epartners Rechtsanwälte AG

Dr. Alexander Schmid, Partner, epartners Rechtsanwälte AG

Field of activity: Legal consulting in the areas of contract law, labour law, project management, export consulting as well as risk and compliance management
Establish: 1997

Challenges

• Implement a complete solution that allows total transparency, both vis-à-vis customers and internally, among partner lawyers and for the management of the firm
• Ensure accurate service entry
• Provide optimal support to lawyers in case management, document management and invoicing
• Enable the design of tailor-made reporting and controlling systems and instruments

Benefits

• Fast and flexible invoicing
• Clean and simple entering of all services
• Practical and individually customizable evaluation and analysis
• Clear, regular reports for consistent controlling
• Efficient and practical archiving with the integration of paper files
• Better structuring of law firm processes

Vertec Services & CRM incl. all apps,
Budget & Phases, Business Intelligence

1-20 Vertec User

epartners is a specialized commercial law firm with a high level of competence in the fields of information technology, consulting, industry and construction. Their cases require not only efficient administration, but also personalized reporting and controlling.

«The weekly report on all open services is our efficient tool to know exactly how the order situation is developing.»

The Zurich-based Egli Isler Partner Rechtsanwälte AG provides a wide range of legal services for companies, ranging from contracts to compliance management. Their mostly complex cases must not only be managed efficiently, but also completely transparently.

Since 2001, epartners has relied on Vertec. With the  Law Firms epartners has a proven, versatile and long-term secured total solution. This is important for customer loyalty: it is not enough to have excellent specialist, market and company knowledge to retain customers – it also needs a flexible management tool that grows over time and with the needs of clients and lawyers.

“Openness and clarity are assured,” says Dr. Alexander Schmid. “Vertec fully covers these core needs of our business – both internally and externally.”

With this, Dr. Schmid addresses the optimal combination that Vertec offers: Service entry, client management, customer relationship management and Business Intelligence. Reporting and Controlling can be tailored exactly to the needs of clients, lawyers and the law firm.

“Vertec is user-oriented, from service entry to archiving,” explains Dr. Schmid. The services are posted directly to the respective cases via the input mask. The system automatically creates invoice suggestions, which can be adjusted, but the original values are retained for internal controlling purposes. As soon as the case is completed, Vertec assigns an archive number with which the paper file is marked and stored.

«With vertec, we have identified, structured and refined our processes in line with the market.»

Dr. Schmid is also impressed by the system’s reliability: “Since implementation, there has been no major breakdown. If support was needed, the hotline team helped immediately.” His conclusion: “Thanks to Vertec, we were able to precisely identify our processes, structure them correctly and refine them in line with the market.”