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.
Which platforms do you design in?
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.
- Clio Matter system of record The default downstream source of truth for matters, billing, and trust accounting at firms under 50 attorneys. How we design it in
- Aircall Intake capture layer Our preferred phone integration for intake-to-signed workflows — every call routed, recorded, and logged to the right record. How we design it in
- 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. How we design it in
- Intaker Pre-engagement layer 24/7 web-chat and SMS that qualifies and schedules leads before they ever speak to a human. How we design it in
Does being a partner change what you sell?
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.
What if we already run HubSpot?
HubSpot often appears in CRM and marketing stacks. In a Blueprint engagement it is configured to the future-state, or referred out when you only need a builder.
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.