We Are Committed to Providing the Best Service to Our Clients and Colleagues

Every client. Every project. Every time.

Testimonials Case Studies

Our Clients: 10 years and counting

Client Testimonials: We Appreciate A Good Word

In this industry, we know a good experience goes a long way. Our clients over the years have become trusted partners and friends. We appreciate when they have a good experience and strive to exceed their expectations.

Michael Lopez, Owner Litigation Solutions, Inc

As a business owner, it is a little scary sharing my P&L. Once I had the extra set of eyes from the Doculogix team coaching me on cost-effective solutions, I can now say it was worth it to have their partnership.

Cory Flynn, Director of ESI Operations Advanced Discovery

Before PTS, we were frustrated about having so many different systems – the inefficiency also created stress for our employees.

Brent Beers, COO Elite Document Technology

More accurate estimates result in higher revenue for Elite. Every time anyone asks me about PTS, I always give a glowing endorsement. I can’t imagine going back to where we were.

Chris Sloan, Co-Owner & CEO Litgistix LLC

PTS really helped us automate our job entry and track workflow. It was easy to implement and simple for our employees to use on a daily basis.

Brian Grossman, Co-Owner/CFO Litgistix LLC

PTS has been instrumental in helping our company enhance our workflow and reporting as well as helping us achieve increased profitability

Cory Flynn, Director of ESI Operations Advanced Discovery

DocuLogix doesn’t stop with the sale — they’re quick to respond to questions and issues

Sharon Spiser, Integrator Litigation Solutions, Inc

Showing each employee, the role they play in the process and setting billing expectations has made the biggest impact on our billing and profitability. Now that each employee is paying for themselves, we can look at expanding our team.

Brent Beers, COO Elite Document Technology

We knew if we could get every employee using the same process for tracking time, it would make invoicing cleaner and easier.

Client Case Studies: Working Side by Side for Better Solutions

We've provided workflow solutions that are specifically designed for the eDiscovery and litigation support industry. DocuLogix has assisted numerous companies to increase their quality of services and helped change their business.

Streamlined Project Management & Improved Customer Service

A litigation support company providing traditional copy/scan services to law firms and corporate legal departments was still manually tracking projects from input to billing.

Read the Full Case Study

The Client

Elite Document Technology is a Texas-based, litigation support company providing traditional copy/scan services to law firms and corporate legal departments. They also have a large technical staff for providing electronic discovery services, hosted review solutions, and computer forensics.

 

The Challenge

Elite Document Technology had a manual process for tracking projects from input to billing. Everything was on paper or in an excel spreadsheet. Staff entered time at the end of each day to account for time spent on a variety of customer projects. Many hours were spent on these unbillable activities, and often caused delays in production. Worse, when work got very busy, this important tracking often fell to the bottom of the list, creating questions of accuracy and cash flow issues due to the extra time needed to prepare invoices correctly.

 

DocuLogix Solution

Installing PTS was the critical first step in solving these issues for Elite. PTS includes every feature Elite needed to streamline project management and improve customer service. DocuLogix then provided consultation and training to ensure the Elite staff was ready to make the transition a smooth one. They eliminated many different paper forms and spreadsheets, and replaced it all with the PTS system, allowing employees to enter information into one secure system.

 

The Results

Elite now has all workflow and time tracking information in one database for easy access and timely invoicing. They’re able to easily generate reports that track labor percentages and revenue in real time. If a project begins to run off schedule or over budget, they can alert the customer immediately to prevent unwelcome surprises or lost revenue. Customers of Elite also appreciate the improved turnaround times. Electronic invoice processing is the next big thing, and Elite is one of the first to use this exciting new feature of PTS. Customers are paying an average of 10 to 15 days faster because invoice processing is so much quicker and easier than ever before.

PTS made it possible to share people resources across multiple locations.

A full-service e-discovery provider with 11 locations and about 375 employees across the nation had many different tools and processes for project management.

Read the Full Case Study

The Client

Advanced Discovery is a full-service e-discovery provider with 11 locations and about 375 employees across the nation. Their services include everything from forensic investigations and data collection to managed attorney review and productions.

 

The Challenge

Advanced Discovery had many different tools and processes for project management, with hundreds of employees across multiple cities. Each office had its own way of tracking client projects and varied on their pricing models. Employees in separate locations lacked the ability to bill projects from other offices.

