Abacuslaw Law - Law Office Software

Abacus Case Study

"We've doubled our case load without any new advertising, increasing staff or spending more time at the office, thanks to the superior organization and efficiency Abacus has given us. We're no longer obligated to refer out cases like we did when we couldn't handle the extra work."

Firm Profile

Software Background

The Robertson Law Firm
Tulsa , Oklahoma
Family Law

Used QuickBooks for accounting, Outlook and paper calendars for calendaring, Excel for case balances, generic software for billing and paper files for case management.

Now using AbacusLaw.
Key Abacus features: Calendaring, contact management, case management, document management, and billing.

Issue	*Before Abacus*	*After Abacus*
Efficiency	Couldn't transfer billing information into QuickBooks . Billing information was entered twice into two different programs. Had four separate calendars : o ne calendar for the lawyers, one for the office manager, one master Outlook calendar, and a separate set of reminder cards. Coordinating calendars by hand required at least 20 minutes per day. It took 3 days to do the billing. Editing bills was a huge hassle . To manage cases, staff made a list of case information in Excel which includ ed case notes and the case status. The list was printed out and edited manually. Maintaining this list was extremely time - consuming and it was often out of date.	"With Abacus, organization is great . - efficiency is great. " The firm has one master calendar in Abacus and everyone knows what everyone else is doing. Everything is in Abacus: case notes, phone notes, calendared events, linked names, documents, and memos. Anyone can access case information immediately without wasting time digging through files and deciphering someone's hand writing. Now it only takes 30 minutes for pre-bills and half the morning to make changes and send out the finalized bills. The three days that was spent before using Abacus has been cut to half a morning. No more hunting and pecking for documents - everything is right there in Abacus . No more endless searching in network directories, file cabinets, or around the office.

Risk	The billing program lacked password protection and had lots of bugs.	"We are much more protected than we were before."

Customer Service	Flipped through 4 to 5 file folders to find information for clients. Couldn't talk to client s while searching for information.	"We now sound very professional and organized when talking to clients on the phone."

Case Load	Didn't have capacity to increase case load. Referred clients to other firms due to lack of time.	Doubled case load and hired new attorney. Abacus not only makes it possible to take on additional cases, but to do so faster and more professionally .

Employee Satisfaction	Staff got frustrated looking for information. Previous software company charged for training and training courses were cost prohibitive. Learning the software through trial and error was difficult.	Staff all much happier with Abacus . Abacus' free online training brought staff up to speed quickly on the basics, making for an easy transition.

Growth	Didn't have time to consider growth.	Adding new attorneys to support the firm's success.

Bottom Line: "With Abacus, the firm has brought in more money. The case load has doubled without an advertising push. The entire staff has more time to do more things."

Abacus Case Study

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