A prominent legal firm embarked on a significant digital transformation initiative to modernize and streamline their financial operations
»Smarter Technology.
Clearer Decisions.
Real Business Results.
From Litify and Salesforce consulting to custom development and staff augmentation, we deliver reliable, integrated systems that streamline operations and drive measurable outcomes.
Navigate the ethical landscape of AI in law practice. This white paper outlines legal duties (competence, confidentiality, supervision) and offers practical guidance for law firms on compliant AI adoption.
Introducing BRIO’s product and solutions group, working side by side with law firms to design secure, scalable technology that fits seamlessly into Salesforce and Litify.
Advisory-led, end-to-end data intelligence—from executive strategy and secure data architecture to Salesforce-centered analytics, Tableau/BI-powered visualization, and AI-enabled workflows.
Our Areas of Expertise
Salesforce
Data
Intelligence
Staff
Augmentation
Digital Transformation
Business
Automation
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Web Design
eCommerce
Need something a little different?
We can build a customized approach for projects with special requirements.
Coming Soon
Seamless Salesforce eSignatures
We’re launching a smarter way to manage signatures—right inside Salesforce.
bSign an integrated eSignature solution designed to feel like a native Litify feature, not an add-on. Powered by Dropbox Sign, it delivers best-in-class signing workflows, manages templates via Docrio, sends requests, and tracks signatures and usage with advanced reporting.
Blog
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Scaling Justice: Large Public Defender Modernizes Matter Management
The public defender’s office for a major metropolitan area faced significant operational challenges, including fragmented systems across practice areas, manual data entry, and complex reporting...
»AI in Law Practice
Navigate the ethical landscape of AI in law practice. This white paper outlines legal duties (competence, confidentiality, supervision) and offers practical guidance for law firms...
»Taming Complex Fee Arrangements with Structured Data
Law Firms Using Structured Data for Monsanto Roundup Mass Tort Claims Resolve More Cases
»Revolutionizing Mass Tort Litigation Operations with Litify
Improved accuracy, reduced need for manual workforce, and flexible features on a single, intuitive interface
»Highlights from “Transforming Salesforce into the Ultimate Management & Reporting Powerhouse” at Snowforce 2024
By David Rose, President & Founder The engineers at BRIO service a long list of industries and notice a pattern: Salesforce remains a hugely popular...
»Support the 30,000 victims left in Roundup mass tort litigation with a single, unified software solution
I speak with lawyers who are improving their case management operations for the Roundup litigation, and also with lawyers who will take on mass tort...
»Our Clients
What Our Clients Say
What BRIO helped us create was a user-friendly platform that can be accessed from any device with an internet connection. Now our clients see in real time that we have them covered. It makes our clients’ lives easier.
Joe MaloneCEO of Security Resources 
BRIO's flexibility has been integral to making our projects work. I know we're in this together, and they're really our partners. With BRIO, mutual success is a core value that guides every part of the relationship.
Ted KullDirector of Information Management Systems at SIAM
The team at BRIO became more than just our software guys - they became a business partner we could rely on as a member of our team.
Stephen MoosbruggerInventory Director at Bauman Rare Books