How It Works
A managed service,
not another system
Index works alongside your existing tools — CRM, finance, practice management — enriching and connecting data in the background. No migration. No retraining. No disruption.
The Process
Four phases to trusted data
From discovery to ongoing stewardship, we follow a proven methodology built for law firm environments.
Discover & Map
We audit your existing data landscape — CRM, finance, and practice systems — to understand where data lives, what's broken, and what's missing.
Connect & Ingest
Index connects to your systems via secure, read-write integrations. No migration, no new databases. We work where your data already lives.
Enrich & Classify
Our platform continuously verifies contacts, classifies companies and matters, maps hierarchies, and standardizes records at scale.
Monitor & Maintain
Data doesn't stay clean on its own. Index runs continuously — catching changes, flagging anomalies, and keeping records current.
Behind the Scenes
What Index does continuously
While your firm works, over 500 specialized AI agents are working too — around the clock, powering your data foundation.
Verifies Contacts
Checks email deliverability, confirms current employers, matches LinkedIn identities, and removes duplicates and inactive records.
Classifies Entities
Applies consistent industry codes, assigns unique identifiers, and maps corporate hierarchies and ultimate parent relationships.
Structures Matters
Generates matter narratives, classifies work by practice area and industry, and transforms timecards into usable service categories.
Connects Everything
Links people, companies, and matters through shared identifiers and classifications — creating one unified view across all systems.
Monitors Quality
Tracks data accuracy metrics over time, flags anomalies, and provides monthly scorecards to firm leadership.
Stays Compliant
All data processing follows strict confidentiality protocols. Built for the unique security requirements of legal data.
Integrations
Works inside the systems your firm already runs
Index connects directly to your CRM, practice management, and relationship platforms — no migration, no new tools, no disruption.
Zero Disruption
Nothing changes for your people
Index doesn't ask attorneys, BD, or operations staff to learn new tools or adopt new workflows. The foundation runs in the background — your people keep working exactly as they do today.
No New Systems
Index works within your existing technology environment. There is nothing new for your team to learn, log in to, or maintain.
No Retraining Required
Attorneys, BD, and operations staff continue working exactly as they do today. Index improves the data behind the scenes, invisibly.
No Implementation Risk
No migration, no cutover, no downtime. Index connects and begins working without disrupting your firm's day-to-day operations.
See It in Action
Ready to see how Index works with your systems?
We'll walk through how the foundation integrates with your existing tools and what the first 90 days look like.