Solutions — Back-Office & Tech for Law Firms
Marketing, the Ellis AI platform, accounting, office build-out, and full back-office support for law firms — engaged as needed, never the practice of law.
Back-office, technology, and brand support for law firms
A clear service scope turns a broad promise of support into work your firm can plan around. RMS provides defined nonlegal branding, marketing, technology, and back-office services; your firm retains its professional decisions and the approvals set out in the engagement.
Lawyers keep full independence. We provide defined nonlegal support. This structural separation allows legal professionals to retain complete autonomy over their practice while leveraging professional business support.
What We Handle: Marketing & branding; Technology & AI; Bookkeeping & accounting (operating account); Practice-management tooling; Office build-out & interior design; CLE through independent partners; Recruiting & talent; Business operations and back-office support.
What We Don't: Legal services & advice; Client trust accounts and client funds; Legal fees (we never split or take a percentage of legal fees); Any control over legal judgment, the attorney–client relationship, or client confidentiality.
Representative Service Areas — our services include, and are not limited to, the following representative areas. Firms engage the support they need — each service is available as requested, not as a fixed mandate.
Nonlegal Business Strategy — Data-driven planning and executive guidance tailored to the firm's defined scope. We provide structural frameworks for sustainable operation — including operating dashboards, benchmarking data, and strategic advisory. Implementation and operational decisions remain entirely with the attorney-owned firm. Financial modeling; Market analysis; M&A advisory; Strategic advisory & benchmarking.
Marketing & Brand — Brand architecture, digital presence, and demand generation aligned to the firm's approved strategy. Scope may include website design, local SEO, paid search administration, content management, and print collateral production. The attorney-owned firm reviews and approves all public-facing materials. Marketing support is designed to build visibility; it does not guarantee specific client acquisition volumes or financial outcomes. Brand architecture & identity; SEO, paid search & paid social; PR, reputation & review management; Print, collateral & intake routing.
Technology & AI — Technology configured around the firm's approved workflows, permissions, and service scope. Options include Clio practice management, document automation, secure communications, and the Ellis AI platform. Tool selection, access, and implementation are agreed with the firm; attorneys remain responsible for reviewing research, drafting, and other legal output. Clio practice management & intake CRM; Cybersecurity, cloud & hardware; Secure comms, e-signature & portals; Ellis AI — research, drafting & intake.
Back-Office Operations — Operating-account bookkeeping, accounts payable, payroll administration, financial reporting, and HR administration within the agreed service scope. The service schedule identifies the records, reporting, and approvals needed for each function. The client trust account, client funds, legal-fee setting, and legal-fee collection remain entirely under the attorney-owned firm's control. Bookkeeping & accounting (operating account); Accounts payable, payroll & reporting; HR administration & recruiting support; Vendor & procurement management.
Bookkeeping & Accounting — Operating-account bookkeeping, accounts payable, payroll administration, and standard monthly financial reporting. The service schedule identifies the records, reporting, and approvals needed for each function. The client trust account, client funds, legal-fee setting, and legal-fee collection remain entirely under the attorney-owned firm's control. Operating account reconciliation; Accounts payable administration; Standard monthly financial reporting; Expense categorization.
Office Build-Out & Interior Design — Real estate and site-selection support, lease coordination, and interior design. We assist with space planning, environment branding, and technology integration. The attorney-owned firm approves all location decisions, capital expenditures, and final fit-out plans. Site selection & lease coordination; Space planning & interior design; Branded environment & signage; FF&E, construction & AV integration.
Recruiting Engine — RMS provides candidate sourcing, threshold screening, scheduling, and verification administration based on the firm's hiring criteria. The attorney-owned firm alone decides professional competence, conflicts, engagement, legal staffing, supervision, invoice approval, payment, and tax reporting. Job posting writing & distribution; Google for Jobs & major job board advertising; AI-assisted applicant screening; Finalist presentation to the firm.
Value-Added Offerings — Being part of Relevant isn't a fixed package — it's a platform that keeps expanding. We continually develop new value-added offerings, from technology and automation to AI-enabled tools designed to work alongside the practice-management systems firms already use. Tools are provisioned based on the firm's defined scope. The goal is simple: give participating firms more ways to deliver an excellent client experience through defined nonlegal support.
Depth across every discipline. Independent participating firms serve individuals and families, startups and founders, and established businesses across these disciplines: Business Formation and Governance; Contracts and Agreements; Employment and HR Counsel; M&A and Exit Planning; Business Dissolution; Intellectual Property; Estate Planning and Trusts; Estate Administration; Tax Planning and Wealth Preservation; Real Estate; Charitable Giving; Digital Assets.