LEGAL TECH
Software for Law Firms,
In-House Counsel, and ALSPs
Brandrums builds case management, LEDES-ready billing, document automation, and AI contract review tools for firms that take privilege and trust accounting seriously. We ship systems that pass an ABA ethics audit and a partner-meeting demo on the same day, then keep them maintained as rules, models, and court e-filing standards change.
POWERED BY
Practical Tech for Modern Law Firms
WHY CHOOSE LEGAL TECH?
Built for Privilege, Trust Accounting, and the Billable Hour
ABA-Aligned Confidentiality
Encryption at rest, role-based access, audit logs, and matter-level walls so confidential client data stays scoped to the right team under Model Rule 1.6.
IOLTA and Trust Accounting
Three-way reconciliations, per-client ledger separation, and Stripe Connect flows that keep retainer funds isolated from operating accounts.
LEDES-Ready Billing
Native LEDES 1998B and 2000 export, UTBMS task codes, and e-billing handoff into TyMetrix, Legal Tracker, and Brightflag without manual reformatting.
Conflict Checks Done Right
Fuzzy-match conflict search across parties, prior matters, and related entities before intake, with a defensible record of every clearance decision.
OUR LEGAL TECH SERVICES
Case Management, Billing, Documents, and AI
Every service is built around how lawyers work day to day: time entries from a phone in a cab, contract redlines on a flight, a conflict check before the partner takes the call. We design for billable minutes, not slide decks.
Case and Matter Management Platforms
A single source of truth for matters, parties, deadlines, documents, and notes. Built so a litigation associate, a transactional partner, and a paralegal all see the same matter without rebuilding the view three times.
Technology Stack
Technical Implementation
- Matter records with parties, related entities, opposing counsel, and judges modeled as first-class objects
- Court rules engine that auto-calculates deadlines from filing dates across federal and state jurisdictions
- Document vault with version history, redline diffs, and Bates-stamp friendly export
- Outlook and Gmail sync that files emails to the right matter via subject-line tagging or AI classification
- Granular permissions with ethical-wall enforcement for lateral hires and conflicted matters
- Full-text search across pleadings, contracts, and email using Elasticsearch with privilege filters
Time Tracking and LEDES-Compatible Billing
Capture every billable six-minute increment from desktop, mobile, and email without nagging timekeepers. Then turn that data into invoices that pass corporate client e-billing systems on the first send.
Technology Stack
Technical Implementation
- Passive time capture from calendar, email, document edits, and phone calls with one-click confirmation
- UTBMS task and activity code suggestions driven by matter type and narrative text
- LEDES 1998B, 2000, and XML 2.1 export validated against Tymetrix, Legal Tracker, and Brightflag schemas
- Trust accounting with IOLTA ledgers, three-way reconciliation, and per-state compliance rules
- Split billing, AFA structures (flat fee, capped, blended rate), and write-down workflows with audit trail
- Stripe Connect integration for retainer top-ups and ACH payments that respect trust account separation
Document Automation and Contract Assembly
Replace 200-page Word templates and brittle macros with structured questionnaires that assemble pleadings, NDAs, and engagement letters in seconds. The kind of system that pays for itself in the first quarter.
Technology Stack
Technical Implementation
- Visual template designer with conditional clauses, repeatable sections, and computed fields
- Clause library with version control, approval workflows, and one-click insertion into Word
- Two-way Word add-in so partners can stay in Word while the data lives in your database
- Engagement letter and conflict waiver assembly with e-signature handoff to DocuSign or Adobe Sign
- PDF generation with proper pagination, footnotes, and Bates numbering for filing
- Multi-jurisdiction template variants with diff view so you can see what changed between Delaware and New York
AI Contract Review and E-Discovery Tooling
Use Claude Opus 4.8 and GPT for the work AI handles well: reading 400-page diligence rooms, flagging unusual clauses, and surfacing privileged material before review counsel touches a doc. We add the guardrails so it ships safely.
Technology Stack
Technical Implementation
- Clause extraction and risk scoring against your playbook with citations back to the source paragraph
- Diligence room triage that clusters documents, flags privilege, and routes hot docs to senior counsel first
- Privilege detection model trained on your prior productions with confidence thresholds and human review
- Redaction workflow with audit log and reviewer sign-off that holds up if the production is challenged
- Retrieval-augmented Q&A over deal documents with citations, never freeform answers without a source
- Per-matter data isolation and opt-out from model training, deployable in your AWS or Azure tenancy
Secure Client Intake and Portal
An intake flow that runs a conflict check before the lead ever hits a partner's inbox, then opens a secure client portal once the engagement letter is signed. Built for firms that hate losing leads and losing data in equal measure.
