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CRM System for lawyer company

Customer relationship management system for lawyer company

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01 Client and his challenges
ABOUT PROJECT

WHAT WAS THE CLIENT'S PROBLEM?

Client

A Spanish law firm that provides services to clients in various branches of law: legal consulting, legal practice, representation of clients’ interests in court.

Challenges

  1. The main goal was to improve the user experience, to get the best quality of client applications’ processing, and keep abreast of changes in the client’s case at every stage.
  2. The portal should have 2 types of access: for a client and an employee of a law firm. Each has its interface and functionality.
  3. It was necessary to automate communication with a client and minimize the cost of manual processes.
  4. Project requirements and documents were written in Spanish.
02 The Solution
DESCRIPTION

How did we deal with challenges?

Our team helped to conduct business analysis and prepared a presentation of the project for investors. AdvantISS made a preliminary estimate of the solution developing costs (draft estimate).

As a result, it turned out to be a start-up. The entire development cycle was on our side.

The project has been developed and grown in the process. Every week our engineers had calls with the client that spanned 1-2 hours. During these calls, the client assessed the work done and made his changes. 

The project was developed specifically for one type of service. But in 4 months, the client added more functionality. Moreover, there is a perspective for cooperation and creation of similar systems for other services and products of the company.

03 Core features
DESCRIPTION

CORE FEATURES AND RESULTS

Core features

  • User-friendly, mobile-responsive interface.
  • An automated tool for qualifying and advising clients.
  • It includes management of the departments, users, roles, division by access levels.
  • A developed module is adapted for different types of services and products of the company.
  • We carried out integration with third-party accounting services and the current CRM that was used in the company.

Results

  • The MVP is at the launch stage.
  • Ability to scale this project for other services of the company.
  • Ability to transfer a project to a SaaS solution.

04 Resources
DESCRIPTION

NEEDED RESOURCES Duration

Duration

9 months (MVP)

Team

1 Business Analyst
1 Project Manager
7 Software Engineers
2 Quality Assurance Engineers

Stack

C#, ASP .Net Core, Angular, ASP .Net Zero, AWS, Postgresql

CRM for lawyers - software screenshot in the portfolio - devices adaptive