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Bolt Data partnered with Florin Roebig to completely overhaul the firm’s intake and case management systems. Our team introduced an advanced, customized case management solution built on the Salesforce platform to address the unique challenges faced by the firm.
The new solution centralized and automated many of the firm’s processes, providing clear visibility and streamlining daily operations. Every aspect of the solution was tailored to Florin Roebig’s specifications, creating a system that “fit like a glove,” from button labels to workflow automations.
Key improvements included:
All case-related information and documents were consolidated into a single, organized platform, moving away from a disorganized “digital filing cabinet” approach. Instead, the system intelligently stores, organizes, and classifies case details while automating workflows such as creating case reminders and deadline reminders. This improved clarity and ensured that attorneys and paralegals could efficiently access information and stay on top of critical tasks in real-time.
Routine tasks, including client follow-ups, document requests, and case status updates, were automated, removing the guesswork over what needs to be done for specific case types. The system now assigns tasks automatically based on the case type, such as assigning all necessary paperwork for a personal injury-related case to the appropriate paralegal. This reduced manual errors, minimized the need for supervising attorney oversight, and provided a clear view of completed and pending tasks, giving team members greater control over their workload.
Attorneys can log in and see how many intakes are in progress, which teams need support, and who may be behind on tasks. Alerts and notifications ensure deadlines are always met, while comprehensive tracking metrics, such as intake conversion rates, provide valuable insights into individual and team performance.
Supervising attorneys now have the ability to track staff performance, including metrics such as intake conversion rates or signed cases, offering valuable insights into high-performing team members and overall firm productivity.
By maintaining a super-accurate paper trail of every client and document correspondence, along with strict adherence to deadlines, the system helps Florin Roebig mitigate malpractice risks. This provides attorneys with peace of mind, knowing they are fully compliant with state bar regulations and that every case is managed with precision and accountability.
The solution fostered harmony across the firm by providing a clear path of communication and “chain of command.” With every task assigned, tracked, and visible in the system, frustration from guessing who completed a task or waiting for confirmation was eliminated.
Additionally, the system’s permission features help to maintain trust and control by allowing the firm to prescribe who can view and update case details. Attorneys and staff now operate with confidence, knowing their responsibilities are clear and progress is transparent.
