseCloud runs inside your Salesforce org — not as a bolt-on or external portal. Your CRM data, client records, and matter data share a single source of truth from day one.
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Enterprise-Grade Security
Sensitive legal data sits within Salesforce's security model — role-based access, field-level permissions, full audit trails — without requiring additional compliance tooling.
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Integration-Ready Architecture
As a Salesforce-native platform, Mitratech CaseCloud supports clean integration with document tools, e-signature platforms, billing systems, and external portals your firm already uses.
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Multi-Currency & Global
Built-in multi-currency support makes it practical for firms serving international clients — with billing, retainer management, and invoicing adapted per jurisdiction.
Platform Capabilities
What Mitratech CaseCloud Puts Inside Your Salesforce Org
A complete capability set for legal operations — from matter initiation through billing and reporting. Twopir configures each module to fit how your firm actually runs.
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Document Management
Store and secure all case-related documents with version control, access permissions, and audit history — no external DMS required for most firms.
Document Control⏱️
Time Tracking & Scheduling
Track billable hours directly in Salesforce. Connect time entries to matters, billing rates, and invoices — so nothing billable slips through.
Billing Accuracy🔔
Alerts & Deadline Reminders
Automated notifications for deadlines, task assignments, and escalations. Statute deadlines and court dates stay visible across the team.
Risk Reduction👥
Client & Contact Management
Consolidated client records with full relationship history, matter associations, communication logs, and contact hierarchies within the Salesforce CRM layer.
Relationship Data⚡
Workflow Automation
Automate document generation, task assignments, approval routing, and status transitions — triggered by matter events rather than human memory.
Process Efficiency📋
Case Templates & Checklists
Pre-built templates for common matter types accelerate new case setup. Checklists enforce consistency across team members and practice areas.
Standardization🧾
Invoicing & Multi-Currency Billing
Generate accurate invoices from tracked time and resources. Multi-currency support covers international client billing with proper retainer and trust account handling.
Revenue Capture📊
Reporting & Dashboards
Customizable reports on matter status, team performance, billing trends, and firm throughput. Leadership gets real-time visibility — not assembled spreadsheets.
Operating IntelligenceOur Delivery Model
We Don't Deploy Software. We Build Operating Infrastructure.
The difference between a Mitratech CaseCloud deployment that gets adopted and one that gets abandoned comes down to how it's designed before the first configuration is applied. Twopir runs discovery before we run setup.
Phase 01
Mitratech CaseCloud Setup & Salesforce Configuration
Full installation and configuration of Mitratech CaseCloud within your Salesforce org. We handle object relationships, security model alignment, field customization, and integration with your existing Salesforce data — cleanly, without creating technical debt.
Phase 02
Business-Specific Workflow Design
We map your actual intake-to-resolution process and build the automation logic around it. Matter assignment rules, approval workflows, document routing, escalation triggers — all designed for how your team works, not a generic legal template.
Phase 03
Template & Document Management
Organization of matter templates, document libraries, and version structures. We configure document generation automation so common legal documents are produced from data — not rebuilt from scratch each time.
Phase 04
Reporting, Dashboards & Operating Visibility
We build the reporting layer that firm leadership actually uses: matter pipeline views, billing exposure dashboards, team workload reports, and exception alerts. Real-time operating data, not weekly exports.
What Changes
The Outcomes Firms Actually Come Back For
Firms that implement Mitratech CaseCloud well — with proper workflow design and clean configuration — report the same set of operational improvements. These are the outcomes Twopir is built to deliver.
One Place for All Matter Data
Case details, documents, time entries, communications, and billing information unified in a single Salesforce record. No cross-referencing systems to get a complete picture of any matter.
Faster Matter Onboarding
Automated intake workflows and pre-built matter templates reduce the time from signed engagement to fully open matter — from days to hours for most practice types.
Billing Accuracy & Automated Invoicing
Invoices generated directly from tracked time and matter resources — not assembled manually. Retainer draws, trust balances, and billing rates applied correctly every time.
Deadline & Compliance Discipline
Automated reminders and escalations ensure critical dates don't rely on individual memory or manual calendar entries. Consistent across all team members and matter types.
Real-Time Firm Visibility
Leadership dashboards show live matter status, billing exposure, team capacity, and intake trends. Managing Partners stop chasing data and start using it.
Secure Document Handling
All legal documents stored with version control, access permissions, and full audit history inside the Salesforce security model. Sensitive client data protected without additional infrastructure.
Common Scenarios
Where We See Mitratech CaseCloud Deliver Most
Case Management
High-volume practices needing end-to-end matter control. Firms handling dozens or hundreds of active matters simultaneously use Mitratech CaseCloud to assign ownership, track status milestones, and identify stalled cases before they become problems. Twopir configures matter stage logic to match your specific practice area workflows.
