A leading international legal technology provider expanded into the U.S. and Canadian markets with a clear objective: simplify how lawyers file, search, and process legal documents in highly regulated environments.
Key challenge and overview
Entering California meant confronting one of the most demanding court systems in the United States. Filing procedures are strict, workflows are complex, and errors can delay entire cases. The existing user experience did not match the expectations of modern law firms.
In Canada, the challenge was different. Legal professionals across Ontario and British Columbia needed stronger automation and data intelligence—covering corporate registry searches, document handling, and mortgage processes. Growth required systems that could support high transaction volumes without adding manual work.
In both regions, the company needed modern product architecture, clear workflows, and reliable delivery.
Our approach
CBTW embedded dedicated teams with full product ownership across U.S. and Canadian operations.
United States – California
Our team rebuilt the court filing experience end to end. The focus was usability, speed, and reliability while maintaining full compliance with court requirements.
We delivered:
- A complete redesign of the filing interface
- A streamlined case initiation workflow for faster new case creation
- An eService capability enabling instant document delivery to opposing parties
- A structured courtesy copy process for required physical submissions
Frontend, backend, and QA engineers worked in coordinated pods to ship production-ready features with clear ownership and test coverage.
Canada – Ontario & British Columbia
For Canada, the work centered on automation and intelligent data handling.
We built:
- Automated registry search and data processing capabilities
- AI-supported document workflows
- End-to-end mortgage handling flows
- Structured backend services to support provincial compliance
The systems were built from the ground up, with testing integrated throughout development to ensure reliability at scale.
Benefits
Across both countries, the organization gained:
- Faster, clearer filing workflows for U.S. law firms
- Improved user satisfaction through simplified interfaces
- Automation that reduces manual processing time in Canadian legal operations
- New product capabilities that support market expansion
- A technical base that supports growth without repeated redesign
For legal professionals, the result is fewer steps and greater clarity. For the platform provider, it strengthens adoption and positions the product as a serious contender in North American LegalTech.
Facing similar challenges around legacy systems, market expansion, or complex product demands? Our teams at CBTW can help you build the right solution for your business.”
