Our Clients – Case Studies

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	Lipman & Wolf, LLP Redefining the Practice of Immigration Law

Lipman & Wolf, LLP, an 11-person immigration law firm based in Walnut Creek, California, consistently exceeds expectations in their expansive corporate client list and in the exceptional work and customer service they provide their clients. The firm’s success is directly related to their ability to tap into their particular expertise and the strengths that INSZoom's technology brings to their daily practice.

Background

Located in Walnut Creek, California, Lipman & Wolf serves corporate clients in a range of industries, including semiconductors, software, networking, clothing, healthcare and finance. The firm has handled numerous cases for more than 200 corporate clients over the past five years, with a 98 percent success record of approval for those cases. The firm believes strongly that this phenomenal success rate is directly related to a combination of unparalleled legal expertise and the utilization of the most advanced technology available.

The Dual Advantages of Experience and Technology

“We have the technical expertise and the legal knowledge, as much or more as anybody at any big firm,” says Jakob Lipman, senior attorney with the firm. “We have more experience and a more diverse caseload than most big firms. And the INSZoom software we use allows us to have a transparent environment where everybody knows what’s going on. In our system, clients can get access to their case information in real time, at any moment. Because of this, we can handle volumes of work that others can’t with their old school technology.”

INSZoom’s technology has enabled Lipman & Wolf to not only provide transparency to their clients, but also to create and utilize automated templates for their most common case types. "We've reduced our common and simpler cases down to templates and automated processes in INSZoom," says Lipman. “This allows us to not only start up the case work for many cases, but also not to have to worry about keeping up with those cases. I know things will not fall through the cracks because INSZoom is consistently reminding me of the next steps.”

Leveling the Playing Field

With this added time, Lipman & Wolf are able to add an extra level of customer service and responsiveness at a rate unparalleled in the world of immigration law. “We listen to our clients and watch the market,” says Lipman. “We’ve learned that there are technologies available and ways to do our work in a more efficient way, in a more natural and relaxed way.”

For Lipman & Wolf, and other firms like them, INSZoom has leveled the playing field. “We have as good or better technology than any other immigration law firm,” says Lipman. “What’s more, we know that software in and out. We have spent time and resources to make sure that our use of INSZoom is unmatched. Our capacity has increased tremendously and our vision of what is possible has expanded in proportion to our commitment to using and promoting INSZoom.”

Return on Investment

This commitment to tapping into technology and increasing customer service and responsiveness has had an immediate effect on Lipman & Wolf’s bottom line. “We were doing more work with fewer people,” says Lipman. “Moreover, we were doing more work with a lot less stress. It’s nice to feel that our practice is doing great things because of INSZoom, but it’s just as good to feel like our systems are bulletproof and that we can scale to any level of growth without a lot of pain. Law firms that do not use INSZoom cannot accommodate growth or other changes as easily as we do.”

Ease of Scalability

With INSZoom, Lipman & Wolf is able scale up with ease. “If I am able to find a gigantic Fortune 10 client, I can hire a few people and, within a couple of days, they’d be ready, alongside the rest of our firm,” says Lipman. “It’s not hard to scale up and handle new business as our volume increases.”

While the early integration to INSZoom wasn’t always easy – it took some effort on the part of Lipman and his partner, James Wolf, to convince their staff that relying on INSZoom’s products would give them better results – today, the entire Lipman & Wolf team wholeheartedly agrees that fully committing to INSZoom was the best decision they have made as a collective entity. And today, it’s easy to train new staff members in the Lipman & Wolf process. “All I have to do is tell my staff member to go into INSZoom and see how I’ve instructed people to do things,” says Lipman. “I only had to spend one day with our newest attorney and she didn’t miss a beat. It was so easy to train her and integrate her into our firm’s way of doing things.”

Better Customer Service through Technology

By harnessing INSZoom’s technology to manage a large portion of the firm’s tasks and provide defined transparency to their clients, Lipman & Wolf is able to use their time more productively. Much of that time is used to provide exceptional customer service for their clients. “We feel like our clients receive a better service with INSZoom since there is greater transparency,” says Lipman. “Clients have live access to reports and can oversee their projects without having to chase down their attorneys. We feel like this helps us since we do not have to take so many calls with questions about status.”

Lipman asserts that INSZoom’s technology has enabled their firm to be more focused and proactive. “This gives value to our clients, who receive the best service at a reasonable price. And I feel good knowing that I’m giving something [in] the level of quality that we provide from end to end. The legal expertise is there, but the human side of it – the part where the person feels like you’ve taken good care of them – that is enhanced dramatically by INSZoom’s software.”