Since 1939, Eufinger Law Offices has served its Ohio community with exceptional estate planning and real estate services. Thanks to this top-tier client service, and the resulting referrals, the practice has increased its case volume and staff. Eufinger Law Offices manages this growth with Smokeball, which empowers staff to work efficiently and accurately while delivering the stand-out service they’re known for. ‍

Scaling successfully with Smokeball

Chief Operating Officer Megan Eufinger realized that scaling Eufinger Law Offices required streamlining operations and getting organized. Megan sought practice management software to accomplish this and — after researching numerous options—chose Smokeball for its:

• Secure, cloud-based software that organizes all client and matter data  ‍
• All-in-one platform accessible to staff working from any location and across devices ‍
• TemplateLab library of 20,000+ automated court & agency forms
• Ready-to-use templates for common legal documents and dynamic letterhead
• Custom built templates of the firm’s proprietary documents
• ‍Award-winning client support and ongoing training ‍

Saving time and errors with automated documents

Megan and her staff quickly saw how Smokeball’s TemplateLab saved them time and errors. Paralegal Denise Nahvi created templates for Last Will & Testament, Irrevocable Trust, Living Will, and the firm’s other most frequently produced documents. As a result, staff now create a Last Will & Testament in a few clicks. And because the document is instantly populated by the client’s information stored in the Smokeball matter, it’s accurate. This saves hours a week over the previous error-prone process where staff duplicated a previous Last Will & Testament, updating it manually with Find & Replace.  

By creating automated templates that populate with matter data stored in Smokeballl, Denise and the other paralegals efficiently produce documents for attorney review. With faster documents and fewer mistakes, turnaround time for the client is reduced, which keeps the referrals coming! ‍

Ongoing support from Smokeball's TemplateLab technicians

Denise was eager to learn how to create templates so the firm could automate other documents. Through Smokeball’s client webinars and dedicated Q&A sessions with Smokeball’s TemplateLab training team—all included in their subscription—Denise learned quickly. “It was great. The TemplateLab and Training teams are fantastic to work with,” says Denise.

For Eufinger Law Offices’ more complex and frequently used proprietary documents, they use TemplateLab’s  template building service. Once the templates are ready for use, Denise receives a notification to review the work. “We serve a lot of clients, and our time is very valuable. Automating these documents might have taken me weeks.” she says.  

Reinvesting time in client care

With Smokeball, Eufinger Law Offices is scaling successfully. Everything staff need to work efficiently and accurately is in one platform. Client information flows from intake forms to the Smokeball matter and then into automated templates for seamless workflows. This increases efficiency so staff can manage more cases without more stress. “Everybody at the firm uses Smokeball to create legal documents," shares Denise. “It makes it so much faster.” And now staff reinvest that extra time into the client care Eufinger Law Offices’ reputation—and growth—is built on.