Intake leaks qualified prospects
Inquiries arrive through forms, calls, referrals and email, then get triaged by hand. Good matters go cold before anyone owns them.
Salesforce for Law Firms
When intake breaks, growth slows. We rebuild the systems behind it.
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 operating infrastructure that closes those gaps and gives firms a cleaner path to profitable growth. Intake, matters, billing and reporting on one architecture.
- 40% Less manual admin · PI firms
- 50% Efficiency gain · Accounting Seed
- 35% Faster lead qualification
- 360° Firm visibility
Trusted by 500+ organizations — including law firms and legal technology companies building their operations on Salesforce with Twopir Consulting.
Built for Legal Operations
- Salesforce Partner
- Mitratech CaseCloud
- LawPay Integration
- Accounting Seed
- Personal Injury
- Family Law
- Corporate Law
- Multi-Practice Firms
Where growth breaks inside a law firm
Firms that scale cleanly control every handoff — from inquiry to signed engagement, from engagement to matter open, from work completed to invoice paid. Every delay compounds.
Lead management lives outside the core system
When intake sits in spreadsheets and inboxes instead of the CRM, referral attribution is weak, conversion tracking is guesswork, and pipeline visibility always lags.
Case onboarding takes too long
Once a client says yes, staff re-key the same data across intake forms, case management and billing. Opening a matter should take minutes, not days.
Billing and payments stay disconnected
Invoices, retainers, trust balances, accounting entries and matter status live in separate systems — which means slower collections and more reconciliation.
Operational drag reduces throughput
Manual re-entry, status chasing, duplicated work and missed reminders slow case velocity — almost always because the systems underneath don't talk to each other.
Leadership lacks real-time visibility
Managing partners need clean answers on intake, stalled matters and billing trends. Instead they get spreadsheets assembled after the fact — too late to act on.
Our Philosophy
We build the operating system behind law firm growth
Twopir is not a software deployment shop. We are a revenue and operating infrastructure partner for firms that need cleaner intake, tighter handoffs, stronger billing discipline, and executive-level visibility into what is actually driving growth.
We are Salesforce-first in execution and platform-agnostic in thinking. Salesforce becomes the core operating platform; around it we connect the legal, accounting, payment, document and reporting workflows your firm already depends on. Where deeper matter management is required, we architect around Mitratech CaseCloud with the same discipline.
Our standard is not a successful go-live. Our standard is a system your attorneys and operations team still rely on 18 months from now — one that holds up under more matters, more offices and more complexity.
Systems designed around how law firms actually operate
Every engagement starts with how your firm acquires clients, opens matters, coordinates work, gets paid, and makes decisions. We design the architecture around that reality — never a template.
Client Intake & Lead Management
Capture every inquiry, route it correctly, track it through to signed engagement, and build real accountability around follow-up — without manual triage.
- Practice-area intake flows and smart routing
- Automated follow-up tasks and SLA enforcement
- Conflict-check triggers on contact creation
- Referral source and channel attribution
- Intake-to-retainer conversion reporting
Case Onboarding & Matter Operations
Move from signed retainer to matter-ready without duplicated effort, loose handoffs, or attorneys chasing status updates across three systems.
- Structured matter intake and onboarding workflows
- Task orchestration across attorneys and staff
- Document, checklist and approval coordination
- Statute deadline and milestone tracking
- Integration with legal matter management applications
Billing, Payments & Trust Accounting
Connect operational work to financial outcomes so retainers, invoices, trust balances and firm reporting stay aligned at every stage of a matter.
- Accounting Seed and Salesforce billing automation
- LawPay-connected, IOLTA-compliant payment workflows
- Trust accounting and disbursement coordination
- Multi-entity and multi-currency billing support
- Faster collections and less monthly reconciliation
Leadership Reporting & Firm Visibility
Give managing partners and COOs the operating data they need to run the firm — live, on one screen, instead of two weeks after the fact.
- Intake, conversion and pipeline dashboards
- Onboarding and cycle-time reporting
- Billing, WIP and collections visibility
- Attorney workload and performance tracking
- Cross-office and practice-area comparisons
System Integration & Data Architecture
Bring front office, legal operations and finance into one connected operating model — with a data structure that survives growth instead of fighting it.
- Salesforce-centred data model and architecture
- Migration from Clio, MyCase, Filevine and legacy tools
- Bi-directional financial and case data sync
- AI-powered document extraction (AWS Textract)
- Scalable architecture for multi-office growth
Org Rescue & Scale Support
If your firm already has Salesforce but it isn't working, we rebuild the parts that matter and make the platform usable for the people who live in it daily.
- Full Salesforce architecture audit and redesign
- Automation cleanup and workflow repair
- Adoption improvement and usability fixes
- Executive roadmap planning
- Ongoing retainer support as the firm scales
From operational friction to a running system
Five stages, one continuous engagement. We stay accountable from the first diagnostic through the quarters after go-live, when the system has to prove itself under real caseload.
