Implementing Mission-Critical Software
Enabling 40% in total yearly savings by implementing new architecture and processes while also increasing efficiency, simplicity and morale.
Perlman+Perlman (Perlman) provides comprehensive legal advice to 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.
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.
Seth Perlman, Managing Partner Perlman & Perlman LLP
SKILLS AND TECHNOLOGIES LEVERAGED
- Eliminate 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