Carlson Dash sought to enhance its invoice collections efficiency and streamline its overall billing process. The firm was struggling with manual billing workflows and was considering hiring additional staff.
Instead, Carlson Dash selected BillingQ Invoices-to-Cash to not only streamline its processes but also eliminate the need for an additional hire, greatly improving operational efficiency.
Challenges
Before implementing BillingQ, Carlson Dash faced several challenges:
- Manual Processes: The firm’s billing and accounts receivable (A/R) processes were manual and labor-intensive. They involved generating pre-bills, sending them to attorneys for review, making necessary adjustments and then manually sending hundreds of invoices each month.
- Resource Constraints: The firm’s billing staff struggled to keep up with the volume of tasks, which included both physical mail and an increasing shift towards email invoicing.
- Need for Additional Staff: Carlson Dash was on the verge of hiring an additional full-time employee to manage the growing billing workload.
The Solution:
As Michelle Krifka, Firm Administrator at Carlson Dash, recalls, “It was kind of a fluke that we even found out about it. We were looking for cloud solutions, and BillingQ seemed amazing, and I was immediately sold.”
The implementation process, which includes a near-real time sync with the firm’s financial management system, was straightforward and yielded immediate benefits:
- Time Savings: By automating bill delivery, BillingQ significantly reduced the time spent on manual tasks. Krifka noted, “What used to take our bookkeeper hours is now done quickly and efficiently with BillingQ. It freed up so much time.”
- Process Improvement: The firm moved from a manual A/R process to an automated one, reducing errors and increasing efficiency. “Before, we had to manually compile and send A/R notices, but now it’s all handled through BillingQ,” said Krifka.
- Operational Efficiency: The solution replaced the need for an additional full-time hire, as it streamlined the bill delivery and A/R processes to be managed within the existing team’s capacity.
What used to take our bookkeeper hours is now done quickly and efficiently with BillingQ. It freed up so much time.
The Results
The benefits of BillingQ for Carlson Dash were substantial:
- Enhanced Efficiency: BillingQ automated the sending of invoices and A/R notices, which reduced the workload on the bookkeeper and other staff involved in the billing process.
- Improved Collections: The firm saw improvements in their collections process. Krifka highlighted, “Switching to email notices has made it easier for clients to pay, and we’ve cut down on the back-and-forth communication significantly.”
- Client Satisfaction: The firm’s clients adjusted well to the new process, and the transition to email invoices improved the speed and ease of communication. “Clients adapted well, and communication has become quicker and more efficient,” Krifka mentioned.
The value we get for the price is insane. BillingQ has transformed our billing process and made our jobs so much easier. I cannot believe the difference it has made.
Learn More
Want to see the same benefits in your law firm? Learn more about BillingQ Legal Invoices-to-Cash and PayQ Law Firm Online Payments.