Fitzwater Law is a respected elder law and estate planning firm based in Portland, proudly serving its community for over 30 years. With a team of 10 attorneys and 10 support staff, the firm has long relied on Time Matters for case management and billing, using it as a core part of their operations for more than two decades. The software was deeply integrated into their daily workflows, playing a central role in managing client matters efficiently.
The Challenge
Fitzwater Law faced several critical issues that prompted a search for a new solution:
Frequent technical problems with Time Matters, especially data corruption when integrating with WordPerfect, made document management unreliable.
The lack of support for their legacy system left issues unresolved, putting daily operations at risk.
A new solution needed to seamlessly integrate with billing and accounting systems to maintain financial continuity.
Change management was a concern, as staff were highly familiar and comfortable with the existing setup.
The firm required a platform capable of supporting elder law and estate planning-specific workflows essential to their practice.