BRIO

What we do

Legal TechLitify and legal technologySalesforce ConsultingConfigure, extend, and connectAI & DataGoverned AI, trusted dataCustom DevelopmentSoftware built around youWeb & DigitalSites and stores that performStaff AugmentationTalent inside your teamAppExchange ProductsBRIO-built apps
Legal Tech

Litify implementations and legal technology from a team that includes former lawyers and paralegals.

Litify ImplementationsDiscovery through go-live, configured by practice area.Data MigrationsDecades of case data moved and validated.IntegrationsRecords, accounting, calls, and more, inside Litify.Ongoing SupportA team that already knows your org.

Featured case study

A vintage brown and gray typewriterAI · LegalA Litify Expert That Cites Its SourcesRead the case study
Not sure where to start?Tell us what you’re trying to solve. We’ll point you to the right team.Talk to an expert
Salesforce Consulting

Salesforce configured, extended, and connected to the way your business actually works.

Implementations & MigrationsNew orgs and moves from legacy systems.Customization & AutomationFlows, Apex, and apps that remove busywork.IntegrationsConnect the systems your team already uses.Admin for HireCertified admins on a flexible basis.

Featured case study

Colorful sticky notes pinned to a boardFinance & Insurance · HealthcareFrom Spreadsheets to Salesforce for Specialty Drug Cost ContainmentRead the case study
Not sure where to start?Tell us what you’re trying to solve. We’ll point you to the right team.Talk to an expert
AI & Data

Claude-powered AI you can govern and data you can trust, from strategy and pipelines to dashboards and agents.

AI ConsultingPractical, governed AI for real workflows.Data IntelligenceOne trusted model behind every metric.Tableau & Data VisualizationDashboards, KPIs, and embedded analytics.

Featured case study

A screen showing charts and performance metricsData · HealthcareLive Risk KPIs, Embedded Where Clients Already WorkRead the case study
Not sure where to start?Tell us what you’re trying to solve. We’ll point you to the right team.Talk to an expert
Custom Development

Custom software built around your business and supported for the long haul.

PortalsSecure self-service for customers and partners.ERP SystemsOperations, inventory, and billing in one place.Mobile AppsNative and cross-platform apps.APIs & IntegrationsReliable connections between systems.

Featured case study

A person working on a laptop beside an aloe plantCustom Development · Finance & InsuranceEleven Open Enrollment Seasons, On Deadline Every TimeRead the case study
Not sure where to start?Tell us what you’re trying to solve. We’ll point you to the right team.Talk to an expert
Web & Digital

Websites, microsites, and online stores designed to perform and easy to manage.

WebsitesDesign and build on WordPress and more.eCommerceOnline stores that are easy to run.MicrositesCampaign and program sites on a deadline.Digital PortalsMember and customer experiences online.

Featured case study

A modern stone building with an evergreen tree out frontGovernment & Nonprofits · Web & DigitalA Member Website a Union Can Rely OnRead the case study
Not sure where to start?Tell us what you’re trying to solve. We’ll point you to the right team.Talk to an expert
Staff Augmentation

Experienced developers and admins who work inside your team, your tools, and your process.

Dedicated AdminsSalesforce and Litify admins on your schedule.Embedded Developers.NET, React, and Salesforce engineers.

Featured case study

A pink brain outline beside a maze shaped like the other half of a brainCustom Development · HealthcareAn Embedded Engineering Team, Six Years and CountingRead the case study
Not sure where to start?Tell us what you’re trying to solve. We’ll point you to the right team.Talk to an expert
AppExchange Products

Apps BRIO built for Litify and Salesforce, installed and supported by the team that made them.

bSignNative e-signature for Litify and Salesforce.BRIO Automated MarketingCompliant, automated client communication.

Featured case study

A tall glass building facade with rows of windowsLegal · LitifyAutomated Client Communication Inside LitifyRead the case study
Not sure where to start?Tell us what you’re trying to solve. We’ll point you to the right team.Talk to an expert
All services Browse case studiesBook a free Litify org review

Who we serve

LegalHealthcareFinance & InsuranceConstruction & UtilitiesGovernment & NonprofitsMedia & RetailTechnology & Startup
Legal

Litify and legal technology from a team that includes former lawyers and paralegals.

