The practice was using a combination of spreadsheets, email folders, and a basic accounting package to manage their operations. Client intake was entirely manual, precedent documents were inconsistent, and the principal had no visibility into firm performance or work-in-progress.
NewLaw recommended ActionStep for its strong workflow automation capabilities and family law-specific configurations. We built custom intake workflows, automated over 40 precedent documents using Smarter Drafter, and configured trust accounting to meet NSW compliance requirements. HubSpot was implemented alongside for client relationship management and marketing automation.
Client intake time was reduced from approximately 45 minutes to under 10 minutes per new matter. Automated precedents ensured consistency across all documents, and the principal gained real-time dashboards showing firm performance, WIP, and staff utilisation.
Let's discuss how we can tailor an approach to your specific requirements.
Get in Touch