How Zigler Law Group saves $ 2500 per employee per year

by Surekha Shetty | Feb 13, 2023 | Case Studies

Zigler Law Group, based in Chicago IL, is a national class action and complex litigation firm committed to protecting consumers and investors from corporate misconduct. Their attorneys have successfully litigated countless complex cases across multiple industries. Their experience includes litigating consumer fraud, securities fraud, breach of contract, breach of warranty and breach of fiduciary duties, amongst others.

Depending on the case being litigated, the Zigler team includes attorneys, paralegals, employees and contractors.

Challenges

As a national class action litigation firm, Zigler Law Group is required to keep very accurate time records of all time spent on cases. All attorneys, paralegals and other staff members need to keep very accurate time records of every minute spent on a case. 

Time tracking for attorneys and paralegals is extremely hard. Most attorneys work on multiple cases, often for multiple clients on a given day. So it’s time-consuming and challenging to figure out what they worked on at the end of a long day. Combine that with the fact that they work in an interrupt-driven mode, with calls, emails, discussions and the whole time tracking problem is compounded. 

Zigler attorneys and paralegals were used to tracking their time on spreadsheets. This itself was a big step up from having to reconstruct time from reviewing paper notes, emails and appointments whenever time needed to be accounted for.

Time-consuming: Each attorney, paralegal and employee maintained their own spreadsheets of time spent. So any reckoning of time for a case, meant reviewing and reconciling the spreadsheets of all the attorneys and paralegals that worked on a specific case. This was a very painstaking and time-consuming process.

Variations in case names: Attorneys and paralegals would code their work times for cases using different names for the same case. There were as many variations for the same case as the number of people working on it. Identifying the various names and collating the data was a nightmare.

Loss of data: When working on a case, an attorney could end up sending 10-15 emails back and forth in an hour. And all that work needed to be entered in granularly. While working with spreadsheets, invariably there would be some loss of time worked.

All these issues prompted the Zigler Law Group  to look for an alternative solution that could meet its evolving needs for time tracking. And since they had already moved to Salesforce for tracking all their cases, they were looking for a time tracking solution that would work within Salesforce too.

Solution

In 2022, the Zigler Law Group  implemented PK4’s TimeTracker for Salesforce. PK4 worked with the law firm to configure the TimeTracker to their exact requirements. The firm decided to use the TimeTracker’s Multiline Time Entry screen since it was very similar to the spreadsheet mechanism that the team was already used to. Since all cases that the firm worked on were already within Salesforce as a separate object, PK4 configured the TimeTracker to track time to that specific object. So the TimeTracker users just needed to select a case from the existing list of cases.

Results.

Decreased inaccuracies on cases

Since all cases were set up in the TimeTracker, the Zigler team no longer needed to enter the names of the cases. They just needed to select the name of the case from the dropdown. This completely eliminated the endless variations in the case names. 

Timely Data Entry

Since the Zigler team was already working inside Salesforce on their cases, it was easy for them to track their time in the TimeTracker on a regular basis. The team now records their time within the TimeTracker between 6-8 times a day, Since the tasks and the time spent are fresh in their minds, the time entered is much more granular and accurate, ensuring that there is no under-reporting of time spent.

Easy contractor payment

Zigler uses contractors who are paid based on the number of hours worked. Since all time data is within the TimeTracker, it’s now very simple for Zigler administrators to pull end of the month reports for the time spent by contractors. 

Instant, flexible reporting

The fact that all the time spent on cases is properly tracked and in a timely manner within the TimeTracker made a big difference to the Zigler Law Group. With all time entries correctly tagged to specific cases, running reports based on cases became a cinch for the Zigler Law Group. 

The time that they spent previously reviewing and collating data from multiple spreadsheets has decreased from 4-5 hours per month to less than 3 minutes per month. Time that can now be put to much more productive use.

The Zigler Law Group Management can now easily answer questions such as:

– How much time attorneys/paralegals spend on specific cases and practice areas

– Perform detailed analysis of cases to determine time spent and profitability

– Analyze what cases take disproportionate amount of time

– Quickly assess the lodestar of a case for reporting.

Overall, the Zigler Law Group has found that data collection, collation and review have all become much easier with the TimeTracker from PK4. The Zigler Law Group saved over 99% of the time spent on data collation, review and reporting. Resulting in an overall saving of $ 2500 per employee per year.

Tech Components 

• Salesforce Sales Cloud
• PK4 TimeTracker in Salesforce
• Lightning Component for time tracking
• Automatic rounding to tenth of an hour.

