A Letter from the Traact Team to the In-House Legal Community

Dear In-House Legal Leaders,

For years, legal departments have been asked to do more with less—smaller teams, tighter budgets, and tools that look like they were built for Windows 95 (because, let’s be honest, some of them were). But that paradigm is over.

We built Traact, a modern, US-based Legal CRM designed by former engineers and product leaders from Google, Meta, Uber, and Waymo. It’s lightweight, intuitive, and purpose-built to bring Entity, License, Contract, and Matter Management into one unified platform—finally.

The Legal Tech Status Quo: Too Many Platforms, Too Little Service

Today’s legal departments are juggling five, six, sometimes more software tools—each with its own implementation, login, quirks, and siloed data. Many of these platforms are legacy systems—patched together over decades and held together with layers of software duct tape.

The result? Missed deadlines, duplicated work, poor adoption, and a daily battle to reconcile inconsistent data across teams.

In the Entity Management space in particular, we’ve seen legacy providers with over a century of history attempt to modernize by layering software on top of service models built for paper, phone, and mail. The results? Outdated, clunky platforms that create more friction than efficiency. These companies have history, but they aren’t true software companies. Traact is.

We’re a Software-First Company (Not a Services Shop Wearing a Software Hat)

Traact isn’t trying to digitize old workflows—we’re building modern ones. From the ground up, we’ve prioritized:

• A clean, intuitive user experience.

• A secure, scalable cloud-native infrastructure.

• A modular system that grows with you.

We call it a Legal CRM.

So… What Is a Legal CRM?

Think of it like this:

Just as Sales CRMs (like Salesforce) bring customer data and processes into one system of record, a Legal CRM unites your legal ops—Entities, Licenses, Contracts, and Matters—in one place.

With Traact, legal (and finance) teams can:

• Collaborate across functions

• Build and automate workflows

• Stay ahead of deadlines

• Customize and report on the data that matters to them

Your single source of truth for legal operations.

Each module works beautifully on its own—but together, they create a complete operating system for your legal team. Modules assemble!

What Sets Traact Apart

⚡ White Glove Support + Registered Agent Services

You told us: legacy RA providers are reactive, hard to reach, and too often the reason for missed deadlines or late fees.

We listened. Every Traact customer gets:

• A dedicated Customer Success Manager (available daily)

• Registered Agent services that actually notify you ahead of deadlines

• Served documents uploaded directly into Traact, no manual tracking required

🛠️ Modular Design That Grows With You

You don’t need everything on day one. Start with what matters now—e.g. Entity Management —and expand into Licenses, Contracts, or Matters later. No messy migrations. Just add what you need, when you need it.

💡 All Your Legal Data in One Place

This is where the magic happens. By centralizing your data across modules, you get:

• Faster reporting

• Real compliance oversight

• Less tech bloat

• More time for actual legal work

Traact makes your team more efficient, your budget go further, and your operations future-proof.

Join Us

We built Traact for the legal departments doing real work every day—with tight timelines, lean teams, and no room for inefficiency.

We're passionate about building great software. We’re even more passionate about delivering real value to in-house legal teams. And we’d love to show you what we’ve built.

Ready to See It in Action?

Join legal teams that are transforming their operations with Traact:

👉 Simplify your workflows
👉 Eliminate tech bloat
👉Save money and stay ahead of deadlines

📅  Book a Demo — and let’s rethink legal operations together.

Sincerely,

The Traact Team