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Custom ERP & CRM Platform for Legal Practice Optimization
  1. case
  2. Custom ERP & CRM Platform for Legal Practice Optimization

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Custom ERP & CRM Platform for Legal Practice Optimization

firstlinesoftware.com
Legal
Information technology
Business services

Challenges in Legal Practice Management

Law firms face inefficiencies from manual document handling, disorganized task management, and error-prone invoicing processes. These issues lead to wasted time, missed deadlines, financial discrepancies, and reduced client satisfaction due to outdated operational workflows.

About the Client

Provider of digital transformation solutions for legal professionals

Key Project Goals

  • Automate document categorization and retrieval
  • Implement intelligent task scheduling with deadline tracking
  • Create automated invoicing with billable hour tracking
  • Centralize legal practice management in a secure digital platform

Core System Capabilities

  • AI-powered document classification and content-based search
  • Deadline-aware task planning with calendar integration
  • Automated time tracking and invoice generation
  • Multi-user collaboration with role-based access control
  • Version control for legal documents and contracts

Technology Stack

Odoo SaaS
AWS Cloud Infrastructure
React.js Frontend
PostgreSQL Database

System Integrations

  • Google Workspace
  • Microsoft 365
  • Stripe Payment Gateway
  • e-Signature APIs

Quality Attributes

  • ISO 27001 compliance
  • 99.9% uptime SLA
  • Sub-2-second page load times
  • Horizontal scalability for 10k+ concurrent users

Expected Business Outcomes

Anticipated 40% reduction in administrative overhead, 60% faster document retrieval, 95% improvement in deadline adherence, and 30% increase in client satisfaction scores through automated workflows and centralized practice management.

More from this Company

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AI-Driven Talent Management Platform Development