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How MercuryGate Plugged Revenue Leakage from Support Cases

by Surekha Shetty | Jun 28, 2022 | Case Studies

As one of the leading transportation management software providers, MercuryGate International simplifies and centralizes freight transportation for logistics companies across the world. Their platform supports all modes of transport including ocean, air, rail, truckload, last-mile, parcel, and intermodal.

Based out of Cary, NC, Mercury Gate has been recognized as one of the Top 100 Logistics IT Providers by Inbound Logistics Magazine. MercuryGate also provides integrations, technology, and managed services partnerships.

Challenges

MercuryGate Support is billed separately to some of their customers. For those customers, it is not a part of their subscription fees. With a Services Implementation team, a Customer Support team, and a developer group all working on customer-facing issues, MercuryGate had a hard time keeping track of the actual time spent on specific customer cases.

Since Services Implementation was usually a timed project service, that team used a Professional Services Automation tool called OpenAir to track their time. And that worked very well for the Services implementation team. However, as the Tier 1 and Tier2 Customer Support teams grew, it became imperative for the Support team to track their time. In addition, the developer group needed to spend time on Customer Support cases too, which also needed to be tracked.

Disparate Platforms: The Services Implementation team used OpenAir to track their time and material-based projects. The Customer Support team worked on Cases within Salesforce but needed to additionally log into OpenAir just to track the time that they spent on customer cases. The developer group used Atlassian’s Jira to keep track of their work. But they too needed to log in to OpenAir to record their time.

Siloed Systems: None of the systems talked to each other. Each group worked in a separate silo. It was hard to convince the Customer Support and Developer teams to record their times in a separate system. Following that, the accounting team needed to run reports in OpenAir to get an extract of the time worked on Cases and then download those reports as Excel sheets to send over to their billing system.

Poor integration: Since the Support Team spent the maximum amount of time on Customer Cases and worked completely in Salesforce, MercuryGate needed a system that would work easily and accurately within Salesforce.

This prompted MercuryGate to look for an alternative solution that could meet its evolving needs for time tracking. 

Solution

In 2021, MercuryGate implemented PK4’s Time Tracker for Salesforce. PK4 added in a webhook module to automatically bring in developer work logs from Jira identified by Salesforce Case Number back into Salesforce.

Results

Intuitive, efficient time tracking for Support Team

MercuryGate implemented PK4 Time Tracker’s Salesforce Lightning component within their Case object. The support team now saves time and has a much more intuitive system, because they can now stay on the Case in Salesforce. They no longer need to access a separate system to track their time. And ALL hours spent on a Case are now accurately tracked.

Improved Time Tracking Convenience 

PK4 TimeTracker automatically brought the Jira work logs that were already being used by the Developer Group directly into Salesforce, tied to the specific customer case. Developers previously had to double-log their time in Jira and OpenAir. Now, they did not even need to click on a button to get their hours into Salesforce. The hours that the developers recorded in Jira are automatically brought into Salesforce through a webhook, provided by the PK4 TimeTracker.

Sometimes, the Professional Services Team that did the original implementation for the Customer needs to work on a customer case. Most of the PSA team does not have access to Salesforce. Those team members now use the PK4 Time Tracker web app to log the time that they spent on a specific Case. And that data too is automatically synced to Salesforce.

Decreased time and inaccuracies.

Before the PK4 TimeTracker was implemented, the Tier 1 and Tier 2 support teams needed to log into OpenAir to log their times. Because Accounting billed customers based on their Case numbers, the support team needed to create a task in OpenAir with the Salesforce Case number. Since the support team spent most of their time working on cases in Salesforce, they needed to spend additional time at the end of the day recording all the Cases worked during the day in OpenAir. This led to a lot of dropped hours and inaccuracies in the Case numbers. MercuryGate was reconciling time between Jira, Salesforce, and OpenAir making the whole process inefficient and inaccurate. With the PK4 TimeTracker in place, the whole operation now is streamlined and smooth.

Increased billing

Within the first month of implementation, MercuryGate noticed that the billed time for the development group and the PSA group had gone up. Because of the double logging issue, developers were reluctant to log into a second system and record their time. Now with the Jira work logs being brought automatically into Salesforce, all work hours spent on billable cases are being accurately recorded. This has turned into real dollars for MercuryGate since the developers were doing billable work for customers that were not actually being billed.

Tech Components 

• Salesforce Sales Cloud
• PK4 TimeTracker in Salesforce
• PK4 TimeTracker Web
• PK4 TimeTracker Jira Integration.

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