About BRIO
Built for complexity, designed for success.
We’re a technology consulting and solutions partner specializing in Salesforce, Litify, and custom software development. For more than 20 years, we’ve helped organizations streamline operations, integrate systems, and unlock growth through smart technology adoption.
Years building business technology
Clients served
Salesforce & Litify projects completed
Data migrations delivered
Partners & recognition
compliantIndependently audited
PartnerSalesforce and Litify
PartnerMicrosoft and Azure
PartnerAnthropic's Claude
100Seven-time honoree
5000Fastest-growing companies
Who we are
Deep legal expertise, broad industry experience
With deep expertise in the legal industry and broad experience across healthcare, government, construction, finance, and nonprofits, we deliver solutions that drive measurable impact.
Businesses and organizations rely on BRIO for software and fully customized technology solutions. We simplify tedious tasks or eliminate them completely, and give you the power to use data to make better-informed decisions.
“Our communication style ensures that even the most complex technical challenges are easy to understand. Along with making your job more efficient, we’re here to empower you and teach you how to get even more out of our technology solutions.”
CEO, Founding Partner
A note from the founders
From N3RD Street to full-scale business systems
BRIO’s founding partners
BRIO started humbly on N3RD Street in Philadelphia (before it even had that name), founded with a passion for web design and development. As our curiosity about business grew, we expanded into custom software development, building ERP systems and web portals that seamlessly connected with back-end business processes.
From those beginnings, we moved into designing large, complex, ground-up systems for business and data management. Our early focus on data, gathering as much information as possible up front, has always guided our approach and ensures the solutions we build truly meet our clients’ needs.
Our deep technical expertise naturally led us to Salesforce, where we treat CRM projects like custom software development. For service-based companies, we extend Salesforce far beyond sales and contact management, delivering solutions that function as full-scale ERP systems.
Today that same approach shapes our AI work. As a Claude Partner, we build AI on Anthropic’s Claude that works inside the systems our clients already run, from Salesforce and Litify to the data platforms behind them.
BRIO’s strength comes from our people. Our teams are made up of highly skilled professionals, including former lawyers, law firm staff, business owners, and technologists, who bring real-world experience to every project. We collaborate closely with our clients, and we value the relationships we build as much as the work we deliver.
At BRIO, it’s never just about software. It’s about combining technology, expertise, and partnership to drive meaningful business results.
Our leadership
The people leading BRIO
Adam Cohan
CEO, Founding Partner
Adam co-founded BRIO in 2004 and has led it as CEO ever since. He’s also a founding member of Legal Ops, a cloud technology company for the legal industry.
David Rose
President, Founding Partner
David co-founded BRIO in 2004 and leads strategic business development as President. He brings two decades of software and Salesforce experience, including consulting at Accenture.
Larry Schmitt
Vice President of Operations
Larry leads BRIO’s technology and delivery teams across data, web, and software projects. He joined in 2016 after leading technology solutions at Cadient, a Cognizant company.
Leah Howse
Vice President of Organizational Strategy
Leah has helped shape BRIO since 2012, from project management and operations to web and UX design. Today she leads the strategy, processes, and teams that help BRIO grow.
Brian Nolan
Head of Software Development
Brian leads BRIO’s software development team, architecting the full-stack systems our clients run on. He came to BRIO after senior engineering roles at Susquehanna International Group and Lockheed Martin, and has taught computer science at Millersville University.
Sean Barrett
Head of Consulting
Sean leads BRIO’s legal consulting work, designing custom software and Salesforce solutions for law firms. A former attorney and law firm partner, he joined BRIO in 2020 and brings a practitioner’s view to every project.
Our values
What drives every interaction
We get stuff done, with purpose
We show up to make sure our work achieves meaningful outcomes for our team, our clients, and the people they serve.
We know all the details matter
We dig deep to understand your business and technology before recommending the solution with the biggest impact.
We’re fearless, not reckless
We take calculated risks based on thoughtful consideration and informed experience.
We whistle while we work
We’re serious about our work, and a little laughter goes a long way toward open, honest relationships.
No training is necessary
We make tedious things intuitive or eliminate them, and build solutions people actually want to use.
We don’t blame; we fix
When problems come up, we don’t point fingers. We find a solution together and make sure it works.
Case studies
Recent work
Why BRIO
Our approach to your toughest technology challenges
Strategy, skill, and partnership, on every project.
A custom-development approach to CRM
Many firms treat Salesforce and CRM implementations as standard installs. We approach them like full custom software projects, so solutions are tailored to your business and integrate deeply with the systems and workflows you already use.
Data-driven from the start
From day one, we gather and analyze detailed information about your business to inform every project. That means smarter decisions, better implementations, and measurable results.
Broad, real-world expertise
Our team isn’t just technologists. It includes former lawyers, law firm staff, and business owners, so we understand your challenges on a level many firms can’t.
A collaborative, yes-we-can mindset
We thrive on solving challenging problems. We bring a can-do, solution-oriented mindset to every project, so you feel supported and confident even in complex implementations.
Relationships first
Beyond the technology, we prioritize strong relationships with our clients and our own team, building trust, continuity, and long-term partnerships rather than transactional engagements.
Get started
Let’s work together
Tell us what you’re working on. We’ll follow up to set up a conversation.
What happens next
We review your note and follow up
A discovery call with a BRIO consultant
Clear recommendations and next steps
We only use your information to respond to you.