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
- MYSQL
- SMARTY Framework