Case Study: National Funding improves legal matter management and cost savings with AdvoLogix

National Funding provides small business loans and equipment financing/leasing

National Funding, a provider of small business loans and equipment financing, faced the challenge of reducing legal costs by moving from an outside firm to an in-house team. The new department needed a way to effectively manage, track, and report on over 500 litigation matters while demonstrating value to senior management. They selected the AdvoLogix legal matter management solution built on the Salesforce platform to address these needs.

By implementing AdvoLogix, National Funding's legal team automated data entry, streamlined matter tracking, and adapted workflows to replace manual processes. This integration resulted in significant time savings, such as reducing case settlement approvals from several days to just hours. The solution also provided vital reporting capabilities, allowing the team to clearly demonstrate its value through metrics like total recovered amounts and improved expense management.

National Funding