MSO Services

How every firm rolls out OK Legal.
30 days. Repeatable.

White-label deployment for MSO partners. One tenant per firm, isolated data, your brand on the client-facing surface, cross-firm analytics for the management company.

30-Day Firm Deployment Playbook

The playbook is the product.

Day 1–3

Onboarding + data migration

  • Kickoff call with managing partner + IT lead
  • Existing CMS data exported (cases, contacts, billing)
  • OK Legal tenant provisioned with white-label branding
  • Bar verification + conflict-check API connected

Day 4–7

SmartAdvocate / Filevine integration

  • Two-way sync configured (cases, documents, billable time)
  • Field mapping reviewed with firm administrator
  • Historical case backfill (last 90 days) completed
  • Smoke test on 10 active matters

Day 8–14

AI tool training

  • Demand-letter generator tuned to firm voice + verdict targets
  • Medical chronology workflow trained on firm sample set
  • Intake AI calibrated to firm acceptance criteria
  • Attorney + paralegal training sessions (2 cohorts)

Day 15–21

Workflow automation activation

  • AutoAuth medical record collection enabled per matter
  • Funder marketplace access turned on for the firm
  • Document review queue + approval workflow live
  • Quality-assurance review on first 25 AI-generated demands

Day 22–30

Analytics + optimization

  • ROI dashboard live with the firm’s baseline + 30-day data
  • Per-attorney performance review with Steve / managing partner
  • Bottleneck identification + automation tuning
  • Quarterly review cadence scheduled

White-label MSO portal

Service multiple firms. Keep the data clean.

Tenant isolation

Row-level. Per-tenant keys.

White-label

Your domain. Your brand.

Firm admin

MSO + per-firm RBAC.

Cross-firm analytics

Aggregate. Drill down.

Compliant sharing

Per-case consent.

Central billing

One invoice. Per-firm dunning.

MSO partnerships are bespoke. The Loans and the marketplace are governed by the regulatory frameworks described on /ethics. Every deployment goes through a compliance review before launch.

Ready to deploy across your firms?

MSO partnerships are bespoke. We’ll spend an hour with your operations lead to scope the rollout, then send a deployment plan.

Talk to MSO partnerships Book a platform demo
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