Keep your stack running
- Brevitax does not require replacing your CRM — IRS Logics integration and the Case Bridge extension link matters across both systems
- External case ID linking keeps the same client identifiable in both systems — one resolution standard in Brevitax
- Your pipeline, dialer, and marketing stack stay untouched; Brevitax owns the engagement from transcripts to retention
The parallel-run motion
- Week one: every NEW engagement starts on Brevitax — intake, transcripts, Discovery work product with your firm’s name on it
- Active matters move when they next touch — a new transcript pull, a strategy revision, a deliverable, a fee question
- Closed files stay where they are; bring one over only when a dispute or retention defense needs the record rebuilt properly
- Your team standardizes by doing the next case on Brevitax, not by sitting through a data-migration project
What standardization looks like at 30/60/90 days
- 30 days: new cases carry uniform Discovery work product; operators stop rebuilding deliverables from Word templates
- 60 days: strategy and financial intake run on the case record; partner review happens against stamped evidence, not memory
- 90 days: the active book is split across two systems by design — and the half on Brevitax is the half producing billable work product
Your data stays yours
Every deliverable Brevitax produces is a PDF your firm holds — client work product is never locked behind the platform. Case records, documents, and billing history live in your tenant. Ask us during onboarding about export commitments for your tenancy; we would rather answer the leaving question before you sign than after.
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