Project Name
Enhancing Legal Case Management with RollUp Magic
A prominent legal firm, managing hundreds of ongoing cases, client accounts, and billing entries through Salesforce, relied on the platform to track critical metrics such as billable hours, case outcomes, and client engagement. However, the complexity of aggregating data across multiple objects hindered efficient case management and reporting. The limitations of Salesforce’s native roll-up summary fields, restricted to master-detail relationships, led to manual processes that slowed decision-making and reduced visibility into key performance metrics.
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Difficulty in Calculating Billable Hours by Case
Billable hours were scattered across individual records, making it challenging to aggregate and analyze total hours per case, delaying billing processes and resource planning. -
Complex Attorney-Client Relationships
Tracking attorney-client interactions and case assignments was fragmented, leading to inconsistent data and limited visibility into client engagement. -
Lack of Accurate Case Outcome Dashboards
Manual aggregation of case outcomes, such as win/loss ratios, delayed performance dashboard updates, reducing the firm’s ability to monitor practice group efficiency.
Using RollUp Magic, the legal firm configured automated Salesforce Roll-Up Summary Fields to streamline data aggregation across cases, client accounts, and billing-related objects.
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Automated Billable Hours Roll-Ups
RollUp Magic enabled seamless aggregation of billable hours per case, providing real-time visibility into billing data without manual intervention. -
Consolidated Attorney-Client Insights
Automated roll-ups of client engagement data, such as case assignments and interaction frequency, were consolidated into parent client records, enabling attorneys to monitor relationships instantly. -
Real-Time Case Outcome Dashboards
Configured roll-ups to aggregate case outcomes, including win/loss ratios, into practice group records, empowering the firm to create accurate, real-time performance dashboards.
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80% Better Resource Allocation
Automated roll-ups provided comprehensive case and billing insights, enabling the firm to allocate resources more effectively and improve operational efficiency by 80%. -
Real-Time Performance Tracking per Practice Group
Real-time visibility into case outcomes and attorney performance allowed practice group leaders to monitor efficiency instantly, enhancing strategic decision-making. -
Consistent Billing Reports
Automated aggregation of billable hours streamlined billing processes, ensuring accurate and timely reports for clients.
By adopting RollUp Magic, the legal firm transformed its Salesforce environment into a robust platform for real-time case management and performance tracking. The no-code roll-up summary fields simplified complex data aggregation, delivering faster billing processes, enhanced case outcome visibility, and optimized resource allocation. For legal businesses seeking to streamline Salesforce data management, RollUp Magic offers a powerful, code-free solution.
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