What was the problem?
A Texas family law practice was managing client relationships, case intake, and follow-ups through manual processes and disconnected tools. There was no single view of the client. Communication history was scattered across email, spreadsheets, and individual memory.
What solution did we provide?
A CRM migration tailored to the firm’s family law workflow — consolidating client records, case stages, and communication history into one structured system.
How did we implement it?
We mapped the firm’s intake and case management process, configured the CRM to match their terminology and stages, migrated historical data, and trained the team. We ran parallel tracking during the transition.
What was the outcome/impact?
The firm gained a single source of truth for client and case data. Intake and follow-up became structured rather than ad hoc. Client communication improved. Nothing fell through the cracks.
Four Square: Customer Outcomes + Operational Excellence
