Our Successes
Transforming Law Firms Through Technology, Strategy, and Clarity
At NE3 Consultancy, we specialize in bridging the gap between legal operations and technology — helping law firms streamline processes, capture cleaner data, and make smarter decisions. Whether modernizing existing Salesforce + Litify environments or building entire ecosystems from the ground up, our work centers on one principle: operational clarity drives growth.
From established firms looking to regain control of their CRM to new practices launching their first tech stack, NE3 helps transform complexity into confidence — empowering teams to operate efficiently, measure results accurately, and scale sustainably.
Riddle & Riddle, Injury Lawyers: From Frustration to Flourishing
Transforming Frustration Into Efficiency with Litify and NE3 Consultancy’s Salesforce Architecture + Development + Administrative consulting.
The Challenge
Riddle and Riddle Injury Lawyers, a top-tier personal injury law firm based in North Carolina, was one of the first firms to adopt Litify, a Salesforce-powered platform for law practice management.
As with most early Salesforce implementations, the go-live process was anything but smooth. Workflows for new lead intake, negotiation tracking, and reporting lacked structure and visibility. The CRM felt cumbersome to use, and team members struggled to capture data accurately or find reliable insights.
Without clean data and consistent processes, leadership faced challenges in understanding which marketing efforts drove results or how staff performance translated into signed cases. For a firm operating in a highly competitive market, that lack of clarity meant lost opportunity and growing frustration.
The Solution
NE3 began by addressing the most visible pain points: intake efficiency, marketing automation, and dashboard visibility. The goal was clear. Make data capture effortless, ensure reporting accuracy, and turn the CRM into a tool that empowered the team rather than slowed them down.
Dan Brian, Marketing Director at Riddle & Riddle, shared how the transformation changed the way his department operated:
“We partnered with NE3 to build out integrations and automations to capture key data points through natural user workflows, gaining clearer insights into each intake and accelerating case signings. The natively integrated marketing attribution data within Litify shows us exactly which campaigns and channels are delivering the strongest results.”
As the relationship expanded, NE3 focused on rebuilding internal configurations, cleaning redundant or misaligned data structures, and introducing Salesforce best practices to stabilize the entire environment.
Molly Schertzinger, Vice President and Director of Operations, had once been one of the firm’s most vocal critics of the CRM:
“I used to hate our CRM, but after investing the time to fix what our initial implementation missed, it completely transformed how we operate. Now we’re just fine-tuning, and it’s driving us toward a much more successful path.”
The Results
Through a series of focused improvement projects, Riddle & Riddle regained full control of their Salesforce ecosystem.
- Faster case signings through streamlined intake workflows
- Accurate, real-time dashboards for marketing and operational performance
- Cleaner data architecture that supports long-term scalability
- Higher user adoption and satisfaction that replaced frustration with confidence
By rebuilding their CRM with a focus on usability and data integrity, Riddle & Riddle turned a once-dreaded system into a strategic advantage.
Today, their team operates with clarity, consistency, and confidence. What was once a source of stress is now a foundation for continued growth and success.
Win Law Group: Winning Out of the Gate
Building a Scalable Foundation from Day One with NE3 Consultancy’s Technology Leadership & Marketing Leadership Consulting
The Challenge
When Win Law Group, a new and fast-growing personal injury firm based in New Mexico and Arizona, launched its operations, they faced the challenge most startups encounter: building a complete marketing and technology ecosystem from the ground up.
From client intake to marketing and internal communications, every system had to be implemented, configured, and connected in a way that would scale with the firm’s ambitious growth plans. The leadership team wanted to avoid the common pitfall of investing in short-term tools that would later need to be replaced as the firm expanded.
They needed a partner who could not only help design and implement their systems but also ensure everything from marketing funnels to internal communication tools all worked together seamlessly.
The Solution
Win Law Group partnered with NE3 Consultancy to design, build, and deploy a full-scale technology stack centered around Litify and Salesforce.
The engagement included end-to-end implementation across every major system required for modern law firm operations, including:
- CRM Implementation: Full buildout and customization of Litify on Salesforce
- Marketing Operations: Design of inbound funnels and campaign tracking systems
- Attribution and Analytics: Integration of marketing attribution software to connect lead sources with signed cases
- Communications and Collaboration: Deployment of a unified communications platform (UCaaS)
- Client Engagement Tools: Setup of text messaging and e-signature platforms
- Website Development: Full design and launch of a responsive, SEO-friendly firm website
By working directly with NE3, Win Law Group was able to consolidate dozens of operational decisions into one cohesive ecosystem that was purpose-built to scale.
Hunter Jochem, CEO of Win Law Group, shared his perspective on the process:
“We didn’t really know where to begin. We just knew we wanted the best of the best to ensure we didn’t have to change things out in a couple of years because we outgrew it. We’re a high-growth company that needs solutions that grow and scale with us, and NE3 definitely helped us find that.”
The Results
The collaboration with NE3 set Win Law Group on a clear path toward scalable growth and operational excellence.
- Fully integrated tech stack connecting marketing, intake, case management, and communications
- Automated lead tracking and marketing attribution for accurate ROI reporting
- Streamlined digital operations enabling faster client onboarding and internal collaboration
- Future-proof architecture designed to grow with the firm’s expanding team and caseload
With NE3’s strategic guidance and implementation support, Win Law Group launched with an enterprise-grade foundation that most firms only achieve years after operating.
Today, the firm continues to scale confidently, supported by systems designed for growth, visibility, and long-term success.
Erik K.
DK Law