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Litgistix Business Solutions, Better Tracking = Higher Profitability

ligistix business solutionsThe 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 off-set 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.

“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.”
Chris Sloan, Co-Owner & CEO Litgistix LLC

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.

“PTS has been instrumental in helping our company enhance our workflow and reporting as well as helping us achieve increased profitability.”
Brian Grossman, Co-Owner/CFO

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