affinity optimize
Your firm invested in the technology. Now make it work.
Affinity Optimize is a proactive technology partnership that gives your firm a clear roadmap and the dedicated expertise to execute it—month after month. Built exclusively for law firms running Centerbase, NetDocuments, and PracticeMaster & Tabs3.
30+ years of legal technology expertise
3 platforms. Deeper expertise than any other partner.
The risk isn’t the software.
It’s not having a plan for it.
Your firm made a real investment in technology. But without a structured roadmap and a partner who drives results, most firms stay reactive—solving the same problems again and again while the system slowly drifts out of alignment with how the firm actually works.
“Optimize stops us from spinning on busy work and let us focus on legal work that matters.”
No roadmap, no direction
Problems get solved as they surface. There’s no plan for where the system should be in six months—or why.
Billing friction that compounds
Billing workflows, pre-bill cleanup, and realization issues go unaddressed because no one has ownership over continuous improvement.
Adoption gaps that widen
Attorneys and staff develop workarounds. Training is one-time. The gap between how the system could work and how it does grows quietly.
No visibility into what’s possible
Features go unused. Reports go unbuilt. Risk compounds in places no one is watching.
From reactive to proactive.
The difference isn’t a new system—it’s a structured partnership that turns scattered firefighting into disciplined, month-over-month progress.
Without Affinity Optimize
- MReactive firefighting
- MNo structured roadmap
- MRecurring billing issues
- MSporadic, one-time training
- MUngoverned system drift
- MUnknown risk exposure
With Affinity Optimize
- NProactive recommendations
- NLiving 6–12 month roadmap
- NBilling process ownership
- NRole-based training cycles
- NContinuous governance
- NQuarterly opportunity scans
WHAT OTHERS ARE SAYING
“They gave us a roadmap and stuck to it—we can see progress each month.”
Give your team ongoing access to the legal industry’s most trusted training and operational guidance.
How Optimize Works
A proven framework. Every client, every month.
Optimize is built on four repeating disciplines—not a kickoff and a handoff, but a continuous engagement that compounds value over time.
Discovery & Health Check
We assess how your system is configured and used today—billing, workflows, reporting, adoption—to identify risks, inefficiencies, and quick wins.
Prioritized Roadmap
A living 6–12 month plan aligned to your firm's goals, billing cycles, and operational priorities. You always know what we're working on and why.
Monthly Execution
Structured working sessions that advance roadmap initiatives without disrupting daily work or billing deadlines. Progress you can see every month.
Quarterly Strategy Review
We measure progress, recalibrate priorities, and identify new opportunities—including feature releases, firm changes, and efficiency gains you haven't yet seen.
CLIENT RESULTS
Problems aren’t just fixed. They’re prevented.
Clients consistently report faster billing, higher system adoption, and problems addressed before they surface. Here’s what that looks like in practice.
50%
MCBRAYER
Reduction in IT support tickets through proactive rights and policy optimization—issues resolved before attorneys ever submitted requests.
Fully Automated
BAGLEY-ROADY
Estate planning workflows fully automated, eliminating manual handoffs and significantly reducing time from intake to document generation.
1 FTE Saved
MURPHY SANCHEZ
Automated document auto-profiling and retention policy saved the equivalent of an entire salary in manual document management overhead.
Give your team ongoing access to the legal industry’s most trusted training and operational guidance.
How well is your firm using its technology?
Most firms don’t know what they don’t know. The Affinity Optimize Technology Assessment is a short, scored tool that surfaces the real gaps in your firm’s technology usage across five categories: Governance, Adoption, Roadmap, Efficiency, and ROI.
Complete it in under five minutes. You’ll receive an instant score, a risk category, and a personalized consultation recommendation based on where your firm stands today.
Every engagement starts with Premium.
Affinity Optimize Premium is how we build your roadmap, establish the relationship, and demonstrate what proactive partnership delivers. Core is a right-sizing option available after your initial period—not a separate starting point.
Optimize Premium
Accelerated Partnership — Strategic Acceleration & Transformation
- NAnnual + multi-quarter strategic planning aligned to firm growth
- NAdvanced automation—billing workflows, intake systems, AI integrations
- NGovernance & archiving strategy with storage reduction initiatives
- NExecutive-level reporting and adoption metrics for leadership
- NAI modernization initiatives and structured AI pilots
- NEverything in Core, plus deeper strategic execution
Optimize Core*
Steady Momentum — Structured Progress & Operational Efficiency
- NQuarterly planning and prioritized task execution
- NCentralized ticketing and continuous system improvement
- NStandard automated reports and dashboards
- NBilling workflow refinements and pre-bill process improvements
- NLight automation and workflow improvements
- NTraining & enablement via Affinity Insight (on-demand + live)
Optimize + Your Platform
Purpose-built for your specific system.
30+ years of documented expertise on Centerbase, NetDocuments, and PracticeMaster & Tabs3—not generic consulting. Select your platform to see what Affinity Optimize delivers.
Billing, matter management, and reporting—continuously improved.
Affinity Optimize for Centerbase is an ongoing engagement designed to create visible, measurable improvements across your all-in-one practice management and billing platform. Optimize ensures it evolves alongside your firm's priorities.
