The Challenge
Claggett & Sykes was founded on a belief that people matter and is dedicated to serving their clients and community, especially during crisis. They needed technology to help them quickly adapt to the needs and challenges that arose in 2020 during COVID-19.
Using a team approach, Claggett & Sykes has recovered over $250 million for their clients. The firm needed to maintain the same top-notch level of care while embracing remote work.
Using Filevine and Lead Docket enabled them to have 100% remote new hire onboarding, a safe intake process for new clients, entirely digital case collaboration, and seamless client communication.
Increased caseload by 25%
Transitioned to 100% remote work during COVID
During COVID-19, scaled attorneys and supporting staff from 27 to 51
Succeeding at remote work with cloud-based technology
With Filevine, all case collaboration and client communication happens in one place - with Filevine’s unique threaded conversations. Now the team can stay in sync on every case whether they’re working from the office or from home.
“I don’t know what we’d do without a cloud-based system like Filevine.”
Another huge benefit of Filevine was the ability to remotely onboard new team members. With adding 9 attorneys and 15 support staff during COVID-19, it was critical for the team to refine and define the firm’s work in one place so that everyone knows their job and their role.
Reimagining New Client Intake
COVID-19 has changed the way law firms interact with new clients. Replacing in-person meetings with online chat, video conferencing, and phone calls requires seamless client communication and constant updates. Claggett & Sykes pivoted to new processes including:
Website changes to communicate COVID-19 precautions
Online case evaluation submission
24/7 online chat option where clients can chat with a live person and submit information
Free phone or video conferencing consultations
Convenient eSignature as a safe and convenient way to sign documents
Constant client communication checkpoints to ensure every client gets the updates and information they need
Claggett & Sykes uses Filevine & Lead Docket to ensure a new client has the best experience possible with automatic text messaging, drip campaigns to follow up with leads, and phase change notifications. This ensures a client knows what to expect, what happens next, how long the process should take, and where their case is at.