Case Study: Viewabill reduces internal meetings and builds team trust with Nutshell CRM

How Viewabill reduced internal meetings and built team trust with Nutshell

Viewabill helps legal departments and law firms monitor attorney billing in real time to build transparency between attorneys and clients. Internally, their previous CRM was costly, hard to use, and opaque—forcing two-hour weekly meetings and creating friction across sales, marketing, and support—so they sought a more efficient, API-friendly system with real-time lead status and easier tracking.

They chose Nutshell for its user-friendly approach and smooth migration, which immediately improved organization and visibility. Nutshell became their customer hub—enabling team collaboration, better follow-ups (especially for annually billed clients), fewer internal meetings, and stronger client relationships that led to contracts worth thousands.

Viewabill

Adam Weiss

Director of Financial Operations