Salesforce — NuLaw Implementation & Integration

Your Cases Are Moving.
Your Legal OS Shouldn't Be Holding Them Back.

NuLaw is the AI-powered Legal Command Center built natively on Salesforce. Twopir configures it to match how your firm actually works — not how the default template assumes you do.

500+
Client Deployments
12+
Years Experience
40+
Person
Team
Salesforce & HubSpot Partners
AI Delivery
Trusted By
Personal Injury Firms Immigration Law Teams Family Law Practices Business & Litigation In-House Legal Teams Multi-Practice Enterprises Personal Injury Firms Immigration Law Teams Family Law Practices Business & Litigation In-House Legal Teams Multi-Practice Enterprises
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. AI tools exist in isolation. NuLaw 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.

⏱️

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 unclear. NuDocs — NuLaw's integrated document module — solves version confusion and access control natively.

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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 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.

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AI tools with no operating foundation

Standalone AI tools add noise without context. NuLaw's Nubia AI is embedded in the operating layer — predictions, Next Best Action, and AgentForce guidance tied to real matter data.

Platform Context

NuLaw Is Built for Legal Work. We Build It Around Yours.

NuLaw is a Salesforce-native legal practice management platform. It gives legal teams a single operating environment for intake, cases, documents, time, billing, AI, and client communication — without stitching together unrelated tools. As a Salesforce OEM partner, NuLaw bundles the Salesforce license. Twopir configures and extends it to match your firm's exact workflow logic.

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Salesforce-Native OEM

NuLaw runs inside a Salesforce environment with a bundled OEM license — no separate Salesforce subscription required. Your CRM data, client records, and matter data share a single source of truth from day one.

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Enterprise-Grade Security

Salesforce Shield encryption, GDPR and HIPAA compliance, role-based access, and full audit trails — without requiring additional compliance tooling. Sensitive legal data stays protected at the platform level.

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Nubia AI Engine

NuLaw's proprietary AI delivers predictions, Next Best Action guidance, and AgentForce integration — embedded in the operating layer, not bolted on. AI that works from matter data, not around it.

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Open Integration Architecture

Pre-built integrations with O365, SharePoint, Outlook, Gmail, Google Calendar, QuickBooks, DocuSign, Adobe Sign, and airSlate — plus custom API integrations via Salesforce AppExchange.

Platform Capabilities

What NuLaw Puts Inside Your Legal Operating Environment

A complete capability set — from marketing and intake through matter operations, billing, AI, and reporting. Twopir configures each module to fit how your firm actually runs.

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Marketing & Intake Automation

Automated marketing emails, intake questionnaires, and checklists captured directly in NuLaw. Retainer generation, e-signature, and conflict checks all triggered from prospect data.

Acquire
📁

Legal Matter Management

Organize, track, and manage every matter from open to close — with Matter Plans, status tracking, assignment logic, and milestone visibility for all team members.

Core Module
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NuDocs — Document Management

Store and secure all case-related documents with version control, access permissions, and audit history. Teams collaborate from any device — no separate DMS required.

Document Control
⏱️

Time Tracking & Expense Management

Log billable time in seconds by attaching entries to calendar events or directly from Outlook and Gmail. Expense tracking connects to matters and billing.

Billing Accuracy
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Alerts & Deadline Reminders

Automated notifications for deadlines, task assignments, and escalations. Statute deadlines and court dates stay visible across the entire team, always.

Risk Reduction
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Client & Contact Management

Consolidated client records with full relationship history, matter associations, communication logs, and event/email sync with Outlook and Gmail.

Relationship Data

Workflow Automation & Conflict Checks

AI-powered workflows that trigger next steps for intakes and matter progression. Conflict checks, approval routing, and status transitions — triggered by matter events, not human memory.

Process Efficiency
🧾

Billing, NuPay & Trust Compliance

Automate invoicing from tracked time and expenses. Accept online payments via NuPay. Handle trust accounting, retainer draws, and multi-currency billing with compliance controls built in.

Revenue Capture
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Nubia AI — Predictions & Next Best Action

NuLaw's proprietary AI engine delivers case outcome predictions, intelligent next-step recommendations, and AgentForce guidance — embedded in the matter and intake flow.

