Case Study: Santomassimo Davis achieves more productive, scalable legal operations with AdvoLogix

Outside General Counsel Solutions™, a complete outsourced general counsel practice

Santomassimo Davis LLP, a specialty law firm providing outsourced general counsel solutions, faced operational inefficiency with its outdated, server-based case management software. The disconnected systems, which lacked mobile access and integration with their document management software, hindered productivity and presented potential for errors. Seeking a unified system to fuel growth, they turned to the vendor AdvoLogix.

AdvoLogix, a cloud-based legal matter management solution built on Salesforce, provided a centralized platform integrated with tools like Worldox and Accounting Seed. This gave the firm's team mobile access to all case information and powerful reporting dashboards. The AdvoLogix solution empowered the firm to operate continuously from anywhere, allowing them to grow without adding support staff, weather external challenges like the 2020 shift to remote work, and focus their team on higher-value client work.

Santomassimo Davis

Christopher Santomassimo

Partner