Case Study: Younity streamlines client and file management with efficy

Younity - Customer Case Study

The Brussels law firm Younity was facing challenges with tracking client histories and automating file management during its digital transformation. They needed a tool to provide an overview of parties involved in each case and to clearly define roles. To address this, Younity chose to implement a CRM platform from the vendor Efficy.

By implementing Efficy's CRM, Younity automated its invoicing process, saving significant time and allowing nearly 400 monthly invoices to be issued and validated remotely in just three days. The solution provided a complete history of client interactions and streamlined opportunity tracking. According to the firm's CFAO, the efficiencies gained have allowed them to recruit new lawyers and trainees while maintaining the same number of assistants, demonstrating a clear measurable impact. Efficy's platform has become a central process management tool for the firm.

Younity

Patrick Leemans

Chief Financial and Administrative Officer