Business Operations

Cogo min na Chicago sariyaso dɔ ye baarakɛminɛn 4 bila u nɔ na & ka $28k mara san o san ni Unified Client Management ye

Nin ko kɛlenw sɛgɛsɛgɛli: Chicago sariyaso dɔ min kɔnɔ mɔgɔ 15 tun bɛ yen, o ye Clio, Bill.com, Calendly ani Asana fara ɲɔgɔn kan ka kɛ Mewayz ye. Jateminɛw kɛra : 40% waati bolomafara, $28k+ san musaka dɔgɔyali, 22% sɔrɔ bonya.

17 min read

Mewayz Team

Editorial Team

Business Operations
Cogo min na Chicago sariyaso dɔ ye baarakɛminɛn 4 bila u nɔ na & ka $28k mara san o san ni Unified Client Management ye
ye

Cogo min na Chicago sariyaso dɔ ye baarakɛminɛn 4 bila u nɔ na ni kiliyanw ɲɛnabɔli kelen ye

Fɛɛrɛ : Hartwell & Associates, P.C. | Yɔrɔ: Chicago, IL | Bonya : baarakɛla 15 ( avoka 5 , dɛmɛbaga 10 ) | Baarakɛyɔrɔw : dugukoloko , jago sariya , dugukoloko bolodacogo

Jaabiw ye ɲɛmajɔ ye

  • $28.400 san musaka dɔgɔyali : Porozɛw abonnés 4 farala ɲɔgɔn kan ka kɛ plateforme kelen ye
  • 40% Waati min bɛ mara kiliyanw tacogo & waribɔ la : Ka bɔ sanga 12 na ka se sanga 7,2 ma avoka kelen-kelen bɛɛ la dɔgɔkun o dɔgɔkun
  • 22% sɔrɔ yiriwali : A cayara ka bɔ miliyɔn 1,42 na ka se miliyɔn 1,73 ma kalo 12 kɔnɔ waleyali kɔfɛ
  • kiliyanw wasa hakɛ : A ɲɛnabɔra ka bɔ 78% na ka se 94% ma (ka da sɛgɛsɛgɛliw kan minnu kɛra ko kɛlen kɔfɛ )

Gɛlɛya : Sisitɛmu tilalenw bɛ sɔrɔ ni tɔnɔ bɔ

San tan ni kɔ kɔnɔ, Hartwell & Associates tun bɛ baara kɛ ni baarakɛminɛn kɛrɛnkɛrɛnnenw ye minnu bɛ ɲɔgɔn falen-falen. Ka ɲɛsin dugukolow dadonni walima dugukoloko bolodacogo gɛlɛn dɔ ma, o tun bɛ kɛ sababu ye ka fɛn caman kɛ ɲɔgɔn fɛ:

Baarakɛminɛn Baara fɔlɔ kalo musaka Dimi yɔrɔw Clio Manage Kɛwalew ɲɛnabɔli , waati nɔfɛtaama $139/baarakɛla/kalo ( avoka 5 ) Jɛɲɔgɔnya jugu ni fatura ye ; sɛbɛnw ɲɛnabɔli clunky Bili.ko Fatura & Sarali $39/baarakɛla/kalo (baarakɛla 3) Bolo kunnafoniw doncogo ka bɔ Clio fɛ; 15% sarali kɔfɛ ka da waati latɛmɛni kan kalanden Kiliyanw ka waati bolodacogo $12/baarakɛla/kalo (baarakɛla 5) Jɛɲɔgɔnya tɛ kɛ ni ko dosiyew ye ; ka to ka jate fila kɛ Asana Kɔnɔna baara ɲɛnabɔli $13.49/baarakɛla/kalo (baarakɛla 15) Ka danfara don ni kiliyanw ka kunnafoniw ye ; waati dantigɛlenw tɛmɛnen

