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Casepoint CFO Video Interview

By August 20, 2021August 6th, 2025Case Study
Play VideoCasepoint CFOPlay Video

Casepoint is a SaaS e-discovery platform for corporations, government agencies, and law firms. The LegalTech leader implemented Ordway’s software to reduce the manual effort required for usage-based billing, receivables collections, and revenue recognition. In this short video, the Casepoint CFO explains how Ordway has been able to decrease Days Sales Outstanding (DSOs) by 30% with automated dunning and customer communications.

”As a result to using the Ordway platform, we are now able to collect faster. We've seen our days sales outstanding improve, and we see that improvement on the order of magnitude of 25 to 30%."

Mohair ManochaChief Financial Officer at Casepoint

Video Transcript

“As a result to using the Ordway platform, we are now able to collect faster. We’ve seen our days sales outstanding improve, and we see that improvement on the order of magnitude of 25 to 30%. Casepoint’s Finance Team

My name is Mohit Manocha. I’m the Casepoint CFO. Casepoint is a legal, technology platform that services corporations, law firms, and government agencies to streamline their e-discovery workflow.

Usage-Based Billing

Prior to Ordway, there were many challenges in our billing process. We do have a usage base and tiered base system. As a result, we were doing a lot of manual work. You can imagine that not only being time-consuming, but potentially also more human error prone. Accelerated Collections Ordway has helped our collection process significantly. It has allowed us to automate weekly statements that we send out to our customers. By sending out these emails and reminders, we not only automate that process, but we make it easy for our customers to pay us on those invoices. Faster Close We’ve probably saved at least several days of our month end close process, but we got insights about the month’s revenue faster than we would have had we done it without Ordway. Time on More Strategic Finance Efforts Ordway has allowed us to look at aspects of the business that we haven’t looked quantitatively before, because we didn’t have time. This is also a value for our team. It improves their morale. They’re excited to do this kind of work. And at the end of the day, it gives us more insights on how to run the business. Committed to Customer Success From the very beginning, I knew we had a team that was committed to us, committed to see our success. I would consider someone to strongly look at Ordway, especially if you’re using a usage based or tiered pricing system. The technology has definitely helped us.”

Frequently Asked Questions

What is Casepoint and what challenges did they face before Ordway?

Casepoint is a SaaS legal tech platform. Before Ordway, their usage-based and tiered billing processes were manual and time-consuming, leading to errors and slower cash collection.

How did Ordway help Casepoint’s CFO improve finance operations?

Ordway automated usage-based billing, receivables collections (including dunning emails), and revenue recognition, reducing Days Sales Outstanding (DSO) by 25–30%.

How did automation affect Casepoint’s month-end close and revenue visibility?

The platform enabled faster closes and earlier insight into revenue, saving the finance team several days every month.

What impact did Ordway’s automation have on Casepoint’s finance team?

Automating manual work let the team focus on strategic tasks, boosted morale, and empowered better business decision-making.

Would Casepoint recommend Ordway to other SaaS companies using usage-based or tiered models?

Yes—Casepoint’s CFO strongly endorses Ordway for SaaS firms with complex billing needs, highlighting technology, service, and results.

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