A merging law firm migrated to a new CRM and cut nearly $2000 in costs

The legal industry, particularly among small to mid-sized firms, is undergoing significant transformation. These firms face challenges such as integrating modern technologies, managing operational efficiencies, and meeting evolving client expectations. Mergers and acquisitions add another layer of complexity, requiring careful alignment of systems, cultures, and processes. In this dynamic environment, leveraging technology becomes crucial to streamline operations and maintain competitiveness.

A Chicago-based family law firm was presented with an opportunity to merge with a real estate law firm, aiming to expand its practice areas and client base. However, this merger introduced several operational challenges:​

• Disparate Systems: Each firm utilized different technologies and workflows, leading to inefficiencies.

• Manual Processes: Tasks like customizing retainer agreements involved copying and pasting information, consuming valuable billable hours.

• Need for Strategic Integration: Leadership recognized the importance of a strategic approach to unify operations and enhance efficiency.​

The managing partner noted, “We have had a quick expansion and growth, and becoming more efficient was very important.”​

After the client approached RevX to step in and streamline their processes and tech stack, we carried out a comprehensive technology assessment. Our approach included:​

• Deep Dive Tech Assessment: An in-depth analysis of current processes and technologies to identify pain points and opportunities for improvement.

• CRM Migration: Transitioned from Insightly to Lawmatics, establishing a formal client intake process that seamlessly integrated website contact forms into the CRM.

• System Integration: Integrated Lawmatics with Smokeball, allowing effortless data transfer between systems, including client notes and contact information.

• Template Automation: Developed nine retainer agreement templates within Lawmatics. Attorneys could now generate agreements by selecting a template, with the system auto-filling necessary fields.

• Cost Optimization: Reduced software license costs from $19,169 to $17,462 by consolidating technologies from nine platforms to six, saving both money and administrative time.​

The implemented solutions led to significant improvements:​

• Enhanced Efficiency: Automated processes reduced manual tasks, freeing up attorneys to focus on billable work.

• Improved Client Experience: Streamlined intake and agreement processes provided a smoother experience for clients.

• Cost Savings: Consolidation of technologies led to substantial savings in software licensing fees.​

The merger presented both opportunities and challenges. By partnering with RevX, the law firm successfully navigated the complexities of integrating systems and processes. The strategic implementation of technology not only enhanced operational efficiency but also positioned the firm for sustained growth in a competitive legal landscape.​