Case Study: Peck Ritchey, LLC achieves real-time client invoicing and streamlined eFiling with InfoTrack

Peck Ritchey streamlines Illinois eFiling and billing with InfoTrack's $3 filing transactions

Peck Ritchey, LLC, a mid-size elder law firm in Chicago, faced significant inefficiencies with client billing and document management after using the state-subsidized Odyssey File & Serve for mandatory Illinois eFiling. The challenge was that the "free" service made it difficult to track and allocate court expenses to specific client matters, creating a cumbersome and time-consuming reconciliation process for their paralegals and office manager.

By implementing InfoTrack's eFiling and process serving services, which integrate directly with their Smokeball practice management software, the firm automated its expense tracking. InfoTrack's solution automatically syncs every court filing transaction as an expense back to the relevant client matter in Smokeball. This provided real-time visibility into client balances, eliminated manual reconciliation, and allowed for instant invoice generation. The result was a streamlined workflow that saved considerable time and improved operational efficiency.

Peck Ritchey, LLC