"An tun bɛ ka baarakɛminɛn naani danfaralenw sara minnu tun tɛ kuma ɲɔgɔn fɛ", o ye ɲɛmɔgɔba jɛɲɔgɔn Robert Hartwell ka fɔta ye. "An ka sariyatigi tun bɛ sanga 6 kɛ dɔgɔkun kɔnɔ ka kunnafoniw kopi kɛ dɔrɔn ka bɔ Clio la ka don Bill.com kɔnɔ walasa ka fatura kɛ. Kalandriya kɛlɛw y'a to an ma se ka kiliyanw wele. Ni kiliyan dɔ ye ko kura ɲini, an tun ka kan ka porogaramu saba da wuli walasa ka ja dafalen sɔrɔ. An ka fatura hakɛ nafama tun bɛ tɔɔrɔ la bawo an tun tɛ se k'an ka waati bɛɛ lajɛ ka ɲɛ sistɛmuw kɔnɔ."

"An y'a jate minɛ ko an ka tech stack tilalen in tun bɛ ka dɔrɔmɛ 72.000 ɲɔgɔn bɔ an na san o san, ka kɛɲɛ ni baarakɛcogo bɔnɛnenw ye ani porozɛw sara. O bɛ bɛn waati dafalen baarakɛɲɔgɔn fitinin dɔ ka sara ma."(Alimankan na)
— Robert Hartwell, min ye ɲɛmɔgɔba ye, Hartwell & Associates

Fɛɛrɛ : Mewayz ka jagokɛɲɔgɔnya OS waleyali

San 2023 kalo sabanan na , Hartwell & Associates y' a daminɛ ka jateminɛ kɛ fɛn bɛɛ lajɛlen na . Sugandili saba kɔrɔbɔlen kɔfɛ, u ye Mewayz sugandi a ka modulu gafemarayɔrɔ bɛɛ lajɛlen kama (module 208), sariya kɛrɛnkɛrɛnnenw, ani se ka daminɛ fu sani i ka layidu ta.

waleya waatibolodacogo

Dɔgɔkun fɔlɔ-2: Sɔrɔli & Kɔrɔbɔli fu

A ye Mewayz ka free forever tier kɛ ka baarakɛcogo kɔrɔw kariti kɛ . Module jɔnjɔn 12 jirala minnu ka kan: Client CRM, Matter Management, Document Automation, Time Tracking, Billing & Invoicing, Calendrier, Task Management, Trust Accounting, Conflict Checking, Client Portal, Reporting, ani E-Signatures.

Dɔgɔkun 3-4 : Donanw jiginni ni kalan

A ye kiliyan 1200+ active files ani sɛbɛn 4500+ jiginni kɛ ni Mewayz ka jiginni templates ye. A ye kalan 3 kɛ (lɛrɛ 4 bɛɛ lajɛlen) baarakɛlaw bɛɛ ye. Paralegal jɛkulu ye baarakɛcogo otomatiki ladamulenw dilan walasa ka kiliyanw ta ani ka sɛbɛnw lajɛ.

Dɔgɔkun 5-6 : Boli paralɛli & Go-Live

A ye Mewayz boli legacy systems kɛrɛfɛ dɔgɔkun fila kɔnɔ walasa ka tiɲɛni sɛgɛsɛgɛ . Abonné naani tɛmɛnenw bɛɛ tiɲɛna ofisi la. Client portal daminɛna 30% kliyanw ye a daminɛ na.

Dɔgɔkun 7-12 : Ɲɛfɔli

Laseli dakun kɔrɔlenw waleyali. Rolled out client portal ka ɲɛsin kliyanw bɛɛ ma. Hakilijigin otomatikiw dabɔra fatura ni waati dantigɛlenw kama.

