Accounting Seed Case Study

How Twopir Consulting Helped a Family Law Firm Streamline Billing and Matter Management, Boosting Efficiency by 50% with Accounting Seed and Salesforce Integrations

Twopir’s specialized Salesforce customization enabled efficient integration of third-party systems and streamlined administration and billing, leading to seamless financial operations and enhanced productivity.

The Client:

Our client is a mid-sized law firm specializing in divorce and family law, based in the United States with around 150 employees. Operating in the legal services industry, they provide expert support in sensitive matters like child custody, divorce proceedings, and family disputes through a personalized, compassionate approach. As a subscription-based professional services firm, they focus on B2B and B2C models, helping clients navigate complex legal landscapes while maintaining strong operational efficiency to support revenue growth from case management and billing.

The Problem:

01. Inefficient Lead and Matter Management

  • Manual lead conversion and matter tracking caused delays, errors, and inconsistent data, impacting pipeline visibility and client onboarding.
  • Fragmented tools made it hard to maintain accurate balances and quick access to case information for decision-making.

02. Complex Billing and Financial Operations

  • Handling diverse billing rates, multi-entity ledgers, and manual invoice distribution was error-prone and time-consuming, slowing cash flow and revenue recognition.
  • Lack of automation in payments and reporting led to inefficiencies in collections and stakeholder insights.

03. Disconnected Systems and Workflows

  • Switching between platforms like document storage and CRM disrupted workflows, reducing collaboration between teams.
  • Inadequate reporting and dashboard capabilities limited KPI tracking, making it tough to optimize marketing attribution and sales strategies.

Tool & Use Case:

Tools Used

1. Accounting Seed: Automated recurring invoices, consolidated GL, and finance dashboards in Salesforce (Finance & Billing Automation).

2. Conga Composer: Conga Composer automated custom document creation using Salesforce data, tackling manual errors in legal paperwork. Users could generate reports and billing docs via templates, ensuring consistency and scalability.

3. iManage: Integrated with Salesforce for drag-and-drop access to case documents and emails (Document & Email Management).

4. HubSpot: Nurtured leads synced automatically into Salesforce, creating Person Accounts and Matters.

5. Salesforce:Salesforce was used to centralize client, matter, and billing management, reducing manual processes and errors. It also enabled seamless integrations with tools like Accounting Seed, HubSpot, and iManage for end-to-end efficiency.
Accounting Seed Tools

Use Case

1. Automated Billing and Financial Sync: Deployed to handle mass billing, recurring payments, and multi-currency support, reducing manual errors by 50% and accelerating revenue cycles.

2. Lead and Matter Automation: Integrated for seamless data flow, enabling automated conversions and task management to enhance sales tech efficiency.

3. Document and Conversation Insights: Combined for real-time access to documents and AIpowered call attribution, improving lead qualification and operational productivity.

Our Approach:

Step 1: Diagnostic Audit

  • Reviewed existing workflows and end-to-end billing cycles
  • Benchmarked errors, delays, and manual touchpoints

Step 2: Implementation & Automation

  • Configured Accounting Seed within Salesforce for billing and finance operations
  • Integrated HubSpot and iManage to enable seamless data and document flow

Step 3: Refinement & Enablement

  • Conducted user training sessions to ensure smooth adoption
  • Optimized dashboards and reports for real-time visibility and insights

The Solution:

01. Enhanced Prospect Discovery

  • Automated lead generation and qualification reduced manual prospecting efforts and improved data accuracy.
  • Fragmented engagement tracking was eliminated, enabling faster identification of high-value legal cases and accelerating the revenue pipeline.

02. Intelligent Account Prioritization

  • Custom logic and Salesforce flows enabled real-time account prioritization, replacing manual lead scoring.
  • Prospects were automatically converted into person accounts, shortening qualification cycles by 35% and ensuring consistent pipeline management.

03. Unified Data Synchronization

  • Seamless integrations between Salesforce, HubSpot, and iManage created a unified data ecosystem.
  • Leads nurtured in HubSpot synced automatically to Salesforce, while iManage enabled direct document access, reducing silos and improving cross-team collaboration.

04. Automated Billing & Financial Operations

  • Accounting Seed was implemented as the core financial platform within Salesforce. Automated mass billing, recurring billing sequences, and multi-currency support streamlined monthly cycles and reduced errors.
  • Personalized invoice PDFs and mass email distribution ensured timely collections, while Stripe integration automated cash receipts and payments with real-time financial updates.

05. Conversation Intelligence & Call Attribution

  • Invoca integration delivered AI-powered call insights by converting conversations into Salesforce leads with closed-loop reporting.
  • Accurate call attribution improved marketing visibility and increased response rates by 18%.

06. Automated Document Generation

  • Conga Composer eliminated manual errors by automating legal document and billing generation using Salesforce data.
  • Custom templates ensured consistency, while iManage integration simplified document access and collaboration.

07. Secure Payments & Customer Portal

  • A secure payment portal powered by Authorize.Net enabled credit card and e-check payments directly within Salesforce.
  • Automated cash application reduced revenue delays, while recurring invoices supported subscription-style legal services.

08. Custom Lightning UI & Advanced Reporting

  • A modular Lightning UI simplified billing navigation and reduced training time.
  • Advanced dashboards and real-time filters delivered actionable insights into pipeline growth and revenue metrics, driving 45% productivity gains.
    • Accounting Seed Dashboard

Impact & Outcomes:

Through these optimizations, the firm experienced transformative gains in revenue operations, with automated processes driving efficiency and enabling focus on high-value client work.

50% Increase in Efficiency

Automated mass billing and matter management minimized errors, streamlining workflows for legal cases and boosting overall revenue handling.

45% Productivity Gain

Flows and custom validations optimized routine operations like task and billing management, freeing up attorneys for client-focused activities.

35% Faster Processing

Integrations reduced time for billing and matter processing, accelerating revenue cycles and improving cash flow.

Overall, these changes led to seamless financial operations, enhanced collaboration, and scalable growth in the firm’s revenue operations.

Relatable? We should definitely talk.

  • Identify revenue bottlenecks & growth opportunities in your current Salesforce and HubSpot setup
  • Improve lead qualification & pipeline conversion using automation and AI
  • Optimize CRM, Marketing, and Sales workflows for better visibility and performance
  • ERP, Order Management & backend system integrations
  • AI-driven process optimization (lead scoring, routing, forecasting, agent-based automation)
  • Custom training & enablement for Sales, Marketing, and Revenue Operations teams
  • Discuss your key pain points, upcoming projects, or ongoing support needs
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