 

DocuLogix Solution

PTS makes it possible to share people resources across multiple locations. It’s also a quick process to add new offices and users as needed. PTS is flexible, allowing Advanced Discovery to integrate many different types of litigation support. The team at DocuLogix knows the litigation support industry inside and out. PTS is a project management system designed exclusively for litigation support, and it includes all the features needed to streamline business processes.

 

The Results

Since first installing PTS in November 2010, Advanced Discovery has added six locations. People in different cities can now work on the same projects without confusion. Having the capability to remotely access all projects makes tracking revenue for large projects simple. In addition to facilitating daily processes, PTS gives the ability to bill for services in a timely manner with appropriate and consistent pricing models that tie in with QuickBooks.

 

What’s Next?

Advanced Discovery will benefit greatly from the electronic invoicing feature. They will be able to bring all the business management pieces in-house and continue to grow the company. The upcoming financial feature of PTS will have an electronic approval system and electronic statements to aid Advanced in gaining new clients.

Litgistix Business Solutions, Better Tracking = Higher Profitability

A small litigation support vendor servicing the business and legal community needed to reduce the paper workflow to electronically capture all their jobs

Read the Full Case Study

The Client

Litgistix LLC is a litigation support vendor located in Tulsa, Oklahoma. They specialize in legal copying, scanning, videography and e-Discovery services as well as traditional document copying, binding, and offset printing services to both the business and legal community in Northeast Oklahoma.

 

The Challenge

Litgistix has about 1,000 jobs or projects per month, and they had a strong need to reduce the paper workflow and replace it with an
electronic job tracking system. They needed a better process to track and standardize pricing on jobs by customer and by employee. Litgistix also used different systems for accounting and customer relationship management and wanted to interface the job orders into these systems and consolidate systems if possible. Litgistix struggled to find an efficient and easy way to meet these needs, as well as generate valuable reports.

 

DocuLogix Solution

The first step towards a streamlined workflow was installing PTS to automate the job entry, pricing process and to eliminate paper. Now PTS gives Litgistix the ability to electronically capture all their jobs and customer information in one central secure Cloud environment that employees can access anywhere. Tracking all of the information together facilitates looking at the whole picture instead of separate parts. This helps create better estimates, see productivity levels by employee and ultimately be more profitable.

 

The Results

Litgistix has been using PTS since January 2011. PTS standardizes their job workflow and pricing. Larger projects are now more profitable with the ability to track and bill based on actual time spent. Overall, PTS provides better real-time revenue reporting that can be measured down to the customer, project, department, employee and even job item detail. Employees are now able to input their work directly into the system and track their revenue produced. This has enabled Litgistix to restructure their quarterly employee bonus program and measure it on actual employee results and productivity rather than an arbitrary calculation.

 

What’s Next?

Litgistix has implemented PTS’ user-friendly Customer Relationship Management system in place of their old CRM, saving additional costs. Next, they plan to interface PTS into their accounts receivable system to improve efficiency in payment processing and collections.

Increase in profits & Employee Workload Management

The Doculogix best practices consulting improves workflow, best practices and profits.

Read the Full Case Study

The Client

Litigation Solutions Inc. is a Colorado-based, litigation support company providing a full range of services from traditional litigation support to eDiscovery and multiple web hosting review solutions.

 

The Challenge

LSI started using Doculogix PTS in 2009 when it was in its infancy. They used PTS to accomplish the basics, including electronic workorders, job intake, billable collections and invoicing.  Over the years as PTS added more and more function LSI did not implement some of the additional features and benefits and found themselves needing more control over task assignments, mostly due to employees working both locally and remotely. In addition, profits had declined even though sales had increased, and they needed a fresh set of eyes to look at the company in whole.

 

Doculogix Solution

In 2018 LSI brought the Doculogix team in to improve their workflow, best practices and profits.  Taking a fresh approach, Doculogix looked at creating a new effective and efficient workflow model for their current environment. In addition, Terry Vaughan worked with the owner reviewing the P&L for opportunities to increase efficiencies while lowering short term and long-term expenses.  Once the new workflow was agreed upon Doculogix trained each department on their responsibilities and used PTS as the base to keep the workflow moving forward.

 

The Results

LSI has seen a tremendous increase in profit percentage due to changes in workflow and expense. Workers now understand what areas they impact most and how they fit into the process. Adding PTS task management, LSI can now spread the workload across all workers local and remote. Each employee now has a billable expectation that can be tracked in PTS by the employee and management.