HELM360IT service provider profile · Poway, CA

In their own wordsHELM360 is a global technology solutions provider specializing in business intelligence, data analytics, and legal technology for the legal, financial, and professional services sectors. Founded in 1997, the company has developed a strong presence in the industry, with headquarters in Poway, California, and a workforce of approximately 201 to 500 employees. HELM360 is recognized for its customer-inspired approach, helping firms optimize their systems and processes to focus on their clients. The company offers a range of services, including the HELM360 Business Analytics Suite, legal technology solutions, data conversion and migration, managed services, IT staffing, and system integration. Its proprietary products, such as the Termi legal AI chatbot and interactive reporting solutions, enhance decision-making and operational efficiency for law firms and other professional organizations. HELM360 serves a diverse clientele, including mid-to-large-sized law firms, financial institutions, and healthcare organizations, delivering customized solutions to meet their unique needs.

“A knowledgeable technician and effective leader, he uses his 15+ years of legal tech experience to oversee projects of various complexity and size for our global clients.”

“He has over 13 years of experience with Elite 3E, the majority of which in leadership roles at Elite, where he focused on driving successful long-term implementations and client satisfaction.”

“Valerie Brady Services Director, North America Val brings over 20 years of experience working in the software industry providing global services to Legal, Accounting, and other Professional Services firms.”

“× FRAMEWORKS SOC 2 Auditor: Accorp Partners CCS Global has implemented SOC 2 controls to ensure the security, availability, processing integrity, confidentiality, and privacy of its systems and services.”

“With a dedicated compliance team and a robust information security program, the company ensures adherence to applicable regulations and industry standards such as SOC 2 and ISO 27001 and GDPR.”