Technological Solutions
Shaping the Industry
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Legal tech for law firms & tax advisors · Confidential & GDPR-compliant
We're CPI Technologies, a Frankfurt-based team building software for regulated industries since 2017. For law firms, tax advisors, and legal-tech founders, we build client portals, document automation, and AI tools that take the routine work off your desk — confidential, GDPR-compliant, and live in about 90 days. You end up with a product your clients actually use — and a practice that no longer depends on every single billable hour.

Sound familiar?
Every new matter takes more fee-earner hours — and the qualified people you'd need are nearly impossible to hire. So revenue only grows in a straight line, and the value of your firm rests entirely on you.
What we build
Six examples of how legal routine turns into software — from internal relief to a legal-tech product of your own.
Clients upload documents, retrieve paperwork, and see deadlines and the status of their matter — instead of email attachments and phone calls. Your front office stops chasing, and everything sits traceably in one place.
Contracts, briefs, and batch correspondence are generated from vetted templates and matter data — instead of copy-and-paste from the last file. Your team reviews and decides; the software does the typing.
Searches contracts, briefs, and correspondence in plain language and answers with the exact source passage. The legal judgment stays with your lawyers — the searching goes to the machine.
AI reads data rooms and contract stacks, extracts key terms, flags deviations from your standard clauses, and produces structured summaries — as groundwork for review by your lawyers.
Software tracks deadlines, follow-ups, and regulatory changes, and speaks up when action is needed — instead of your team keeping it all in their heads or in Excel lists.
You've built a process that beats the rest of your industry? We turn it into a product other firms or companies pay for monthly — including roles, billing, and multi-tenancy.
Integrations
A client portal doesn't replace your practice management software — it builds on top of it. Data flows automatically between case file, billing, and portal instead of being maintained twice.
Your firm's systems
Tools it works with
A few examples — we connect what your firm actually uses: your practice management system through its interfaces, plus an integration layer covering 1,500+ apps. Where no interface exists, we find pragmatic routes, such as structured exports and imports.
The process
No agency black box, no never-ending IT project. Three steps, each with a clear deliverable — at a fixed price locked in up front.
Step 1 · Weeks 1–2
Step 2 · Weeks 3–9
Step 3 · Weeks 10–13

What you get
Software that works for you — as day-to-day relief, as client retention, and as value that doesn't hinge on your person.
When the portal collects documents, standard paperwork writes itself, and status questions answer themselves, the same team handles noticeably more matters. You grow through software instead of job ads nobody responds to.
Processes that live in software instead of people's heads make your firm less dependent on any one person — and more valuable in a succession or sale. And as a legal-tech founder, you're building a product with recurring revenue from day one.
A portal where clients upload documents, retrieve paperwork, and see exactly where their matter stands is a level of service your competitors don't offer. Once clients get used to it, they won't leave over a few euros on the hourly rate.
The comparison
Off-the-shelf tools cover standard cases — but your firm earns its money with what it does differently. And an in-house dev team rarely pays off for a single practice. Our approach: your processes as software, built by a team that has shipped since 2017.
| Off-the-shelf legal tech | In-house dev team | ||
|---|---|---|---|
| Built around your firm's processes, not standard workflows | ✓ | ✕ | ✓ |
| Code, data, and hosting accounts belong to your firm | ✓ | ✕ | ✓ |
| Runs in your own infrastructure if you prefer | ✓ | ? | ✓ |
| Connects to practice management, DMS, and billing | ✓ | ? | ✓ |
| First version in about 90 days | ✓ | ✓ | ✕ |
| Fixed price and launch date for your scope | ✓ | ✕ | ✕ |
| No in-house IT team required | ✓ | ✓ | ✕ |
Case studies
Two projects that show how we handle confidentiality and regulatory scrutiny — the same standard your client data demands.
Enterprise video conferencing platform with GDPR-compliant encryption and browser-based access — built for conversations that must stay confidential under all circumstances. The same care that client communication demands.
View case study →A digital investment platform in a BaFin-regulated environment, delivered in time for launch. Proof that our software stands up to regulatory scrutiny — with the discipline professional conduct rules and GDPR demand.
View case study →Common questions
Hosting runs in the EU, GDPR-compliant, on accounts owned by your firm — or in your own infrastructure if you prefer. At any time, you get a full breakdown of every service in use, and you decide which data flows where. That makes confidentiality architecturally protected, not just contractually promised: there is no access and no dependency that only we can undo.
A portal or automation doesn't replace your practice management software — it builds on top of it. In the Potential Analysis, we look at which systems you run and which interfaces they offer; that's what goes into the written scope. Where no interface exists, we find pragmatic routes, such as structured exports and imports. What gets connected is spelled out in the quote before you sign anything.
Modern language models handle legal text well — especially when they're grounded in your own documents, templates, and clauses instead of writing freely. Every answer points to its source passage, so your team can verify instead of having to trust. The division of labor stays clear: the software reads, sorts, and suggests — the legal decision is made by your lawyers. AI doesn't replace an attorney; it replaces the searching.
Your firm does. Source code, credentials, and documentation belong to you — including the hosting accounts, which run under your firm's name. We keep supporting the system long after launch, but a complete handover is possible at any time: if you never hire us again, you're not missing a thing. With client data on the line, that's more than convenience — it's what your professional obligations require.
The Potential Analysis costs you nothing. Afterwards, you receive a written quote with scope, fixed price, and launch date — and once you sign, that number doesn't move, no matter how many hours we put in. Ironically, that's exactly the fee certainty many firms can't offer their own clients. Anything you want later — new modules, further automations — gets its own quote with its own fixed price.
Then we end the project after the first stage. You only pay for the part where we find out whether the portal, automation, or product would actually get used — and you receive the interview results plus our written reasoning. That's the cheapest lesson you'll ever get in a software project. Certainly cheaper than sinking a year of development into a portal no client ever opens.


First conversation
Walk us through your workflows: in 30 minutes, we'll work out together what's automatable in your practice — and tell you honestly whether a project is worth it.
Free and non-binding · Reply within two business days
Use the form to tell us briefly what kind of practice you run and where your team loses the most time — two sentences are plenty.
By video or phone: we go through your workflows — from inbox to case file — and clarify which systems would need to be connected.
Within two business days you receive an assessment with scope, price range, and the relief you can expect. If we think the potential is too small, we'll tell you that just as plainly.
Testimonials
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Dein Vorhaben

Maximilian Schmidt, Founder & CEO, has answers for anything
50.1104° N, 8.6538° E
