Name

Verlata Consulting

Legal name

Verlata Technologies Pty Ltd

Website

https://verlata.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Legal Technology Consulting and Implementation Services

NAICS

Other Management Consulting Services (541618), Custom Computer Programming Services (541511), Software Publishers (5132)

SIC

Services-Management Consulting Services (8742), Services-Prepackaged Software (7372), Services-Computer Programming Services (7371)

akta.pro primary industry

Digital & Technology Transformation Consulting (BPAHACAH)

akta.pro secondary industry

Data, Analytics & AI Consulting (BPAHAEAF)

Keywords

• Legal technology consulting
• Practice management systems
• Document management solutions
• Legal workflow automation
• Business intelligence reporting

Headquarters

HQ city

Brisbane

HQ country

Australia

HQ region

Oceania

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Consulting and Implementation Services: Professional consulting services for implementing legal practice management systems (Actionstep, CoreMatter), document management systems (NetDocuments), and workflow automation solutions. Includes system configuration, data migration, training and go-live support.
2. Managed Services and Support: Ongoing support services to ensure systems run smoothly post-implementation, including troubleshooting, updates, and further customization assistance.
3. Viewpoint Reporting Subscription: Pre-packaged Power BI report subscription for Actionstep clients providing business intelligence dashboards. Monthly licensing model for Power BI Pro users at $13.70 AUD per user per month.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels6 records

Core offering

Verlata Consulting provides consulting, implementation, migration, training, and managed support services for cloud-based legal technology platforms (NetDocuments for document management; Actionstep, CoreMatter, and Xakia for practice management). The firm also develops and sells proprietary add-on software products — Thimble, Barriers, and Viewpoint — that extend the partner platforms with archive/audit, security policy automation, and business intelligence reporting capabilities.

Product overview

Verlata Consulting offers a portfolio of legal technology solutions centered around three core service areas: Practice Management Systems (Actionstep, CoreMatter, Xakia), Document Management Systems (NetDocuments), and Automation & Integration (Verlata Power using Microsoft Power Platform). Their proprietary products include Thimble (archive and audit solution for NetDocuments), Barriers (Thimble add-on for automated security policy management), and Viewpoint (Power BI-based business intelligence reporting suite). They also offer Legal AML compliance solutions. The company specializes in implementation, migration, support, and training services, combining cloud-based platforms with consulting expertise to help law firms streamline operations.

Differentiator

Problem solved

Functional benefit

Brands

• Thimble: A premium security policy add-on for NetDocuments WSM that automates security policy application through rule-based controls.
• Barriers
• Viewpoint

Products and services

• Thimble Archive and audit solution for NetDocuments that provides comprehensive data retention management, document security, and compliance tracking for law firms and legal teams.
• Barriers Premium Thimble add-on that works with NetDocuments WSM (Workspace Security Manager) to automate security policy application through rule-based controls, making security policy management easier, more consistent, and automated for law firms.
• Viewpoint (BI Reporting Suite)
• Practice Management Solutions (Implementation Services)
• Document Management Solutions (Implementation Services)
• Verlata Power (Automation and Integration)
• Legal AML (Anti-Money Laundering Solutions)
• Business Improvement Consulting
• Integration Services

Quantifiable outcome

• Legal teams implementing AI report 22% reduction in workload
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability10 records

Feature6 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• NetDocumentscoreTechnology or IntegrationPrimary document management system partner for 8+ years. Verlata provides implementation, migration, support, and integration services for NetDocuments cloud DMS. Holds top certifications across consulting and implementation. Primary vendor for document management solutions.
• ActionstepcoreTechnology or IntegrationPractice management system partner offering cloud-based PMS for mid-size law firms. Verlata provides implementation, training, and support. Actionstep serves over 38,000 users globally with customizable workflows and document automation.
• CoreMattercoreTechnology or IntegrationAll-in-one practice management and accounting solution for small to medium-sized firms. Verlata leads adoption in Singapore and Asia with implementation and support services. Includes integrated AML-KYC client onboarding.
• Microsoft Power PlatformcoreTechnology or IntegrationStrategic partnership for Power Automate and Power BI. Verlata builds workflows and integrations using low-code platforms. Viewpoint BI reporting suite built on Microsoft Power BI technology.
• SpinikaminorGTM or Marketing PartnerCommunity and events partner. Verlata's Risk and Compliance Team Leader Claire Pedley partnered with Spinika for compliance community events across Melbourne, Sydney, and Brisbane.
• MiTimesminorGTM or Marketing PartnerRevenue optimization partner. Verlata released a whitepaper on financial and operational impact of incomplete time capture and how automation helps recover revenue.
• Cooper Grace Ward LawyersminorStrategic or Co-development PartnerStrategic development partner for PrecFlow solution. Worked closely with Susan Bryant (precedent manager) to create precedent management workflow solution using NetDocuments and Microsoft Power Automate.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Aderant: Established legal practice management software vendor serving large and mid-market law firms globally. Competes indirectly with Verlata because some firms buy PMS directly rather than through implementation partners.
• Litera: Major legal technology vendor with a broad portfolio spanning DMS, drafting, transaction management, and AI. Relevant comparable for portfolio breadth and enterprise law-firm focus, though Litera is a vendor rather than a partner of NetDocuments.
• BigHand: Legal technology provider offering document management, workflow, and resource allocation software to law firms. Comparable adjacent vendor with overlapping consulting/implementation services for similar buyer profiles.
• Onit: Enterprise legal operations and contract management software provider with implementation-led services to corporate legal departments. Comparable in targeting corporate legal teams alongside law firms.
• Wolters Kluwer Legal & Regulatory: Global legal software and information provider serving law firms and corporate legal teams with practice management, compliance, and document automation solutions. Provides an incumbent benchmark for scaling legal-tech solutions across regions.

Emerging players

• LawVu: Cloud-based legal practice management platform purpose-built for in-house legal teams. Adjacent comparable for the corporate legal team segment that Verlata also serves.
• Filevine: Cloud-based legal case management and practice management platform targeting mid-market and emerging law firms. Comparable as a newer-wave alternative to legacy PMS platforms that Verlata's clients are migrating from.

Direct peers

• Affinity Consulting Group: US-based legal technology consulting firm that helps law firms select, implement, and optimize practice management, document management, and productivity software. Closely mirrors Verlata's implementation-led, partner-channel business model.
• SurePoint Technologies: Legal technology provider and consulting partner that delivers practice management, document management, and AI-enabled workflow solutions to mid-market law firms. Overlaps with Verlata in serving law firm clients through NetDocuments-style platform implementations and proprietary add-ons.
• Hilltop Consultants: Legal IT consultancy specializing in document management, practice management, and workflow automation for law firms. Comparable to Verlata in serving as an implementation partner for major DMS/PMS platforms.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

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 Verlata Consulting