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Developing Custom Case Management System for a Corporate Law Firm

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Overview

A top corporate firm working with high-profile legal cases experienced operational inefficiencies in managing client information, case documents, and deadlines. With a requirement for a powerful and bespoke Case Management System (CMS) that allows the law firm to eliminate traditional process impediments, deliver built-in compliance assurance and facilitates collaboration across its legal teams, the client turned to Consilias. To tackle these issues, we created a custom CMS so the firm would be able to deliver high-quality legal services without losing precious time.

PROBLEMS:

SOLUTIONS

Centralized Case Management System

◉ Created a centralized location for all case information, such as client info, history between the parties and legal documents.

◉ Integrated tool to facilitate fast access to case files and precedents.

Team Collaboration Tools

◉ Built-in team collaboration tools for instant updating, document and case notes sharing.

◉ Built in role-based access to allow only permitted personnel see or edit specific information

Automated Deadline Tracking

◉ Designed a calendar with automatic reminder system integrated for court dates, filing deadlines and client meetings.

◉ Set up escalation alerts that will notify team leads of upcoming deadlines to enforce compliance.

Document Management System

◉ Created a Digital Storage, Indexing and Searchable System for Legal Documents

◉ Version control is enabled for tracking changes and has an audit trail for the same document.

Advanced Security Features

◉ Added multi-factor authentication and encryption to protect sensitive client data.

◉ Set by user-specific permissions to not expose the data.

Reporting and Analytics

◉ Designed dashboards to track the status of cases, distribution of workload and team performance.

◉ Built advanced separate tools that analyzed past case outcomes and used it to refine strategies.

RESULTS

  • Increase in Operational Efficiency

    30% Less Admin Time: Firms were able to shift even more time away from case administration and towards strategy and engagement with the client thanks to centralized case management, automatic reminders, etc.

  • Enhanced Collaboration

    Easier internal coordination and document exchanges led to decreased delays and improved team alignment, leading to a 20% faster case prep time.

  • Better Deadline Compliance

    With automated tracking that ensured 100% compliance with court deadlines, this helped to minimize the risk of receiving a hefty penalty or damage to reputation.

  • Secure Data Management

    Robust security protocols safeguarded client details assuring trustworthiness and compliance with relevant data protection laws.

  • Increased Client Satisfaction

    This resulted in a 25% increased client satisfaction score, faster case preparation and better communication with clients.

  • Data-Driven Insights

    Analytica is citizens awareness of actionable case detection trends, allowing improved resource allocation and strategic planning.

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