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Sabrina Visram, the owner of VG Law Group, has tried a few CRM and case management systems, which she found to be outdated. She was frustrated by the inability to customize the software and the inconvenience of an on-premise solution. She was attracted by Litify’s cloud-based platform and found the reporting features to be “game-changing.”
The ability to customize the reports in ways that meet the needs of running a law practice simply isn’t available in any other products on the market. Visram can now get all the data she needs on her firm’s operations in one quick snapshot.
VG Law Group had to transfer a lot of data to the Litify platform. The close collaboration between the internal staff and the Litify team was instrumental in ensuring a smooth transition.
“The Litify team was phenomenal in helping with the implementation,” said Visram.
A main challenge during the transition was the tight timeline Visram had to work with. She appreciated Litify’s flexibility as the firm was able to start using the software right away while continuing to customize the platform.
In addition, transitioning her staff to Litify wasn’t much of a challenge. Visram observed that the software isn’t hard to use and the Litify team’s assistance in training and transition has made the process smooth and pain-free.
Visram is now able to track marketing ROI, staff performance, client cases, and everything else related her firm’s operations all in one place.
It’s much faster and easier to pull any report that consolidates everything she needs to know in one easy-to-read snapshot.
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