PI Firm Technology Insights

How different types of firms approach technology — 9 cohort analyses

Digital Natives

Founded in 2020 or later, these firms were born in the cloud era. Do they skip legacy tools entirely, or do they follow the same playbook as established firms?

179 Firms
Established Firms

With 25+ years of experience, these veteran firms have had to adapt through multiple technology shifts. How do they balance legacy systems with modern tools?

2,325 Firms
Solo Practitioners

One-person PI shops face unique constraints. What's the minimal viable technology stack for a solo practitioner competing against larger firms?

543 Firms
Small Firms (2-10)

Small firms with 2-10 attorneys are the backbone of PI law. Scrappy but investing — where do they put their technology dollars?

7,176 Firms
Mid-Size (11-50)

At 11-50 attorneys, firms face growing pains. When do they add CRM? Case management? How does the tech stack evolve as headcount grows?

4,124 Firms
Large Firms (50+)

With 50+ attorneys, these firms operate at enterprise scale. What separates the top large firms from the rest on technology investment?

592 Firms
Elite Tech (A-/A/A+)

Firms scoring 80+ on the Sophistication Index represent the top tier of technology investment. What tools and strategies unite them?

948 Firms
Tech Minimal (D/F)

Firms with a Sophistication Index below 30 are significantly underinvested in technology. What gaps leave them most vulnerable?

24,081 Firms
High-Growth Stack (15+)

Firms running 15+ technologies have made serious investments. Are they more sophisticated, or just accumulating tools without a strategy?

3,675 Firms