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
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Home / Case Studies

Case studies

Proven results across industries.

See how we’ve delivered measurable impact for law firms, public agencies, retailers, and growing businesses through Salesforce, Litify, data, and custom software.

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Browse case studies
280+

Clients served

420+

Salesforce & Litify projects

95+

Data migrations

20+

Years of results

Featured case study

A vintage brown and gray typewriter
AILitifySalesforce

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 only from trusted sources, cites every answer, and says so when it does not know.

Built with

Claude, RAG, MCP

Focus

Governed, accurate AI

Read the case study

All case studies

Browse our work

Industry
Service
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

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Legal · Litify

Connecting Every Marketing Call to a Case

Law firms spend heavily on marketing but often cannot tell which campaigns produce cases. BRIO built a reusable call tracking integration that

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Colorful sticky notes pinned to a board
Finance & Insurance · Healthcare · Salesforce

From Spreadsheets to Salesforce for Specialty Drug Cost Containment

An employee benefits services firm managed high-cost specialty drug cases in spreadsheets. BRIO built a secure Salesforce platform that tracks every case

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Rows of server racks with glowing network cables
Data · Legal · Tableau

Portfolio Reporting That Funders Can Trust

A mass tort case acquisition firm needed to show litigation funders exactly where their money was working. BRIO built a governed data

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The Claude AI assistant open on a computer screen
AI

Building an AI Team That Knows How the Firm Actually Works

BRIO standardized on a single AI platform, then built a suite of role-based agents that run the firm's own delivery process rather

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A person working on a laptop at a desk
Legal · Litify

Records Retrieval Without Leaving Litify

A national records retrieval provider wanted its law firm clients to order records and receive them back without leaving Litify. BRIO built

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Data · Legal · Litify

Ten Years as a Law Firm’s Technology Partner

Since its first process audit, a regional workers' compensation and disability firm has relied on BRIO to design, build, and support its

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2

A discovery call with a BRIO consultant

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Clear recommendations and next steps

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