Your Firm's Data:
Aligned. Accurate. Actionable.

Index continuously verifies, enriches, and classifies your firm's contacts, companies, matters, and timecards — operating within your existing systems, with nothing for your team to learn, adopt, or maintain.

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Trusted by the majority of the AmLaw 100 & 8 of the world's 10 largest firms

The Fundamental Challenge

Law firms produce data at a scale no team can manage by hand.

The Reality Today

Manual effort can't keep up

Attorneys, BD teams, CRM managers, librarians, and operations staff are all asked to create, update, enrich, and classify data by hand. At scale, this is unsustainable.

  • Contact records go stale within months
  • Duplicate and inconsistent company entries
  • Matter data is unstructured and unsearchable
  • No single view across systems
With Index

A managed foundation that just works

Index replaces this people-based work with a managed data foundation that operates continuously in the background — achieving 85–90% match rates where others reach only 60–65%, without changing how anyone works.

  • Continuously verified and enriched records
  • Consistent classifications across all entities
  • Structured, searchable matter data
  • Unified view — zero workflow changes

Delivering Certainty

The data driving a firm's success

Index continuously manages People, Companies, Matters, and their connections — creating a unified data foundation your firm can rely on.

Contacts

Reliable Relationships

Trusted contacts, continuously verified. Index ensures relationship data reflects reality — not outdated records or guesswork.
  • Verified email addresses
  • LinkedIn identity matching
  • Employer verification to confirm where contacts work
  • Removal of inactive and duplicate records
Relationship intelligence, CRM workflows, and outreach are built on real, reachable people.
Companies

Corporate Truth

A single, accurate view of who your clients are. Index establishes a consistent, authoritative view of every organization the firm touches.
  • Industry classifications applied consistently
  • Unique company identifiers assigned
  • Ultimate parent and corporate hierarchy mapped
  • One brand view across CRM, finance, and practice systems
Conflicts, revenue reporting, and client strategy reflect true corporate relationships — not fragmented records.
Matters

Work That Can Be Analyzed

Structured insight without asking attorneys to do more. Index turns unstructured matter and time data into usable, standardized insight.
  • Matters classified by industry and service area
  • Clear narrative descriptions of each matter
  • Bulleted summaries of the work performed
  • Timecards classified into standardized services (not defaulting to “Other”)
This reveals what work is actually being done, what gets written off, and where pricing can be improved.
Foundation

The Connective Tissue

Index links People, Companies, and Matters through consistent classifications and identifiers.
  • Industry codes applied across companies and matters
  • Relationships preserved across CRM, finance, and practice systems
  • No system replacement required
Leadership gains a firm-wide view of how work, clients, and revenue connect.

Integrations

Works inside the systems your firm already runs

Index connects directly to your CRM, practice management, and relationship platforms — no migration, no new tools, no disruption.

InterAction
Salesforce
HubSpot
Peppermint
Intapp
Legal 360
Microsoft Dynamics 365

Client Spotlight

This knowledge worker's dream has finally come true! Thanks to Index we now have rich, AI-generated matter descriptions — and we'll now be able to auto-map our matters to the SALI standard!

Lisa Keller Gianakos, ALPM — Pillsbury Winthrop Shaw Pittman LLP

Index's team gets to the root of the legal industry's contact data challenges — solving not just the technical problems, but the change management issues unique to each client. They proactively ask the hard questions, collaborate on solutions, and respond to client needs.

Monica Rodriguez Kuniyoshi — Chief Marketing Officer, Gunderson Dettmer

Index back-tagged 200,000+ historical matters with SALI industry, service, and area-of-law tags — creating a standardized data layer that powers analytics, BD, and AI, without adding complexity or headcount.

Dickinson Wright PLLC — ILTA Case Study

The engineering and customer success teams at Index are truly exceptional. Our firm has a complex tech environment, but they seamlessly integrated their solution, providing expert guidance every step of the way. It felt like we had a high-priced consulting team on retainer, but at a fraction of the cost. Their dedication to our unique setup ensured a flawless rollout and ongoing value.

Director of Marketing — AmLaw Top 20

Outcomes

What trusted data unlocks

When your data foundation is reliable, every system and process that depends on it improves.

Faster Conflicts Clearance

Clean entity records and mapped corporate hierarchies reduce manual checking from days to hours.

Revenue Insight That's Accurate

Properly classified matters and unified company records reveal true revenue patterns and cross-sell opportunities.

A CRM Your Attorneys Trust

When attorneys trust the data behind it, CRM becomes a genuine relationship asset — surfacing opportunities and flagging risks instead of collecting dust.

Risk Reduction

Verified contacts and structured entity data mean fewer errors in conflicts, client intake, and regulatory reporting.

Connected Systems

One consistent data foundation links CRM, finance, and practice systems — no migration or replacement required.

Leadership Visibility

Firm leaders gain a clear, data-backed picture of how work, clients, and revenue connect across the practice.

Get Started

Let's talk about your data.

Schedule a confidential conversation about your firm's data challenges. We'll show you exactly what a managed data foundation can do — and what it would mean for your firm.

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