Clear Guidance Partners

What Clear Guidance Partners does

Clear Guidance Partners (CGP) is a privately held professional services firm founded in 2019 and headquartered in Austin, Texas, that delivers outsourced IT, cybersecurity, and back-office operations support exclusively oriented to small and mid-size law firms (typically under 200 employees). Its core service portfolio comprises Managed IT Services, Cybersecurity, Legal Operations (HR, billing, accounting, payroll, administration), AI Consulting for Law Firms, and Strategy & Consulting. The firm operates as a managed service provider (MSP) with 24x7 security monitoring, aligning its cybersecurity approach to recognized frameworks such as CIS, NIST, and ISO 27001, and bundles these offerings into recurring monthly agreements alongside project-based consulting engagements.

CGP monetizes primarily through subscription-style managed service agreements (managed IT and security retainers) supplemented by project-based professional services for software selection, workflow optimization, and AI enablement work. Its go-to-market is sales-led and partner-led, relying on direct outreach to firm principals, attorney-COOs, and firm administrators, complemented by referral channels through the Association of Legal Administrators (VIP national status plus Austin, Dallas, and Houston chapter sponsorships) and technology partners including Clio (where six staff hold certifications), NetDocuments, SurePoint, Ajax AI, and SaaShop. The firm positions itself as a legal-vertical specialist with over 30 years of combined prior law firm experience on the team, in contrast to generalist MSPs and big-law IT vendors. CGP has approximately 29 professionals distributed nationally, with offices in Austin, Dallas, Houston, Atlanta, and San Diego, and serves a customer base anchored by named mid-market Texas firms such as Graves Dougherty Hearon & Moody and Riggs & Ray.

Name

Clear Guidance Partners

Legal name

Clear Guidance Partners

Website

https://clear-guidance.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Clear Guidance Partners is a private Austin-based managed services and consulting firm that provides outsourced IT, cybersecurity, back-office operations, and AI advisory services to small and mid-size law firms across the United States.

Ownership category

akta.pro rank

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Managed IT Services: Ongoing outsourced IT support and management for law firms, including help desk, system administration, and infrastructure management. Provided as a monthly service agreement.
2. Cybersecurity Services: Proactive cybersecurity programs including security audits, incident response planning, 24x7 monitoring, and compliance frameworks (CIS, NIST, ISO 27001). Often bundled with IT services under a security-focused monthly retainer.
3. Legal Operations Consulting: Back-office operational consulting covering HR, billing, accounting, benefits, payroll, and daily administration for law firms. May be project-based or part of an ongoing advisory retainer.
4. Strategy & Consulting: Special project consulting including software selection, policy creation, succession planning, and workflow optimization. Engaged on a per-project basis.
5. AI Consulting for Law Firms: Advisory services for safe AI adoption in law firms, including strategy development, tool evaluation, governance policy writing, and implementation support.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Clear Guidance Partners is a strategy and technology solutions company that delivers outsourced IT, cybersecurity, legal operations (HR, billing, accounting, benefits, payroll, administration), AI consulting, and strategy consulting services to small and mid-size law firms in the United States. Services are sold as managed monthly agreements or project-based engagements without long-term contracts, supported by teams with direct in-firm legal experience and certified expertise in legal-technology platforms such as Clio and NetDocuments.

Product overview

Clear Guidance Partners is a strategy and technology solutions company serving small to mid-size law firms, offering an integrated portfolio of managed services: Outsourced IT, Cybersecurity, Legal Operations (HR, billing, accounting, benefits, payroll, administration), AI Consulting for Law Firms, and Strategy & Consulting. The company combines deep expertise in cybersecurity, IT, and back-office operations with real-world experience inside law firms to deliver right-sized solutions. Services are offered without long-term contracts, with offices in Austin, Dallas, Houston, Atlanta, and San Diego.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced IT Managed IT services for law firms including responsive technology support, practice management system administration, day-to-day operations, system expansion, and troubleshooting. Delivered as an ongoing monthly managed-service engagement.
• Cybersecurity Proactive layered cybersecurity program for law firms including security audits, incident response planning, 24x7 monitoring, and compliance frameworks mapped to CIS, NIST, and ISO 27001. Sold as a monthly retainer, often bundled with Outsourced IT.
• Legal Operations Back-office support for law firms covering HR, billing, accounting, benefits, payroll, and daily administration, delivered by a team with over 30 years of combined law firm experience. Offered as project-based work or ongoing advisory retainers.
• AI Consulting for Law Firms Advisory service for safe AI adoption in law firms, covering AI strategy development, tool evaluation, governance policy writing, and implementation support across generative AI and process automation use cases.
• Strategy & Consulting Project-based consulting that aligns technology with law firm operations, covering practice management selection, document workflows, policy creation, succession planning, and growth planning.

