Based in Richardson, Texas, Herbert Law Group is a personal injury firm focused on efficient case management. Founder Zach Herbert emphasizes clear processes, accountability, and visibility across the firm.
Company: Herbert Law Group
Starting and growing a personal injury firm requires more than legal expertise. Herbert Law Group needed a way to keep work moving across cases, maintain visibility into team performance, and build processes that could scale without slowing the firm down.
The firm chose 8am™ CasePeer, to centralize casework, tasks, and team activity in one place. With purpose-built workflows, financial reporting, and an intuitive interface, the team could quickly standardize processes and stay aligned as the firm grew.
With CasePeer, Herbert Law Group grew from 30 cases to nearly 400 while expanding to a 10-person team. The firm gained visibility into performance, simplified employee onboarding, and built a more organized way to operate.
Gained clear visibility into team performance and case activity
Reduced interruptions with centralized tasks, templates, and workflows
Accelerated employee onboarding with structured, repeatable processes
Increased caseload without slowing down day-to-day operations
When Zach Herbert started Herbert Law Group, he needed a way to keep up with the pace of his firm.
“I wanted a solution that I could take on the road with me without being tied to a desktop computer,” he recalls. “I wanted to quickly find what I needed so that I could work from anywhere.”
He also needed something built for how personal injury firms actually operate, where structure, accountability, and clear processes keep cases moving and teams aligned. “I knew all of the different case management software that was out there,” Zach says. “I demoed most of them and had some horrible experiences.” Then he came across CasePeer.
”What stood out was how easy it was to adopt,” he recalls. “Most attorneys don’t want to invest in a new system because they don’t want to learn how to work it. But CasePeer has such a low learning curve. It’s out-of-the-box and so easy to pick up.”
At Herbert Law Group, organization is essential.
“I'm a bit of a stickler when it comes to organization,” Zach says. “I knew that I needed to plan out the processes from the beginning. Even the little things CasePeer offers, like letter templates, make all the difference and help you save a lot of time.” With CasePeer, every task, note, and update lives in one place. That visibility makes it easier to track performance and step in when needed.
The Productivity Report tracks tasks, notes, and case activity across the team, giving Zach a clear view of who’s doing what and how work is progressing. With that visibility, he can monitor productivity over time and manage performance more effectively.
“If my paralegal has put in 1,000 notes so far this month and the other paralegals only put in 500, I know I’ll have to talk to that other paralegal to understand what’s going on.”
Standardized workflows also reduce friction across the team. Templates, task lists, and internal documentation help new hires get up to speed without slowing others down.
“When we onboard somebody, everything they need is right in CasePeer,” he says. “They can start with a batch of tasks and use the documentation I’ve created.”
The result is fewer interruptions and more focus.
“We’ve cut down a lot of back and forth and people interrupting each other’s work.”
“CasePeer has really helped us scale our business,” Zach says. “It has the agility to keep up with our growth.”
The ability to keep pace with demand gives Zach the confidence to take on more cases without adding friction to the business. “When we onboard somebody onto the team, everything they need is right in CasePeer,” he says. “If you know how to work Facebook, chances are you can figure out CasePeer. It’s that user-friendly and easy to use.” Because the system is easy to learn, new hires get up to speed quickly without interrupting the rest of the team. Today, Herbert Law Group runs a 10-person team handling hundreds of cases with the same level of organization and control it had from the start. “I think I started with 30 cases and we’re close to 400 now,” Zach says.
For Zach, the difference isn’t just growth. It’s knowing the firm can handle whatever comes next.
CasePeer helps firms like Herbert Law Group create a more organized, scalable way to run their practice. By centralizing casework and improving visibility, they build a foundation that supports growth without the chaos.
Ready to scale with confidence? Schedule a CasePeer demo today.
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