Diagnostic Audit
We map your full intake-to-invoice flow, find where revenue and time leak out, and benchmark delays, errors and manual touchpoints.
Architecture Design
We design the data model, workflow logic, integration boundaries and reporting structure around your practice areas and growth stage.
Build & Integrate
We configure Salesforce, connect billing and legal tools, build the automations, and test every handoff before a single user touches it.
Launch & Adoption
A structured rollout with data migration, team onboarding and parallel-run support — no disruption to active matters or deadlines.
Scale & Optimize
As the firm grows we extend the infrastructure — new practice areas, offices and automations — while keeping the architecture stable.
A legal operations platform built on Salesforce
We connect Salesforce to the legal and financial tools your firm already depends on — so intake, matters, billing and reporting are never managed in silos.
Salesforce CRM
Core platform for client acquisition, data architecture, workflow automation and operating reporting.
Mitratech CaseCloud
Legal case and matter management, natively connected to Salesforce client relationship data.
LawPay
IOLTA-compliant client payment processing with Salesforce-triggered billing workflows.
Accounting Seed
Native Salesforce accounting for mass billing, recurring payments and real-time financial reporting.
QuickBooks
Bi-directional sync for trust accounting, settlement entries, vendor bills and expense management.
iManage & DocuSign
Automated document management, retainer execution and billing document generation.
AWS Textract & AI
OCR-driven extraction of medical records, CPT codes and settlement documents straight into case records.
Clio · MyCase · Filevine
Full data migration with record preservation and parallel-run validation through cutover.
What better operating infrastructure delivers
When intake, matter operations, document processing and billing run inside one disciplined system, the gains are measurable — and they compound quarter over quarter.
★★★★★
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.
Operations Lead Fast-growing personal injury law firm Personal Injury
Personal Injury Firm — Multi-State
Streamlining case-to-cash operations with Salesforce, AWS and QuickBooks.
40%+ Faster case-to-settlement processing
45% Reduction in reconciliation effort
35% Improvement in data accuracy
★★★★★
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.
Practice Manager Mid-size US family law firm · 150 employees Family Law
Family Law Firm — 150 Employees, US
A 50% efficiency gain from Accounting Seed and Salesforce integration.
50% Increase in operational efficiency
45% Productivity gains from automation
35% Faster lead qualification & conversion
Not a vendor. An architectural partner.
Firms don't struggle because they lack software. They struggle because intake, handoffs, billing and reporting were never designed to work together under real operational pressure.
We start with the operating model, not the software
Before we touch Salesforce we map how your firm acquires clients, opens matters, does the work and gets paid. What we build reflects your operation — not a default template.
We own the outcome
We don't hand over a configuration document. We design, build, integrate, test and launch — and we stay until the system performs the way the firm needs it to.
We think across the full revenue lifecycle
Intake, matter operations, billing, collections and reporting are not separate projects. We architect them as one connected system with one source of truth.
We have direct legal operations experience
We have built Salesforce infrastructure for personal injury, family law and corporate practices. The workflows, edge cases and pitfalls are already known to us.
We build for scale, not just launch
The architecture holds as the firm grows — more matters, more offices, more practice areas. What you launch should be the foundation for the next stage, not a rebuild.
Answers before the first call
Salesforce lets firms capture every inquiry consistently, route it to the right person, track follow-up activity, and measure conversion by channel and referral source. Instead of inboxes and disconnected spreadsheets, the firm gets one operating view of the intake pipeline — and partners can finally see which sources actually produce signed matters.
Yes. With the right architecture — and, where matter depth demands it, supporting applications such as Mitratech CaseCloud — Salesforce supports intake, matter onboarding, task and deadline coordination, document workflows, and firm-wide reporting. The important part is designing the data model around your practice areas before any configuration begins.
That is where many of our engagements start. An org can be technically live and still operationally weak. We assess workflow design, data structure, automation, integrations, usability and reporting, then rebuild the parts that are holding the firm back — usually without starting over from a blank org.
Yes. We connect operational workflows to billing and payment processes so retained matters, invoices, trust balances, collections and financial reporting stay in one conversation. Typical work includes Accounting Seed billing automation, LawPay-connected IOLTA-compliant payments, and QuickBooks synchronisation for settlement and vendor entries.
No. The operating challenges are shared across firm types even when matter types differ — we work with personal injury, family law, corporate and multi-practice firms. What changes is the architecture: it should reflect your practice structure, staffing model, intake volume and reporting needs.
Implementation partners optimize for delivering the platform. We optimize for whether the platform improves the firm's operating performance. That means the engagement starts earlier — with architecture and process design — and continues past go-live, through adoption and the first scale milestones.
Next Step
If your firm is growing faster than its systems, this is the right conversation
Twopir helps law firms build operating discipline across intake, onboarding, billing, payments and reporting — with Salesforce as the foundation and an architecture that holds up at scale.
Speak with a team that understands systems, architecture & firm growth
