Case Study: Lally Group replaces 4 tools and automates collections with Firm360

Lally Group replaces 4 tools and gets paid on the 20th every month with Firm360

Lally Group, a Michigan-based accounting firm with approximately 30 employees, faced operational challenges due to a fragmented technology stack. They relied on four separate tools from Thomson Reuters and QuickFee for document management, project tracking, time and billing, and collections. This disjointed system created inefficiencies, requiring data to be updated in multiple places and making it difficult to get a complete view of client accounts.

The firm implemented the unified practice management platform Firm360 to consolidate all its operations. As a result, Lally Group streamlined staff training, automated its recurring billing and collections process to get paid reliably on the 20th of each month, and gained significantly better visibility into client projects and finances. Firm360 eliminated the need for four separate systems, saving the firm time and reducing complexity.

Lally Group