A mid-sized law firm specializing in civil litigation and family law aimed to improve case management efficiency and reduce the manual workload involved in handling legal documents.

The Challenge

The firm’s case management processes relied heavily on manual documentation, causing delays and increasing the risk of errors. Managing court deadlines, case-related tasks, and client communications across multiple cases added significant administrative burdens on staff, impacting client satisfaction and case outcomes.

The Solution

RoundInfinity’s workflow automation and document management features were implemented to organize and streamline case handling. The platform automated document creation, tracked case progress, and sent automated reminders for court deadlines and client follow-ups.

Key Features Implemented

• Automated Document Generation: Automatically generated common legal documents, minimizing manual effort and reducing errors.
• Case Workflow Management: Tracked each case from intake to resolution, with customizable workflows for various case types.
• Deadline and Task Notifications: Sent automated alerts for court dates, case deadlines, and follow-up tasks.

Results

The firm reduced administrative workload by 35%, allowing lawyers to focus on case strategy. Client satisfaction improved due to timely communications, and cases were managed with greater accuracy and efficiency.

Conclusion

RoundInfinity’s automation helped the law firm streamline case management, reduce manual tasks, and improve client service, resulting in a more efficient and client-centered practice.