Accellis Helps Kabb Law Firm Transition to a new Practice Management System
The Kabb Law Firm was invested in a practice management system and was frustrated by the complexity and the inefficiencies they felt it caused their team. Faced with a difficult decision, the firm had to decide whether they should continue using their current system or scrap it and start fresh.
Owner Rachel Kabb-Effron, Esq. set out to find a better solution – which was found in Amicus Attorney. Download the case study to learn about the selection and conversion process that took place after the solution was found.
Download the Case Study & Discover how Accellis helped the firm:
- Convert all historical case information – including contacts, cases and events – from their legacy system via a custom database conversion within SQL, saving the firm hundreds of hours and providing a seamless client experience during the transition
- Replace time-consuming document creation activities with custom merge templates to on-board new clients more quickly
- Setup lead tracking and client inquiry capabilities to improve the impact of their marketing materials and events
- Improve client interactions during onsite visits and mobile access through Exchange Synchronization