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CRM for B2B legal company

CRM for B2B legal company with payment and document management systems

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01 Client
ABOUT CLIENT

Who was our client?

A сompany that provides B2B legal services in the US market. Lawyers manage the paperwork, clients get needed services via their online platform that we helped to improve.

02 Challenge
ABOUT PROJECT

WHAT WAS THE CLIENT'S PROBLEM?

There are many different companies in every US state, which manage B2B legal services. Every organization has its own document templates. Depending on which state and company the employee works in, the template will be unique. We had to add various configurations and data fields to the document management tool.

Interesting thing: there was an issue in California – law companies still used both an online platform and paper documentation, because the transfer to digital format takes a lot of time. As a result, we had to optimize this process.

After solving those challenges, the client added one more. It was necessary to provide a secure built-in money transfer system and it should have been possible to choose a suitable business niche within which bank transfers will be made.

03 The Solution
DESCRIPTION

WE SET A GOAL

A Project has already been launched. Our team got a list of the 3 main tasks at the beginning. After that, the client added us to the project development team and delegated a thousand tasks. Now we work as a full-stack team with our PM and client’s product owner.

04 The Solution
DESCRIPTION

CORE FEATURES AND RESULTS

Core features

  • Document upload feature automatically parses information from PDF and fills appropriate fields in the document management tool
  • Region requirements customization
  • Separate configuration development
  • Money transfer system
  • Bank account verification

Result

  • Custom configurations for state requirements release
  • Parsing release
  • Demo version for integration with financial systems
  • Dwolla and Plaid integration

 

05 Resources
DESCRIPTION

NEEDED RESOURCES

Duration

January 2021 – On-going

Team

3 Software Engineers
1 Project Manager
1 QA/TA Engineer

Stack

.NET, .NET Core, Angular, C#, Razor, HTML/CSS, Typescript, MongoDB

payment and document management systems