How we help

Litify ImplementationsData MigrationsIntegrationsOngoing Support

Common challenges we solve

  • Case data scattered across legacy systems
  • Manual records requests, notes, and court emails
  • Reporting that leadership can trust

Featured case study

A person working on a laptop at a deskLegal · LitifyRecords Retrieval Without Leaving LitifyRead the case study
Healthcare

Secure platforms and analytics for care providers, benefits firms, and health advocates.

How we help

Tableau & Data VisualizationCustom DevelopmentSalesforce ConsultingStaff Augmentation

Common challenges we solve

  • Sensitive data that needs careful protection
  • Enrollment and review deadlines that never move
  • Clients asking for clear, current metrics

Featured case study

A screen showing charts and performance metricsData · HealthcareLive Risk KPIs, Embedded Where Clients Already WorkRead the case study
Finance & Insurance

Enrollment, claims, and internal tools built on data you can audit.

How we help

Custom DevelopmentSalesforce ConsultingStaff AugmentationWeb & Digital

Common challenges we solve

  • Internal roadmaps bigger than the team
  • Claims and pricing work stuck in spreadsheets
  • Strict review and release standards

Featured case study

Chess pieces on a board in selective focusCustom Development · Finance & InsuranceScaling a Trading Firm’s Internal Development TeamRead the case study
Construction & Utilities

Portals, field data, and reporting for contractors, utilities, and job-site services.

How we help

PortalsData IntelligenceStaff AugmentationCustom Development

Common challenges we solve

  • Customers who want self-service requests and reports
  • Field data that is hard to act on
  • Operations running on aging systems

Featured case study

Vintage work tools laid out on dark wooden planksConstruction & Utilities · Custom DevelopmentA Dedicated Development Team for a National Job-Site Services CompanyRead the case study
Government & Nonprofits

Mission-driven systems built to serve people well and protect sensitive information.

How we help

Litify ImplementationsData MigrationsWebsitesCustom Development

Common challenges we solve

  • Several systems for one organization
  • Sensitive records with need-to-know access
  • Small teams managing large websites

Featured case study

The words We The PeopleGovernment & Nonprofits · LegalOne System for Every Practice at a Public DefenderRead the case study
Media & Retail

Commerce and back-office systems for businesses with one-of-a-kind products.

How we help

eCommerceCustom DevelopmentWebsites

Common challenges we solve

  • Inventory that must stay in sync online and in store
  • Catalogs and publishing done by hand
  • Stores that need steady updates

Featured case study

Custom Development · Media & RetailbSpace: The System Behind a Rare Book BusinessRead the case study
Technology & Startup

Scalable platforms and integrations for teams that move fast.

How we help

Custom DevelopmentAPIs & IntegrationsStaff AugmentationAI Consulting

Common challenges we solve

  • Choosing a stack you will not outgrow
  • Shipping fast without piling up debt
  • Adding senior talent without long hiring cycles

Let’s build it

Building something new?Tell us where you’re headed. We’ll help you choose a platform you won’t outgrow.Start the conversation
All industries Browse case studies by industryNot listed? Our process works across sectors.
Let's talk

Salesforce, Litify & custom software consulting

Smarter technology.
Clearer decisions.
Real business results.

From Litify and Salesforce consulting to custom development and staff augmentation, BRIO delivers reliable, integrated systems that streamline operations and drive measurable outcomes.

Schedule a consultation
Explore services
20+

Years building business technology

280+

Clients served

420+

Salesforce & Litify projects completed

95+

Data migrations completed

What we do

Salesforce, Litify, AI, and custom software services

One partner for the platforms you run on, the software you need built, and the people to keep it all moving.

All services →

Legal Tech

Litify implementations, data migrations, integrations, and ongoing support from a team that includes former lawyers and paralegals.

Learn more →

Salesforce Consulting

Implementations, customization, automation, and integrations that take Salesforce well beyond CRM.

Learn more →

AI & Data

AI consulting built on Claude, data intelligence, and Tableau dashboards that turn the systems you already run into decisions and automation.

Learn more →

Salesforce AppExchange Products

BRIO-built apps like bSign and BRIO Automated Marketing that extend Salesforce and Litify.

Learn more →

Custom Development

Mobile apps, portals, APIs, ERP systems, and dashboards built to fit your exact requirements.

