US immigration law firm: More clients, less manual casework
A 20-person immigration firm in San Diego needed more clients and less manual casework, at the same time.
The challenge
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.
What we did
Intake and form preparation run from one workflow instead of email. The firm did not measure turnaround before the change, so we publish no figure. 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.
“Client onboarding is smoother, case preparation is faster, and the overall workflow is far more efficient.”
Juan ChavezAttorneyFind out where your firm stands
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