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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Case Studies

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Case Studies

How BRIO has helped law firms, public agencies, retailers, and growing businesses with Salesforce, Litify, data, AI, and custom software.

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Chess pieces on a board in selective focus
Custom Development · Finance & Insurance · Staff Augmentation

Scaling a Trading Firm’s Internal Development Team

A global quantitative trading firm needed more capacity for internal application development. BRIO provides dedicated .NET developers who work in a hybrid

Read more →
A person using a tablet computer
Custom Development · Finance & Insurance · Healthcare

A Claims Platform and a Part-Time CTO for a Healthcare Cost-Containment Firm

A healthcare cost-containment company needed a claims platform built around its specialized repricing work, and senior technology leadership without a full-time hire.

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Legal · Litify

Law Firm Financial Transformation

A case study about implementing and integrating Litify with Accounting Seed.

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Legal · Litify

Transforming Legal Operations

A Litify Implementation Case Study: Greater efficiency, visibility, and control across all cases.

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A modern stone building with an evergreen tree out front
Government & Nonprofits · Web & Digital

A Member Website a Union Can Rely On

A union’s members-only website had become hard to manage and hard to use. BRIO rebuilt it on WordPress with clear member access,

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Data · Legal · Litify · Salesforce

Migrating 20 Years of Law Firm Data From SQL to Salesforce

A national mass tort firm needed to move two decades of case data, email, and files from a SQL system to Salesforce

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Two people reviewing a tablet outdoors
Custom Development · Finance & Insurance

A Native iPad App That Turns Car Show Leads Into Quotes

An insurance program administrator was collecting leads on paper at car shows. BRIO built an offline-ready iPad app that captures leads on

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Custom Development · Media & Retail

bSpace: The System Behind a Rare Book Business

For more than a decade, a rare and antiquarian bookseller has run its inventory, customers, sales, catalogs, and website from bSpace, a

Read more →
Construction & Utilities · Custom Development

A Self-Service Customer Portal for Job-Site Rentals

A national waste services and job-site logistics company needed its customers to request, manage, and report on rentals online. BRIO built a

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