Agriculture
All cases
Professional servicesInternal CRM
Cases, documents and hours in one system instead of three
- admin per week
- -9 h
- cases in the system
- 100%
- development
- 4 mo
The challenge
The firm tracked cases in Excel, prepared documents by copying old files and tried to remember billable hours at the end of the month. Some work simply never made it onto an invoice.
What we did
Case management
Case, parties, deadlines, documents and correspondence in one place, with date reminders.
Document generation
Templates filled with case data — a contract or a claim in two minutes.
Time tracking
Hours logged in the context of a case, with prompts about unrecorded work.
Invoicing
Automatic client invoices with a breakdown of work and an export for accounting.
The result
Admin work dropped by 9 hours a week, and billed hours grew by 12% — simply because they stopped getting lost.
“The key thing is that nobody on the team sabotaged the system. It was built with us, not for us.”