Our Client Stories

After learning about the law firm’s processes and identifying their pain points, RooksDM came up with a plan to automate their intake and scheduling process. We implemented an end-to-end solution for client intake, from the moment the client submits an inquiry to their first meeting with an attorney. 

The Challenge A 25-year-old document ecosystem holding the team back An RIA firm had accumulated decades of documents across disconnected platforms including Laserfiche, shared file drives, and ShareFile. With no single source of truth, employees spent excessive time manually re-filing documents, reconciling duplicates, and bridging tools that were never designed […]

RooksDM helped a financial services firm securely enable Microsoft Copilot, ensure proper permissions, safe data access, and team adoption through practical, role-based training.

A California financial services company found that their days were increasingly consumed with managing technology. Each morning they found themselves logging on to Gsuite, Zoom, Slack and ShareConnect to get their day started, and throughout the day they used many more.

Breaking down the barriers and stigma related to mental health has always been the number one focus for this Illinois healthcare center. Since day one, their experienced team of clinicians has been dedicated to helping clients uncover their own potential. They noticed that as their client list grew, their list…

  The complexities of immigration law can pose significant challenges for law firms tasked with gathering information for various visa applications. From H-1B to I-129 and L-1A, the specific requirements and documentation needed can vary greatly, making it a formidable task to ensure all necessary information is collected and presented […]

It's no surprise that when a company experiences growth -- especially a merger -- that processes need to be reviewed and updated. For this Chicago law firm, that was the case. After merging two firms together, they realized that their intake process was cumbersome and prevented them from growing. 

Are you a financial advisor struggling with a time-consuming and error-prone agreement generation process? Discover how one of our clients was able to streamline its process and improve efficiency with the help of RooksDM. Our team of technology consultants implemented automation and CRM integration to reduce manual data entry and […]

THE CHALLENGE – Customizing Communication for New Leads It is an undeniable fact that all businesses need new business. Reaching and engaging with quality leads is critical for the success of a financial advisory firm. What better way to woo potential clients than with personalized communication based on their buyer persona […]

VPNs have been effectively used for years at many large companies to safely allow employees to work remotely, however, small to mid-size businesses didn’t really have a need to set this up – until now.  

Privacy and organization are a company’s top priorities when sensitive information is involved. This is the case for South Bay Financial Partners, a financial advisory firm. They specialize in financial planning and help their clients make money decisions, manage their debt, invest, pay taxes, negotiate insurance, and plan for retirement.  […]

Simple tasks like customizing a retainer agreement were created by copying and pasting information. While this isn’t a terrible workaround, their attorneys were wasting billable hours on admin work. They knew there was a better way to operate using technology.

Did I remember to save all of their receipts? Let me check my email. Are all of their receipts in this folder in Outlook? Let me search their email address and compare files. If you work at a ProServ firm, you likely receive hundreds of attachments per month… maybe even […]

Managing all aspects of a construction site can be a whirl-wind. Employers need to have updated worker medical information, list of employees on site, inventory of equipment, inspection dates of equipment, job site specific documentation, and so much more. That is where this construction web application stepped up to help…

Since 1912, this Indiana bank has grown to be one of the oldest and most trusted institutions in their area. With a strong belief in community banking and family, they provide banking and financial services for both individuals and businesses. The community bank now employs over 80 staff members throughout…