Client Onboarding
Automating the intake-to-engagement handoff. From initial inquiry through signed retainer and matter creation, Twopir builds the workflow that eliminates manual steps. New client data captured once — propagated cleanly to every downstream system without re-entry.
Document Handling
Version control and team access without a separate DMS. Legal teams producing and sharing high volumes of drafts, briefs, and contracts use Mitratech CaseCloud's document management layer to eliminate version confusion and unauthorized access. Twopir structures the folder hierarchy and permission model to match your team structure.
Billing & Collections
Closing the loop between work done and revenue collected. Firms dealing with billing delays or collection gaps use Mitratech CaseCloud's time tracking and invoice generation to tighten the AR cycle. Twopir configures billing rules, retainer draw logic, and multi-currency invoicing for firms with international client bases.
Leadership Reporting
Giving Managing Partners real-time data — not weekly exports. Firms transitioning from spreadsheet-based reporting to live dashboards use Twopir's reporting build-out to surface matter pipeline, billing exposure, and team performance data that leaders can act on immediately.
Why Twopir
We're Not a Vendor. We're an Architectural Partner.
01
We Start with the Operating Model, Not the Software
Before we touch Salesforce, we map how your firm opens matters, tracks time, invoices clients, and runs operations. The system we build reflects your actual workflows — not a default template.
02
We Own the Outcome
We don't hand off a configuration document. We design, build, integrate, test, and launch Mitratech CaseCloud — and we stay until the system performs as promised.
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We Think Across the Full Matter Lifecycle
Intake, matter operations, billing, collections, and reporting are not separate projects. We design them as one connected system inside your Salesforce org.
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We Have Direct Legal Operations Experience
We have built Salesforce and Mitratech CaseCloud infrastructure for personal injury, family law, and corporate practice firms. The use cases, workflows, and pitfalls are known to us.
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We Build for Scale, Not Just Launch
Our architecture holds up as your firm grows — more matters, more offices, more practice areas. The system you launch should be the foundation for the next stage of growth.
"The problem is rarely that a firm lacks software. The problem is that the systems underneath matter management, billing, and reporting were never designed to work together under real operational pressure."
Twopir Consulting — Certified Salesforce architects. Mitratech CaseCloud implementation specialists. Global delivery across US, UK, UAE, AU, CA.
Full CaseCloud setup & Salesforce configuration
Business-specific workflow design
Template & document management
Reporting, dashboards & operating visibility
Common Questions
Questions Firms Ask Before We Start
Do we need a separate Salesforce org for Mitratech CaseCloud, or can it run in our existing org? +
Mitratech CaseCloud installs inside your existing Salesforce org — it doesn't require a separate environment. If you already use Salesforce for CRM or other operations, Twopir will assess what's in your current org and design the Mitratech CaseCloud setup to coexist cleanly with it, rather than creating a parallel environment that requires separate maintenance.
How long does a typical Mitratech CaseCloud implementation take? +
Scope determines timeline. A focused implementation — core matter management, billing setup, and baseline reporting — typically runs 6–10 weeks. Engagements that include integrations with external billing systems, document automation, or complex workflow logic take longer. Twopir scopes delivery based on your actual requirements before any work begins.
Can Mitratech CaseCloud integrate with our existing billing or document tools? +
Yes. As a Salesforce-native application, Mitratech CaseCloud supports integration with external systems through standard Salesforce APIs and middleware platforms. Twopir handles integration design and build — connecting Mitratech CaseCloud to e-signature tools, external billing platforms, accounting systems, and document storage tools your firm already relies on.
What Salesforce licenses do we need to run Mitratech CaseCloud? +
Mitratech CaseCloud requires a standard Salesforce license (Professional, Enterprise, or Unlimited) plus the Mitratech CaseCloud managed package subscription. Twopir will assess your current license position as part of discovery and advise on the right license structure for your team size and feature requirements.
Is Mitratech CaseCloud suitable for small law firms or only enterprise-scale practices? +
Mitratech CaseCloud scales from boutique practices to multi-office enterprises. The platform's value — centralized matter data, automated billing, real-time reporting — is relevant regardless of firm size. Twopir has implemented it for single-practice firms and for firms managing multiple practice areas across multiple geographies. The scope adjusts to fit the firm.
How are you different from an implementation-only partner? +
Implementation-only partners optimize for delivery of the platform. We optimize for whether the platform improves the firm's operating performance. The engagement starts earlier — with architecture and process design — and continues beyond go-live with adoption support and scale planning.
Get Started
Ready to Run Your Firm's Operations on a Single Platform?
Talk to a Twopir legal systems architect. We'll review your current setup, identify the gaps, and tell you exactly what a well-configured Mitratech CaseCloud environment looks like for your firm — before any engagement begins.
Speak with a team that understands legal systems, architecture, and what it takes to run a firm at scale.
