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Read Some of Our Partner Success Stories
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Client: The Law Firm of Christopher W. Dumm
Project: PracticePanther/Wealth Counsel Integration
Referral Income to Partner to Date: $1046
CHALLENGE: When the client engaged us, they were using two software packages to manage their firm – PracticePanther and Wealth Counsel. The former is for tracking time, managing billing, managing clients, managing documents. The latter is more focused on trust and estate planning and manages the documents and flow for that. Staff had to do double-entry to use both these products since they didn’t talk to each other.
GOAL: Assist staff to be more efficient by reducing redundancy.
SOLUTION:Using the existing APIs in both products we created a connector so that new clients and matters were automatically synchronized between both systems.
RESULTS: Reduced errors, data entry time and frustration.
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Client: FishingCreek Transportation
Project: New Website
Referral Income to Partner to Date: $1634.30
CHALLENGE: The client, FishingCreek Transportation, has been providing school bussing services to Montour and Columbia counties in Pennsylvania since 1959 and they did not have a website. They realized in order to stay competitive, grow their company -staff and business, they would have to bring their marketing and presence into the digital age in a fresh and robust manner.
GOAL: Beyond providing a general internet presence and promote their services, they wanted a new way to recruit drivers and provide user-friendly on-line and mobile resources for their drivers (ie. disciplinary forms and vehicle maintenance tracking).
SOLUTION: Working with one of our experienced designers, we built a custom WordPress website that is modern, responsive and used to navigation. In addition we:
- Created a “Drivers Wanted” page with an online application process.
- Created online forms for drivers that they can easily complete on their phones.
- Designed custom forms that generate PDF documents that go directly to the clients email for response.
RESULTS: A sleek and modern website that is used by the public and by company bus drivers. Essentially, bringing them into the 21st century. Check them out https://fishingcreektrans.com/