Vertican File & Serve Cut Time 90%
SUMMARY
CLIENT: Rutledge Law Firm
PRODUCT: Collection-Master
PROBLEM: Manual and time-consuming process for court filings and service of process
SOLUTION: Comprehensive VT help in setting up Vertican File & Serve (VTFS)
IMPACT: Tasks that took 8 hours per day now take 30 minutes
PROBLEM
Kip Rufini is the Director of Legal Operations for Rutledge Law Firm in Texas. Prior to implementing VTFS, the firm’s file and serve tasks were a significant drain on her time and resources. It typically took Kip 8 hours a day to manage the workflow of all the different proceedings and service of process, manually tracking filings, compiling packets, monitoring service, and updating claims at each step. All the complex steps, varying requirements, and constant checking seemed to take forever. Rutledge was even close to requiring additional personnel to stay on top of it all.
SOLUTION
Joe Woodward, Deputy Product Owner, worked closely with Kip to set up and configure her VTFS system, turning the manual tedium into an automated lifesaver. VTFS supports multiple process variants so the setup is flexible. For example, when the timeline is tight, Rutledge will do the filing themselves and only outsource process service. In this case, the VTFS code will just create the service record. VTFS can be configured for multiple processes by jurisdiction and any of the 25 proceeding types. At the point of attorney approval, VTFS smart functionality uses formulas to create records for the debtor(s) en masse.
IMPACT
Instead of spending her entire workday on court filing and process service tasks, it now takes Kip 30 minutes per day. And they haven’t had to hire additional staff. Kip can now spend her time on value-added activities that push the business forward.
Since implementing VTFS in July, Rutledge has sent over 800 cases to court.
“VTFS has been a game changer for Rutledge. It’s taken a manual and very time-consuming process for court filings and service of process and has given us an automated, flexible, and scalable solution – reducing my workload by 90%!”
– Kip Rufini
Additional Information:
- vMedia is a prerequisite for VTFS implementation.
- For even greater firm efficiency, implement Attorney Meaningful Review (AMR) prior to, or in conjunction with, VTFS.
VTFS in Collection-Master:
- VTFS Mastermind – Video and Presentation
- VTFS on vConnect
- VTFS in the EDI Help Manual
VTFS in Q-LawE:
- VTFS Mastermind – Video and Presentation
- VTFS on vConnect – Part 1: Reduce the Drudgery
- VTFS on vConnect – Part 2: Workflow Designer