Case Study: HT Law achieves case management and revenue growth with Workbooks

How HT Law released over $220,000 in funds and changed the lives over 50 clients for the better with Workbooks

HT Law, an immigration law firm, needed a better way to manage client data, case workflows, and sensitive communications for a large group lawsuit involving more than 50 trafficking victims. They chose Workbooks CRM and case management to organize multilingual contracts and release forms, streamline outreach, and protect attorney-client confidential information.

Workbooks helped HT Law load 50 clients into the system, create a special lawsuit template, and send clear communications in multiple languages, including private messages and videos in Spanish, Hindi, and English. As a result, clients signed on within a week, the firm released $220,500 in legal fees, saved an estimated 50 hours of manual work, and gained a secure, more effective way to run litigation and help clients reach closure.

HT Law

Helen Tarokic

Attorney and North Carolina Board Certified Immigration Law Specialist and Owner