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 / Resources / Guides

Guides

Guides for planning and running technology projects.

Step-by-step guidance from our consultants on planning and running Litify, Salesforce, and data projects.

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Featured guide

Sticky notes with words and sketches spread across a wooden table
LegalLitify

How to Prepare for a Litify Implementation

Who to put on your project team, what to gather before kickoff, and how to set your firm up for a smooth go-live.

Topic

Litify implementation

Includes

Checklist and FAQs

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A blue door with the word hello above a black handle
Custom Development · Legal · Litify · Salesforce

What to Expect When You Work With BRIO

How a BRIO project works, from the first conversation to go-live and beyond: who’s on your team, how we communicate, how decisions

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Legal · Litify · Salesforce

What Is Litify? An Introduction for Law Firms and Legal Teams

What Litify is, how it works on Salesforce, who it’s built for, and what it can do for intake, matters, documents, billing,

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A person working at a desk with a laptop and a large monitor
Legal · Litify

What Happens in Litify Discovery (and How to Prepare)

What Litify discovery sessions cover, who from your firm should attend, the kinds of questions you’ll be asked, and how to prepare

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A classic computer displaying the word hello
Web & Digital

Website Redesign Planning: 30 Questions to Answer Before You Start

Thirty questions to answer before a website redesign, covering goals, audience, content, design, features, integrations, SEO, and maintenance, so your new site

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A yellow telephone handset with a coiled cord on a blue background
Custom Development · Salesforce

VoIP and CRM Integration: A Practical Guide

How VoIP phone systems work with CRMs like Salesforce and Litify, what an integration can do, and what to plan before you

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A small toy figure lifting a key on a dark keyboard
Legal · Litify · Salesforce

User Acceptance Testing for Litify: A Guide for Firm Staff

What user acceptance testing is, why your staff’s role matters, how to test a Litify release, and how to report issues so

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A row of white eggs with one golden egg
Custom Development · Legal · Litify · Salesforce

Understanding Change Requests: How Scope Changes Work in a Technology Project

What a change request is, why changes happen in every project, how they’re evaluated and approved, and how to keep them from

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Colorful abstract blocks arranged in rows
Litify · Salesforce

Salesforce Sandbox Types Explained: Developer, Partial Copy, and Full

What Salesforce sandboxes are, how Developer, Developer Pro, Partial Copy, and Full sandboxes differ, and which one to use for building, testing,

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Rows of server cooling fans in a data center
Litify · Salesforce

Salesforce Org Health Check: 15 Signs Your Org Needs Attention

Fifteen signs your Salesforce or Litify org needs attention, from retired automation tools and unused fields to security settings and storage limits,

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Clear recommendations and next steps

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Insights

Practical perspectives from the work we do.

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Case Studies

How we’ve delivered measurable impact for clients.

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About BRIO

Who we are, where we started, and what we value.

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