Operational & Billing Efficiency
- →Time & Expense Optimization—standardize entry, reduce downstream billing friction
- →Billing & Pre-Bill Cleanup—streamlined workflows, improved realization
- →Billing Workflow Optimization—clear roles, approvals, and predictable cycles
Reporting & Visibility
- →Management & Financial Reports for partners, leadership, and accounting
- →Productivity, Billing & AR Dashboards with trend and performance visibility
Data Integrity & Governance
- →Client & Matter Setup Standards for reporting accuracy and scalability
- →Permissions & Role Controls aligned to job responsibilities
- →Rates, Rules & Exceptions Review aligned to firm policy
What Clients Experience
- ✓Faster, more predictable billing with fewer surprises
- ✓Improved realization and financial clarity
- ✓Measurable administrative time savings
- ✓Higher system adoption and staff confidence
- ✓Predictable progress with less reactive firefighting
What Affinity Optimize Is Not
Not a general ticketing queue, unlimited resource pool, or one-time project extension. Affinity Optimize is a disciplined, ongoing partnership structured around a roadmap—not a help desk.
Document management, governance, and adoption—continuously strengthened.
Affinity Optimize for NetDocuments creates visible, measurable improvements in how your firm uses its document management system—ensuring documents are organized, secure, and easy to find while continuously improving adoption and governance.
Information Organization & Governance
- →Workspace & Profile Standards—naming, structure, and metadata for better findability
- →Security & Ethical Wall Review—validate permissions, reduce compliance risk
- →Lifecycle & Retention Alignment—documents managed from creation through disposition
Search & Findability
- →Search Optimization—filters, saved searches, and practices for fast retrieval
- →Profile Cleanup & Normalization—reduce clutter, improve reporting accuracy
Integration & Workflow Alignment
- →Practice Management Alignment—coordinate NetDocuments structure with firm workflows
- →Email & Filing Best Practices—consistency and reduction of inbox-driven storage
What Clients Experience
- ✓Faster, more confident document retrieval
- ✓Reduced risk through consistent security and governance
- ✓Higher adoption and fewer workarounds
- ✓Predictable progress with less reactive cleanup
- ✓Proactive compliance and security posture
What Affinity Optimize Is Not
Not a general ticket queue, unlimited resource pool, or one-time cleanup effort. Affinity Optimize is a disciplined, ongoing partnership focused on continuous improvement.
Operations and billing—aligned and continuously improved together.
Together, PracticeMaster and Tabs3 power how your firm works and gets paid. Affinity Optimize ensures both systems evolve in step with your goals—through a clear roadmap, monthly execution, and quarterly strategy reviews.
Operational & Billing Efficiency
- →Time & Expense Optimization—standardize entry, improve coding accuracy
- →Billing & Pre-Bill Cleanup—streamlined workflows, accelerated billing
- →Billing Workflow Optimization—clear roles, handoffs, and approval steps
Reporting & Visibility
- →Management & Financial Reports for partners, leadership, and accounting
- →Productivity, Billing & AR Dashboards—trends, bottlenecks, performance drivers
Workflow Enablement & Automation
- →PracticeMaster Workflow & Automation—built-in automation and process improvements
- →Role-Based Training for attorneys, staff, billing, and accounting roles
- →Best-Practice Playbooks to support consistency and onboarding
What Clients Experience
- ✓Faster, cleaner billing with fewer surprises
- ✓Improved realization and financial predictability
- ✓Measurable administrative time savings
- ✓Higher system adoption across both platforms
- ✓Predictable progress with less reactive firefighting
What Affinity Optimize Is Not
Not a general ticketing queue, unlimited resource pool, or one-time project extension. Affinity Optimize is a disciplined, ongoing partnership focused on continuous improvement across both core systems.
Before You Commit to Anything
See your roadmap first. Then decide.
The most common objection to a 12-month engagement is committing to something abstract. So we don’t ask you to. As part of every consultation, we build a Q1 roadmap preview specific to your firm and your platform—so you’re committing to a plan you’ve already seen, not a blank check.
Everything you want to know
before you subscribe.
What's included in my subscription?
Every plan includes all live training events (7–12 per month), Ask. Learn. Grow. sessions with Affinity experts, on-demand replays of every session, the full Quick Lessons library, premium courses, Affinity Manuals, an annual strategy session, community access, and firm admin tools.
Plans of 51+ users can upload and host their own firm training videos in-platform.
How is this different from Affinity University?
Affinity University was our previous learning platform. Affinity Insight is its complete replacement—more content, more live events, Ask. Learn. Grow. sessions, community features, admin tools, and a continuously growing library. If you’re a current Affinity University subscriber, contact us to talk through your options.
What topics does the content cover?
Microsoft Office, PDF tools, document and practice management software, AI in legal practice, leadership, communication, time management, and more. Download the full catalog → for the complete list.
Do we have to attend live sessions, or can we watch recordings?
Both. Every live event is recorded and available on demand. Your team can learn on their own schedule—live attendance is never required.
What are Ask. Learn. Grow. Office Hours?
Live, regular sessions where your team gets direct access to Affinity experts. Bring real questions from real work. These aren’t webinars. They’re conversations.
Can I assign content to specific people on my team?
Yes. Admin tools let you assign courses to individuals or groups, track completions, and pull reports across your firm.
How does Affinity Insight compare to alternatives?
A single half-day outside training session typically runs $2,000–$5,000+, before travel. One hour of Affinity consulting time runs $350–$500. With Affinity Insight, your entire firm gets unlimited access to live events, Ask. Learn. Grow. Office Hours, and a growing library of expert content—every month.
Is there a contract?
Subscriptions have a 6-month initial term and renew month-to-month after that. Either party can cancel with 30 days‘ written notice.
Can I see what's inside before committing?
Yes. Download the course catalog (PDF) → or watch sample lesson excerpts above.
What if we want more hands-on support?
Affinity Insight Plus is a monthly add-on to your Insight subscription that gives firms access to personalized coaching, custom training, and direct expert time. Contact us to learn more →
See your roadmap before you commit to anything.
Schedule a no-obligation consultation. We’ll build a Q1 roadmap preview specific to your firm and your platform—so you know exactly what you’re signing up for before you sign anything.