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Partnership Strategy · 2026
Strategic Partnership Document
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HELM360
Where AI Innovation Meets Enterprise Grade Delivery
legalfab.ai · Confidential & Proprietary · 2026
Section 01
Strategic Overview
A strategically aligned
partnership for the
agentic law firm.
Relationship classification, value proposition & commercial structure
Strategic Overview

LegalFab and Helm360 — strategically aligned to transform global legal.

Helm360's market-leading integration, delivery, and legal-tech engineering capability — combined with LegalFab's unique Knowledge Fabric and agentic automation platform — creates a differentiated, scalable, and execution-ready offering.

Together, the partnership accelerates AI adoption, modernises legal operations, and delivers enterprise-grade transformation across global law firms.

Helm360 is positioned as a strategic Deployment & Integration Partner (DIP) with selective Consulting Sales Partner (CSP) capability, complementing LegalFab's platform with enterprise grade integration, delivery, and operational expertise. Leveraging its long standing, deeply embedded relationships across leading law firms, Helm360 provides trusted access and execution pathways that accelerate adoption. This partnership ensures both organisations remain focused on their core capabilities — LegalFab on AI innovation and platform excellence, and Helm360 on technical delivery, integration, and operational execution.
01
Helm360 partner classification
DIP + CSP
02
Joint value proposition
Defined
03
Operating & delivery model
Defined
04
Commercial structure
Outlined
05
Go-to-market approach
3 Motions
06
Lighthouse programme strategy
Defined
Section 02 · Partner Classification

LegalFab partner types — Helm360 spans two.

CSP
Consulting Sales Partners
Well-established Big 4 or boutique consulting firms focused on digital transformation. Combines industry and domain expertise with a transformational roadmap vision. Collaborates with LF to identify, enhance, and win specific opportunities.
DIP ✦
Deployment & Integration Partners
Well established IT services and integration company with deep BPO and BPM expertise, focusing on the deployment, integration, and operation of systems and processes as well as broader digital transformation initiatives. Combines strong IT, software, and domain capabilities with a commitment to supporting clients through AI driven change, and collaborates closely with LegalFab to identify, enhance, and win high value business opportunities for shared clients.
APP
Utilities Developers
Law firms or specialist legal services providers with domain expertise. Designs and develops AI-based applications to solve specific industry challenges. Builds on the LF Agentic Operating System for own or bespoke client applications.
MSP
Managed Service Partners
Established BPO Services Providers with deep domain and operations expertise. Focuses on outcome-based services leveraging composite AI technology. Delivers BPO services and collaborates with LF to identify and pursue shared opportunities.
Helm360 aligns naturally to the DIP profile with selective CSP capability, bringing the technical execution depth, scalable delivery teams, and proven legal sector transformation expertise that enable LegalFab to be deployed, integrated, and adopted effectively within complex client environments.
Section 02 · Helm360 Capabilities

Helm360 — DIP & CSP capabilities.

Deep technical execution with strategic advisory reach
Core DIP Capabilities
PMS, DMS, CRM, HRIS & Finance Integration
Deep system integration across the full legal-tech stack
Data Onboarding, Mapping & Transformation
Structured data migration and entity resolution at scale
Workflow Configuration & Automation
End-to-end process automation and operational readiness
Custom Development & Utility Engineering
Bespoke applications built on the LegalFab platform
Cloud, Infrastructure & Environment Management
Multi-environment deployment and ongoing sustainment
Testing, QA & Programme Governance
UAT coordination, delivery pods, and risk management
CSP-Adjacent Capability
Helm360 contributes to technology-led transformation initiatives by providing early-stage technical discovery, helping shape requirements, advising on solution architecture, aligning technology roadmaps, and supporting client education on AI-enabled workflows. This strengthens CSP-adjacent engagements where the client relationship is technology-led.
DIP Service Areas
Technical Execution & Integration
Knowledge Fabric config, API engineering, MCP connector enablement
Delivery Scale & Risk Reduction
Delivery pods, repeatable frameworks, faster time-to-value
Operational Transformation
Process mapping, user enablement, operational rollout
Ongoing Support & Sustainment
Tier 1–2 support, continuous improvement, enhancement programmes
Section 03 · Market Access

Reinforcing Helm360's Value Through Technology-Focused Partnership

Helm360's deep presence across the AmLaw 200, Global 200, large regional firms, PMS-centric markets, and legal operations communities reinforces its long-standing role as a trusted advisor within the legal sector. Through a technology-focused partnership with LegalFab, Helm360 strengthens this position by bringing forward an AI-native platform that aligns with the modernisation priorities of its clients.

The collaboration allows Helm360 to deepen engagement with firms it already serves, while enabling LegalFab to remain focused on advancing its core technology. Together, the partnership enhances Helm360's strategic relevance and expands the value it delivers to clients, without shifting either organisation away from its core capabilities.

Together, the partnership enhances Helm360's strategic relevance and expands value delivered to clients — without shifting either organisation away from its core strengths.
AmLaw 200
US large law firms · Technology-led entry
Global 200
International firms · Cross-jurisdiction complexity
Large Regional Firms
Mid-market transformation · High-velocity opportunity
PMS-Centric Markets
Aderant, Elite 3E · Integration-first opportunities
Legal Operations & IT Leadership
CIO/CTO-led transformation · Trusted advisor relationships
Section 04 · Value Proposition

Mutual Strength, Shared Success

Benefits for LegalFab
Increased delivery scale
Faster time to value
Reduced implementation risk
Access to PMS-centric markets
Stronger technical credibility
Benefits for Helm360
High-value AI transformation programmes
Recurring revenue from support, license margins and enhancement
Differentiation from traditional integrators
Strategic relevance in the AI ecosystem
Benefits for Clients
A unified AI-enabled operating model
Seamless integration across PMS, DMS, CRM, HRIS, and finance
Faster deployment and reduced programme risk
Single partner for strategy → build → integration → sustainment
Scalable delivery capacity
The combination of LegalFab's intelligence platform and Helm360's delivery capability creates the most complete agentic transformation offering in the legal sector.
Section 05 · Go-to-Market

Three GTM motions. One aligned strategy.

