Case Study
$234K/month in previously uncaptured billable time recovered
Trust & Estates
New York, NY
Clio
“People love that it's catching the .1 email reviews nobody was billing. Those add up fast, and we're seeing the value.”
Jennifer Arledge
Attorney, Hone Law
$234K
Monthly Revenue Recovered
77x
Return on Investment
+1.1
Extra Billable Hours / Day
17
Active Timekeepers
The Practice
Where Every 0.1 Is Worth Up to $83
CBMS is a trusts and estates firm with offices in Manhattan, Long Island, and Miami. Their 17 timekeepers bill at rates reaching over $800 per hour across a practice built on small interactions: a five-minute call with a beneficiary, a quick email to a co-trustee, a brief review of account statements. Each is worth up to $83. Each routinely goes unbilled.
The Evaluation
Multiple Tools Demoed. One Clear Winner.
Director of Operations Hallie Klein's team evaluated multiple AI timekeeping tools before choosing Ajax. The differentiator: Ajax runs silently in the background with no timers, no tagging, and no new interface. One partner, JJ Harwayne, had used Laurel at her prior firm. She found the system never got smarter and did not like the interface. She was an Ajax skeptic at first, but within a week she was a die-hard user and is still using it heavily nine months later.
Ajax ran a white-glove rollout, installing in person at CBMS's New York and Long Island offices and making the team available to handle all questions. Individualized calibration sessions with each attorney ensured entries matched their personal style from day one.
The Results
12 Months of Sustained ROI
Feedback from Our Team
About Capell Barnett Matalon & Schoenfeld LLP
Capell Barnett Matalon & Schoenfeld LLP is a full-service law firm founded in 2004 and headquartered in New York City, with additional offices on Long Island and in Miami. The firm serves individuals, families, estates, closely held businesses, and nonprofit organizations across trusts and estates, tax, corporate, litigation, real estate, and elder law.
CBMS is recognized for its deep expertise in estate planning, trust administration, and Medicaid planning, with key leadership including founders Howard Capell, Robert Barnett, Gregory Matalon, and Stuart Schoenfeld, alongside Managing Partner Renato Matos.
