PARTNER WITH CLOUDFICIENT

Expand what you can solve for your clients

Combine your client relationships and expertise with Cloudficient's purpose-built technology and specialist delivery across Context-Aware eDiscovery™, Legal Data Continuity, and complex data migration.

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Partnership opportunities

Systems change. Legal obligations don't.

See the core client audiences Cloudficient supports across legal, governance, and technology.

Explore client audiences

Recognize a client opportunity

Understand the challenges and trigger events that may indicate where Cloudficient can help.

What to listen for

Discover what we can solve together

Explore how our capabilities can extend your services and help you address more client requirements.

Explore our capabilities

Understand the partner sales process

See how Cloudficient works with partners from the initial client opportunity through scoping, technical evaluation, and proposal.

How we work together

Help your clients address their data priorities

Cloudficient works with three core audiences across legal, governance, and technology. Partners can introduce our capabilities when these teams encounter requirements that extend beyond their existing tools, resources, or workflows.

In-house legal teams

Help legal, eDiscovery, litigation, and legal operations professionals make better-informed decisions across identification, legal hold, preservation, collection, and early case assessment.

For in-house legal

Law firms

Help law firm information governance, litigation support, eDiscovery, records, and technology teams maintain control of client and matter information through attorney transitions, discovery requirements, and other data changes.

For law firms

IT & governance leaders

Help IT, infrastructure, cloud, information governance, and records leaders complete complex migrations, retire legacy systems, manage acquired information, and keep continuing obligations intact through change.

For IT & governance

Know when to bring Cloudficient in

Cloudficient may be relevant when a client raises an information challenge that their current technology, resources, or processes cannot fully resolve.

eDiscovery gaps in Microsoft Purview

The client relies on Microsoft 365 and Purview but still struggles with historical identity, shared repositories, cloud-hosted documents, changing file versions, or evidence of user activity.

Discovery scope keeps expanding

Uncertainty about custodians, repositories, document relationships, or activity leads to broader preservation and collection than the matter may require.

Legacy systems cannot be retired

Legal holds, retention requirements, regulatory obligations, or unresolved ownership keep an archive or other platform operational after its wider business purpose has ended.

Data needs more than one destination

Some information belongs in the new operational platform, while other retained or legally significant data requires a different governed destination.

Change leaves legal data without a path

An acquisition, divestiture, attorney departure, or employee transition leaves inherited systems, changing identities, retained information, or continuing obligations without a clearly defined outcome.

Start before the full diagnosis

Partners do not need to diagnose the complete requirement before involving Cloudficient. An unresolved client concern is often enough to begin a joint discovery conversation.

Expand the value you bring to clients

Cloudficient helps partners build on established client relationships by introducing relevant capabilities as new legal, governance, and technology requirements emerge.

Add capabilities without building them

Bring purpose-built technology and specialist expertise into client engagements without investing in the development and delivery resources required to create every capability in-house.

Deepen trusted advisor relationships

Help clients identify information challenges earlier and guide them toward a practical response that considers legal, governance, and technology requirements together.

Expand your client footprint

Support more requirements across existing client relationships and create opportunities to engage additional stakeholders throughout the organization.

Solve complex data challenges together

Cloudficient brings technology and specialist delivery across three connected areas where client requirements frequently cross legal, governance, and technology boundaries.

Make better eDiscovery decisions

Help legal teams connect available identity, activity, repository, and document context so they can make better-informed decisions from identification through review. Context-Aware eDiscovery supports matters involving changing custodians, shared repositories, cloud-hosted documents, evolving file versions, and other information that conventional collection may separate from its surrounding context.

Explore Context-Aware eDiscovery

How we work with partners

Our partner sales process is designed to move opportunities forward efficiently while ensuring that the solution, scope, and pricing reflect the client's actual requirements.

Identify and review the opportunity

The partner identifies a client need that may align with Cloudficient's solutions and meets with Cloudficient to determine fit, identify stakeholders, and prepare for the first client conversation.

Conduct a client scoping call

The partner coordinates and participates in a 30-minute scoping call, where Cloudficient confirms the client's objectives, use cases, environment, approximate scope, timing, and known requirements.

Complete a solution and technical review

In an approximately one-hour session, Cloudficient presents the recommended approach, reviews technical requirements, answers client questions, and confirms the assumptions needed for an accurate proposal.

Prepare the formal proposal

Once scope and technical assumptions are validated, Cloudficient prepares the formal quote and Statement of Work, and the partner and Cloudficient align on how to present it to the client.

Take the next step with Cloudficient

Whether you are exploring a new partnership or already have a client opportunity, our partner team can help determine the appropriate next step.