Case Study

Leading Law Firm Improves Client Service with Elevate’s Manage Matters Module

Goal

Leading law firm needed to improve client service to provide increased accuracy and transparency with matter budgeting, estimates, and fixed fees

Required internal team review to assess proper resourcing and pricing of incoming matters

Solution

Law firm engaged in an LPM initiative including project management training and education sessions

Leveraged Elevate’s manage matters module’s dashboards and templates to monitor matter progress and report to the law firm’s clients using client portals

 

 

 

Outcome

Partners utilizing LPM methodology and manage matters module for budgeting, scoping, and resourcing had more informed upfront conversations with clients regarding matter scope

Associates gained an improved perspective on their role in the scope of the matter through utilizing the module

Firm has identified LPM and Elevate’s solution as being their differentiator in the market with client transparency

Decreased turnaround times for new matter plans

Delighted firm clients as budget accuracy and transparency increased with fewer surprises due to thorough matter planning

Outcome

Partners utilizing LPM methodology and manage matters module for budgeting, scoping, and resourcing had more informed upfront conversations with clients regarding matter scope

Associates gained an improved perspective on their role in the scope of the matter through utilizing the module

Firm has identified LPM and Elevate’s solution as critical differentiators in the market in providing client transparency

Decreased turnaround times for new matter plans 

Delighted firm clients as budget accuracy and transparency increased with fewer surprises due to thorough matter planning

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