Legal CRM

BACKGROUND

A Reputable Law Firm based in Houston, TX approached App Maisters team to develop a Legal Customer Relationship Management Solution for their Traffic Ticket and Criminal Defense practice that enables them to manage attorneys, clients, documents, contracts, dockets, interactions in addition to integrating the CRM with court data through out the state of Texas for mailer marketing and other reporting purpose.

Objective

To build a Traffic Ticket CRM for high-volume traffic ticket and criminal defense law firms. The objective was to develop a Web based fully integrated CRM software with court-data-based lead automation and mailer integration.

The application was supposed to not only manage Law practice workflows but to also pulls court-data- based feeds from court houses through the US and automates the mailer generation for marketing and reporting purpose.

legal-crm

App Solution

Our Team has developed an extensive .net based n tier application that enabled the law firm to effective manage their practice. Following were some of the features that were part of the solution.

  • Case Management
  • Traffic and Criminal Data Sourcing
  • Document Management and Scanning
  • Invoicing and Payment
  • Customer Relationship Management
  • Bonding Management
  • Docket Management
  • Mailer Marketing and Management
  • Several Reports that enabled them to manage their operation.
legal-crm

Tools & Technology

  • .Net
  • MS Sql server
  • Crystal report
  • Quickbooks Integration
  • MS Outlook Integration
  • IIS
  • Cloud Support
  • Javascript/HTML 5

Results

  • Client was pleased with the outcome
  • Complete Legal CRM that was marketable to other law firms
  • Completely Secure and Scalabe n-tier architecture.
  • Improved usability and effectiveness of overall customer service
  • Provide workflow and case management to control high-volume traffic