Eckert & Associates

Custom SaaS Solution

Summary

ITAT replaced the client's manual intake process with a newly built automated, web‑based system that streamlined onboarding, improved workflow visibility, accelerated cycle times, and delivered significant cost savings by eliminating the need to rehire two full‑time staff.

The Problem

Eckert & Associates was expanding its operations. Therefore, speaking with a growing number of potential clients, tracking all the associated paperwork involved and maintaining the proper workflow was becoming a laborious process. Manual forms and Excel spreadsheets were the primary tools being used. The management team needed a more efficient way to ensure the proper intake process was followed and to assure that the workflow remained optimized during this period of growth.

In addition to the case management SaaS system provided by CMP Online, ITAT created a web-based intake system for onboarding new clients. The new system provides the mechanism by which cases are submitted, documentation is gathered, interviews with attorneys are scheduled and contracts are sent for execution. Automation of the intake process allows the client to closely monitor progress and make optimization adjustments when necessary. The client is able to gain more insight into cycle times and, as a result, make further efficiency improvements. As an additional benefit, the new system eliminated the need to replace two full-time employees who had left the company during the transition period.

The Solution

The Technical Environment