Sequenced market entry from quick wins to strategic platform sales
Motion 01
Utilities-Led Entry
Lead: Helm360 · Product: Utilities & vertical apps · Scales quickly and drives platform adoption
TargetProLaw clients
Motion 02
Data Unification First
Lead: Helm360 · Product: LegalFab (Knowledge Fabric focus) · PMS-centric firms modernising data. Creates a land-and-expand path.
TargetElite 3E firms
Motion 03
Strategic Platform Sales
Lead: LegalFab + Helm360 jointly · Full platform deployment · Helm360 supports technical validation and integration planning
TargetGlobal Elite · AmLaw 100 · UK Top 50
Section 06 · Strategic Evolution

Helm360 — beyond integration.

Helm360 has the capability to evolve far beyond a traditional Deployment & Integration Partner. Its technical depth, delivery scale, and legal-tech engineering expertise position it to become a strategic platform partner with its own revenue models.

Stage 01
White-Label Provider
Embed LegalFab's platform into Helm360-branded offerings. Simplified procurement, differentiation from generic integrators, faster PMS-centric adoption.
Stage 02
SaaS Operator
Offer packaged AI applications — Compliance utilities, Client Intelligence, PMS-aligned agentic workflow. Shifts from project revenue to recurring SaaS.
Stage 03
Managed Services Provider
Operate Tier 1–2 support, cloud management, workflow optimisation, and data quality monitoring. The operational backbone for LegalFab clients.
Stage 04
BPO/BPM Services
AI-enabled BPO in compliance: conflicts checks, AML/KYC, sanctions screening, matter risk scoring, client onboarding triage.
This evolution unlocks new revenue models, deeper client intimacy, and long-term strategic relevance for Helm360 across the global legal sector.
Section 07 · Lighthouse Programme

The Lighthouse Programme — accelerating early adoption.

Validate the joint offering, build referenceable success cases, and establish repeatable delivery patterns across target markets.

LegalFab provides
Platform build — full Knowledge Fabric and agentic layer deployment
Cloud management — infrastructure and environment oversight
Tier 3–4 support — deep technical issue resolution and product fixes
Solution assurance — platform integrity and architecture accountability
Ideal use cases — Compliance (conflicts + AML/KYC), PMS-centric transformation
Helm360 leads
Requirements & discovery — BA-led elicitation and process mapping
Integration delivery — PMS/DMS/CRM engineering and configuration
Workflow configuration — utility deployment and automation setup
Testing & UAT — quality assurance and solution validation
Operational readiness — user enablement, training, and rollout
Section 08 · Partner Journey

From agreement to client success.

Weeks 0–2
Early Onboarding
NDA execution, partnership discussions, capability alignment, early opportunity identification.
NDA · Discovery
Weeks 2–6
Sales & Consulting Enablement
Pitch alignment, joint messaging, early pipeline identification and qualification.
Enablement · Pipeline
Weeks 4–8
Formal Partnership Agreement
Commercial construct finalised. Roles, governance, and revenue share model agreed.
Commercial · Legal
Weeks 4–12
Operational Enablement
Sandbox provision, technical training, delivery pod formation, SLAs defined, pilot readiness confirmed.
Technical · Delivery
Month 3+
Client Success Initiation
Lighthouse delivery begins. Case study development, expansion planning, steady-state support activated.
Lighthouse · Live
Annexes
Supporting Detail
Delivery Matrix
& Required Skills
Annex I & Annex II
Annex I
Annex I

Delivery Responsibilities Matrix

Delivery Area Helm360 LegalFab Joint Notes
Project managementHelm360 leads client-facing delivery
Business analysisHelm360 owns requirements & discovery
Domain expertiseHelm360 provides legal tech SMEs
Change managementHelm360 leads adoption
Process designHelm360 designs workflows
Integration deliveryHelm360 leads PMS/DMS/CRM integration
Testing coordinationHelm360 manages UAT
Training & adoptionHelm360 leads enablement
Knowledge Fabric setupHelm360 configures under LF guidance
Utility deploymentHelm360 deploys utilities
Platform configurationLF owns platform integrity
Platform managementLF manages SaaS & infra
Technical support (Tier 3–4)LF handles deep technical issues
Product defect resolutionLF owns product fixes
Cloud managementLF manages cloud deployments
Solution designJoint design authority
Use-case prioritisationJoint with client
Data onboardingHelm360 BA + LF tech
Architecture alignmentLF accountable, Helm360 consulted
Client governanceShared governance
Annex II
Annex II

Helm360 — Required Skills & Roles

Business Analyst
Process mapping
Requirements elicitation
Legal-tech domain knowledge
Knowledge Fabric configuration awareness
Project Manager
Mission-critical system deployment experience
Cross-functional coordination
Risk/issue management
Stakeholder alignment
Domain SME
PMS/DMS/CRM expertise
Legal operations knowledge
Workflow best practice
Technology SME
API integration
Data engineering
Cloud & infrastructure
Troubleshooting and solution assurance
Additional Roles
Cloud engineers
Data engineers
UI/UX developers
Closing
LegalFab × Helm360 · 2026
The connected law firm
of the future starts here.
Elinoar Sofer
+972 50 7776218
Simon Thompson
+44 7917 461671
Thomas Kohlmeier
+41 79 629 6519
legalfab.ai · Confidential & Proprietary