CPI Tech

Technological Solutions
Shaping the Industry

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About Us

Legal tech for law firms & tax advisors · Confidential & GDPR-compliant

Turn your legal expertise into software — instead of selling it one hour at a time.

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.

Free and non-binding. Together we'll find where the most hours leak out of your practice.

4.4Google reviews
Maximilian Schmidt — founder of CPI Technologies
Maximilian SchmidtFounder & CEO, CPI Technologies · Frankfurt

AS SEEN IN

Sound familiar?

A full caseload — and still no leverage

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.

Your revenue is chained to billable hours.

  • However you bill: more revenue means more hours, and more hours mean more fee earners.
  • Associates and qualified staff are nearly impossible to find.
  • Your growth depends on recruiting, not on your expertise.

Your front office is drowning in email and follow-ups.

  • Chasing documents, answering questions, relaying updates, watching deadlines — every single day.
  • A large share of your team works on communication instead of casework.
  • And clients still call to ask where their matter stands.

The same documents get rebuilt by hand, every time.

  • Contracts, briefs, client letters: your team copies from the last matter and swaps names and clauses.
  • Every copy is a potential error.
  • The knowledge of your best people sits in folders nobody ever searches.

What we build

What we build for law firms and legal-tech founders

Six examples of how legal routine turns into software — from internal relief to a legal-tech product of your own.

Client portal

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.

Document automation

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.

An AI assistant for the case file

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.

Contract review and due diligence

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.

Deadline and compliance monitoring

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.

Your legal-tech product as SaaS

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

Connected to your practice management software — and 1,500+ apps

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

Practice management software
Document management (DMS)
Time tracking & billing
Email & calendar
Your client portalconnects clients and firm

Tools it works with

SlackGmailHubSpotSalesforceWhatsAppNotion+ 1,500 more apps

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

About 90 days to software that carries your firm's routine

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

Prove it before you build it

  • In the free Potential Analysis (30 min), we pin down where the most hours leak out of your practice — and whether a portal, an automation, or a product of your own is worth building.
  • We talk to the clients or staff who'll actually use the tool.
  • You walk away with a written scope, a fixed price, and a launch date.
  • If the idea doesn't hold up, we stop right there.

Step 2 · Weeks 3–9

Weekly sprints to version one

  • A clickable prototype is in your hands within days — say, your client portal with document upload and status tracking.
  • Every Friday, you review the latest build in your browser and decide what gets built next.
  • Architecture, data model, and reviews are handled by a human with nearly ten years of experience — and the price never moves, no matter how many hours we put in.

Step 3 · Weeks 10–13

Test with real clients — then roll out

  • A handful of clients and your own team work with the software for four weeks before it rolls out across the firm.
  • Wherever someone gets stuck, we fix it — before go-live, not after.
  • Once launched, we stay on to run and grow the system — a full handover is possible at any time, because the code is 100% yours.
Maximilian Schmidt speaking to business owners at a CPI event

What you get

What your firm gets out of it

Software that works for you — as day-to-day relief, as client retention, and as value that doesn't hinge on your person.

More matters without more headcount

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.

A firm that's worth something without you

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.

Clients who stay

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

Custom software or off-the-shelf legal tech?

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.

CPI TechnologiesOff-the-shelf legal techIn-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

References from confidential and regulated environments

Two projects that show how we handle confidentiality and regulatory scrutiny — the same standard your client data demands.

Callab.Me — video conferencing with GDPR-compliant encryption

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 →

Bitalo — BaFin-regulated platform, delivered on schedule

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

What law firms ask before a project

How do you protect attorney-client confidentiality?

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.

Will this work with our practice management software?

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.

Can AI actually handle legal language reliably?

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.

Who owns the code and the data?

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.

How can the price be fixed before the scope is final?

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.

What if it turns out the idea doesn't hold up?

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.

Maximilian Schmidt on the trading floor of the Frankfurt Stock Exchange

First conversation

How many hours is routine costing you?

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

Send your request

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.

Potential analysis (30 min)

By video or phone: we go through your workflows — from inbox to case file — and clarify which systems would need to be connected.

Written assessment

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

What business owners in regulated industries say about us

Problem

E-commerce know-how was being sold as a service — there was no scalable platform behind it.

Goal

Enter the e-commerce SaaS business with a robust, user-friendly platform.

Result

Sellerpoint is live and routes tens of thousands of orders per day — with CPI as a long-term partner.

Nicklas SpelmeyerNicklas SpelmeyerSellerpoint · CEO eCommerce.de

Problem

Only a bare-bones prototype of the travel app — a long way from a market-ready product.

Goal

A full-fledged AI app with mobile and web presence that stands out in the market.

Result

Vacabee is live as an AI app across iOS, Android, and web — one of a kind in this form.

Dennis LulicDennis LulicVacabee · CMO & Founder

Problem

The idea for a membership platform was there — a path to fast execution wasn't.

Goal

Get Ameritum to market fast.

Result

Platform delivered in record time thanks to AI-powered development — more joint projects are underway.

Ulvi AydinUlvi AydinAmeritum · Founder & Interim Manager

Problem

Fundraising required a platform that could withstand regulatory scrutiny.

Goal

A BaFin-compliant fundraising platform, delivered in time for launch.

Result

Launched on schedule and entered the market successfully — exceeding requirements.

Martin AlbertMartin AlbertBitalo AG · CEO

Problem

Real-world assets were ready to be tokenized — but an experienced technology partner was missing.

Goal

Build and operate a tokenization platform in a regulated environment.

Result

intokia.com was built with remarkable efficiency — CPI is a permanent partner in the ecosystem.

Sven BüchelSven BüchelIntokia · Van Sterling Capital

Problem

Manual processes were holding back precious metals trading and market presence.

Goal

A modern platform that automates operations and scales the business.

Result

Trading is significantly more efficient and profitable — they commissioned a second app on the spot.

Zhenwei WangZhenwei WangPrecious metals trading platform

Problem

A Web3 social media app needed blockchain solutions and a comprehensive API — without an in-house tech team.

Goal

A robust, seamless solution from architecture through implementation.

Result

Delivered on time and beyond expectations — the app launched successfully.

Jordan YallenJordan YallenWeb3 social app

Ready to discuss anything

Tell us briefly about your project.

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Maximilian Schmidt

Maximilian Schmidt, Founder & CEO, has answers for anything

50.1104° N, 8.6538° E