Zenith Legal was running client intake across three disconnected tools — a scheduling app, a separate document system, and a spreadsheet nobody fully trusted. Every new client meant manual re-entry across all three, and nothing synced automatically.
We scoped and built a custom CRM tailored specifically to their intake workflow: automated client onboarding, document collection, and status tracking in one system, with automated reminders replacing what had been manual follow-up calls and emails.
Post-launch, the firm saw a 38% reduction in administrative time spent per new client and a 22% improvement in client retention, driven largely by faster, more consistent follow-up that the previous fragmented system simply couldn't support.