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