Setup and migration

Help from the team that built the platform.

Many teams configure Simply Legal themselves. Many more launch faster with help on discovery, data migration, setup, website launch, and training — from the people who built the system, not a reseller.

Discovery

Map the work before building

We sit with how your practice actually runs — the people, forms, handoffs, and reports — and design the system around it before anything gets configured.

Migration

Move your data without losing it

We move contacts, matters, and intake history out of spreadsheets and legacy systems, clean them on the way in, and verify with you before launch. Data conversion starts at $500.

Setup

Your system, configured and ready

We configure records, fields, dashboards, permissions, and reports around your practice, so day one feels familiar instead of blank. Full setup starts at $2,500.

Websites

Launch the public side

We build your hosted pages or wire embeds into your existing website — forms, calendars, directories, and the flows your community actually uses.

Integrations

Connect what you keep

Practice-management sync — including Clio — plus accounting, email, and calendar connections, built and supported by the team behind the platform.

Training

Your team, confident

Working sessions with your real data, not generic videos — plus ongoing support from the same team that built and configured your system.

Bring us the intake pipeline. We will make it feel simple.

Show us how a new matter reaches the firm today — the forms, the inbox, the spreadsheet. We will map it to Simply Legal and show you the version that never drops an inquiry.