Sanni & kɔfɛ : Baarakɛcogo sumalen

Taabolo Sanni (Baarakɛminɛn 4) (Mewayz) kɔfɛ Waati maralen Kiliyan kura doncogo Kalo → Clio → Asana → Email (taamasenɲɛ 8, miniti 45) Intɛrinɛti foroko → yɛrɛ-kɛlɛ sɛgɛsɛgɛli → Ko dabɔra (sen 3, miniti 12) 73% dɔgɔyali kalo o kalo fatura Clio waati bila jamana kɔkan → Bill.com ladonni → bololabaara ladilanni (lɛrɛ 4/avoka) Oto-kopila waati → Seginkanni → Fatura min bɛ digi kelen kan (lɛrɛ 1,2/avoka) 70% dɔgɔyali sɛbɛnw labɛnni Manual templates → A mara sigida disiki la → A bila Clio kɔnɔ (25 min/doc) Oto-populate ka bɔ fɛn na → E-sign → Auto-file (8 min/doc) 68% dɔgɔyali Kɛwalew cogoya kura Clio lajɛ → Asana lajɛ → Email lajɛ → paralegal wele (miniti 15) dasibɔlan kelen filɛli ( miniti 2 ) 87% dɔgɔyali
"Dɔndasi kelen in tun ye tulonkɛ-yɔrɔ ye. Ni n ye kiliyan ka ko dɔ da wuli, n b'u ka kunnafonidisɛbɛnw ye, sɛbɛnw bɛɛ, fatura tariku, baara nataw, kalandriya lajɛw, ani sɛbɛnniw yecogo kelen na min bɛ se ka wuli. An ye 90% bɔ 'o dosiye bɛ min?' barow kɛ."
— Maria Rodriguez, sariya ɲɛmɔgɔba, Hartwell & Associates

Jaabiw : nɔ min bɛ se ka jate ka ɲɛsin baarakɛcogo ɲuman ni yiriwali ma

Kalo 12 tɛmɛnen kɔfɛ Mewayz kan , Hartwell & Associates ye ɲɛtaa caman suman wariko , baarakɛcogo ani kiliyanw wasa jateminɛw kɔnɔ .

Nafolo nɔfɛkow

Mɛtiri Ka kɔn Mewayz ɲɛ (2022) Post-Mewayz (2024) Yɛlɛma porogaramu musakaw $34.800/san $6400/san (Mewayz Pro labɛn ) -$28.400 ( 82 % dɔgɔyara ) San sɔrɔta $1.42M $1.73M +$310.000 ( 22 % bonya ) dafalen hakɛ* 78% 89% +11 kɛmɛsarada la donw ka sara tile 42 tile 28 tile 14 teliya la

*Realization rate = baarakɛwaati kɛmɛsarada la minnu bɛ fatura tiɲɛ na ani minnu bɛ lajɛ

Baarakɛcogo ɲuman

  • waati seginni : avoka ye lɛrɛ 4,8 sɔrɔ kokura dɔgɔkun kɔnɔ min bɛ se ka fatura (lɛrɛ 240 san kɔnɔ avoka kelen-kelen bɛɛ la ) minnu tun bɔnɛna ka tɛmɛn marako baara kan
  • Filiw dɔgɔyali : fatura filiw dɔgɔyara ni 76% ye ka da waati nɔfɛtaama ni fatura bɔli kan otomatiki la
  • Kiliyanw ka seko : tɔn in ye dɔ fara ko baarakɛtaw kan avoka kelen-kelen bɛɛ la ka bɔ 32 na ka se 38 ma k' a sɔrɔ baarakɛlaw ma fara a kan
  • sɛbɛnw tiɲɛni : Sɛbɛnw lajɛcogo otomatiki ye dɔ bɔ sɛbɛnni filiw la cogoya jɔnjɔnw na ni 94%
    • ye

kiliyanw ka ko kɛlenw ɲɛtaa

Kiliyan dakun kɛra danfaraba ye . Clients tun bɛ se ka :

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  • sɛbɛnw bilali lafiya la (ka don o don imɛri 15 bila u nɔ na)
  • Kɛwalew ɲɛtaa ni ko nataw lajɛ waati yɛrɛ la
  • I bolonɔ bila sɛbɛnw na ɛntɛrinɛti fɛ (ka jiginni dɔgɔya ka bɔ tile 3 la ka se sanga 3 ma )
  • Ka faturaw sara ɛntɛrinɛti kan (ka dɔ fara wari sarali kan waati kɔnɔ ka bɔ 72% na ka se 91% ma %)
"An ka kiliyanw ye danfara kɔlɔsi o yɔrɔnin bɛɛ. Dugukolo feerela dɔ y'a fɔ n ye ko : 'I ka tɔn labanna ka kɛ bi ta ye i n'a fɔ an bɛ ka sow minnu yiriwa.' O dakun in ye telefɔni weleli dɔgɔya walasa ka cogoya sɛmɛntiya ni 60% ɲɔgɔn ye, o ye n ka baarakɛlaw hɔrɔnya baara nafamaw kama."
— Robert Hartwell, ɲɛmɔgɔba jɛɲɔgɔn

