About the Client
The client is a personal-injury law firm in the United States. It runs its practice on Litify (Salesforce) and its books on Accounting Seed, and works with a legal management services organization for finance and operations.
More than 30 attorneys are paid commission every pay period, under more than a dozen different commission plans.
Business Challenges
Attorney pay depended on one person and one spreadsheet.
- Every two weeks an accountant exported approved settlements from Litify into an Excel workbook, ran a macro and sent each attorney a file to check: about 15 manual steps, documented only by a screen recording.
- Settlements were missed every pay period. Attorneys emailed the missing cases, so each payroll ran twice, a preliminary run and a final one, and a few cases each run had no attorney code at all.
- Attorneys are paid on tiered, year-to-date plans. Fee splits and special rates on certain cases were typed over formulas, which quietly broke the year-to-date totals for every later run.
- The books had the same kind of gaps: case costs were expensed straight to the P&L instead of carried as advances, management-fee invoices needed a manual journal entry every time, more than 100,000 cleared checks still showed as outstanding, and bank reconciliation ran in Excel.
Webuters’ Solution
Commission plans, tiers, fee splits and case-level overrides are held as Salesforce data, not formulas. Approved settlements flow into each attorney's statement automatically, and every settlement is paid exactly once.
Accounting runs a preliminary pass, attorneys review their own statement in Litify, and the final run produces the payroll file with a control total. Late approvals roll into the next run on their own.
Case costs post to an advances account and are relieved when recovered at settlement, management-fee invoices post without manual journal entries, and cleared checks show as cleared, so bank reconciliation runs in Accounting Seed instead of Excel.
Attorneys ask why their commission is what it is and get an answer built only from their own statement lines. Requests that used to arrive by email to the payroll inbox are captured as tracked items with the cases pulled out.
The Impact
Case Studies
Want results like this?
Tell us about your goals and we'll show you how Webuters can deliver measurable outcomes for your organization — just like we did in this project.