When Time Was Running Out, the Right Partner Delivered
When Baer Timberlake’s in-house technology infrastructure hit a breaking point, the Oklahoma-based financial services law firm faced a near-impossible deadline: replace core systems in weeks—not months—while maintaining client relationships and operational stability. By partnering with Affinity, they not only made the switch to CaseAware under extreme time pressure, but also improved key operational processes and positioned themselves for continuous improvement.
A Law Firm Built on Relationships—Not Just Results
Jim Timberlake, leads a firm dedicated to serving the financial services industry. Their mission—building relationships and creating solutions with every conversation—is unique in foreclosure law. They view all parties, including borrowers, as stakeholders whose relationships must be preserved, even in high-conflict situations.
The firm operates on a decades-long horizon, valuing sustainable, win-win outcomes over short-term gains. This approach demands operational excellence, consistent communication, and technology that works—flawlessly.
A Technology Meltdown With No Margin for Error
For years, Baer Timberlake relied on custom-built systems. While powerful in some areas, they had critical weaknesses—particularly in accounting integration. Maintaining and improving these systems required expensive development resources, and when a key technology partner chose to end its support business, the firm realized its need for immediate change.
The situation became urgent:
- Core technology functions were at risk.
- The firm had only weeks to migrate to a new platform.
- Operations could not stop—client service and court deadlines had to be met without interruption.
Four Months. Full Migration. Zero Downtime.
Having known and respected Affinity’s team for years, Jim made a decisive call: “Just get it done.”
Affinity immediately deployed a full implementation team to:
- Rapidly configure and implement CaseAware to replace internal systems.
- Migrate critical workflows, document production, and accounting processes in under four months.
- Coordinate with both Baer Timberlake staff and the CaseAware team to ensure no operational downtime.
This was not a phased rollout—it was an all-hands, immediate conversion executed under intense time pressure.
What Changed—And What the Numbers Say
While some production processes required later fine-tuning, the overall results were clear:
- 100% continuity of operations during the system changeover—no missed deadlines or service disruptions.
- Full accounting functionality gained immediately, replacing a major weakness in the previous system.
- Ongoing monthly consulting to continuously improve workflows and production efficiency.
- A stable technology foundation that supports the firm’s long-term stakeholder model.
From Vendor to Strategic Partner
Even after the initial implementation, Baer Timberlake continues to engage Affinity on a monthly basis. Jim puts it simply: the services provided are “well worth the cost” because improvement is constant, and Affinity has proven to be a trusted, embedded partner in the firm’s success.
The Proof: Urgency + Expertise = Lasting Results
When your firm’s systems fail at the worst possible moment, you need a partner who can execute—fast, flawlessly, and with your long-term goals in mind. For Baer Timberlake, Affinity didn’t just deliver a technology solution. They safeguarded the firm’s ability to serve clients, protect relationships, and keep promises under extraordinary pressure.
Your Firm Could Be Next—Let’s Talk
Schedule a call with Affinity today and discover how we can help you streamline operations, strengthen client relationships, and stay ready for whatever comes next.
