The Jeffcoat Firm, a personal injury firm in Columbia, South Carolina, has undergone a dramatic transformation over the last several years. What began as a seven-person operation has now grown into an organization with over 80 employees, driven by a commitment to efficiency, data-driven decision-making, and a clear vision for growth.

The firm attributes much of their recent success to the use of Litify, which has provided the team with the structure, insights, and operational consistency needed to pursue growth goals with confidence.

Navigating manual work and limited visibility

Before The Jeffcoat Firm implemented Litify, casework differed from person to person, with no standardized workflows across practice areas. Reporting was minimal, and KPIs were nonexistent, making it difficult for leadership to understand performance or identify bottlenecks.

Critical functions, such as record retrieval, relied on spreadsheets and ad-hoc messages, which limited visibility and slowed progress. Intake processes were fragmented, and multiple interactions with prospective clients were common due to a lack of centralized tracking and management.

Choosing a platform built for data and efficiency

When evaluating case management solutions, the team focused on finding a platform that would support data-driven decision-making, streamline operations, and free attorneys from repetitive administrative tasks.

Litify stood out as a solution capable of centralizing all firm data, enabling configurable workflows, and providing real-time reporting. For financial leadership, the appeal was clear: a single source of truth that could tie operational performance directly to financial outcomes.

Litify offered both the flexibility to build ideal processes and the structure required to standardize them across a rapidly growing organization. The ease of use of the Litify platform accelerated staff adoption and training, enabling new employees to get up to speed quickly.

Leveraging one solution to power the entire organization

Since going live in 2021, Litify has become the operational foundation of The Jeffcoat Firm. The team has implemented consistent, optimized workflows for every case type, supported by tasks and matter stages that ensure cases are handled correctly every time. This structure has enabled faster client onboarding and improved efficiency across the entire staff.

Intakes

Leaders at The Jeffcoat Firm were often asked to hire more staff because attorneys felt they were spending too much time on the phone. After evaluating their processes, the firm overhauled the intake process to increase first-call sign-ons and reduce repetitive client interactions.

The firm created automations to prompt prospective clients to sign retainers directly through Litify. Reporting and analytics were used to benchmark top performers, allowing the firm to identify best practices and replicate successful intake methods across the team. Intake became a structured, measurable process, supporting higher conversion and faster client onboarding.

Record Retrieval

Another significant improvement for The Jeffcoat Firm has been the overhaul of the record retrieval process. What once relied on spreadsheets and instant messages was rebuilt inside Litify as a dedicated ticketing workflow. The system now tracks provider requests, routes work to a specialized coordinator team, and maintains complete visibility from request to receipt.

This shift dramatically increased output, going from roughly 100 records per month to over 8,000 annual records and 10,000 provider requests. The change improved both speed and accuracy, allowing staff to focus on higher-value work.

Reporting

The firm now operates with a data-first mindset powered by Litify’s reporting and dashboards. Executives track top-level KPIs, while managers utilize a pyramid-style reporting structure: top metrics for the CEO, more granular metrics for managers, and phase-specific measures for staff. This layered reporting helps identify high-performing behaviors, uncover bottlenecks, and replicate best practices across the organization.

Litify also enables leadership to track time on desk across multiple case phases, including negotiations. By analyzing where cases were stalled, the firm implemented process improvements that accelerated negotiations and enhanced overall operational efficiency.

Forecasting

Litify plays an essential role in financial forecasting at The Jeffcoat Firm. By analyzing existing cases, expected settlement timelines, and historical average fees, leadership can model revenue more accurately and plan with confidence. The firm can also better track the ROI of Litify and other tools to ensure every tech investment drives measurable value.

Operational improvements have also enabled the firm to invest more in marketing, which has helped bring in additional cases and fuel the firm’s growth.

AI and automation

The Jeffcoat Firm is continuing to expand their use of legal AI for tasks like data entry, demand drafting, and other repetitive work. The flexibility of the Litify platform enables easy integration of these tools and allows for the evolution of processes over time.

Becoming a high-performing, scalable law firm

By implementing Litify and establishing a data-driven, standardized workflow, The Jeffcoat Firm has achieved measurable improvements across every aspect of their operations. 

From operational efficiency to financial growth, the firm now has the tools and visibility to manage a rapidly expanding team and optimize every phase of the client journey.

Key outcomes include:

• Grew from 7 to nearly 80 employees
• Achieved ~80% financial growth over two years
• Optimized the intake process to increase first-call sign-ons and reduce repeat client interactions
• Rebuilt record retrieval to handle 8,000+ annual records and 10,000 provider requests (up from ~100 per month previously)
• Standardized case handling to improve speed, training, and consistency
• Established a single source of truth for reporting and financial forecasting
• Reduced delays in case phases like negotiations through real-time monitoring of time on desk
• Built daily operational dashboards to enable staff and leadership to make real-time improvements
• Created a foundation to support plans to triple in size

What’s next for The Jeffcoat Firm?

Looking ahead, The Jeffcoat Firm plans to continue expanding, using Litify’s insights and structured workflows to support their growth plans. The team aims to triple in size over the next two years and is actively exploring new AI-driven tools and operational enhancements. 

With Litify as their foundation, the firm is positioned to move faster, serve clients more efficiently, and operate with a data-first mindset.

‍Ready to streamline processes and dive into the data so you can deliver a better client experience? Schedule a free demo with our team to see how Litify can help.