Thomson Reuters Elite
95 Case Studies
A Thomson Reuters Elite Case Study
Osborne & Helman, LLP is a 30-person Austin law firm specializing in estate, probate and wealth planning that faced a major technology overhaul: migrating from DOS/WordPerfect to Windows/Microsoft Word, buying new hardware, and selecting new office and case management systems — all while the firm unexpectedly split into two entities. Leadership wanted a single, integrated platform to pull the practice back together and streamline business processes across practice areas.
The firm chose ProLaw for its single-database, integrated case, billing and accounting capabilities and rolled it out with focused training, attendance at a ProLaw user conference, onsite trainers, and designated front- and back-office specialists who standardized data entry and intake forms. As a result the firm unified its data under one umbrella, improved billing (saving about one administrative day per month), streamlined case and file management, gained fast management reporting and calendaring, and strengthened collaboration and efficiency to better compete with larger firms.
Jo Ann Seale-Welch
Firm Administrator