thomsonreuters.com/en

If by **“automation consultants”** you mean firms that can actually analyze a law firm’s workflows, configure the legal-tech stack, build integrations/automations, and train the team—not just sell software—there are a few I’d put on the shortlist. ### My shortlist | Consultant | Best for | Why I’d consider them | |---|---|---| | **Big Mode Consulting** | Small–mid-size firms | Strong hands-on legal-tech implementation; Clio and Filevine expertise, workflow automation, migrations, integrations, and managed IT. They say they’ve worked with 50+ law firms. [www.bigmodeconsulting.com](https://www.bigmodeconsulting.com/?utm_source=chatgpt.com) | | **Hakeem Solutions** | Firms wanting aggressive workflow automation | Focuses specifically on legal-tech optimization, CRM, intake, document automation, integrations, and custom workflows. Particularly interesting if you want someone to *build* rather than simply advise. [www.hakeemsolutions.com](https://www.hakeemsolutions.com/clio-implementation?utm_source=chatgpt.com) | | **ALT Consulting** | Clio-heavy firms | Clio Certified Consultant offering custom workflows, automation, integrations, document templates, migrations and ongoing technology coaching. [www.clio.com](https://www.clio.com/partnerships/certified-consultants/find-a-ccc/alt-consulting/?utm_source=chatgpt.com) | | **SourcePro Consultants** | Larger/process-heavy firms | Takes a broader legal-operations approach: workflow audit → technology architecture → implementation → AI automations/integrations → ongoing optimization. [sourcepro.focussols.com](https://sourcepro.focussols.com/services/?utm_source=chatgpt.com) | | **KPMG Legal Operations Consulting** | Large firms / enterprise transformation | Much larger-scale option, focused on operating-model design, process improvement, technology enablement, data and governance. KPMG says its practice is Band 1 for Legal Transformation Consulting in Chambers' NewLaw rankings. [kpmg.com](https://kpmg.com/us/en/capabilities-services/tax-services/global-legal-business-services/legal-operations-consulting.html?utm_source=chatgpt.com) | | **ClearPoint Legal Consulting** | Canadian firms | Clio implementation/optimization with particular emphasis on intake, matter management, billing, compliance, automation and integrations. [www.clio.com](https://www.clio.com/partnerships/certified-consultants/find-a-ccc/clearpoint-legal-consulting/?utm_source=chatgpt.com) | ### Who I'd call first For a **10–100 lawyer firm**, I'd start with **Big Mode, Hakeem Solutions, and SourcePro**. For a **solo/small firm already using Clio**, I'd look closely at **ALT Consulting** or another Clio Certified Consultant. Clio maintains a consultant network specifically for implementation, workflow customization and automation—but importantly, Clio itself says certification doesn't guarantee a consultant's overall consulting quality, so I'd still do your own diligence. [www.clio.com](https://www.clio.com/partnerships/certified-consultants/find-a-ccc/alt-consulting/?utm_source=chatgpt.com) For a **large/multi-office firm**, I'd look at **KPMG** or a specialized legal-operations consultancy rather than a typical Clio consultant. ### One important distinction I wouldn't hire a consultant simply because they say they do **“AI automation.”** The best engagement should start with mapping the firm's actual processes: **Lead → intake → conflict check → engagement → matter opening → document generation → calendaring → client communication → billing → closing** Then determine which pieces should be automated and which require lawyer/staff approval. That's particularly important with AI: legal workflows need traceability, appropriate human review, and data/security controls rather than simply putting an LLM in the middle of everything. Recent legal-industry adoption reflects that distinction. [www.businessinsider.com](https://www.businessinsider.com/big-law-top-10-firms-ai-overhaul-use-cases-2025-7?utm_source=chatgpt.com) If you tell me **(1) how many lawyers/staff you have, (2) what practice area, and (3) your current software—e.g. Clio, Filevine, MyCase, Microsoft 365, Google