We’ve been hearing the same problem from a lot of PI firms.
Too many systems.
They’ve got a tool for intake…
Another for texting….
And yet another for call tracking.
Then there’s document management.
AI notes, automations, reporting…
And more.
But somehow, none of them work together the way the firm actually operates.
One attorney recently told us they were paying nearly $900/month for just ONE piece of legal software.
And that’s $900 per attorney per month. He’s not the only attorney on his team.
That doesn’t even include the rest of their stack.
At a certain point, firms start asking an interesting question.
“Why are we paying thousands every month for disconnected systems that still create bottlenecks?”
That’s why some firms are starting to rethink the entire model.
Not just adding more software.
They’re looking at how to build systems around how their firm specifically works.
Faster intake, cleaner workflows.
Less weight on the admin side.
More control and fewer moving parts.
Right now, it’s not a race to adopt new tools or AI.
Because some firms are doing away with that entirely. It’s not cost effective and over time all these subscriptions are just weighing them down.
They’re questioning whether the old “add another subscription” model even makes sense anymore.
What have you been doing to cut costs and consolidate your systems?
We’ll continue to explore what that looks like.
Until next time,
The PI Brief
P.S. We’ve had several PI firms recently ask for help identifying operational bottlenecks, intake leaks, and software overlap inside their practice.
We’re opening a limited number of workflow strategy calls for firms looking to simplify operations, reduce friction, and modernize how their firm runs.
If that’s something your firm is exploring, just reply and we’ll send over details.