Case Study: Walters Gilbreath, PLLC Achieves Seamless Billing and Unprecedented Collection Rates with LeanLaw’s Lean Align

CASE STUDY FOR LEGAL BILLING SOFTWARE:
Walters Gilbreath, PLLC Achieves Seamless Billing and Unprecedented Collection Rates with LeanLaw’s Lean Align

The Challenge

Walters Gilbreath, PLLC, a 23-lawyer family law litigation firm, struggled with a time-consuming and inefficient billing process that led to numerous client inquiries and confusion. Each billing cycle, the firm would send out 300-350 invoices, with approximately 10-15% of clients responding with questions about their account status and the amount owed.

Answering these questions required significant time and attention to detail from the firm’s legal operations director, often taking 3-4 hours per query. The firm attempted to build a custom management software solution, but even after a year of development, it failed to provide the necessary utility and reliability.

The Solution

By adopting LeanLaw’s Lean Align feature, Walters Gilbreath, PLLC eliminated client questions about billing by including invoice account summaries within the body of their custom-built emails. The ability to customize email content and invoices, embed payment links, and provide detailed account summaries within the invoices preemptively addressed client concerns. LeanLaw’s automatic trust accounting, evergreen replenishment, and real-time reporting features further simplified the firm’s financial management. As a result, the billing process transformed from a major time sink and source of anxiety to a hands-free operation.

“Prior to LeanLaw, we attempted to solve many of these core problems by building out a bespoke management software with a team of software developers and ERP subject matter experts. Even after more than a year of continuous work, that project was still not able to offer the combination of utility and reliability we needed.”

— Ian Ebmeier, Walters Gilbreath, PLLC

Benefits of LeanLaw

  • Reduced client inquiries about invoices from 10-15% to virtually 0%
  • Saved dozens of hours per week previously spent addressing client questions
  • Streamlined billing process, transforming it from a major undertaking to a hands-free operation
  • Improved collections rate, potentially becoming the best among medium to large-sized law firms in the state

Read More

Case Study: Law Firm Billing Workflow Slashed from One Week to Two Hours

Learn More: LeanLaw Accounting Pros or Find an Accounting Pro

Categories to think about:

Timekeeping

Accounts Payable

Client / Matter

General Ledger

Reporting

Band Reconciliation

Billing

Conflict Checks

Receivables

IT

Trust and Retainer

Law Firm Accounting Professionals Weigh In

Caren Schwartz
35-45 Consulting-Global

Changing software is not something your law firm does lightly, nor do you want to do it often. It’s important to do your homework and understand your firm’s needs, analyze your choices, and put together a plan, including project management. That’s the best way to get to a new solution that helps your firm move forward.

Lynda Artesani & Sarah Prevost
The Proper Trust

In our experience after numerous law firm software migrations, the key to success in purchasing new financial software is to understand what critical features are MOST important to your business. Understand how it fits with your current (and future) staff and how your current best practices will work within these new tools. Picking a tool and a partner to help you migrate is essential to the success of this journey.