AI Layer
📊

Reporting & Dashboards

Customizable reports on matter status, team performance, billing trends, and firm throughput. Firmwide or department-wide analytics — live operating data, not assembled spreadsheets.

Operating Intelligence
Practice Apps

Built for Your Area of Law

NuLaw extends the core platform with Practice Apps — purpose-built modules that add tailored fields, workflows, and automation for specific legal practice areas. Twopir implements and configures the right Practice App for your firm.

Personal Injury

High-volume, high-stakes cases demand speed without sacrificing accuracy. NuLaw streamlines client intake, medical record collection, and demand data preparation while tracking treatment, damages, and settlement progress.

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In-House Legal

Legal teams under pressure to do more with less. NuLaw centralizes intake triage, matter tracking, contract workflows, and compliance — while enabling co-counsel collaboration and advanced executive reporting.

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Immigration

Complex forms, strict deadlines, and repeatable filings require precision at scale. NuLaw automates form population, document collection, case tracking, and client communication — reducing errors while increasing throughput.

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Family Law

Sensitive matters require both precision and care. NuLaw streamlines document preparation for divorce, custody, and support filings while organizing client data, deadlines, and court requirements.

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Business & Litigation

From intake to resolution, litigation is detail-heavy and deadline-driven. NuLaw streamlines intake, discovery management, and workflow tracking — keeping your team organized and trial-ready at every stage.

Our Delivery Model

We Don't Deploy Software. We Build Legal Operating Infrastructure.

The difference between a NuLaw 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

NuLaw Setup & Salesforce Environment Configuration

Full installation and configuration of NuLaw within your Salesforce environment. We handle object relationships, security model alignment, field customization, Practice App selection, and integration with your existing tools — cleanly, without creating technical debt.

Phase 02

Business-Specific Workflow & Intake Design

We map your actual intake-to-resolution process and build the automation logic around it. Matter assignment rules, approval workflows, conflict check triggers, document routing, and Nubia AI configuration — all designed for how your team works, not a generic legal template.

Phase 03

NuDocs, Template & Document Management

Organization of matter templates, NuDocs libraries, and version structures. We configure document generation automation so common legal documents — retainer agreements, demand letters, court filings — are produced from matter data, not rebuilt from scratch each time.

Phase 04

Nubia AI Configuration & Intelligence Layer

We configure NuLaw's AI engine for your specific practice areas — setting up predictions, Next Best Action workflows, and AgentForce guidance based on your matter types. AI that works from day one, not a feature you discover later.

Phase 05

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 — across practice areas and offices.

What Changes

The Outcomes Firms Actually Come Back For

Firms that implement NuLaw well — with proper workflow design, Nubia AI configuration, and clean architecture — report the same operational improvements. These are the outcomes Twopir is built to deliver.

One Legal Command Center
Intake, matter data, documents, time entries, communications, and billing unified in a single NuLaw record. No cross-referencing systems to get a complete picture of any matter.
Intake-to-Matter in Hours, Not Days
NuLaw's automated intake workflows and retainer generation reduce the time from first contact to fully open matter — from days to hours for most practice types.
Billing Accuracy & Faster Collections
Invoices generated from tracked time and expenses — not assembled manually. NuPay online payments tighten the collection cycle. Trust and retainer compliance built in.
AI That Actively Moves Cases Forward
Nubia AI delivers predictions and Next Best Action guidance tied to real matter data — reducing per-case processing time by up to 88% on automated workflows.
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 in NuDocs with version control, access permissions, and full audit history. Salesforce Shield encryption. GDPR and HIPAA compliant without additional infrastructure.
Common Scenarios

