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Custom Legal Practice Management System with Integrated CRM

jetrockets.com

Legal

Real estate

Challenges with Disconnected Systems and Manual Processes

The firm faces operational inefficiencies due to manual data entry across multiple platforms (Salesforce, Juris, Excel, Outlook), leading to time loss, potential errors, and inability to generate automated management reports. Legacy systems also pose security risks and incur unnecessary subscription costs.

About the Client

A commercial real estate law firm representing lending institutions, investment funds, and SMEs in real estate transactions

Digital Transformation Goals

Consolidate all client and matter data into a single platform
Automate workflow management and reporting
Eliminate reliance on legacy systems (Salesforce, Juris)
Enhance data security and compliance
Improve financial tracking through integrated time/expense modules

Core System Capabilities

Customizable matter tracking with status pipelines
Time and expense tracking modules
Integrated CRM with document management
Automated invoicing with T&M/Retainer support
Custom reporting dashboard
Conflict search functionality
Worldox document management integration
Data migration from legacy systems

Technology Stack Requirements

Ruby on Rails

Ruby

Svelte

PostgreSQL

Sidekiq

Redis

Rollbar

System Integration Needs

Worldox
Salesforce
Juris

Operational Requirements

Enterprise-grade data security and encryption
High availability and system scalability
Performance optimization for document handling
Compliance with legal industry standards
User access control and audit trails

Expected Business Outcomes

Streamlined legal operations through automated workflows, 30% reduction in administrative overhead, enhanced client service delivery through centralized data access, improved financial forecasting capabilities, and strengthened compliance with legal data protection regulations.