Case Study: SoCal IP achieves rapid ROI, cost savings, and efficiency gains with ProcessMaker

SoCal IP - Customer Case Study

SoCal IP is a boutique intellectual property law firm (founded 2002) that relied on paper-based processes and needed to automate client onboarding, project management, and data handling while integrating document management, calendaring, and finance systems. The firm sought scalable, reliable workflows to reduce manual errors, minimize back-office staffing, and improve consistency and profitability.

Using the ProcessMaker platform, SoCal IP built a custom, integrated automation system—automating 25 processes including core client onboarding and project management—with support from ProcessMaker Professional Services. The result was faster service delivery, shorter cycle times, fewer errors, significant cost savings, higher employee satisfaction, and a return on investment within 3–9 months, boosting profitability and operational flexibility.

SoCal IP

Steve Sereboff

Founder and Partner