Case Study: The Kabb Law Firm achieves greater mobility, stability and efficiency with CARET (Amicus Attorney)

The Kabb Law Firm - Customer Case Study

The Kabb Law Firm, a 10-person Elder Law and Life Care Planning practice in Beachwood, Ohio, was struggling with stability, usability and mobility in its legacy case management system that made managing client information time-consuming and difficult. CARET was engaged to implement Amicus Attorney as the firm’s new case management solution to provide a powerful, easy-to-use platform with secure browser and mobile access.

CARET completed a full database conversion (contacts, cases, events) with a one-business-day turnaround, saving the firm “thousands of hours” versus manual entry and allowing immediate access to calendars and files from tablets and smartphones. By standardizing workflows in Amicus Attorney, CARET helped eliminate manual document creation, replace postage-based postcards with email merge templates (reducing printing/postage/time), improve referral tracking and client relationship management, and deliver measurable gains in organization, business development and profitability.

The Kabb Law Firm

The Kabb Law Firm

The Kabb Law Firm