CASE STUDY : CRM for Legal(Law) Industry

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

Requirement :
Company needed CRM system to manage Case,Customer,Case documents, track communication, track appointments, Track comments etc…


Their business specific requirement was
  • Manage each Court Case association with Clients.

  • Separate customer portal for client to Login and check case document and status of their case online

  • Customer can see Judgment of each case through email or SMS notification.

  • Customer portal for customer to see case status, case judgement notes, Case document 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
  • SMARTY Framework

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