Case Study - From Manual to Modern: Upgrading Legal Technology Systems for Better Performance

Overview

Leon Alexander, the managing partner of Briggs and Alexander, was once a JD candidate, with a dream to establish a law firm. Nearly 35 years later, his firm deals with some of the most challenging business related cases in the state of California.

When we came in, we didn’t just update their tech — we modernized how their firm actually works. We took the time to understand their day-to-day challenges and built systems that made sense for how they practice. Everything from case management to client communication is smoother, faster, and more secure now. It’s been a real upgrade across the board, and it’s changed how they get things done.

Working with Leon and his team was a collaborative process focused on practicality and long-term reliability. By aligning the new systems with their existing workflows, we helped the firm build a more organized and consistent foundation for daily operations. The changes have made it easier for the team to manage cases, track progress, and maintain a clear view of their workload.

The next phase is to boost client retention, improve the social media presence, and further optimize the newly establish system set in place.

What we did