CASE STUDY : CRM for Legal(Law) Industry

Client Profile :
The company provides a secure and convenient method for exchanging information between courts and attorneys. The company allows attorneys to enter their appearance, request a recommendation, and receive a recommendation (possibly within minutes – the record is 1 minute!).

Requirement :
The company needed a CRM system to manage cases, customer documents, track communication, track appointments, Track comments etc.

 

Their business-specific requirement was

  • Manage each court-case association with clients.

  • Separate customer portal for clients to log in and check the case document and status of their case online.

  • The customer can see the judgment in each case through email or SMS notification.

  • Customer portal for customers to see case status, case judgment notes, case documents, etc.

  • Appointment scheduling and integration with Google Contact and Calendar.

  • Email campaign & email tracking management

Project Screenshot

Tools and Technology :
  • vTiger® version 6.5
  • PHP 5.3
  • MYSQL
  • SMARTY Framework

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