Case Study: BEB Contract and Legal Services Ltd streamlines CRM and invoicing with Web Alliance

BEB Contract and Legal Services Ltd pays back in 6 months with Web Alliance

BEB Contract and Legal Services Ltd, a local legal consultancy firm, was facing significant operational challenges due to its reliance on a manual, Excel-based system. This outdated process led to ineffective information sharing, an inability to manage staff schedules, and difficulties in tracking appointments and time spent on tasks. They also struggled with managing retainer clients and had no integration with their Xero accounting software. To overcome these issues, they approached Web Alliance for a bespoke CRM software solution.

Web Alliance developed a completely bespoke, cloud-based CRM platform that was tailored to mirror the client's existing workflow for an easy transition. The solution provided comprehensive features including appointment reminders, timesheet tracking, Xero integration, and a client portal. As a result, BEB reported that the system paid for itself within just six months. The new CRM provided full visibility into client contracts, allowing BEB to identify areas where they were undercharging. With real-time access to timesheets, clients approved and paid for additional hours without hassle.

BEB Contract and Legal Services Ltd