Case Study: Poarch Thompson Law achieves streamlined legal matter management with AdvoLogix

Poarch Thompson Law - Customer Case Study

Poarch Thompson Law, a woman-owned immigration and adoption law firm, faced the challenge of consolidating its practice and business management platforms to support its growth. After implementing Salesforce, the firm sought a scalable solution capable of integrating with a variety of AppExchange tools to run more efficiently. They chose the AdvoLogix law practice management solution for its integration capabilities within the Salesforce ecosystem.

AdvoLogix implemented a customized solution for the firm, requiring adjustments to accommodate its fixed-fee billing and trust accounting model. The platform now provides the standards, accountability, and reporting to manage the entire business. Key results include structured processes for consistent work product, automated matter budgeting, and revenue tracking for informed resource allocation. Firm leadership relies on AdvoLogix for invaluable data-driven decisions, with the CIO stating, "I really don’t know what we’d do without it."

Poarch Thompson Law

Joey Poarch

Chief Information Officer