CRM & Matter Management for Law Firm
Replacing a 15-year-old legacy system with a modern, cloud-based matter management platform
The Challenge & Bottlenecks
A mid-sized law firm was using a legacy desktop application from 2008 for client and matter management. The system couldn't be accessed remotely, had no integration with email, and required manual billing calculations. Client data was scattered across the old system, Excel sheets, and email threads.
What We Architected & Built
We built a cloud-based legal CRM with client profiles, matter/case management, document storage, time tracking, invoice generation, and a client portal for document sharing. The system integrated with the firm's email so all communications were automatically attached to the right matter.
The Tangible Outcomes
The migration and new system launch took 10 weeks. Billing cycle time reduced from 2 weeks to same-day. Attorneys reported spending 40% less time on administrative tasks. Remote work became fully functional for all staff.
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