One practice layer, in place of five separate systems.
At this size the problem is not chaos. It is fragmentation: real tools, real processes, and a substantial amount of manual copying between them. Untangly consolidates the practice layer into one system with the controls a firm of your size actually needs.
Fragmentation, professionally managed
A practice tool here, a document system there, an eSignature vendor, a portal from a different vendor, an aging time and billing system. Each one defensible. Together, a daily tax: statuses updated twice, documents saved twice, the operations person who spends mornings reconciling systems that will never agree.
And between every pair of systems, a gap. The signed letter that is in the eSignature vault but not the file. The time entry that missed billing. At fifteen people the gaps are an irritation. At forty they are a risk item.
Built for firms with governance
Partners, managers, seniors, juniors, admin. Each sees what their role warrants. Billing rates and firm financials stay with the people who should hold them.
Who did what, when, on every file. When a regulator, an insurer, or a difficult client asks, the answer is a query, not an investigation.
Your data, programmable. Feed the BI dashboard, sync the intranet, keep the firm's other systems in step. Firm Plus includes it.
Your domain, your brand, on every client touchpoint. At your size the client experience is the brand; it should carry your name only.
Capacity and WIP across offices, teams, and partners. Season planning from data instead of estimates.
A person who knows your setup, not a queue. Migration for a firm your size is staged by office or by team, with a plan you approve first.
Migration, for firms with more to lose
A forty person firm does not switch in a weekend. The honest shape: staged rollout, one team or office first, running parallel with your current stack until the pilot group signs off. History imports before go live. Templates get built from your actual workflow documents. Training happens per team, in their context.
Typical elapsed time is six to ten weeks, most of it parallel running rather than disruption. Your data exports at any point, including mid migration. The full switching page has the week by week detail.
Consolidation is the remaining efficiency.
Most firms this size have already optimized within each tool; the remaining waste lives between them. Bring your ops lead to a demo built around your stack.
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