Managed Services

Ongoing expert support—delivered on your terms.

Cimplifi managed services gives you a dedicated team to help run, optimize, and scale your legal technology and workflows—so you get a smoother experience, better outcomes, and less day-to-day strain on your internal team. Our project managers and consultants work as an extension of yours, providing seamless support, proactive communication, and best-practice execution across complex matters and programs.

Speak with an Expert

From day-to-day administration to full-service delivery—your team stays in control.

Managed services can look different for every client. Some teams want to stay hands-on and bring in expertise only when volume spikes. Others want a fully managed, end-to-end solution. With Cimplifi, you can choose a self-directed, hybrid, or fully managed approach—and adjust as needs change.

Extension of your team

Seamless, full-service support from experienced project managers and consultants.

Proactive execution

Consultative guidance and project management built around best practices and proven workflows.

Scale up and down easily

Leverage as much or as little support as needed—with an agile approach that evolves with your demands.

Flexible engagement models. Transparent, predictable pricing.

There’s no single way to work with us. Engage through subscription pricing, transactional fixed-fee pricing, or a hybrid model—designed to bring more consistency, transparency, and cost control. Whether you run projects in-house or rely on us end-to-end, you can shift between models as complexity increases or resources get stretched.

Self-Directed + On-Demand Support

Manage matters internally with the ability to bring on expert help as needed.

Hybrid

Your team leads strategy; we augment with specialized expertise, admin support, and workflow optimization.

Fully Managed

Turn to Cimplifi for complete delivery—planning through execution—backed by proactive project management and reporting.

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Comprehensive support across operations, workflows, and delivery.

Cimplifi managed services is built to reduce complexity and keep your program running smoothly—covering the operational work that slows teams down and the expert work that drives better outcomes.

Program & Project Management

• Consultative project leadership for complex eDiscovery and contract analytics work.
• Proven, repeatable methodologies and best practices that remain logical and defensible.
• Stringent quality controls embedded throughout workflows to mitigate risk and maximize efficiency.

Document Review Management

• Workflow design, batching strategies, and review operations management for consistent, efficient review.
• Oversight of QA/QC processes, logs, training support, and validation of productions.
• Expertise applying advanced analytics and TAR protocols grounded in best practices.

Platform & Workspace Administration

• Workspace administration activities and automated processing workflows.
• Storage tier management and operational support as needs shift.
• Off-hours/weekend/overflow support to keep work moving.

Enablement, Training & Optimization

• Ongoing training and support to build and strengthen your program.
• Process development and playbook updates to standardize execution.
• Guidance on early case assessment (ECA) workflows and how to apply them effectively.

Keep your software provider—add the managed expertise you need.

Unifi, the Cimplifi partner of record program, extends the Cimplifi ecosystem for teams that want a direct relationship with their software provider, but still need professional services and ongoing operational support. With Unifi, get access to services, software, or both—so you can manage projects with as much or as little support as you want, and bring in experts as volume or complexity increases.

With Unifi+, you can combine Cimplifi professional services with broader access to the Cimplifi ecosystem—bringing together tools, expertise, and proprietary innovations designed to streamline processes and improve visibility and control.

Expertise, responsiveness, and a truly cohesive team.

Clients rely on Cimplifi because our teams act as a seamless extension of theirs—delivering proactive communication, consultative partnership, and transparent reporting. We bring deep legal, technical, data science, and subject matter expertise, paired with time-tested processes, proven workflows, and industry-leading tools.

Experts with deep and broad experience delivering cost-effective, defensible strategies.

Agile, relentless, and entrepreneurial—we tackle complex data and discovery challenges creatively.

Easy to work with, responsive, and reliable with transparency through reporting and metrics.

Cohesive across services—collaborative teams that stay aligned throughout the lifecycle.

Consultative and agile—customized workflows, not one-size-fits-all.

People behind the technology—we make complex tools more digestible and usable.

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A proven approach that starts fast and improves continuously.

Assess & Align

Understand your current environment, workflows, and support gaps to define success.

Design the Delivery Model

Select self-directed, co-managed, or fully managed support plus pricing approach.

Operate & Optimize

Run day-to-day execution with quality controls, reporting, and proactive PM.

Scale Anytime

Add support, coverage, and services as volume increases or resources get stretched.