Success Story: Viewabill

Nutshell Reduces Internal Meetings and Builds Team Trust

It’s Viewabill’s mission to make the legal industry as transparent as possible. And they’re using technology to build trust between attorneys and their clients.

Legal departments at Fortune 500 companies use Viewabill’s cloud-based software to monitor attorney billing in real time before the bill arrives. Their technology reports back how legal time is used as well as when the work was completed. Even law firms have adopted their software in order to better manage their timekeeping.

Photo of Viewabill team.

Yet, when it came to Viewabill managing their own client information, there wasn’t any transparency. Not only was their previous CRM software too costly, but it also created headaches for their sales, marketing and support teams just to use it.

“We were bogged down by meetings,” says Adam Weiss, Director of Financial Operations at Viewabill. “We held two-hour meetings weekly about how we were using the CRM, but it felt like nothing was getting done.”

They wanted a more efficient, cost-effective CRM that allowed their teams to better use their time in the customer relationship management software without feeling overwhelmed.

Ready to try something new, they reviewed a dozen CRM providers. Viewabill wanted real-time statuses of leads, focused reporting, API support, compatibility with their current tools and an easier way to track all their information.

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Nutshell was the clear winner

Viewabill valued Nutshell’s personal, friendly approach from the very beginning.

Nutshell looked like a fun, cool, easy-to-learn technology. It didn’t seem like a chore to use every day.

# Adam Weiss Director of Financial Operations Viewabill

“After the demo, we received a direct mail postcard from Nutshell,” says Weiss. “That kind of attention really stood out to us.”

After a smooth transition from their existing CRM onto Nutshell, Viewabill noticed immediate results.

“We love the transparency,” says Weiss. “Nutshell is where our company lives. We do everything in there.”

Photo of Viewabill team at work.

Viewabill uses Nutshell as their customer communication hub. Teams now can collaborate, view every interaction potential clients and communicate with legal departments and peers all in one place.

Viewabill relies on Nutshell’s Keep In Touch feature that reminds them to reach out to annually-billed clients more often. Now Viewabill continues the conversation throughout the year, building relationships and contracts worth thousands of dollars.

Those weekly meetings? With full visibility of team and client communication on Nutshell, Viewabill spends more time with clients and less time in the conference room.

What does Viewabill plan to do next?

“We’re testing out more processes in Nutshell to see what succeeds,” says Weiss. “It’s exciting to grow with a company that values transparency as much as we do.”