AdvoLogix
12 Case Studies
A AdvoLogix Case Study
Mur for growth but faced challenges with its disjointed processes and lack of advanced technology. The firm had no standardized client intake or document management system across its diverse practices. To address this, MFM turned to AdvoLogix and implemented its Matter Management solution with a custom client intake questionnaire system to streamline operations and support a new referral program.
The AdvoLogix solution integrated the firm's external call center and automated its internal workflow for matter management. Key integrations with NetDocuments, DocuSign, and Accounting Seed created a paperless intake process and provided full financial visibility. By leveraging the platform's automation and collaboration tools like Salesforce Chatter, the firm improved efficiency and attorney mobility. AdvoLogix transformed MFM's business, positioning it for rapid growth by enabling attorneys to manage a larger workload and significantly improving top-line revenue.