How a law firm grew their case management operations at scale across countries
Lexicon Legal, a boutique law firm specializing in M&A and litigation, replaced their manual, spreadsheet-based system with Stackby’s custom case management solution leading to 5X client growth, 50% higher productivity, and seamless international expansion
What did Lexicon Legal Achieve with Stackby
5X
Client Growth
+50%
Higher Team Productivity
+80%
Operations Automated
Challenges
As their legal team and client base grew, Lexicon Legal struggled to manage case files, deadlines, and client updates spread across emails, folders, and spreadsheets which slowed down their operations and gave limited visibility across teams.
Solution
With Stackby, they built a dedicated legal workflow to manage cases, documents, billing, and follow-ups in one place along with automated reminders, client-specific portals, and team dashboards.
Results
Lexicon Legal grew their client portfolio from 20 to over 100, expanded across borders, and now run 80% of their operations through Stackby.
Lexicon Legal : A Boutique Legal Practice on the Rise
Lexicon Legal is a boutique law firm with expertise in corporate law, M&A advisory, and civil litigation operating out of two countries - India and UAE. Despite being well-regarded in their field, the firm grappled with operational inefficiencies that hindered growth and team productivity. They needed a comprehensive solution to manage client data, legal workflows, billing, and team tasks efficiently.
Problem: When Outdated Processes Were Slowing Everyone Down
Before adopting Stackby's solution, Lexicon Legal relied on spreadsheets to manage their workflows, leading to fragmented processes and disorganized systems.
Key Challenges:
- Scattered Data: Client and case files were stored across multiple locations with no centralized database.
- Manual Processes: Follow-ups, billing, client intake, and task allocation were manual and prone to errors.
- Limited Visibility:
- Deadlines and case statuses lacked proper tracking tools.
- Clients struggled to access critical case documents or stay informed about next steps.
- Team Inefficiency:
- Task management and resource allocation were unstructured.
- Collaboration among team members was slowed down by outdated methods.
- Stalled Growth:
- Without systemized processes, the firm faced challenges scaling its operations.
Stackby has been an integral part of our growth journey. Our entire operations from case management, HR, client management, transactions, assets, and documents are managed in a single place. With solid automations, we could automate 80% of our work that otherwise we would not have automated.
Sadaf Khan
Partner, Lexicon Legal
The Solution: Customized legal workflow for their firm
Stackby provided Lexicon Legal with a game-changing, tailored solution to tackle their needs and drive growth.
How Stackby Delivered:
Centralized Database: Consolidated clients, cases, documents, team tasks, and billing into one unified platform.
Automated Follow-Ups: Integrated reminders and alerts for key hearing dates and deadlines, reducing manual oversight drastically.
Custom Client Portals:
- Built individual views for clients to access case documents and stay updated on next steps.
- This significantly improved client communication and satisfaction.
Improved Team Collaboration:
- Enabled the team to assign and track tasks seamlessly.
- Provided full visibility into ongoing cases and operations for efficiency.
Real-Time Reporting:
- Automated dashboards with charts and pivot tables for data visualization and performance tracking.
- Equipped managers with actionable insights to support decision-making.
The Results: From 20 clients to practicing globally with Stackby
With Stackby’s tailored solution, Lexicon Legal achieved exceptional results that transformed their operations and accelerated their growth trajectory.
Key Outcomes achieved with Stackby:
- Client Growth: Scaled their client base from 20 to over 100 clients within two years.
- Team Expansion: Grew from a 5-person team to 25 employees spread across two countries.
- Boosted Productivity: Increased team efficiency and productivity by 50% compared to the previous spreadsheet system.
- International Expansion: Successfully opened a new office in Dubai while managing operations across multiple locations seamlessly.
- High Client Retention: Improved client retention rate to an impressive 85%.
Laying a solid groundwork for long-term growth
Stackby’s custom case management database revolutionized Lexicon Legal’s operations, enabling them to scale their client base, improve internal efficiency, and expand globally. By addressing their toughest operational challenges, Stackby positioned Lexicon Legal for sustainable growth and long-term success.
If your organization is ready to achieve similar transformational results, start building your custom workflow today. Try Stackby for free to explore what’s possible for your business.
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