A working concept showing how legal-specific systems connect through Intapp CRM — permission-aware matter context and AI-enabled workflows in one governed view, strengthening security, oversight, and decision-making across high-stakes legal work.
View the Counsel360 DashLegal teams work across a dozen systems that never share a picture of the client relationship. Counsel360 connects them behind one governed view, where every signal is permission-aware, every recommendation waits for a person, and every source system keeps its role.
The concept I demonstrate: connecting relationship intelligence, matters, documents, and AI workflows through Intapp CRM, so every legal-specific system feeds one governed view.
A Salesforce-native variant of the same idea, with client, matter, and AI workflow visibility in Agentforce and Slack for legal operations teams.
Intapp CRM acts as the governed front door. Each legal-specific system contributes exactly what it should, and nothing more.
The hub of the concept: relationship intelligence, matters, and AI workflow context come together here as the governed front door.
Intapp CRM receives governed metadata and summaries only — it coordinates the picture without becoming a system of record for any source.
The document management layer supplies matter metadata and workspace links for approved legal work.
Documents stay in the DMS; the dashboard receives workspace context and permission-aware links.
The financial system contributes time, billing, and matter-health signals.
Financial summaries support context without turning the dashboard into the billing system of record.
Meeting, coordination, and task signals for matter teams.
Message content is never displayed; only operational collaboration signals are used.
The governed AI work layer for approved workflows and reviewed outcomes.
Workflow status and human-reviewed recommendations are visible; Harvey is not a source of record.
High-level discovery-stage status and milestone signals.
Documents, searches, review decisions, and privileged content remain in Relativity.
Safe draft, comparison, and approval workflow metadata.
Contract text stays in the DMS; only document type, matter, owner, timing, and status are shown.
Approved channel and activity signals for relationship and matter coordination.
Message content stays excluded; approved channel and activity metadata only.
Business-intelligence client-health metrics for the workspace.
Only approved client-health metrics are surfaced for governed reporting.
The operating model treats privilege and confidentiality as architecture, not policy fine print.
From the operating model to the connector boundaries to the AI eligibility logic, the concept reflects both legal-ecosystem depth and enterprise transformation breadth.
Designed the Counsel360 concept end to end: the signal layer of connected legal systems, the control plane for policy posture, and the briefing layer for guarded output — demonstrated through Intapp CRM.
Defined, system by system, what each platform contributes, which connector and access scope it uses, and the hard boundary on what may never leave the source system.
Designed Agentforce matter coordination and Next Best Action eligibility, so AI checks permissions, legal-hold status, and reviewer assignment before any workflow can launch.
The concept spans Intapp CRM, iManage, NetDocuments, Elite 3E, Microsoft 365, Harvey, Relativity, Litera, Slack, and Salesforce, showing the ecosystem understanding behind the architecture.
Whether you're modernizing platforms, scaling AI, or rethinking your operating model — let's talk about what's possible.