References

KLB Legal, a law firm specializing in financial law, investments, and class actions, was expanding its client base rapidly thanks to targeted performance marketing. However, the influx of new cases highlighted inefficiencies in managing matters, coordinating teams, and tracking deadlines across multiple tools. The faster the firm grew, the greater the need became for process automation and centralized oversight to maintain quality and responsiveness.

We implemented YouTrack and CRM, customizing it to support KLB Legal’s legal workflows while also providing visibility into marketing-driven client acquisition. By centralizing all case data, automating key processes, and enabling real-time progress tracking, the firm reduced project management time, improved coordination, and responded to clients more quickly. The integration of marketing insights with operational management allowed the firm to sustain growth, deliver consistently high-quality service, and significantly boost both productivity and client satisfaction.

A mid-sized immigration law firm with a team of 20 professionals was looking to expand its reach and improve the efficiency of its operations. While demand for their services was growing, their marketing channels were underdeveloped, and manual case management processes—from initial client intake to completing U.S. immigration forms—were consuming too much time and creating bottlenecks. The firm needed a way to both attract more clients and handle cases more efficiently without sacrificing quality.

We helped the firm set up targeted digital marketing channels to attract and convert the right clients, while implementing automation across their case management workflow. From streamlining client intake to auto-filling U.S. immigration forms, the new system reduced administrative effort, improved accuracy, and freed up staff to focus on client care. As a result, the firm increased lead generation, improved turnaround times, and achieved greater overall productivity—ensuring they could serve more clients without adding to their workload.