Quantifiable outcome

• Firms recover 12% more billable hours using AI-powered passive timekeeping tools such as Ajax AI (partner solution)

Named customers3 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability7 records

Partnerships

Six partnerships are on record, tiered core and minor.

• ALA National (Association of Legal Administrators)coreGTM or Marketing PartnerClear Guidance Partners is a VIP Business Partner of ALA National, supporting legal administrators across the country with scalable solutions built for small and midsize firms. This partnership provides national visibility and credibility within the legal administration community.
• Austin ALAcoreGTM or Marketing PartnerCGP is deeply embedded in the Austin legal community through sponsorship of Austin ALA, helping local firms modernize operations. The partnership enables direct engagement with Austin-area firm administrators.
• Dallas ALAcoreGTM or Marketing PartnerAs an engaged sponsor of Dallas ALA, CGP partners with firm leaders to solve real-world operations, IT, and legal tech challenges with right-sized strategies and support.
• Houston ALAcoreGTM or Marketing PartnerPartnership with Houston ALA reflects CGP's commitment to empowering legal administrators with tools, insights, and hands-on help needed to elevate firm performance.
• SaaShopminorChannel Partner/ Reseller/ DistributorSaaShop is CGP's go-to partner for helping law firms simplify licensing and support while optimizing cloud infrastructure for secure, compliant operations. The partnership offers a streamlined invoicing system for consolidated legal technology billing.
• CliocoreTechnology or IntegrationClio is a leading cloud-based practice management platform for small and midsize law firms. CGP is an approved affiliate partner and Clio certified, helping firms maximize their Clio investment through expert implementation and process design. 6 CGP team members hold Clio certifications.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• ITsavvy: Large US managed IT, cybersecurity, and cloud services provider with a dedicated legal industry practice. Competitor at the larger mid-market end where CGP also sells.
• CMIT Solutions: National franchise network of managed IT and cybersecurity providers serving SMBs including law firms. Broader incumbent: comparable managed IT offering but operates across all verticals, not legal-specialized.
• Arctic Wolf: Large-scale managed detection and response / cybersecurity provider with broad SMB and mid-market coverage. Represents the type of well-capitalized cybersecurity incumbent CGP competes against for the cybersecurity portion of its bundle.
• Konica Minolta (IT Services Division): Global document and IT services company with strong legal vertical presence and managed services portfolio. Larger incumbent competing for the same mid-market law firm IT and document management spend.

Direct peers

• ePlace Solutions: Managed IT, cybersecurity, and technology consulting firm serving law firms and professional services. Direct overlap in legal-vertical managed services with subscription-based cybersecurity offerings.
• LogicForce Consulting: Legal-specific IT managed services and e-discovery provider for law firms. Closest direct competitor: same target buyer (small/midsize law firms), same managed IT + cybersecurity + document management bundle, same vertical focus.
• Centerfield Technology: Legal-IT-focused managed services provider for small and midsize law firms. Directly comparable business model: outsourced IT, cybersecurity, and cloud services targeted at the legal vertical.
• InOutsource: Specializes in IT consulting and managed services for law firms and legal departments. Comparable in vertical expertise, Clio/NetDocuments familiarity, and right-sized service model.
• Paradigm Technology Consulting: Legal-industry IT and management consulting practice serving law firms with technology strategy, software selection, and managed services. Strong comparable on consulting-led, vertical-specialist positioning.

Emerging players

• Lumifi Cyber: Managed security services provider focused on mid-market organizations including professional services and law firms. Overlaps with CGP's cybersecurity layer and represents a more specialized emerging alternative to generalist MSPs.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/clearguidancepartners
• LinkedInlinkedin.com/company/clearguidance

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Clear Guidance Partners