Learn more →

Web & Digital

Websites, microsites, eCommerce, and digital portals that make your online presence work harder.

Learn more →

Staff Augmentation

Salesforce admins and embedded developers who extend your team’s technical reach.

Learn more →

Not sure where to start?

Tell us what you’re trying to solve, and we’ll point you to the right team.

Let’s talk →

Industries

Solutions for every industry

We’ve built systems for organizations with very different rules, data, and customers. Here’s where we work most.

Legal

Streamlining matter management with Litify and Salesforce.

Healthcare

Driving better patient outcomes and operational efficiency.

Construction & Utilities

Connecting field operations and project data for smoother workflows.

Government & Nonprofits

Building secure, scalable systems that maximize impact.

Finance & Insurance

Centralizing client data to ensure compliance and smarter decisions.

Media & Retail

Websites, apps, and data that keep customers coming back.

Technology & Startup

Scalable platforms and integrations for teams that move fast.

Don’t see your industry?

Our process works across sectors. Tell us about yours.

Let’s talk →

Case studies

Proven results across industries

All case studies →

A vintage brown and gray typewriter
AI · Legal · Litify

A Litify Expert That Cites Its Sources

Plenty of people talk about retrieval-augmented generation. BRIO built and runs it: a Litify knowledge expert that answers product questions only from

Read more →
A screen showing charts and performance metrics
Data · Healthcare · Salesforce · Tableau

Live Risk KPIs, Embedded Where Clients Already Work

A healthcare risk management firm wanted its clients to see incident trends without another login. BRIO designed custom risk KPIs and Tableau

Read more →
A white brain model with a cursor and the letters ai on a yellow grid
AI · Salesforce

Estimates You Can Trace Back to the Code

A ticket lifecycle where AI reads the client's actual repository before it writes a technical spec or an estimate, and refuses to

Read more →

BRIO products

Built by BRIO for Salesforce and Litify

Powered by Dropbox

bSign

eSignatures that live inside Salesforce and Litify, so documents go out, get signed, and land back on the right record without leaving the platform.

Explore bSign

For Salesforce & Litify

BRIO Automated Marketing

Automated campaigns that nurture clients, track leads, and cut manual effort, so your team spends more time on the work that matters.

Explore BAM

Why BRIO

Built for complexity, designed for success

Expert teams, outcome-driven solutions, and collaborative partnerships that deliver measurable results.

About BRIO →

Partners & recognition

SOC 2
compliantIndependently audited
Salesforce
PartnerSalesforce and Litify
Microsoft
PartnerMicrosoft and Azure
Claude
PartnerAnthropic's Claude
Philadelphia
100Seven-time honoree
Inc.
5000Fastest-growing companies
01

We supercharge Litify

Our legal industry specialists have deep Litify knowledge, and our team includes former lawyers and paralegals.

02

We go beyond Salesforce as a CRM

We build Salesforce solutions that run operations and drive growth, not just track sales.

03

We’re integration and execution experts

We solve even the most complex projects and integrations, from legacy databases to modern cloud APIs.

04

We’re your tech partner

Our flexible, dedicated teams support your technology goals long after launch.

Our process

How we work.

Here’s what happens at each step, what we’ll ask of you, and what you’ll have when it’s done.

Discover
Document
Develop
Deploy
Repeat
Guide: Working with BRIO
01

Discover

Step 01

We learn your goals, users, and systems before recommending anything.

Your role Share your goals and systemsYou get A recommendation that fits
02

Document

Step 02

We capture requirements and a roadmap you can plan and budget around.

Your role Review the roadmapYou get A plan you can budget around
03

Develop

Step 03

We build in short cycles you review along the way.

Your role Test each cycleYou get Working software at every step
04

Deploy

Step 04

We launch carefully and get your team comfortable on day one.

Your role Prepare your teamYou get A careful, confident launch
05

Repeat

Step 05

We measure, support, and improve what we built over time.

Your role Share what to improveYou get Ongoing support and improvement

Get started

Let’s build what’s next

Whether you need a full Litify rollout, a Salesforce partner, or a custom app built from scratch, tell us where you’re headed and we’ll help you get there.

What happens next

1

We review your note and follow up

2

A discovery call with a BRIO consultant

3

Clear recommendations and next steps

We only use your information to respond to you.