Case Study 1: Filevine KPI & Reporting Automation
Client: Personal Injury Law Firm
Challenge: No visibility into case delays and phase performance
Solution: Built automated KPI tracking, phase duration reports, delay alerts, and Power BI dashboards
Result: Improved case turnaround time and management accountability
Case Study 2: PracticePanther Workflow Optimization
Client: Estate Planning Firm
Challenge: Inconsistent matter handling and missed tasks
Solution: Rebuilt workflows, standardized task descriptions, automated document generation
Result: Reduced errors and improved team efficiency
Case Study 3: Lawmatics CRM Audit & Segmentation
Client: Tax & Business Law Firm
Challenge: Poor contact organization and ineffective drip campaigns
Solution: Cleaned contact data, rebuilt tags, created segmented audiences
Result: Higher engagement and improved marketing ROI
Case Study 4: Legal CRM System Audit
Client: Multi-Practice Law Firm
Challenge: Underutilized CRM with reporting gaps
Solution: Full system audit, custom fields cleanup, reporting redesign
Result: Clear insights into intake, conversion, and case performance
Case Study 5: Document Automation (Filevine DocGen)
Client: Litigation Firm
Challenge: Manual document drafting and errors
Solution: Mapped custom fields and automated legal forms
Result: Faster document turnaround with consistent accuracy