Law Firm Administrator Software — Custom Built for Law Firm & Legal Ops

I'm PJ, a solo tech consultant in Encinitas. I build custom software for law firm administrators who are tired of duct-taping Clio, Excel, and three other tools together.

Quick answer: what I actually do for law firm admins

Build custom intake, conflict-check, and matter-management tools that fit how your firm actually works
Automate billing workflows, trust accounting reports, and partner dashboards
Integrate Clio / MyCase / NetDocuments / QuickBooks so data stops living in 4 places
One human (me) — no account reps, no ticket queues, no enterprise contract

Common questions from firm administrators

Can you build something that works with Clio (or whatever we already use)?

Yes. I build on top of what you have — Clio, MyCase, PracticePanther, Filevine, NetDocuments. I don't replace your system, I fix the gaps around it.

We're a 12-attorney firm. Are we too small for custom software?

No. Small and mid-size firms are exactly who I work with. Big vendors ignore you. I build right-sized tools that pay for themselves in admin hours saved.

How do you handle client confidentiality and data security?

Everything stays in your environment — your cloud, your accounts, your control. No third-party SaaS layer holding your client data hostage. We'll discuss specifics before any code is written.

What does a typical project cost?

Depends entirely on scope. A billing automation script might be a few hundred. A full intake + conflicts + dashboard build is more. I'll quote flat fee after one conversation — no hourly surprise invoices.

How long until something actually works?

Most first useful version ships in 2–4 weeks. I'd rather give you something working fast and iterate than disappear for 6 months.

What if I just need someone to look at a mess and tell me what to do?

That's a text or a 20-minute call. Free. I'll tell you honestly if custom build makes sense or if you just need to configure what you already have.

Useful, whether we ever work together or not

Audit your tool stack first

Before buying anything new, list every subscription. Most firms I meet are paying for 2–3 tools that overlap. Kill the redundancy before adding complexity.

Automate intake, not just billing

The biggest admin time-sink is intake + conflict checks, not invoicing. Fix the front door first and the back end gets easier.

Partner dashboards earn trust

One weekly auto-generated report (WIP, AR, realization) that partners actually read beats a $30k BI tool nobody opens.

Don't let IT vendors sell you "platforms"

Platforms lock you in. Scripts and integrations don't. Ask: if you fired your vendor tomorrow, what would you still own?

Trust accounting is the landmine

Any automation touching trust funds needs a human review step. Build that in from day one. Bar complaints start here.

Train the admin team, not the attorneys

Attorneys won't learn new software. Design for the admin and paralegal team — they're the ones running it, and they'll tell you what actually breaks.

Law Firm Administrator Software — Custom Built for Your Firm (North County San Diego)