How a law firm runs on BARITA.
No court deadline goes unowned, and every hour worked is recorded to be billed.
The setting: Six lawyers and three paralegals handling matters for small businesses and families.
It started with one simple request.
“I'm a partner in a law firm with six lawyers and three paralegals. Our matters, deadlines and client documents are spread across email, shared folders and personal calendars, and last month we nearly missed a court filing deadline. …”
Read the whole request
I'm a partner in a law firm with six lawyers and three paralegals. Our matters, deadlines and client documents are spread across email, shared folders and personal calendars, and last month we nearly missed a court filing deadline. Lawyers record their time on paper or forget it, so we under-bill, and clients call to ask what's happening on their case. I want to manage clients and matters, key dates and court deadlines with reminders, documents per matter, time recording and billing, and see each lawyer's workload, unbilled time and which matters are at risk.
What gets in the way.
Matters, deadlines and client documents were spread across email, shared folders and personal calendars.
Last month the firm nearly missed a court filing deadline.
Lawyers recorded time on paper or forgot it, so the firm under-billed.
Clients called to ask what was happening on their case.
The partners could not see workload, unbilled time or which matters were at risk.
It was hard to know how much work was still waiting to be invoiced.
Watch the crew take it on.
I'm a partner in a law firm with six lawyers and three paralegals. Our matters, deadlines and client documents are spread across email, shared folders and personal calendars, and last month we nearly missed a court filing deadline. Lawyers record their time on paper or forget it, so we under-bill, and clients call to ask what's happening on their case. I want to manage clients and matters, key dates and court deadlines with reminders, documents per matter, time recording and billing, and see each lawyer's workload, unbilled time and which matters are at risk.
The request as it was typed.
The requestNever miss a court deadline
The work appears here
How each one is removed.
Matters, deadlines and client documents were spread across email, shared folders and personal calendars.
Each matter holds its dates, documents, team, time and activity in one place, and people see the matters they are on.
The app the crew designed
Last month the firm nearly missed a court filing deadline.
Every deadline has an owner and a backup who must acknowledge it, and it climbs to the partners step by step if nobody does.
A routine that runs by itself
Lawyers recorded time on paper or forgot it, so the firm under-billed.
Time is recorded in a few taps against the matter, and days with no time are pointed out to the person.
The app the crew designed
Clients called to ask what was happening on their case.
Each matter has a plain summary of where it stands and a dated activity log, so whoever answers can reply at once.
The app the crew designed
The partners could not see workload, unbilled time or which matters were at risk.
The partner view shows at-risk matters with the reason, each person's workload and the unbilled time.
A dashboard for the owner
It was hard to know how much work was still waiting to be invoiced.
Ask which matters are at risk and how much time is unbilled, and the crew answers from the records.
A plain question, answered
What this takes off your plate.
A deadline always has someone on it
Every date has an owner and a backup, and it climbs to the partners if nobody acknowledges it, so a filing cannot slip by unseen.
Time that gets billed
Hours are recorded as the work is done, and the partners see unbilled time every morning.
An answer when the client calls
The matter page opens on a plain summary and the latest events, so anyone in the firm can say where the case stands.
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Your turn. One message is enough to start.
Say what your business needs in your own words. The crew plans it, shows you the screens, and builds once you agree.