Case Study: Tax law firm RPBA reduces mismanagement risk and streamlines legal project management with Wrike

Tax Law Firm Lowers Mismanagement Risks by Adopting Wrike

RPBA is an international tax law boutique headquartered in Portugal and Spain that specializes in income and real estate tax work. With 15 Wrike users (including 9 dedicated lawyers), the firm faced growing complexity from project-driven legal procedures with many dependent steps and fixed deadlines across jurisdictions, and found Outlook and Excel insufficient for tracking deadlines, documents and collaboration — creating a high risk of mismanagement.

After adopting Wrike, RPBA implemented custom templates, project timelines, shared task/doc collaboration and @mentions, plus a two‑occurrence recurring-task approach to lock immovable milestones while allowing internal schedule flexibility. The result: clearer project control, faster collaboration, fewer missed deadlines and reduced risk, boosting the team’s confidence and reliability.

RPBA

Ricardo Da Palma Borges

Managing Partner