Gardner Skelton is a nationally recognized business law firm based in Charlotte, NC, with a team of 17 professionals. As the firm grew and began serving more financial institutions, rising technical and security compliance requirements prompted a reevaluation of its management systems.
While their existing infrastructure supported daily operations, it fell short of meeting long-term goals. Partnering with Circle Management Group (CMG), the firm mapped out a future-ready vision focused on improving mobility, efficiency, and visibility:
Work-from-anywhere access across devices (iPhones, tablets, home computers)
Unified calendaring across offices, teams, and practice groups.
Advanced reporting tools for KPIs like WIP, AR, billable vs. non-billable time, and productivity.
Streamlined billing workflows with user-friendly templates.
Simplified three-way trust account reconciliation (per NC requirements).
Cloud-based document organization and tagging.
Full training for admin staff to self-manage systems and processes.