Workspace—I can narrow this to the **3 best consultants for your particular firm**, including approximate pricing and what I'd ask each one to build. | Consultant | Best for | Why I’d consider them | |---|---|---| | **Big Mode Consulting** | Small–mid-size firms | Strong hands-on legal-tech implementation; Clio and Filevine expertise, workflow automation, migrations, integrations, and managed IT. They say they’ve worked with 50+ law firms. [www.bigmodeconsulting.com](https://www.bigmodeconsulting.com/?utm_source=chatgpt.com) | | **Hakeem Solutions** | Firms wanting aggressive workflow automation | Focuses specifically on legal-tech optimization, CRM, intake, document automation, integrations, and custom workflows. Particularly interesting if you want someone to *build* rather than simply advise. [www.hakeemsolutions.com](https://www.hakeemsolutions.com/clio-implementation?utm_source=chatgpt.com) | | **ALT Consulting** | Clio-heavy firms | Clio Certified Consultant offering custom workflows, automation, integrations, document templates, migrations and ongoing technology coaching. [www.clio.com](https://www.clio.com/partnerships/certified-consultants/find-a-ccc/alt-consulting/?utm_source=chatgpt.com) | | **SourcePro Consultants** | Larger/process-heavy firms | Takes a broader legal-operations approach: workflow audit → technology architecture → implementation → AI automations/integrations → ongoing optimization. [sourcepro.focussols.com](https://sourcepro.focussols.com/services/?utm_source=chatgpt.com) | | **KPMG Legal Operations Consulting** | Large firms / enterprise transformation | Much larger-scale option, focused on operating-model design, process improvement, technology enablement, data and governance. KPMG says its practice is Band 1 for Legal Transformation Consulting in Chambers' NewLaw rankings. [kpmg.com](https://kpmg.com/us/en/capabilities-services/tax-services/global-legal-business-services/legal-operations-consulting.html?utm_source=chatgpt.com) | | **ClearPoint Legal Consulting** | Canadian firms | Clio implementation/optimization with particular emphasis on intake, matter management, billing, compliance, automation and integrations. [www.clio.com](https://www.clio.com/partnerships/certified-consultants/find-a-ccc/clearpoint-legal-consulting/?utm_source=chatgpt.com) | ### Who I'd call first For a **10–100 lawyer firm**, I'd start with **Big Mode, Hakeem Solutions, and SourcePro**. For a **solo/small firm already using Clio**, I'd look closely at **ALT Consulting** or another Clio Certified Consultant. Clio maintains a consultant network specifically for implementation, workflow customization and automation—but importantly, Clio itself says certification doesn't guarantee a consultant's overall consulting quality, so I'd still do your own diligence. [www.clio.com](https://www.clio.com/partnerships/certified-consultants/find-a-ccc/alt-consulting/?utm_source=chatgpt.com) For a **large/multi-office firm**, I'd look at **KPMG** or a specialized legal-operations consultancy rather than a typical Clio consultant. ### One important distinction I wouldn't hire a consultant simply because they say they do **“AI automation.”** The best engagement should start with mapping the firm's actual processes: **Lead → intake → conflict check → engagement → matter opening → document generation → calendaring → client communication → billing → closing** Then determine which pieces should be automated and which require lawyer/staff approval. That's particularly important with AI: legal workflows need traceability, appropriate human review, and data/security controls rather than simply putting an LLM in the middle of everything. Recent legal-industry adoption reflects that distinction. [www.businessinsider.com](https://www.businessinsider.com/big-law-top-10-firms-ai-overhaul-use-cases-2025-7?utm_source=chatgpt.com) If you tell me **(1) how many lawyers/staff you have, (2) what practice area, and (3) your current software—e.g. Clio, Filevine, MyCase, Microsoft 365, Google Workspace—I can narrow this to the **3 best consultants for your particular firm**, including approximate pricing and what I'd ask each one to build.