List of AdvoLogix Matter Management Customers
AdvoLogix.com
4771 Sweetwater Blvd Suite 101,
Sugar Land, 77479, TX,
United States
Sugar Land, 77479, TX,
United States
1 888-898-2386
Professional Services
30
$3M
Since 2010, our global team of researchers has been studying AdvoLogix Matter Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased AdvoLogix Matter Management for Case Management, Legal Practice Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using AdvoLogix Matter Management for Case Management, Legal Practice Management include: Thomas J. Henry Injury Attorneys, a United States based Professional Services organisation with 550 employees and revenues of $90.0 million, Reich and Binstock, LLP, a United States based Professional Services organisation with 100 employees and revenues of $10.0 million, Brager Tax Law Group, A P.C., a United States based Professional Services organisation with 15 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using AdvoLogix Matter Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Services and Operations software purchases.
The AdvoLogix Matter Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Services and Operations software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Brager Tax Law Group, A P.C. | Professional Services | 15 | $3M | United States | AdvoLogix.com | AdvoLogix Matter Management | Case Management,Legal Practice Management | 2015 | n/a |
In 2015, Brager Tax Law Group, A P.C. deployed AdvoLogix Matter Management. Brager Tax Law Group, A P.C. uses AdvoLogix Matter Management for Matter Management to support its 15 person tax litigation practice, including four attorneys and one registered agent, covering intake, client screening, scheduling new client consultations, and preparation of retainer documentation.
AdvoLogix Matter Management was configured to centralize matter intake, contact records, document management, and correspondence workflows, with templated output for Retainer Agreements, Retainer Coverletters, Forms 2848 Power of Attorney and 8821 Tax Information Authorization and other attachments filed with state agencies such as the FTB or SBE. Staff scan and upload client documents and Tax Notes into AdvoLogix for shared access, use matter-level notes to prepare and finalize client correspondence, and compile case materials for the Overseas Voluntary Disclosure Program.
Operational design keeps Accounts Payable and bookkeeping in QuickBooks while AdvoLogix holds client and matter records, reflecting a dual-system operating model where QuickBooks is the explicit system for AP processing and AdvoLogix is the authoritative matter repository. Tax research content is downloaded from LexisNexis and manually incorporated into matter files in AdvoLogix, and practitioners request IRS Account Transcripts and record results directly in the matter management system.
Day to day governance emphasizes paperless office procedures, scanning incoming mail, distributing digital copies to appropriate counsel, and standardized steps for preparing FedEx shipments, certified mail with return receipt, and USPS mailings as part of matter administration. The implementation codified intake-to-file workflows, template usage for filing forms, and document scanning and upload practices to ensure universal access to matter documents across the firm.
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Reich and Binstock, LLP | Professional Services | 100 | $10M | United States | AdvoLogix.com | AdvoLogix Matter Management | Case Management,Legal Practice Management | 2014 | n/a |
In 2014, Reich and Binstock, LLP implemented AdvoLogix Matter Management to centralize case intake and call center workflows. The deployment targeted firm wide case processing as a Matter Management solution, configuring AdvoLogix within Salesforce to capture standardized fields, page layouts, email templates, and tracking for all matters and dockets.
Implementation workstreams included creation of document and communication artifacts within AdvoLogix Matter Management, specifically contracts, joint venture agreements, questionnaires, and campaign intake forms. The team built DocuSign templates and operating procedures to monitor all contracts sent and received, and developed forms and letters for medical authorization and consent to associate. Automation and outreach components were configured to use CallFire for robo calls and outbound text campaigns to gather information for existing dockets.
The technical footprint explicitly integrated AdvoLogix with Salesforce, CallFire for automated outreach, DocuSign for signature and execution tracking, CenturyLink VOIP for telephony, and Call Source for advertising number management. Operational telephony work included creating and provisioning CenturyLink VOIP users through the provider portal, establishing hunt call center groups, and monitoring advertising phone numbers via Call Source. The team also audited case lists provided by lead generators and executed outreach campaigns tied to matter records.
Governance and operationalization emphasized end user training and call center management. All personnel were trained on Advologix within Salesforce, call center staff were hired coached and trained, and daily objectives and resource planning were instituted to maximize productivity. Quality controls included auditing information entered into AdvoLogix, monitoring telephone conversations and daily activities, handling escalated client calls, and preparing reports for departmental and upper management requests.
Ongoing responsibilities covered internal IT support and continuous knowledge building through webinars and meetings to improve firm efficiency. The implementation also included creating and maintaining email templates tracking mechanisms and reporting outputs, answering personnel questions daily, and supporting fixes for IT issues that affected case management and call center operations.
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Thomas J. Henry Injury Attorneys | Professional Services | 550 | $90M | United States | AdvoLogix.com | AdvoLogix Matter Management | Case Management,Legal Practice Management | 2014 | n/a |
In 2014, Thomas J. Henry Injury Attorneys implemented AdvoLogix Matter Management to centralize case workflows and improve task and deadline visibility. The AdvoLogix Matter Management deployment focused on core Matter Management functions including centralized matter records, task management, deadline tracking, and case-level status visibility to support attorneys and case managers in the firm litigation practice. Users reported experience with Trial Works in parallel, and the implementation emphasized personal caseload controls and task status dashboards that align with the user note about managing task status and deadlines.
Configuration work prioritized matter intake, task and deadline orchestration, and workflow automation for assignment and status progression, using role-based access and case owner accountability to govern task updates. Operational coverage targeted the firm’s legal teams and case managers within the United States, and governance established clear ownership for deadline tracking and personal caseload management, delivering the explicit capability to manage individual caseloads with respect to task status and deadlines.
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Buyer Intent: Companies Evaluating AdvoLogix Matter Management
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating AdvoLogix Matter Management. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating AdvoLogix Matter Management for Case Management, Legal Practice Management include:
- Apprize360, a United States based Professional Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD AdvoLogix Matter Management Coverage
AdvoLogix Matter Management is a Case Management, Legal Practice Management solution from AdvoLogix.com.
Companies worldwide use AdvoLogix Matter Management, from small firms to large enterprises across 21+ industries.
Organizations such as Thomas J. Henry Injury Attorneys, Reich and Binstock, LLP and Brager Tax Law Group, A P.C. are recorded users of
AdvoLogix Matter Management for Case Management, Legal Practice Management.
Companies using AdvoLogix Matter Management are most concentrated in Professional Services, with adoption spanning over 21 industries.
Companies using AdvoLogix Matter Management are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of AdvoLogix Matter Management across Americas, EMEA, and APAC.
Companies using AdvoLogix Matter Management range from small businesses with 0-100 employees - 66.67%, to mid-sized firms with 101-1,000 employees - 33.33%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of AdvoLogix Matter Management include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified AdvoLogix Matter Management customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Case Management, Legal Practice Management.