The Challenge: Modernize Back-Office Software to Improve Staff Efficiency
When Tracey Keppel Pumphrey came on board as the CFO at Pumphrey Law, she realized immediately that the firm needed to evolve several of its back-office processes. This included billing, document and case management, and the way the firm managed lawyer calendars.
At the time, the firm relied on a combination of TimeMatters, QuickBooks and manual processes. Keppel Pumphrey hoped to automate as many processes as possible so lawyers and support staff could function more efficiently.