CaseAware Implementation Case Study: Petosa Law LLP

Case Study

Founded in 1970, Petosa Law LLP provides legal services to mortgage lenders, servicers and real estate professionals in the state of Iowa. The firm, focused since 2003 on the default servicing industry, supports clients in the areas of foreclosure, bankruptcy, loss mitigation, eviction and post-foreclosure closing coordination.

When the firm’s 2013 CaseAware® implementation stalled, Petosa turned to the default services team at Affinity Consulting for help.

Legal Software Selection Case Study: Cameron Law Office

Case Study

Founded out of a passion for entrepreneurship and a commitment to excellence, Cameron Law Office Chartered is a Twin Cities-based law firm focused on commercial real estate, and business transactions, outside business counsel, and commercial litigation. President and founder John Cameron launched his law firm 29 years ago, right out of law school. The firm’s mission is the same now as it was then: to deliver smart, practical legal advice and litigation services that help companies, investors, and entrepreneurs achieve their goals.

With a highly focused organization consisting of attorneys and paralegals, the small, yet agile, Cameron Law Office team has always known how to deliver results. However, as their portfolio of clients, case load, and staff size grew, Cameron knew it was time to evolve.

New Firm Launch Case Study: Gilk Legacy Law

Case Study

Located in southwest Minnesota, Gilk Legacy Law is a premier law firm focused on business entity formation and real estate for individuals, farms, and businesses. Ensuring that succession transitions go smoothly and that clients have the peace of mind that comes with preserving their legacies, Gilk Legacy Law delivers top-quality legal services and tangible results.

When the founder of Gilk Legacy Law, Jennifer Gilk, set out to start her law firm, she had a distinct vision for her new venture. She knew her extensive legal expertise in the areas of estate planning, trusts, and farm/business succession and more would serve her community well; and that the team she was going to assemble would be top-notch. However, she found that she needed a guiding hand with regard to the technology her new firm would use to serve its clients. She needed specialized technology expertise, and she needed it fast—without cutting any corners. She knew she need to have her firm up and running within a short two-month timeline, with critical technology issues also addressed within that time frame.

PMA Partnership Program Case Study: Colorado Bar Association

Case Study

Founded in 1897, the Colorado Bar Association (CBA) is a voluntary bar association with approximately 18,000 members. The CBA prioritizes assisting its members in enhancing the quality, economic viability, and efficiency of their practices. As a non-profit organization, the CBA encourages membership by providing highly specialized information, resources, networking, and services that enable attorneys to excel in their practices.

As a forward-thinking bar association, the CBA has always strived to deliver services and resources that benefit members in immediate and tangible ways. Since membership is voluntary, the CBA knew that present and future members needed to continue to see demonstrable value in the CBA’s offerings. However, with the changing landscape of online search and technology-assisted information gathering, it was time for the CBA to innovate, to evolve, and to enhance the content it delivered to members.

Legal Document Management Case Study: Foulston Siefkin

Case Study

Founded in 1919, Foulston Siefkin is the largest law firm in Kansas, employing nearly 90 attorneys in offices in Kansas City, Topeka, and Wichita. The firm’s clients represent a cross-section of the Kansas economy, ranging from major agriculture and energy producers to health care providers and insurance companies. Practice areas include civil and complex litigation, business matters, employment and labor, and health care law.

Foulston prides itself on its forward-thinking and collaborative culture, which relies upon quick and seamless information and document sharing. When a key technology initiative needed some fresh perspective and insight, Foulston turned to Affinity Partner Debbie Foster.