Clio
Matter system of record
The default downstream source of truth for matters, billing, and trust accounting at firms under 50 attorneys.
Partners
The platforms we design into your Blueprint.
Lloyd Solves designs the Revenue Architecture Blueprint. These are the platforms we most commonly design into it — specified in the right order, not sold as the answer.
The intake-to-signed ecosystem
Each plays one role in the Future-State Operating Model. The Blueprint decides which you need, how they connect, and what data flows between them.
Aircall
Intake capture layer
Our preferred phone integration for intake-to-signed workflows — every call routed, recorded, and logged to the right record.
Claude
/ Anthropic
Strategic alignment
Anthropic (Claude)
AI handoff engine
The core platform we use to design AI-ready roadmaps and guardrails — what AI can do, where humans stay in the loop.
Intaker
Pre-engagement layer
24/7 web-chat and SMS that qualifies and schedules leads before they ever speak to a human.
A credential, not an offer.
Being a certified partner means we know each implementation environment well enough to specify it correctly in a Blueprint. It doesn’t change what we sell. The Blueprint comes first; the tool configuration is one output of it — never the front door.
Before you build anything else
Design the future of your firm before anyone starts clicking.
A 20–30 minute Future Design Call decides whether the right next step is a Blueprint, a Sprint, or simply a referral. No pitch. Just clarity.
Not a fit if you already know exactly what to build and just need a builder. We'll happily refer you.