The client is a US based personal injury law firm, which is focused on effective techniques for litigating personal injury cases.
Client needed an advanced practice management solution for personal injury lawyers, through which the lawyers could access their firm files from their PC or mobile. This solution was required to be hosted on the cloud for easy, browser-based, global, reliable accessibility.
The client commissioned Eternus Solutions to develop an extensive solution that not only catered to its document management needs, but also managed its overall practice management activities like task assignment and management, expense tracking and reimbursement, email campaigns to communicate with clients and other stakeholders and so on.
The objectives of this project were as listed below:
Automation of letter and pledging generation
Tracking of referral sources
Documents creation, storage and backup
Medical costs and reimbursement
Tracking clients and their activities
Data integration and consistency across the application
Contact and case creation
Task creation, assignment and centralization
Reports and dashboards
Eternus Solutions reviewed the business objectives and worked with the client to implement a new Law Practice Management solution by leveraging Force.com’s Apex and Visualforce as the implementation technology stack.
System Development – Eternus Solutions team was responsible for the design and development of the following modules of the solution as per the client’s business objectives and technological preferences. Salesforce.com was chosen as the technology stack for its easy and assured availability over the cloud, easy extensibility and the ease with which third party tools and systems can be integrated seamlessly with your CRM.
Created and automated the management of letters and pledge generation
Created and managed email campaigns to communicate with clients
Setup automatic time and event based emails to respective stakeholders
Extensive Financial Management with modules for expense tracking, reimbursements, time tracking and settlement statements
Creation and management of documents, their storage and backup
Task assignment and management for a centralized view of tasks and schedules, linked to the clients for summarized view in one place
Reports and dashboards to view and measure the effectiveness of marketing campaigns, case status, profitability on each case and so on
Salesforce-Google Apps-MS Office Integration – Eternus Solutions project team integrated Salesforce with Google Apps (for email, calendar and contact synchronizing) and with MS Office for automatic creation of documents in MS Word from automatic templates. The project also involved social media integration to track the effect of a particular case on the plaintiff/ defendant and have quick access to crucial data pertaining to the case.
UI Design and Development – The project involved a professional and complex, chatter-compatible UI design and development that was responsive.
Email Templates – The project involved creation of email templates that could be automatically sent to clients, attorneys, paralegals and other stakeholders related to a case. Some of the email templates are listed below:
Demand Follow Up Letter to Adjustor
Client Disengagement Letter
Client Contact Letter
Attorney Lien Notice
Letter of Protection
Client Bank Letter
Development on developer edition orgs
Requirements and design documents to start building components
Design and development of workflows for automation of various processes
Code migration to packaging org considering namespace dependency
Integration with Google Apps and MS Office