Boosting efficiency and growth with Pipedrive

David and Meaghan Gearhart, Litigation Paralegal and Creative Lead, highlighted several benefits of using Pipedrive. The platform’s activity tracking and reporting features enhanced team accountability. In addition to Pipedrive’s task-based structure, two-way sync integration for Outlook calendar reduces the risk of missed deadlines.

“In the legal field with deadlines, they’re very hard and fast. There’s usually no gray area. It’s not like marketing, where if you miss a deadline, we can post it tomorrow. I’ve worked in other firms where they’re functioning off of an Excel sheet or Word document, and you can barely sleep at night because you don’t know if important deadlines are being missed since there’s nothing alerting you to what’s happening. ” 

Meaghan Gearhart, Litigation Paralegal and Creative Lead 

Pipedrive provides a centralized, easy-to-use platform for case information, improves team communication and provides a clear overview of case progress. The firm’s enhanced collaboration speeds up client onboarding.

Data-driven reporting and pipeline visibility provide David and the team with valuable insights into firm performance, aiding strategic decision-making. These factors, along with Pipedrive’s integrations and automation workflows enable them to handle a larger volume of cases, contributing to significant firm growth.

“Mass tort is a new area of law that we’re able to expand into, and I don’t think we’d be able to do it without the capabilities Pipedrive provides, technologically speaking. We’re up to close to 500 clients now on a large scale!”

David Gharakhanian, Jr., Co-founder and Attorney

Streamlining GP Law’s case management

GP Law’s Pipedrive Elite Partner, SaaShop, has built out extensive workflows to encompass every stage of the legal firm’s process. When a deal is created, a series of pinned notes are populated in the deal for maximum visibility of important case information, such as treatment plans, medical records, etc. 

Meaghan stresses the importance of deadlines in a law firm. Unlike in other industries, you can’t just submit a document tomorrow. Missing an important date can result in losing a case. When important dates, such as the statute of limitations (SOLs), are entered into the deal, it triggers the creation of calendar events. Important activities are also pushed into a Slack channel where the team can hold each other accountable.

“SaaShop made it so easy for us and really took out the stress that comes with getting a system like this off the ground. The partnership has been big and made it seamless for us.”  

David Gharakhanian, Jr., Co-founder and Attorney

Strides for continued growth with Pipedrive

The company’s pipeline activities include in-company tasks and client engagements. Every stage triggers somewhere between one and 11 activities with due dates ranging from the same day to 90 days. The firm expects to continue growing in the next six months with the aid of Pipedrive, allowing them to continue taking on more clients. With the help of their partner, SaaShop, they plan to begin an automated email video campaign to provide their mass tort clients with updates on the lawsuit.

SaaShop will enhance the Slack and Outlook integration using Zapier. To better understand the firm’s duties, the team will turn the Slack connection into a two-way integration. Whenever requests are made in Slack, Pipedrive will populate activities accordingly. 

The firm relies on a shared Outlook calendar for SOLs and other deadlines. Using Zapier, Pipedrive can be connected to shared calendars and automatically enter due dates based on date fields.