The Challenge
Amanda, the billing coordinator at Zahn Law Group, had problems tracking payments to specific matters. The payment might come in “under a company name, a client name, the spouse’s name…” It took some detective work to make the connection to the matter so that the attorneys could be paid.
On top of the confusion, payments were slow at the Zahn Law Group. They were still sending paper invoices and receiving checks. Cash flow, profitability, and attorney compensation were all incumbent on their outdated, inefficient software workflow for billing and collections. They needed a change.