Gershburg Law, P.C.
Started using TimeSolv
NY Brooklyn, NY
Daniel Gershburg, Gershburg Law P.C.
Daniel Gershburg is a solo attorney at Gershburg Law P.C. which deals with transactional real estate and bankruptcy matters in the heart of New York City. As a lawyer working in a competitive metropolitan market, he knows that he needs to be his best to earn new clients—while keeping the ones he has happy.
But when dealing with more than 30 clients at a time, each with their own paperwork, negotiations, escrow accounts, and billing records to keep straight, he needs a practice management system that helps him track of every detail without slowing him down. Clio allows him to work an additional 5 to 8 files every month, and helps bring in an additional 20% in revenue.
This is how he does it with TimeSolv.
Creating less to worry about
With an efficient system in place, Daniel brings clients on 60% faster—and he doesn’t need to worry about making sure his case information is up to date, it’s all taken care of for him as the case progresses.
“I hate having to do a bunch of small, repetitive tasks, especially when they’re redundant to each other,” says Daniel, who’s set up a series of efficient integrations between the most important software at his firm.
With TimeSolv as the central hub for storing all of his case, contact, and billing information, he’s able to connect his practice management software to other services—either directly or through integration partner Zapier.
“When a client comes in, I send them a retainer via email from Lexicata. Embedded in the email is a link that lets them pay instantly online via credit card. Once they’ve paid, all of that information gets exported into a new matter that gets created automatically in TimeSolv,” says Daniel.
“Once the bill has run,” he says, “a folder is also created in Dropbox with the matter name, which the retainer agreement gets saved to. At the same time, a card gets placed immediately on my Trello board, so I know exactly what’s going on, and a checklist of tasks is created for that specific client.”
To save time on client communications, and to make himself more available to clients, he uses Clio’s client portal, TimeSolv Connect, to ensure that they have on-demand access, at any time, to all files and information he’s shared with them.
"We've loved working with TimeSolv to help build out our billing and compensation infrastructure.
They're extremely responsive and willing to help guide us through features, and even build in features that we request and they think will add value to their user base."
- José Ancer - Miller Egan Molter & Nelson LLP
Confidence and peace of mind in managing client trust accounts
“In the state of New York, when dealing with trust account money, if you sign the wrong amount, you will lose your licence,” says Daniel, who as a real estate attorney, deals heavily with escrow accounts.
“We use TrustBooks in conjunction with TimeSolv to to reconcile all of these accounts, and I cannot explain the level of comfort that gives me,” says Daniel. “One of the things attorneys panic about most, hands down, are escrow accounts. I use TimeSolv very often when it comes to reconciling trust accounts.”
“TrustBooks is a really practical complement to TimeSolv, and it helps us ensure that every account gets zeroed out,” he says.
“I cannot explain the level of comfort that gives me.”
Trust accounting with TimeSolv
For lawyers dealing with client funds held in trust, it’s important to have the right software to account for every dollar. TimeSolv lets you manage all client money in separate ledgers tied to their specific case, so that you can ensure client money never gets comingled with firm assets.
With TimeSolv's Trust Request feature, you can also share an electronic request for funds, which allows clients to deposit money into their account instantly via credit card—speeding up his collections by a solid 80%, while also improving overall client retention.
When things get hectic, simple matters
“TimeSolv just works, it works well, it’s simple, it works with everything, and it looks nice,” says Daniel, who knows that saving time and avoiding headaches is its own reward.
“Maybe I get more work done, maybe I get time to myself, or maybe I just make sure I get out of the office by 6 o’clock,” he says. “I care about the time savings, but sometimes it’s important to make things simpler—not because it adds any reward or gives us the ability to do something during the day—just for the sake of making things simpler.”