Most law firms don’t have a demand problem — they have a systems problem. Leads sit too long, retainers stall, matters open slowly, billing gets delayed, and leadership lacks clean operating data. TwoPir builds the Salesforce-based infrastructure that closes those gaps and gives firms a cleaner path to profitable growth.
The firms that scale cleanly control every handoff — from inquiry to signed engagement, from signed engagement to matter open, from work completed to invoice paid. Every delay compounds.
Inquiries arrive through forms, calls, referrals, and email — then get manually triaged, often slowly. Good matters go cold before ownership is assigned.
When intake lives in spreadsheets and inboxes rather than your CRM, referral attribution is weak, conversion tracking is impossible, and pipeline visibility is delayed.
Once a prospect says yes, staff re-enter data across intake forms, case management tools, and billing systems. A matter shouldn’t take days to fully open.
Invoices, retainers, trust balances, accounting entries, and matter status live in separate systems. The result: slower collections and more reconciliation work.
Manual re-entry, status chasing, duplicate work, and missed reminders affect case velocity — almost always rooted in systems that don’t talk to each other.
Managing Partners need clean answers on intake, case stalls, and billing trends. Instead they get spreadsheets assembled after the fact, too late to act on.
TwoPir is not a software deployment shop. We are a revenue and operating infrastructure partner for firms that need cleaner intake, better handoffs, stronger billing discipline, and executive-level visibility into what is driving growth.
We are Salesforce-first in execution and platform-agnostic in thinking. We use Salesforce as the core operating platform, then connect the legal, accounting, payment, document, and reporting workflows your firm relies on. When matter management depth is required, we architect around Mitratech CaseCloud with the same structured discipline.
Our standard is not a successful go-live. Our standard is a system your attorneys and operations team use 18 months from now — one that holds up under more volume, more matters, more complexity, and more growth.
Every engagement starts with how your firm acquires clients, opens matters, coordinates work, gets paid, and makes decisions. We design the system around that reality — not a template.
Capture every inquiry, route it correctly, track it to signed engagement, and build accountability around follow-up — without manual triage.
Move from signed retainer to matter-ready without duplicated effort, loose handoffs, or attorneys chasing status updates.
Connect operational work with financial outcomes so retainers, invoices, trust accounts, and reporting stay aligned.
Give Managing Partners and COOs the operating data they need to run the firm — in real time, not two weeks later.
Bring your front office, legal operations, and finance workflows into one connected operating model without data silos.
If your firm already has Salesforce but it isn’t working, we rebuild the parts that matter and make the platform usable again.
We map your full intake-to-invoice flow, identify friction and revenue loss, and benchmark errors, delays, and manual touchpoints.
We design the data model, workflow logic, integration boundaries, and reporting structure for your practice areas and growth stage.
We configure Salesforce, connect billing and legal tools, build automations, and test every handoff before a single user touches it.
We execute a structured rollout with data migration, team onboarding, and parallel-run support — no disruption to active matters.
As your firm grows, we extend the infrastructure — new practice areas, offices, or automations — and keep the architecture stable.
We connect Salesforce to the legal and financial tools your firm depends on — so intake, matters, billing, and reporting are never managed in silos.
Two representative engagements showing what a structured Salesforce build delivers when the architecture is right.
TwoPir provided Salesforce customisation and integration services to help us build a robust, compliant, and scalable legal operations platform — connecting case management, document processing, and financial systems into one unified workflow. The result was transformative for how we run case-to-cash operations.“
TwoPir’s specialized Salesforce customization enabled efficient integration of third-party systems and streamlined administration and billing, leading to seamless financial operations and enhanced productivity. Automated mass billing and matter management minimized errors across our entire legal workflow.“
Before we touch Salesforce, we map how your firm acquires clients, opens matters, does the work, and gets paid. The system we build reflects your actual operation — not a default template.
We don’t hand off a configuration document. We design, build, integrate, test, and launch — and we stay until the system performs.
Intake, matter operations, billing, collections, and reporting are not separate projects. We design them as one connected system.
We have built Salesforce infrastructure for personal injury, family law, and corporate practice firms. The use cases, workflows, and pitfalls are known to us.
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.
“The problem is rarely that a firm lacks software. The problem is that the systems underneath intake, handoff, billing, and reporting were never designed to work together under real operational pressure.”
TwoPir helps law firms create stronger operating discipline across intake, onboarding, billing, payments, and reporting — with Salesforce as the foundation and architecture that can hold up at scale.
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