Case Study: Ayo and Iken streamlines trust accounting and cuts reconciliation time with AdvoLogix

Ayo and Iken - Customer Case Study

Ayo and Iken, a mid-sized Florida law firm, faced a significant challenge managing complex trust accounting and retainer funds. Their outdated system required constant CPA oversight to ensure compliance with changing Florida Bar rules and the accurate processing of daily time entries and deposits. To solve this, they turned to AdvoLogix and its integrated Accounting Seed product to gain control over their financial and case management processes.

By implementing AdvoLogix, the firm gained an automated system to accurately manage retainer and trust accounts. The AdvoLogix solution, customized by an implementation partner, streamlined their operations. This resulted in a dramatic improvement: the time required for account reconciliation was reduced by two-thirds, to just two hours per week, and the system now efficiently handles 150 daily time entries and between 500 to 600 active matters.

Ayo and Iken