Case Study: Perlman and Perlman

Selection of a Replacement Case Management Tool


IM Services

Skills and Technologies Leveraged

Law operations expertise, process analysis, process re-engineering, product analysis and selection, solution development

Client’s Challenge

Perlman+Perlman (Perlman) provides comprehensive legal advice to the philanthropic enterprises. In its role as a state registration and compliance service provider, Perlman manages all state filings for nonprofits.

Perlman uses a CRM instead of a traditional Case Management System and a PerfectLaw accounting system. They cannot be integrated causing delays and costs due to manual work arounds. In addition, Perlman seeks features that are not available in any law-office solution on the market.

Our Approach

Our approach to this problem had several aspects: reviewing current processes, re-engineering processes to increase throughput, researching alternatives, and making recommendations. Impact Makers was well positioned to develop a plan for solving Perlman’s problems because of our strong advisory capability in partnership with our data solutions expertise.

We suggested a new case management system already integrated with a new accounting system and client portal, and two custom software products for creating case documentation and for submission of the documents to state agencies swiftly and efficiently.

The Results

By following through with these recommendations, Perlman will achieve the following lift to its business, allowing it to do more with the same staff and making growth possible:

  • Elimination of several work arounds involving spreadsheets and manual data entry
  • New ability to reach out to clients through a secure portal
  • Ability to assemble complex documents from data in the case management system automatically in bulk
  • Ability to submit forms and documents to state agencies automatically instead of one at a time by hand.

In addition to the increased efficiency, simplicity, productivity, and improved morale, Perlman will reduce costs in case management licenses, accounting system licenses, hosting costs, support costs, and credit card fees. Total savings is 40% yearly over their current architecture and processes. The first year’s savings alone, paid for implementation of the new architecture and systems.

“My firm engaged Impact Makers to help identify possible software solutions and IT customization for our core business functions. Their advice, professionalism and responsiveness were beyond outstanding. We were extremely satisfied with the work product and the wise advice provided. Our company intends to use them in the near future to provide further support. It is anticipated, based on past performance, that it will again be outstanding.”
Seth Perlman – Managing Partner Perlman & Perlman LLP