The Company is a specialized provider of technology-enabled solutions serving law firms and corporate legal departments. The Company offers private cloud hosting solutions, systems integration, consulting services, and secure document management systems designed to help legal organizations optimize workflows, ensure regulatory compliance, and maintain organized repositories for critical documents. The Company also has expertise in helping startups become fully operational, ensuring that new firms can function efficiently from day one.

Key Aspects
• The Company's revenue and adjusted EBITDA grew 10.7% and 31.2%, respectively, from 2022 through the trailing twelve months (TTM) ending September 30, 2025.
• Operating with a diversified revenue model that combines project based consulting work with recurring hosting and document management services, the Company has a repeat business rate of 80% and established client connections spanning up to three decades.
• The Company is well known for successful execution of complex data migrations between legacy and cloud-based systems and superior delivery of end-to-end technology-enabled solutions tailored exclusively for legal professionals.
• The Company effectively supports in-house legal departments by implementing secure, scalable document management systems as well as specialized assistance for migration to modern document management platforms.

Opportunities
• Expand geographic reach through targeted marketing initiatives and industry conference participation.
• Scale recurring revenue streams by further enhancing cloud hosting and document management service offerings.
• Cross-train personnel in compliance and data privacy to allow the Company to serve as a strategic advisor for clients facing complex regulatory mandates.

Headquartered
• Southwest U.S.

Current Markets
• The Company serves law firms and corporate legal departments nationwide. The Company provides services to practices of all sizes, from solo attorneys to large enterprise legal teams in need of specialized expertise in advanced data security and regulatory compliance.

Shareholder Objectives
• The Company is fully owned by a single shareholder who is active in the business and seeking a full exit post-sale. The owner seeks a buyer that can capitalize on and contribute to the future growth of the Company.