As the largest minority-owned firm in the United States, Quintairos, Prieto, Wood & Boyer is a national litigation firm with 45 offices across the country. They handle multiple practice areas, including medical malpractice, workers’ compensation, insurance defense, and general litigation.

Over the past few years, the firm has been focused on growth and profitability. Their goal has been to acquire groups that can expand the firm’s services while maintaining a solid foundation across all the existing offices, so that all staff can benefit.

As they’ve grown, Quintairos needed a legal technology that could scale with them and be configured to changing business requirements as the firm evolved. They found Litify.

Life before Litify

Prior to Litify, Quintairos, Prieto, Wood & Boyer didn’t have a robust case management system. They used files and local servers to store and manage all their information. However, with so many offices, this made it difficult to keep staff updated on the latest billing guidelines, for example, or to ensure everyone in the firm followed the same processes for keeping data or reviewing cases.

“Without a solution like Litify in place, every time we needed data, we had to compile it by hand, which took unnecessary time. We were also aware that, without a platform, each of our lawyers had come up with their own processes for managing their work, so we needed a platform that would help us run our practice and our business better,” said Daniel Moriarty, Partner at Quintairos, Prieto, Wood & Boyer.

Evaluating Litify

For the firm, the decision came down to Litify because of its security and flexibility. The platform provided one secure place to house their data, documents, and information, and everyone in the firm could access it — whether they’re in Pensacola or Los Angeles.

“Our main goal is to comply with all our clients’ billing guidelines, but our time kept getting slashed quite a bit, so we needed a solution that could help enforce these rules across all our time cards — the result being less cuts, better profits,” said Jorge Riofrio, Chief Revenue Officer at Quintairos, Prieto, Wood & Boyer.

Plus, because Litify is built on Salesforce, the team would be able to configure the platform to their needs instead of being limited to what was provided.

Life with Litify

“We’re already reaping the benefits of having all our cases, documents, and staff in a single place on Litify,” said Moriarty.

With their data now centralized in a single source of truth, Litify has enabled Quintairos to more easily use their data.

“Litify has provided us a place where we not just keep our data, but also use it to get the insight we need. Whether it’s building reports or dashboards, slicing or dicing all our information, or setting alerts to give us red flags based on the data — we now have a way to see everything and then be proactive about it. Before, we might have missed a deadline, and then a client would be upset, but Litify has solved a lot of those issues,” said Riofrio.

It’s not just reporting; Litify is also the hub for all the firm’s time entries and billing guidelines. The accounting and billing department now just has one place to update everyone with the latest guidelines — and Litify automatically ensures that each time entry complies.

“Litify came out with a batch entry feature, which allows staff to create multiple time entries at once, cutting down on the time it would take to enter the exact details like matter number and date over and over again. Now with just a few clicks, our team is almost finished with 7, 8, 9 entries at once, and where they really have to spend the time is on the narrative, which is the most important part. This also allows us to be a bit more granular and get down to the root of the entry, so that our time isn’t just rejected based on certain words,” said Riofrio.

The Quintairos team also worked with Litify to build further automation that helps remind timekeepers to enter their time.

“If there is an action saved in Litify that doesn’t have a time entry with it, we have Litify remind the staff member to create one. This has really helped our younger associates capture time for the work they’re doing that, before, probably would have been missed,” said Riofrio.

The results

“We’ve definitely seen write-downs come down over the last year, and we’ve also seen an increase in our capturing of time because of the automation and tools we’ve implemented that are constantly reminding our staff to bill their time,” said Riofrio.

For Quintairos, the beauty of Litify is that they can also continue to configure and tailor the platform to what works best for the staff or to adapt to new reasons for reductions from their clients.

And how does a Chief Revenue Officer benefit from a legal platform like Litify? Jorge says his role comes down to two important areas: tracking billable hours and revenue for the entire firm, and evaluating the different groups that want to join the firm.

“That’s where Litify comes in. I have a trustworthy database of our timekeeping, billing, and case information, so that I can pull data on the case side to be able to properly staff the groups, and on the finance side, I can also build them very competitive compensation packages.

What’s next

“The next step in our Litify implementation is to now bring all our billing and accounting into the platform so that we can create P&L dashboards for our teams to know how the business is performing in real-time rather than waiting on me to pull the data or waiting 6-12 months to realize something wasn’t working,” said Riofrio.

Ready to automate your time capture and decrease billing write-downs? Schedule a free demo with our team to see how Litify can help. You can also explore the power of the platform in our guided product tour.