Case Study: Roth Law Firm improves due diligence efficiency with Suralink

Roth Law Firm - Customer Case Study

Roth Firm, LLC, a regional business and transactional law firm with offices in Cleveland and Louisville, needed a better way to manage merger and acquisition due diligence. Its existing mix of email, phone calls, and notes made it hard to track progress, keep clients aligned, and support remote work during the pandemic. The firm chose Suralink to bring more structure to its document gathering and request management process.

With Suralink, Roth Firm added an intuitive request list and file-sharing workflow to its client kickoff process, giving everyone visibility into outstanding items and overall progress. The firm said the platform improved organization, efficiency, client satisfaction, and internal communication, saving time by making it clear where each file belonged and reducing back-and-forth with clients.

Roth Law Firm

Steven Roth

Principal & Founder