Your Firm's Data:
Aligned. Accurate. Actionable.
Index continuously verifies, enriches, and classifies your firm's contacts, companies, matters, and timecards — operating within your existing systems, with nothing for your team to learn, adopt, or maintain.
The Fundamental Challenge
Law firms produce data at a scale no team can manage by hand.
Manual effort can't keep up
Attorneys, BD teams, CRM managers, librarians, and operations staff are all asked to create, update, enrich, and classify data by hand. At scale, this is unsustainable.
- Contact records go stale within months
- Duplicate and inconsistent company entries
- Matter data is unstructured and unsearchable
- No single view across systems
A managed foundation that just works
Index replaces this people-based work with a managed data foundation that operates continuously in the background — achieving 85–90% match rates where others reach only 60–65%, without changing how anyone works.
- Continuously verified and enriched records
- Consistent classifications across all entities
- Structured, searchable matter data
- Unified view — zero workflow changes
Delivering Certainty
The data driving a firm's success
Index continuously manages People, Companies, Matters, and their connections — creating a unified data foundation your firm can rely on.
Reliable Relationships
- Verified email addresses
- LinkedIn identity matching
- Employer verification to confirm where contacts work
- Removal of inactive and duplicate records
Corporate Truth
- Industry classifications applied consistently
- Unique company identifiers assigned
- Ultimate parent and corporate hierarchy mapped
- One brand view across CRM, finance, and practice systems
Work That Can Be Analyzed
- Matters classified by industry and service area
- Clear narrative descriptions of each matter
- Bulleted summaries of the work performed
- Timecards classified into standardized services (not defaulting to “Other”)
The Connective Tissue
- Industry codes applied across companies and matters
- Relationships preserved across CRM, finance, and practice systems
- No system replacement required
Integrations
Works inside the systems your firm already runs
Index connects directly to your CRM, practice management, and relationship platforms — no migration, no new tools, no disruption.
Client Spotlight
Outcomes
What trusted data unlocks
When your data foundation is reliable, every system and process that depends on it improves.
Faster Conflicts Clearance
Clean entity records and mapped corporate hierarchies reduce manual checking from days to hours.
Revenue Insight That's Accurate
Properly classified matters and unified company records reveal true revenue patterns and cross-sell opportunities.
A CRM Your Attorneys Trust
When attorneys trust the data behind it, CRM becomes a genuine relationship asset — surfacing opportunities and flagging risks instead of collecting dust.
Risk Reduction
Verified contacts and structured entity data mean fewer errors in conflicts, client intake, and regulatory reporting.
Connected Systems
One consistent data foundation links CRM, finance, and practice systems — no migration or replacement required.
Leadership Visibility
Firm leaders gain a clear, data-backed picture of how work, clients, and revenue connect across the practice.
Frequently Asked
Common questions about Index
Quick answers on what Index is, how it fits with your existing tools, and how it keeps law firm data trustworthy.
What is Index?
Index is the managed data foundation for law firms. It continuously verifies, enriches, and classifies contacts, companies, matters, and timecards — operating inside your firm's existing CRM, finance, and practice management systems, with nothing for staff to learn or maintain.
Does Index replace our CRM or practice management system?
No. Index works inside the systems your firm already runs — including InterAction, Salesforce, HubSpot, Peppermint, Intapp, Legal 360, and Microsoft Dynamics 365 — with no migration, no new tools, and no workflow changes for attorneys, BD, or operations teams.
How accurate is the data Index produces?
Index achieves 85–90% match rates on contact and entity resolution, compared with the 60–65% typical of manual or in-house processes. Data quality is monitored continuously and reported back to firm leadership in monthly scorecards.
Is Index secure for sensitive legal data?
Yes. Index encrypts data at rest with AES-256 and in transit with TLS 1.3, is SOC 2 Type II audited annually by independent third parties, enforces role-based least-privilege access with multi-factor authentication, and follows confidentiality protocols designed for the legal industry.
Who uses Index?
Index is trusted by the majority of the AmLaw 100 and by eight of the world's ten largest law firms, including firms across the AmLaw 50, AmLaw 100, and AmLaw 200.
Get Started
Let's talk about your data.
Schedule a confidential conversation about your firm's data challenges. We'll show you exactly what a managed data foundation can do — and what it would mean for your firm.