Where We See NuLaw Deliver Most

Case Management
High-volume practices needing end-to-end matter control: Firms handling dozens or hundreds of active matters simultaneously use NuLaw to assign ownership, track status milestones with Matter Plans, and identify stalled cases before they become problems. Twopir configures matter stage logic and Practice App workflows to match your specific area of law.
Client Intake
Automating the marketing-to-engagement handoff: From marketing email to intake questionnaire, conflict check, retainer generation, and matter creation — Twopir builds the NuLaw workflow that eliminates manual steps. New client data captured once and propagated cleanly to every downstream record without re-entry.
Document Handling
Version control and team collaboration without a separate DMS: Legal teams producing and sharing high volumes of drafts, briefs, and contracts use NuDocs to eliminate version confusion and unauthorized access. Twopir structures the folder hierarchy and permission model to match your team structure and security requirements.
Billing & Collections
Closing the loop between work done and revenue collected: Firms dealing with billing delays or collection gaps use NuLaw's time tracking, automated invoicing, and NuPay online payments to tighten the AR cycle. Twopir configures billing rules, retainer draw logic, trust accounting, and multi-currency invoicing for international client bases.
AI-Assisted Operations
Nubia AI driving efficiency across the matter lifecycle: Firms looking to reduce per-case processing time configure Nubia AI for predictions and Next Best Action across their most common matter types. NuLaw reports up to 88% reduction in time per individual case on automated workflows. Twopir handles the AI configuration to match your data and practice patterns.
Leadership Reporting
Giving Managing Partners real-time data — not weekly exports: Firms transitioning from spreadsheet-based reporting to live dashboards use Twopir's NuLaw reporting build-out to surface matter pipeline, billing exposure, AI-flagged risks, 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 NuLaw, 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 NuLaw — and we stay until the system performs as promised.

03

We Think Across the Full Matter Lifecycle

Intake, matter operations, AI, billing, collections, and reporting are not separate projects. We design them as one connected system inside your NuLaw environment.

04

We Have Direct Legal Operations Experience

We have built NuLaw infrastructure for personal injury, family law, immigration, and corporate legal practice. The use cases, workflows, and pitfalls are known to us.

05

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 with NuLaw 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 intake, matter management, billing, and AI were never designed to work together under real operational pressure."

Twopir Consulting — Certified Salesforce architects. NuLaw implementation specialists.
NuLaw setup & configuration
Business-specific workflow design
NuDocs & document management
Nubia AI configuration
Reporting, dashboards & operating visibility
12+
Years Salesforce & HubSpot Delivery
500+
Clients Served
Serving: US | Canada | UK | UAE | Australia | New Zealand
Salesforce Partner
HubSpot Partner
AI Delivery
Common Questions

Questions Firms Ask Before We Start

Do we need a separate Salesforce license to run NuLaw? +
No. NuLaw is a Salesforce OEM partner — it comes bundled with the Salesforce platform license. You receive NuLaw and Salesforce as a combined solution, so no separate Salesforce subscription is required. Twopir will assess your current environment and design the setup to coexist with any existing Salesforce infrastructure your firm already uses.
How long does a typical NuLaw implementation take? +
Scope determines timeline. A focused implementation — core matter management, billing setup, Nubia AI configuration, and baseline reporting — typically runs 6–10 weeks. Engagements that include multiple Practice Apps, integrations with external billing systems, document automation, or complex AI training take longer. Twopir scopes delivery based on your actual requirements before any work begins.
Which Practice App is right for our firm? +
NuLaw offers Practice Apps for Personal Injury, Immigration, Family Law, Business & Litigation, and In-House corporate legal teams. Twopir runs a discovery process to determine which Practice App — or combination — fits your practice area workflows and configures it to match your team's actual processes, not a generic template.
How does NuLaw's Nubia AI work in practice? +
Nubia AI is NuLaw's proprietary AI engine embedded in the operating layer. It powers automated workflows, case outcome predictions, Next Best Action recommendations, and Salesforce AgentForce integration. Unlike standalone AI tools, Nubia has access to your full matter data — so its guidance is grounded in real operational context. Twopir handles all Nubia AI configuration as part of every implementation.
Can NuLaw integrate with our existing tools? +
Yes. NuLaw supports pre-built integrations with O365, SharePoint, Outlook, Gmail, Google Calendar, QuickBooks, DocuSign, Adobe Sign, and airSlate — plus custom API integrations via Salesforce AppExchange. Twopir handles integration design and build, connecting NuLaw to the billing platforms, accounting systems, and document tools your firm already relies on.
Is NuLaw suitable for small law firms or only enterprise-scale practices? +
NuLaw scales from boutique practices to multi-office enterprises. The platform's value — centralized matter data, AI-assisted workflows, automated billing, real-time reporting — is relevant regardless of firm size. Twopir has implemented NuLaw 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. We've seen what NuLaw implementations look like when they're designed well and when they aren't. We only build the former.
Ready to Launch

Ready to Run Your Firm's Operations on a Single AI-Powered 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 NuLaw 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.