The Integration Build.
This is where the plan becomes a working system. We connect your tools into one interoperable layer, automate the administrative work the audit identified, and stand up the real-time readiness your firm needs. We build on the systems you already own.
What we build
Scoped directly from the Integration Blueprint, so the work is grounded in evidence rather than a generic estimate.
One interoperable layer
Across the systems you already run, so information moves in real time instead of in batches. ERP, CRM, document management, practice or matter management, Microsoft 365, and Google Workspace stop being islands.
Administrative work automated
The work that was stealing expert hours comes off your people: classification, reconciliation, assembly, status, and follow-up.
Real-time readiness
Continuous reconciliation, always-ready reporting, and live dashboards for leadership or for a fund. Always close-ready, audit-ready, and diligence-ready.
Human review by design
Control points where a person stays in the loop, built into the workflow rather than bolted on afterward.
How it stays yours
We build on the stack you own, with no proprietary Margin Shift platform in the middle. Your data stays yours. If you ever bring in another partner, nothing is trapped behind us. Interoperability is the opposite of lock-in, and that is the point.
A separate engagement from the audit
The Integration Build is scoped and contracted on its own, once you decide to proceed. It is grounded in the blueprint from the Leverage Audit, so nothing gets re-discovered. We define the build with you once the blueprint shows what it requires.
Turn the plan into a working system.
Start with a pre-discovery call, or run a Leverage Audit first. We build on the systems you own.
Book a pre-discovery call →Questions? hello@marginshift.tech