Users and Audience
Problem
While the client did have a Legal Case Management System in place, their existing system posed many challenges and possessed several deficiencies with respect to the strict needs of the client. The client’s existing system had limited functionality with respect to legal case core features, third-party system integration, IT security, and automation, severely limiting their workplace efficiency.
After analyzing the client's existing system and taking note of its deficiencies, the StackNexus team began designing a more personalized Legal Case Management Solution within Salesforce that addresses the client’s pain points and adheres to their strict compliance requirements.
StackNexus’ end-to-end solution included implementing data conversion and third-party application integration capabilities as well as automation of various processes including the organization of cases, records, and billing information for easy accessibility to significantly enhance their workflow. Moreover, in this tailored solution, the StackNexus team incorporated various security checks throughout the system to better secure the client’s sensitive documentation.
Impact
- An adaptable and refined workflow process that improves the automation of various operations as the business’s needs evolve.
- More efficient Analysis Processes following close collaboration with the client’s legal team
- Collaborating with the client’s IT team to create a tight integration to ensure the enhancement and maintenance of the integrations needed to support the Legal Case Management Solution’s ingress and egress data.