InfoTrack
5 Case Studies
A InfoTrack Case Study
Peck Ritchey, LLC, a mid-size elder law firm, was facing operational inefficiencies and billing confusion with its previous eFiling service provider, Odyssey File & Serve. Their challenge was the difficulty in tracking and allocating court filing expenses for client invoicing, a process that required extensive manual reconciliation and communication between staff.
By switching to InfoTrack's integrated eFiling and process serving solution, the firm automated its expense tracking. InfoTrack seamlessly syncs every court transaction and its associated cost directly to the firm's Smokeball practice management software. This integration provided real-time visibility into client balances, allowing the office manager to generate accurate invoices at the push of a button, eliminating manual work and saving significant time.
Lisa Larson
Paralegal