ActifActif
Modern law firm conference room and secure workspace overlooking San Francisco at dusk.

For Law Firms

Protect client work. Simplify the systems behind every matter.

Actif helps law firms strengthen technology, protect confidential work, and improve the path from inquiry to matter opening. Start with one workflow, a security review, or an ongoing support need.

Where we move the needle

How we can help

IT that understands confidentiality

Plan dependable networks, staff devices, secure remote access, and backup routines around your firm. Information Technology helps manage the systems that support confidential client work and everyday operations.

Explore managed IT and cybersecurity

Support for client security reviews

Corporate and institutional clients increasingly require firms to pass security questionnaires before engagement. We harden your stack, document your controls, and prepare you for SOC-style vendor diligence.

Document and intake automation

Frontier connects intake forms, approved engagement details, and matter-opening tasks with supported practice management and billing tools. Keep conflict decisions and engagement approval with your firm.

Explore integrations and engineering

Trust accounting done right

Review trust-accounting workflows, reconciliation routines, and retainer tracking with your finance team. Agree on the records, controls, and specialist review needed for the engagement.

Document management and ediscovery support

From Clio and NetDocuments implementations to migration projects and ediscovery technical advisory, we handle the systems so your associates and partners can stay on the work.

Support planned around your deadlines

Agree on covered systems, response expectations, and escalation contacts before a deadline becomes urgent. Ongoing support can include a documented plan for time-sensitive issues.

What's included

Every engagement is scoped to you. These are the capabilities we bring to the table.

Managed IT and helpdesk with an agreed support scope
Network design, firewalls, and secure access for attorneys and staff
Email security and phishing protection
Document management implementation (Clio, NetDocuments, iManage)
Practice management integrations (Clio, MyCase, PracticePanther)
Time-entry and billing workflow automation
IOLTA and trust accounting support
Litigation-ready financial reporting and forensic analysis
Intake form and conflict-check automation
Security questionnaire response and vendor diligence prep
Ethical wall and access-control implementation
Backup, continuity, and disaster recovery planning

A practical place to start

What working together could look like

Start with the challenge that matters most. These are examples of a focused engagement, shaped around your team and the work ahead.

A clearer path from inquiry to matter opening

Map the information your team collects, who reviews it, and where approved details go. Keep conflict decisions and engagement approval with the people responsible.

What you leave with

A documented intake workflow, review checkpoints, and an integration plan.

A practical access and security review

Review accounts, shared documents, staff changes, and vendor responsibilities. Prioritize the gaps that affect confidential work and everyday reliability.

What you leave with

An access register and a prioritized improvement plan.

Less friction between time, billing, and reporting

Trace the handoffs between time entry, billing review, collections, and management reporting. Identify duplicate entry and unclear ownership.

What you leave with

A clearer monthly workflow with named owners and useful reporting checks.

Before we talk

Can we keep our current practice management software?

Yes. We start with the tools your firm already uses and assess available integrations, permissions, and vendor support before recommending changes. A replacement is only one possible option.

Can we start with one process instead of an ongoing retainer?

Yes. An intake review, access review, or billing workflow can be a defined project. We agree on the scope, responsibilities, and completion criteria before work begins.

How do you approach confidential client information?

We establish what access is necessary, who can approve it, and how information will be shared. Initial scoping can usually use process descriptions or redacted examples rather than client files.

What should we bring to a first conversation?

Bring your main operational challenge, the systems involved, and any upcoming deadlines. A short description of where the work gets stuck is enough to start.

What would make your firm easier to run?

Tell us where work slows down, which systems your team depends on, and what needs more protection. We will help you identify a practical place to start.

Request a Free Consultation