Mun na nin ko in nafa ka bon baarakɛlaw ka baarakɛyɔrɔw la

Hartwell & Associates ka ko kɛlenw bɛ ŋaniyaba dɔ jira : baarakɛlaw ka baarakɛyɔrɔw bɛ ka bɔ point solutions best-of-breed la ka taa plateforme kelenw na . Donanw b’a jira ko :

  • Ka kɛɲɛ ni san 2023 sariyako sɛgɛsɛgɛli dɔ ye , sariyaso 68% bɛ baara kɛ ni porozɛ 3+ danfaralenw ye , nka 42% b' a fɛ k' u fara ɲɔgɔn kan kalo 24 kɔnɔ .
  • Jɛkabaara musakaw sitɛmuw ni ɲɔgɔn cɛ ka teli ka tɛmɛ 30% kan porozɛw abonnés musakaw la ( musaka dogolenw tɔn fanba tɛ tugu o kɔ ).
  • yɔrɔ caman cili baarakɛminɛnw ni ɲɔgɔn cɛ , o bɛ dɔnko baarakɛla cɛmancɛ musaka kɛ sanga 2,1 kɔnɔ don o don ( Asana , 2022 )

Mewayz ka modulari fɛɛrɛ ye sira di Hartwell ma a ka daminɛ ni sariyako modulu jɔnjɔnw ye ka sɔrɔ ka jago otomatiki ni jateminɛ kɔrɔlenw fara a kan ni magow bɛ ka yiriwa . Sisan, o tɔn in bɛ baara kɛ ni Mewayz ka modulu 208 ye minnu bɛ sɔrɔ, 18.

I labɛnnen don ka i ka tɔn ka fɛɛrɛbɔ kulu sabati wa?

I n’a fɔ Hartwell & Associates, i ka tɔn bɛ se ka baarakɛminɛnw jɛnsɛnni ban, ka musakaw dɔgɔya, ka kiliyanw ka baara ɲɛ ni sigida kelen ye.

A daminɛ fu bi – karti tɛ wajibiya . aw ka fara baarakɛla 138.000+ kan minnu y' u ka jago baara sabati.

aw ka kɔrɔbɔli fu daminɛ →

Free forever tier bɛ sɔrɔ : baarakɛla 3, modulu 5, kunnafoni jɔnjɔnw. Yɛlɛma don waati o waati.

Ɲininkali minnu bɛ kɛ tuma caman na

1. Donanw jiginni ka bɔ Clio ni sistɛmu wɛrɛw la, o tun ka gɛlɛn cogo di ?

Hartwell ka jɛkulu y' a jira ko jiginni in ye sanga 20 ɲɔgɔn ta sariya dɛmɛbagaw ka waati la min jɛnsɛnna dɔgɔkun fila kɔnɔ . Mewayz ye CSV misaliw di kiliyan/ko kunnafoniw ma. Sɛbɛnw dosiyew tun bɛ bila ka caya ani u tun bɛ tali kɛ ko dɔw la u yɛrɛma. Firimi ye paralɛli sitɛmuw boli dɔgɔkun fila kɔnɔ walasa ka tiɲɛni sɛgɛsɛgɛ sani ka baarakɛminɛn kɔrɔw tile bin.

