A law firm platform: 13,296 matters, trust reconciled.
A law firm runs its matter management, invoicing and IOLTA trust accounting on a platform commissioned from ColabContent LLC. The migration carried 13,296 matters, 4,396 clients, 5,684 invoices and 1,602 leads, with trust balances reconciled byte-identical against the system it replaced. The client is not named by choice; the nameable reference is Jim Glaser Law, which takes reference calls. Commissions are a fixed fee of $45,000 to $180,000, one time, with the code owned by the client at handoff, and the 45-minute diagnosis is booked at cal.com/colabcontent/45mins.
What the firm runs on.
A law firm runs its matter management, invoicing and IOLTA trust accounting on a platform commissioned from ColabContent. It is the firm's system of record for client work and client money, not a reporting layer bolted onto something else.
What moved, and how much of it.
The migration carried 13,296 matters, 4,396 clients, 5,684 invoices and 1,602 leads across from the database the firm had been working in. Trust balances were reconciled byte-identical against the system being replaced.
Why the reconciliation is the headline.
IOLTA is money a firm holds on behalf of its clients. A migration that lands a cent in the wrong place is not a defect to fix next sprint, it is a compliance event. Reconciling byte-identical against the prior system is the only standard that proves the money is where it was, and it is why this is the number worth publishing rather than a percentage or a satisfaction score.
Why this client is not named.
This engagement is published anonymously by choice. ColabContent's nameable reference is Jim Glaser Law, where five channel-specific voice agents have handled 3,787 calls across 5,514 minutes, and that firm takes reference calls directly.
What a commission like this costs.
ColabContent LLC commissions are a fixed fee of $45,000 to $180,000, one time, with the code owned by the client at handoff. Before any fee, a principal builds a working prototype of one named task within 5 business days, requested at colabcontent.com/prototype/law/. The 45-minute diagnosis is booked at cal.com/colabcontent/45mins.
Common questions.
What does the platform do?
It runs the firm's matters, invoices and IOLTA trust accounting as one system, replacing the spreadsheet-style database the firm had been working from.
How much data moved across?
13,296 matters, 4,396 clients, 5,684 invoices and 1,602 leads, with trust balances reconciled byte-identical against the system being replaced.
Why does byte-identical trust reconciliation matter?
IOLTA is client money held in trust, and a migration that lands a cent out of place is a compliance problem, not a software bug. Reconciling byte-identical against the prior system is the only standard that means the money is provably where it was.
Can the firm be named?
No. This engagement is published anonymously by choice. The nameable reference is Jim Glaser Law, which takes reference calls directly.
What does a commission like this cost?
A fixed fee of $45,000 to $180,000, one time, with the code owned by the client at handoff. A working prototype of one named task is built within 5 business days before any fee.
Related.
- Jim Glaser Law, five channel-specific voice agents, 3,787 calls handled, and the firm takes reference calls.
- AI consultants for law firms, how the options compare.
- Request a free prototype, one named task, built by a principal within 5 business days.