Who We Are?
Excelerate Legal (EL) is a vendor-neutral Management Services Organization (MSO) for Law Firms. We support Law Firms with a unified AI dashboard, technology integration, and managed helpdesk services to streamline operations.
Our team provides AI-ready paralegal staffing, CMS data entry, and accounting support to improve efficiency. From technology consulting to back-office operations, we help law firms scale while focusing on winning cases.
Our Services
We provide smart, dependable solutions that help your business
operate smoothly and stay focused on what matters most.
We provide smart, dependable solutions that help your business operate smoothly and stay focused on what matters most.
Marketing
We manage your marketing budget, connect you with your preferred agency, or handle marketing ourselves. With an outcome-based model, you can compare agency performance while we track conversions and deliver clear reports.
Intake
We qualify leads using your preferred tools or handle intake on our NuLaw platform to secure retainers. With an outcome-based model, you can compare agency performance while we proactively track conversions.
Treatment
We manage your Medical BPO to track treatment costs while organizing chronologies, billing summaries, and demand packages. We monitor vendor progress and provide clear reporting to streamline your case preparation.
Settlement
We oversee the entire settlement lifecycle, from IOLTA and lien management to final statement sign-offs. Working with platforms like Trust Books and Soluno, we coordinate vendors to ensure accurate and compliant case closure.
Finance & Accounting
We manage your financial operations and keep you compliant with precise IOLTA reconciliation. Excelerate also secures case funding by connecting you with private equity partners to drive sustainable growth.
HR & Payroll
We manage your HR lifecycle, including recruiting, training, and payroll, covering the full overhead burden. We analyze in-house costs against flexible BPO models, providing clear reports to optimize your workforce mix.
AI & Cyber Security
We implement AI strategies using voicebots and tools like EvenUp for precise case valuation. Our ethical hackers proactively safeguard your systems to ensure full HIPAA compliance and data security.
IT Helpdesk
We provide full IT Help Desk support using JIRA ticketing to manage your technology stack. We specialize in platforms like Filevine and Clio, ensuring smooth integrations across your core legal operating systems.
Universal Dashboard & Consulting
Data-Driven Clarity for Case Velocity and Firm Growth
Our AI-powered business intelligence dashboard unifies your firm’s data into one system. By connecting intake, case management, and financial insights, it provides clear performance visibility and helps PI firms make faster, data-driven decisions.
Key Capabilities
- Real-Time Firm Visibility
- Operational Analytics
- Strategic Consulting
- Predictive Revenue Insights
Key Capabilities
- CMS Optimization
- Seamless System Integration
- Dedicated Legal Tech Helpdesk
- Process Automation
Technology Integration & Helpdesk
Optimizing the “Last Mile” of Legal Technology
Many law firms invest in powerful case management systems but use only a fraction of their capabilities. Our team optimizes and integrates your technology stack so your CMS, intake tools, and operational systems work seamlessly together.
Managed Paralegal Staffing
Elite, AI-Ready Talent to Scale Your Caseload
Expand your legal team without the cost and complexity of local hiring. Our trained, AI-ready paralegal professionals work as an extension of your firm, helping you manage higher caseloads efficiently.
Key Capabilities
- End-to-End Case Support
- Cost-Efficient Staffing Model
- AI-Enhanced Workflows
- Reliable Intake Support
Key Capabilities
- Structured Case Data Entry
- Document Processing & Indexing
- Database Accuracy & Cleanup
- Reliable Reporting Data
Data Entry & CMS Management
The Foundation of Accurate Case Data
A case management system is only as powerful as the data inside it. Our dedicated data management services ensure your CMS remains accurate, organized, and ready for reporting, compliance, and case progression.
Specialized Legal Accounting
Financial Clarity for Law Firms
Managing financial operations for a PI firm requires specialized knowledge of trust accounts, settlements, and compliance. Our accounting services ensure your financial systems remain organized, compliant, and transparent.
Key Capabilities
- QuickBooks Online Management
- Trust Accounting Support (IOLTA)
- Financial Reporting & Insights
- Settlement & Lien Tracking
PI-Excel
A “4 by 4” Audit of your current PI Business
PI-Excel is a comprehensive “4 by 4 ” audit of your current PI Business. In this Audit, which is a 2-week to 4-week intensive study, we will cover the following four parameters for People, Process, Technology, and AI Adoption for the following four critical areas
and submit a one-page Red Amber or Green status of this 4 *4 matrix, along with a suggested action plan.
- Marketing
- Intake
- Treatment
- Settlement