The firm's leadership wanted a single,matter-driven system to manage client engagements.
A growing corporate law firm with more than 100 attorneys and legal staff in the USA, specializing in litigation, intellectual property, and business advisory. As the firm scaled its client base and case complexity expanded, it led to fragmented billing and sales order management.
The firm's leadership wanted a single,matter-driven system to manage client engagements, track associated time and fees, and streamline financial transactions with complete traceability.
The law firm faced several operational bottlenecks in managing sales and billing around client matters:
Sales orders, timesheets, and billing processes operated in silos, requiring repetitive data entry.
Down payments and adjustments were hard to trace back to specific matters, causing confusion.
The lack of a clear consolidated workflow slowed down invoicing and collections.
Without complete visibility it was difficult to maintain proper documentation and compliance records.
Staff time was consumed by repetitive corrections instead of higher-value financial oversight.
These inefficiencies impacted both client satisfaction and cash flow predictability.
To address these challenges, the firm implemented a matter-centric sales workflow that also unified sales, billing, and time tracking into one seamless process.
It directly creates sales orders linked to a specific legal matter, eliminating redundant data entry.
Timesheet entries automatically connect to the matter, ensuring no billable hours are overlooked.
Predefined fee categories such as donations, disbursements, and investments are applied with accuracy.
Advance payments are handled with full traceability to the correct matter.
Every transaction and adjustment is logged for transparency and compliance.
The customization also had a major impact.
centralized matter-based workflows cut billing preparation time nearly in half.
automated fee type applications reduced missed or misclassified charges.
clear down payments tracking ensured faster and more predictable revenue collection.
transparent matter-linked invoices increased client confidence.
staff saved hours each week by eliminating duplicate data entry and manual reconciliations.
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