AxisImplementLive
From RFP to up and running.
And steady once you get there.
Implementation assistance and acceleration for practice management, DMS and CRM platforms — RFP support, configuration, data, testing, go-live, hypercare and the quiet period after, when most projects are quietly left to drift.
The full lifecycle
Every stage. One team throughout.
RFP & Selection
Requirements, shortlist and scoring, so the platform is chosen on fit, not the best demo.
Configuration
Workflows, permissions and matter templates built around how the firm actually works.
Data & Integration
Legacy data migrated and connections to the rest of the stack built and reconciled.
Testing & UAT
Fee-earners test real scenarios before go-live, not after something breaks in production.
Go-Live & Hypercare
A supported cutover with the team on hand for the first days, when questions come fastest.
Cooldown & Optimize
A defined tail-off period to tune what real usage reveals, then a proper handover — not indefinite billing.
Platforms we've implemented
Enterprise-scale and everything below it.
Enterprise
Intapp
Elite
Aderant
iManage
Cloud & mid-market
Clio
NetDocuments
SmartSearch
InterAction
Litera
These are systems our team has configured, migrated data into and taken through go-live — the enterprise platforms on large rollouts, Clio and NetDocuments across a great many more. We don't treat either end of that range as a rehearsal.
What's included
Not just advice. Hands on the keyboard too.
RFP & vendor selection
A structured evaluation so the decision holds up when someone asks why this platform, later.
Configuration & design
Set up around your matter types and workflows, not the vendor's default template.
Data & integration
Legacy data brought across cleanly, with the surrounding systems connected from day one.
Testing & training
UAT run with real fee-earners on real scenarios, and training that fits how they'll actually use it.
Go-live & hypercare
The team stays close through cutover and the first weeks, when small issues are still cheap to fix.
Cooldown & handover
A defined tail-off to tune what real use reveals, then a clean handover to your own team.
Why it holds up
Implementation that doesn't stall at go-live.
Vendor-neutral
We're paid to get your implementation right, not to sell you a particular platform.
Scale in both directions
The same discipline whether it's an enterprise DMS rollout or a single-office Clio migration.
Hypercare that ends
A defined cooldown, then a real handover — not a support contract that quietly never finishes.
Get started
Wherever you are in the process, we can join in.
Starting an RFP, mid-configuration, or already live and short-staffed for the push through UAT — tell us where you are and we'll tell you honestly what help would actually move it forward.
Discuss an implementation