Our Client Stories

Technology roadmap builds out roadmap for scaling technology at financial services company

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.

Healthcare center automates processes and puts focus back on clients

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…

NEW Updated Case Study Cover Photos (1024 × 585 px)

Streamlining Complex Intake Process: Maximizing Forms for Efficient Immigration Law Firm Operations

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 […]

Law firm now generates retainer agreements in seconds

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.

NEW Updated Case Study Cover Photos (848 × 594 px) (1024 × 585 px) (1024 × 594 px)

Streamline contract generation process and improve efficiency

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 […]

Sending Dynamic Responses Based on Form Fields

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 […]

Reducing work-from-home pain points with technology

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.

Microsoft Teams empowers client organization structures

Restructuring Microsoft Teams

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. […]

Merging law firms and consolidating technology

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.

Law firm gains valuable time and grows business by automating client intake

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.

Automatically saving attachments from Outlook into Teams

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 […]

Construction web application overhauls interface to improve user experience

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…

100 year old bank streamlines document management across locations by migrating to Sharepoint

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…