CRM CASE STUDY
A CRM for the Legal Profession
How PracticePanther’s Automation Helps Slingbaum Law Complete Cases 25% Faster
Background
Slingbaum Law, a small law practice with a team of eight, is led by Matthew Slingbaum, a personal injury and malpractice attorney with over 20 years of experience. Known for handling high-volume caseloads and maintaining frequent client communication, Slingbaum Law faced challenges with managing their caseload efficiently. Initially reliant on manually updating case data into Word documents, the process became overwhelming, leading Matthew to seek a more effective solution.
“PracticePanther is not only a necessity but it’s one of the best purchases my firm has made. It’s paid for itself a thousand times over already. My cases move much faster, which leads to happier clients, more referrals, more money, and a higher quality of life for me and my team.” Matthew Slingbaum – Founding Partner
Streamlining Case Management
Matthew’s search for a solution led him to PracticePanther, which offered a significant overhaul of the firm’s case management processes. PracticePanther’s customization features allowed Slingbaum Law to transition from a cumbersome manual system to a streamlined, centralized platform. This change enhanced visibility into case status and improved team collaboration by allowing asynchronous updates to contact information and case details.
“Our cases are moving along much faster and more efficiently with PracticePanther. Clients are moving from case initiation to case conclusion around 25% faster than before just because the team can easily access key data and shared notes with the platform.” Matthew Slingbaum – Founding Partner
Efficiency Gains with Workflow Automation
One of the standout features of PracticePanther for Slingbaum Law was its workflow automation. The platform’s automation capabilities saved the firm over 15 hours a week by simplifying tasks and improving case management efficiency. By automating document templates and auto-filling client data, PracticePanther addressed the friction points in client intake and casework. Additionally, its two-way business texting feature significantly improved client communication.
Enhanced Document and Case Management
Before PracticePanther, Slingbaum Law struggled with manual document handling and case tracking. PracticePanther’s document management system allowed for easy creation and auto-filling of important documents, which streamlined client intake. The reporting capabilities also ensured that statute of limitations checks were conducted swiftly, adding an extra layer of protection for the firm.
“PracticePanther’s task workflows have saved me literally hours every night. Allowing me to see what the team has completed and quickly check on the status of any case without having to dig into individual files or track back in email. Conservatively, I’m saving a minimum of 15 hours a week, but probably more than that.” Matthew Slingbaum – Founding Partner
User Experience and Support
Ease of use and customer support were critical for Matthew, and PracticePanther excelled in these areas. The platform’s intuitive design and the comprehensive onboarding and training provided a marked improvement over previous practice management systems. Slingbaum Law’s team quickly adapted to the new system, benefiting from its user-friendly interface and ongoing support.
“A large percentage of our malpractice cases involve a lot of photos sent to us. Before PracticePanther, there was no easy way to keep track of pictures sent and ensure that they made it to the case file. PracticePanther’s collaborative texting and file sync has been a big advantage in preventing any potential loss of documented evidence.” Matthew Slingbaum – Founding Partner
Conclusion
By integrating PracticePanther into their operations, Slingbaum Law significantly increased efficiency and improved client experiences. The firm’s ability to complete cases 25% faster and enhance collaboration is a testament to the power of workflow automation and effective case management. For small law practices looking to streamline their processes and boost productivity, PracticePanther proves to be an invaluable tool.