How We Gave Back 240 Hours and $84,000 Annually to a Brooklyn Family Office
PreviousFind out how operations improve!NextClient Intake Automation Saves 780 Hours and Boosts Revenue by $100,000 Annually
Last updated
Last updated
Mary Katherine Brown is a highly experienced family and divorce lawyer based in Brooklyn, New York. With more than a dozen years of legal practice, she provides comprehensive services that cater to various family law issues, including prenuptial agreements, custody disputes, and support for disabled or elderly family members. Brown is recognized for her compassionate approach, technical proficiency in streamlining legal processes, and strong advocacy for her clients, ensuring the best possible outcomes. Her background includes a blend of entertainment industry and real estate experience prior to her legal career.
Mary Katherine Brown's clients frequently faced uncertainty regarding the completion of the extensive 21-page statement of net worth, often submitting incomplete forms due to confusion over what information was needed and where it should be entered. This lack of clarity and oversight resulted in a significant headache for both the clients and her law office. The process was further complicated by the constant need for her team to follow up with clients to obtain missing information, creating delays and additional work.
Our solution introduces an innovative online form system designed to empower Mary Katherine Brown's clients, enabling them to complete the statement of net worth at their convenience. This digital platform is equipped with an intuitive chatbot, offering real-time assistance for any inquiries related to the form, ensuring that clients can accurately provide all the necessary information without confusion. Upon submission, the client's data is automatically transferred into the actual statement of net worth document, streamlining the process for both clients and the legal team. The system meticulously reviews the filled-out forms for completeness and accuracy. Once approved, it generates a PDF formatted precisely as required by the court, ready for the final notarization step, significantly reducing delays and improving the efficiency of legal proceedings.
Streamlined Communication: Clients no longer need to bother lawyers with questions regarding the completion of the statement of net worth. The intuitive chatbot and real-time assistance ensure that all queries are addressed promptly and accurately.
Reduction in Follow-ups: Lawyers no longer receive incomplete statement of net worth forms. The system ensures that all required fields are filled out correctly before submission, eliminating the need for back-and-forth communication to gather missing information.
Instant Notifications: The law firm receives immediate notifications once clients complete and submit the forms with all necessary attachments. This prompt notification system ensures that the legal team can proceed without delays.
Automated Expense Checks: If a client's reported expenses exceed their income, both the client and the law firm are automatically notified via email. This proactive measure ensures that potential issues are addressed promptly, maintaining the accuracy and reliability of the statement of net worth.
Efficiency and Accuracy: The automated review process checks the forms for completeness and accuracy, ensuring that the final document is court-ready. This significantly reduces the time spent on manual reviews and corrections, improving the overall efficiency of legal proceedings.
By implementing this solution, Mary Katherine Brown's law firm has given back 240 hours and $84,000 annually, allowing both clients and the legal team to focus on more critical tasks and improving the overall client experience.
