Legal technology


Our Legal Software Guide is updated regularly and always a work in progress. Updates will be sent to subscribers of the mailing list. It provides options and insights into various areas of a law firm such as document management, docketing, eDiscovery and more.

Read our legal technology articles here.

I have worked with Dustin and Greg on many previous projects. I find them innovative, budget conscience, and always available to trouble shoot or dream up the next big productive time saver. If you dream it, they will build it or connect you with who can!
— Holly Pulido, Firm Administrator, Gray Becker PC

Our legal team has worked with a diverse set of firms, ranging in size and a variety of practice areas. Our focus is on helping your firm invest in the right technology, leverage it to it’s maximum and plan for future needs.

Our technology services for firms include:

  • Outsourced or fractional CIO

  • Fully outsourced IT / Managed IT (also known as managed services)

  • Outsourced CIO & engineering team

  • Technology audits and digital transformation consulting engagements

A few of our team’s success stories:

  • Featured speakers and panelists at multiple ALA events and document management vendor conferences.

  • Setup an Austin firm from scratch on day 1, just us and the founding partners. Managed all technology (including consulting on litigation strategy) for rapid growth, the firm had 55+ employees after 2 years, with 5 offices across the country.

  • Provided on-site litigation support for a trial at the International Trade Commission (Washington DC) for a week long trial. This trial involved hundreds of millions of dollars and several Fortune 50 companies.

  • Created ad-hoc document review process for a received production of 2.5 million TIFF files, on a very strict budget.

  • Within first 60 days of starting with a 26 person firm, executed two moves and firm merger at the same time, with zero major issues or interruptions to the firm’s ability to work.

Our professionals can provide the following services for your firm:

  • eDiscovery assistance. We work hand in hand with your firm and any eDiscovery providers to overcome technical hurdles related to collection, translation of data types, organization and searchability, and more.

  • User training, such as processing incoming PDFs for OCR, editing them, exporting to Word cleanly, and other useful tasks for attorneys and staff. We can work one on one with staff as part of one our managed IT engagements, or do large group presentations.

  • Office expansions and moves. We don’t just move your servers. We help you plan power, work with your AV and copier companies, and ensure the firm is operational and billing as much as necessary through the move. From day one, we’ll help you evaluate potential locations for internet service and layout, and then we attend all the construction meetings. The key to any move is managing expectations and minimizing surprises.

  • Optimizing document workflows, using as much automation as possible, for tasks such as OCR and PDF handling, form assembly, protection/encryption of confidential information such as metadata, and sharing of document sets large and small.

  • Client audits are a common pain point for smaller firms. We will sit down with you (or just handle and send to you!) to work through it all. We review the request, compile and implement the needed policies & controls, then fill out the audit reports for you. Our experience includes client audit requests from the biggest banks in the country and companies in the Fortune 10.

I worked with Dustin Bolander and his team for several years and absolutely love working with them! Dustin has a great understanding of the law firm environment and how to work with each individual lawyer. His team has a great follow up process and they are very responsive. I definitely recommend Clear Guidance Partners.

- Ana Helton, Firm Administrator, Riggs & Ray, Austin TX

Some of the applications we work with include:

  • Document Management

    • iManage

    • Opentext eDocs

    • M-Files

    • Aderant Total Office (ATO)

    • Worldox

  • Practice Management / Accounting

    • Juris

    • ATO

    • PCLaw

    • TimeSlips

    • Tabs

  • eDiscovery

    • Concordance

    • iPro

    • CloudNine

    • Cicayda

  • Collaboration & Document Automation

    • ShareFile

    • WorkShare

    • Litera Innova