Phase I: The Business Engine: Optimizing Clio with automated intake, real-time conflict flags, and core document templates like an Entry of Appearance .
Phase II: The Litigation Engine: Integrating JusticeText and Casefleet to automate body-cam transcripts and discovery logs.
Phase III: Defense Mastery: A live 90-minute staff training session to transition the firm to "Go-Live" status.
Phase IV: Post-Launch Retention: Transitioning the client to a monthly "Optimization Retainer" for ongoing tech support.