Case Study: Leopold & Associates achieves 133% increase in daily staff activity with Filevine

Embracing Filevine as the tool of the firm, Leopold & Associates consolidated technology to manage cases, human resources, and vendors in a central location

Leopold & Associates, a multi-state mortgage, bankruptcy, and real estate firm, was struggling to manage rapid growth on a legacy system that lacked workflow customization, caused calendar and task-assignment problems, and required a database analyst for reporting. To consolidate technology and support expansion, the firm adopted Filevine (using Filevine Automation and Periscope) as its central case management platform.

Filevine centralized case, HR, and vendor management, automated high-volume referral intake (via a Filevine–Workato build), and used Periscope for detailed reporting. As a result, referrals rose 4x, total firm activities increased 133% per day, a three-person satellite team handles 25% of business activity, daily activity more than doubled during COVID without a dedicated technical staff member, and remote onboarding scaled smoothly — all enabled by Filevine.

Leopold & Associates