The Challenge
Walters Gilbreath, PLLC, a 23-lawyer family law litigation firm, struggled with a time-consuming and inefficient billing process that led to numerous client inquiries and confusion. Each billing cycle, the firm would send out 300-350 invoices, with approximately 10-15% of clients responding with questions about their account status and the amount owed.
Answering these questions required significant time and attention to detail from the firm’s legal operations director, often taking 3-4 hours per query. The firm attempted to build a custom management software solution, but even after a year of development, it failed to provide the necessary utility and reliability.