2. Sariya jogoɲumanya sariyaw labatoli ani kunnafonidilanw lakanani dun ?

Mewayz ye SOC 2 Type II seere ye, wa a bɛ fɛnw di kɛrɛnkɛrɛnnenya la sariya labatoli kama: bɛnbaliya sɛgɛsɛgɛli, dannaya (IOLTA) jatebɔ ni jatebɔ siraw ye, jɔyɔrɔfalenw ka yamaruyaw, ani kunnafoniw sirili lafiɲɛbɔ waati la ani tɛmɛsira la. Plateforme bɛ baarakɛcogo sɛbɛnw mara minnu ka kan ka kɛ sariya labatoli jateminɛw kama.

3. Yala avoka ye baarakɛcogo sigilenw caman cili kɛlɛ wa?

Fɔlɔ kɛlɛli nɔgɔyara ni avoka sendonli ye modulu sugandili la ani ka waati dɔgɔyali jira . "Dashboard kelen" fɛɛrɛ in nafa y'a Jira o yɔrɔnin bɛɛ. Kalan tun sinsinnen bɛ nafa waleyali kan : "O bɛ miniti 30 bɔ i la cogo min na don o don" sanni ka kɛ fɛɛrɛko siratigɛ la. Dɔgɔkun 3 kɔnɔ, avoka bɛɛ ye fɛɛrɛ kura in fɛ.

4. Sɔngɔko bɛ se ka suma cogo di ni Clio walima sariya kɛrɛnkɛrɛnnen wɛrɛw ye?

Hartwell bɛ $49/kalo sara avoka kelen-kelen bɛɛ la Mewayz ka Professional plan kama (avoka 5 = $245/kalo ) . Clio Manage + Bill.com jɛ-ka-baara min bɛ se ka suma ni o ye, o musaka bɛna kɛ dɔrɔmɛ 178 ɲɔgɔn ye/avoka/kalo ($890/kalo). Firimi bɛ $645/kalo mara k’a sɔrɔ a bɛ baarakɛcogo wɛrɛw sɔrɔ i n’a fɔ poroze ɲɛnabɔli ani kiliyanw ka dakunw minnu bɛ o kɔnɔ.

5. Yala Mewayz bɛ se ka sariyako kɛrɛnkɛrɛnnenw ɲɛnabɔ wa?

Ɔwɔ. Ka tɛmɛn ko jɔnjɔnw ɲɛnabɔli kan, Mewayz bɛ moduluw di mago kɛrɛnkɛrɛnnenw kama: dugukoloko jagokow nɔfɛtaama, dugukoloko bolodacogo sɛbɛnw lajɛli, kiritigɛ waati dantigɛlenw kalandriya, ani jagokɛlaw ka tɔnw ɲɛnabɔli. Firimi ye ko kɛlenw misaliw, sɛbɛnw otomatikiw, ani baarakɛcogo dɔw kɛ ka kɛɲɛ ni a yɛrɛ sago ye degeliw yɔrɔ kelen-kelen bɛɛ kama.

Sɔrɔyɔrɔw ni fɛɛrɛw : Kunnafoni minnu dira Hartwell & Associates fɛ, P.C. ni yamaruya ye. Nafolo jateminɛw sɛgɛsɛgɛra ni platform data aggregated ye. Waati bolomafara minnu bɛ suman waati jatebɔsɛbɛnw fɛ minnu y’u yɛrɛ fɔ ka kɔn a waleyali ɲɛ/a waleyali kɔfɛ. Industriw ka ɲɔgɔndan kunnafoniw bɔra san 2023 sariyako sɛgɛsɛgɛli rapɔɔri la ani Mewayz kɔnɔna jateminɛw la baarakɛlaw ka baarakɛyɔrɔ 3400+ kɔnɔ.

Platifɔmu kunnafoni : Mewayz bɛ modulu 208 di, a bɛ baara kɛ ni baarakɛla 138.000+ ye, a bɛ 94% sɔrɔ a ka sɔrɔ bɛɛ lajɛlen mara. Labɛnw: $0 (Fara badaa), $19/mo (Daminɛ), $49/mo (Baarakɛla). Labɛn bɛɛ bɛ se ka don modulu bɛɛ la ni baarakɛla/fɛn dancɛw ye ka kɛɲɛ ni tier ye.

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