Case Study
How a large law firm automated their annual rate increase process using InfoBurst
A large law firm serving hundreds of clients faced a time-consuming annual challenge: manually processing rate increase notifications took 30 days of tedious work. By implementing InfoBurst, they reduced this process to under 2 hours while unlocking additional automation opportunities across their organization.
Key Benefits
- Dramatic time savings – Reduced 30-day manual process to under 2 hours
- Rapid ROI – Paid for itself immediately with first use
- Scalable solution – Expanded to handle month-end reports, SharePoint publishing, and date management
- No-code automation – Built-in macro builder simplified complex reporting tasks
- Enhanced customization – Automatically personalized communications for US and UK clients
“The amount of time saved justified InfoBurst on day one, but its ability to scale across reporting, month-end processing, and Sharepoint publishing has delivered value far beyond our original use case.”
IT Manager
The Challenge : A 30-day manual process for annual client notifications
A large law firm headquartered in California faced a dreaded annual task: notifying hundreds of clients about rate increases. The process was entirely manual and painfully inefficient.
Office staff would print notification letters generated by Microsoft Word, then spend days in a room sorting through the letters, stuffing them into envelopes, applying address labels, and preparing them for mailing. This brain-numbing manual task consumed up to 30 days each year.
The firm needed a better way to handle this critical client communication while freeing up staff time for more valuable work.
The Solution : Building a custom CRM app
After seeing InfoBurst demonstrated at the annual IBIS conference, one of the firm’s IT Managers recognized it as the solution they needed.
InfoBurst is a platform for automated scheduling, bursting, grouping, and publishing of BI content and operational reports. It works seamlessly with BusinessObjects, Power BI, Tableau, and even free-hand SQL.
The law firm implemented a streamlined solution:
- Set up a single job in BusinessObjects that produced all rate increase letters for all clients
- Connected InfoBurst to a SQL database table as a data source for bursting the report by individual client
- Configured automatic PDF generation and email delivery to each client’s specific email address
- Built in smart customization that differentiated between US and UK clients, automatically applying the appropriate signature (CEO or Managing Director) based on client location
After several trial runs to ensure everything worked perfectly, they ran the process in production for the first time.
The results exceeded expectations. The entire process took less than 2 hours compared to the previous 30-day manual effort, achieving immediate Return on Investment.
The Results : Instant ROI and expanded automation capabilities
The results exceeded expectations. The entire process took less than 2 hours compared to the previous 30-day manual effort, achieving immediate Return on Investment.
But the benefits didn’t stop there. They quickly discovered InfoBurst could streamline many other tasks:
- Enhanced reporting capabilities: The built-in macro builder simplified date handling and month-end reporting processes that were previously complex and time-consuming.
- SharePoint integration: They successfully automated publishing reports to SharePoint, which had been difficult with BusinessObjects reports.
- Scalable automation: The platform proved versatile enough to handle a variety of reporting and distribution tasks beyond the original use case.
InfoBurst has become an essential tool for the law firm, delivering ongoing value and efficiency gains across multiple departments.