Case Study: Erb Law Firm, P.C. achieves increased productivity and reduced administrative time with Rocket Matter

Erb Law Firm, PC - Customer Case Study

Erb Law is a five-attorney Philadelphia firm led by Kelly Phillips Erb (the popular “TaxGirl”) that practices tax planning, compliance, audits and nonprofit work. Faced with a busy client load, a high-profile blog, family commitments, and a Mac-centric office, the firm struggled with time-consuming administrative tasks — manual timesheets, fragmented task tracking, buried documents, invoicing and conflict checks — and found existing legal applications didn’t fit their day-to-day workflow.

Adopting Rocket Matter gave the firm an intuitive, Mac-like, web-accessible solution with “Bill As You Work™,” streamlined task management, flexible billing, global intelligent search, document tagging and deadline tracking. The result: eliminated duplicate timesheets, faster conflict checks, simpler delegation, reliable remote access (backed by a 99.99% uptime guarantee), fewer meetings and noticeably increased productivity — freeing Kelly and her team to focus more on clients, content and family.

Erb Law Firm, PC

Kelly Phillips Erb

Erb Law Firm, PC