Cristen Martinez spent the majority of her legal career practicing among Florida’s most elite attorneys. She established her own firm, Martinez Law, to provide expert legal advice while focusing on her number one priority: exceptional client care.
Providing expert legal counsel on complex real estate matters was no problem for the experienced staff at Martinez Law. However, delivering exemplary client care became more difficult as the firm added attorneys and increased its caseload. As CEO, Cristen struggled to get visibility into her team’s work, which was manually managed through Excel. Chief Operating Officer Stephanie Gibson knew the firm needed a better system—one that could provide both project and practice management.
Taking the reins
After researching several options, Stephanie chose Smokeball for its robust automation and workflows. The seamless Outlook integration ensures every client email is saved to the appropriate matter so anyone at the firm can update a client on the status of their case. Smokeball’s document automation slashes transactional document preparation by more than 50%. With workflows, attorneys manage their tasks, have quick access to templates and checklists, and easily see where the matter stands—an invaluable tool for training new staff as well.
Now, instead of trudging through an isolated Excel spreadsheet, Cristen and Stephanie use Firm Insights and reporting to assess case status and where staff are thriving or need assistance. In addition to benefiting from huge time savings thanks to document automation and workflows, Martinez Law is enjoying huge financial gains. After implementing Smokeball, the firm hit repeated monthly revenue records, even with one less attorney. But most importantly, Cristen and her team now have the time, insight and control to offer the exceptional client service they envisioned from the start.