Edge Solutions builds, fixes and runs case management systems for law firms. We implement and extend Litify and CaseCloud, and design custom systems where the off-the-shelf platforms fall short.
Most case management projects do not fail on the software. They fail because the configuration was built from a generic template rather than from how the firm actually takes in, works and bills its matters — and because whoever built it left before anyone had to use it on a Monday.
What we do
Design, integration, and the unglamorous work of rescuing projects that were left broken or unfinished.
Every engagement starts with discovery: we learn how your firm takes in, works and bills its matters. That becomes a data model built around matters, parties, deadlines and practice-specific records, and then the custom workflows on top of it — intake, document generation, task and deadline tracking, matter-team access controls.
Case management is only useful when it is connected to everything else the firm runs on. We build integrations to document management, e-filing and court data platforms, time tracking, eDiscovery, legal research, and other practice management systems.
A stalled or abandoned implementation is its own discipline. We assess what was built, what is salvageable, and what has to be rebuilt, then give you a fixed-price path out — rather than starting again from zero and charging you twice for the same system.
Platforms
Litify and CaseCloud are the leading legal case management platforms built on Salesforce. We implement and extend both, and build custom where neither fits.
Finance
We connect case management to the firm’s finances natively inside Salesforce with Accounting Seed, or by integrating with the platforms you already use.
Client funds held and reconciled to the standard your bar association expects, with the controls and audit trail that make a trust account survive examination. This is the part firms are most afraid of and the part generalist Salesforce consultants understand least.
Fee splits, lien resolution, cost recovery and disbursement handled as first-class parts of the matter rather than a spreadsheet maintained beside it.
A review cycle that matches how your firm actually approves time before it leaves the building, including the partner edits that every generic system fights.
Hourly, flat, contingency, hybrid, or whatever arrangement a particular client negotiated. Built to how you charge rather than how the platform assumed you would.
How engagements work
Discovery is a real engagement with a real deliverable: a system blueprint covering your data model, workflows, integrations and migration plan. You own the document whether or not you build with us, and if you sign within 90 days the fee is credited against the build.
Once the blueprint exists, the work can be priced honestly. Published ranges are below. You will not be billed for the discovery we did not do.
Source, configuration and documentation transfer to you, and we train the people who have to run it. Retainers exist for firms that want us on call, but nothing we build requires one.
Pricing
Ranges rather than a single number, because scope genuinely varies. The blueprint is what turns a range into a price.
| Engagement | Fixed price |
|---|---|
| Discovery — “System Blueprint” | $7,500 – $20,000 |
| Rescue assessment | $5,000 – $15,000 |
| Rescue fix | $15,000 – $100,000+ |
| New implementation | $50,000 – $250,000+ |
| Data migration | $15,000 – $75,000+ |
| Finance integration | $15,000 – $60,000+ |
| Trust / IOLTA accounting | $25,000 – $75,000+ |
| Custom billing | $20,000 – $60,000+ |
| Third-party integration (each) | $10,000 – $40,000 |
| AI automation pilot | $15,000 – $40,000 |
| Retainer | Monthly | Hours |
|---|---|---|
| Essentials | $3,000 – $4,500 | 15 – 20 |
| Growth | $6,000 – $9,000 | 30 – 40 |
| Partner | $12,000 – $20,000+ | 60 – 80+ |
Why discovery is paid. It delivers a blueprint the firm owns outright, and it is the step that prevents the failed implementations we otherwise get called in to rescue. A consultancy that gives discovery away has to recover that cost somewhere, usually in a scope it has every reason to let grow. Sign within 90 days and the fee comes off the build.
Who does the work
The platform work is led by a Salesforce Architect and Developer holding three certifications, alongside a published AI researcher. Certifications in this ecosystem are publicly verifiable, which is the point of mentioning them.
There is no account layer and no junior tier. The engineers who sit in your discovery sessions are the ones who write the configuration, run the migration and are still there the first week your staff uses it in anger.
FAQ
Usually, and more cheaply than starting again. A rescue assessment establishes what was actually built, what is salvageable, and what has to be rebuilt, and ends in a fixed-price path forward. Occasionally the answer is that the configuration should be abandoned — we will say so, with reasons, rather than quietly rebuilding at full price.
No. They are the leading legal case management platforms on Salesforce and they fit most firms, which is why we implement them. Where neither fits how a firm works, we design and build a custom system to specification.
Because it produces a blueprint you own whether or not you build with us, and because skipping it is the single most reliable cause of the failed implementations we get called in to fix. If you sign within 90 days, the fee is credited against the build.
Yes, and it is one of the reasons firms call us. IOLTA handling, three-way reconciliation and the audit trail your bar association expects are built as part of the system rather than bolted beside it. It is the area where generic Salesforce implementations most often fall down.
Often not. A good share of what firms ask us about is solved by a better-configured workflow or a document template that should have existed already. We will say so before the scoping work is billed.
Migration is planned and run as part of the engagement, not treated as an afterthought. That includes mapping matters, parties, documents and financial history, reconciling what does not map cleanly, and validating the result against the source before anyone relies on it.
Describe the system you are trying to build, or the implementation that stalled. We will follow up with a call and, if it is a fit, a scope and a timeline.