We migrate and clean the data, build the integrations, and test the whole system end to end and under load. We work on the firm's side, on Elite 3E and Intapp Billstream projects, from the first conversion through go-live.
Legal financial system implementations are some of the highest-risk projects a firm can run. Missed testing doesn't just cause technical problems. It triggers billing errors, compliance exposure, and loss of confidence across the firm.
Partner compensation errors expose the firm to liability.
Years of billing history, matter data, and timekeeper records need to transfer with zero tolerance for error. A missed field mapping or truncated value cascades into systemic inaccuracies.
Finance operations halt. Collections stall. Leadership escalates.
Billing systems do not operate in isolation. When the integration between your new platform and existing matter management or ERP systems fails on day one, the whole operation stops.
Unauthorized access to confidential client matters.
Ethical walls, matter confidentiality, and role-based access controls are non-negotiable in legal environments. A misconfigured permission set can expose sensitive client data to the wrong eyes.
Month-end billing runs fail. Timekeepers lose trust in the system.
A system that works fine with 10 users can fall apart at month-end. Performance issues at scale are invisible until the worst possible moment. We have load tested Elite 3E, Billstream and Power BI, up to 300 concurrent users.
Your implementation partner is gone. Your team owns every defect that surfaces in production.
Timelines slip, pressure builds, and go-live gets called before UAT is done. That's when it happens most, and it's the hardest scenario to recover from.
Issues that passed testing surface in production.
Compressed UAT windows turn sign-off into a formality. When testing is rushed to meet a deadline, your firm goes live on hope, not validation. The defects come later, at the worst possible time.
From the first data cleanup to go-live morning. Our Dentons Canada work has run since 2023. At DGC we joined in July 2025 and stayed through go-live in September 2026.
audit match on 1,200 matters after deduplication
De Grandpré Chait
Years of contacts collect duplicates. We classify, clean and deduplicate them under one rule: merge on evidence, hold on doubt. Two records merge only when they share a phone number, email or address.
of client and matter records checked against the source
De Grandpré Chait
We load the data into Elite 3E ourselves: contacts, ethical walls, and the time recorded during cutover. Then we check every client, matter and timekeeper record against the source. Not a sample.
workspaces created in error on the iManage switch weekend
De Grandpré Chait
We design and build the integrations around Elite 3E, including iManage, GlobalAct and 3E Change Stream, on the OData API and Power Automate. Each one is tested in staging and production before it is switched on.
production smoke checks passed at the Billstream cutover
Dentons Canada
We test the whole system, automate regression across user roles, and load test before month-end does. Through cutover we run control totals and delta loads, then reconcile the new system on go-live morning.
Around those four, we also rebuild ethical walls and access rules, automate regression with CI, set up release management and QA governance, configure 3E and train users in English and French, and load test up to 300 concurrent users.
We know the platforms and workflows that run law firm finances. That depth shows up from day one, not after a month of ramp-up.
We have worked on Elite 3E since 2023 and on Intapp Billstream since 2024.
We test role-based access, matter confidentiality rules, and ethical wall configurations. These are the controls that need checking end to end before go-live.
Month-end billing runs, bulk time entries, large matter exports. We have load tested Elite 3E, Billstream and Power BI, up to 300 concurrent users.
From a single-office move to 3E Cloud to release governance for a global firm's Canadian arm.
Recent work
Implementation testing, data conversion validation, integrations and release governance, from inside the project.
The initial converted data built about 30,300 ethical walls where the firm had 522. We found it before go-live, rebuilt the walls from the source system, and the firm signed off.
Read the De Grandpré Chait case study →Billstream automation: 51 spec files, 6 user roles, and a production smoke test that passed 11/11 on the May 2026 cutover.
Read the Dentons Canada case study →Moving to Elite 3E? See how we validate a conversion.
Elite 3E Data ConversionTell us where you are in the implementation and we'll tell you where we'd start.