Technology Stack
Technical Implementation
- Multi-step intake forms with practice-area-specific questions and file upload with virus scanning
- Real-time conflict check against parties, related entities, and prior matters with fuzzy matching
- Automated engagement letter assembly and DocuSign handoff once conflicts clear
- Secure client portal with end-to-end encrypted messaging, document sharing, and e-signature
- Client-side payment intake with trust-account-aware Stripe Connect routing
- Audit log of every conflict decision and intake action for malpractice and ethics review
Practice Analytics and Revenue Dashboards
The reports your managing partner wants on a Monday morning: realization, utilization, write-down by timekeeper, matter profitability, and AR aging. Refreshed nightly, drillable to the time entry, exportable for the comp committee.
Technology Stack
Technical Implementation
- Realization, collection, and utilization rates by timekeeper, practice group, and originating attorney
- Matter profitability with allocated overhead, blended rate, and AFA vs hourly comparison
- AR aging with collection workflows and automated reminders that respect client e-billing rules
- Pipeline view from intake to engagement to first invoice with conversion drop-off analysis
- Pre-built dashboards for the executive committee plus a SQL workbench for the finance team
- Snowflake export so the data can be merged with HR, marketing, and CRM for firm-wide reporting
OUR PROCESS
How we ship legal tech that lawyers will adopt
Discovery with Practice Leaders
We sit with partners, billing managers, and IT to map matter types, billing arrangements, trust account rules, and the e-filing courts you appear in. No assumptions.
Compliance and Data Design
Architecture review covering ABA Model Rules, state ethics opinions on AI, IOLTA segregation, data residency, and integrations with Outlook, Word, NetDocuments, and court e-filing.
Build with Real Documents
We build on a sample of your actual matters, redacted as needed. That surfaces the edge cases (multi-defendant captions, blended rates, joint client retainers) before launch.
Pilot with One Practice Group
We roll the system out to a single practice group first, fix what they hate, then scale firmwide. Adoption is the metric that matters, not feature count.
Operate and Evolve
Ongoing support as state bars publish new AI ethics opinions, LEDES specs change, and your firm absorbs lateral teams with their own data and workflows.
One System for Litigation, Transactional, and Regulatory Work
Matter Management
Matters, parties, deadlines, documents, and time entries linked through a single relational model. Court rules engine for deadline calculation, ethical walls for conflict isolation, and Elasticsearch full-text search across everything you have permission to see.
LEDES, UTBMS, and IOLTA Without the Spreadsheets
Billing and Trust
Time entry that does not get in the way, invoice generation that passes Tymetrix and Legal Tracker on first send, and trust accounting with three-way reconciliation. Stripe Connect handles retainer flows while keeping trust funds isolated from operating accounts.
Contract Review, Diligence Triage, and Privilege Detection
AI for Real Legal Work
Claude Opus 4.8 and GPT applied where they earn their keep: reading long contracts against your playbook, clustering diligence documents, and flagging privileged material. Always with citations, always with human sign-off on anything that goes to the client.
TESTIMONIALS
What Legal Tech Buyers Say
Feedback from managing partners, COOs, and innovation leads who put our systems into production
“We replaced two off-the-shelf tools and a pile of spreadsheets with one matter management system. Realization improved four points in the first quarter and our billing manager stopped working Sundays.”
Margaret Hollister
Managing Partner, Hollister & Vance LLP
“Their AI diligence tool reads 500-page data rooms in an evening and flags the clauses we care about. With citations. That alone changed how we staff M&A.”
Daniel Okafor
Director of Practice Innovation, Northshore Legal Group
“The intake portal with built-in conflict checks cut our intake-to-engagement time from eight days to under two. We stopped losing referrals to bigger firms with faster intake.”
Priya Raman
COO, Bayfield Family Law
“Custom contract review against our playbook, deployed in our Azure tenant, with privilege filters that finally satisfied our security team. Six months later it is part of how the team works.”
Jonathan Reyes
General Counsel, Riverstone Holdings
LEGAL TECH FAQ
What firms ask before they build with us
Ready to Build Legal Tech Your Partners Will Use?
Case management, LEDES billing, document automation, and AI review tools, built for how your firm runs, not how a generic SaaS thinks you should run.
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Let's Talk Business
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Call us
(858) 215-2617
Email us
info@brandrums.com
Visit us
996 E New Circle Rd, Lexington, KY
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