Power Apps Case Study

Streamline case management with law practice management software

Streamline case management with law practice management software

The Company

The Client has been in business for over 20 years. The firm has 10 attorneys, including two partners, three associates, and five support staff. The firm’s main practice areas include corporate law, commercial litigation, real estate law, and employment law.

The Challenge

The law firm was facing challenges in managing their cases efficiently. They have many clients and cases that need to be managed and tracked. The firm is using a combination of manual processes and multiple software solutions to manage their cases. They were looking for a solution that can modernize their case management and improve client satisfaction. 

The Solution

The law firm decides to implement the law practice management software that offers a suite of features to manage their cases efficiently. They evaluate different software solutions and choose one that meets their needs. 

AQL is a Microsoft Gold Partner with more than 10 years of experience in Power Platform. Our Power Platform experts conducted a thorough assessment of client needs and built a custom application with features that can overcome their challenges. 

Case Management: The law practice management software includes a robust case management system that helps the firm manage their cases efficiently. The system includes features to track case details, deadlines, tasks, and documents. It also allows the firm to assign tasks to specific team members and track their progress. The system also includes a calendar that helps the firm track important deadlines and events. 

Client Management: The software includes a client management system that helps the firm manage their clients efficiently. The system includes features to track client details, contact information, and communication history. It also allows the firm to categorize clients based on their type and status. 

Time and Billing: The software includes a time and billing system that helps the firm track their billable hours and generate invoices. The system includes features to track time spent on each case, generate invoices, and manage payments. It also includes features to track expenses and generate expense reports. 

Document Management: The software includes a document management system that helps the firm manage their documents efficiently. The system includes features to store, organize, and retrieve documents. It also includes features to track document versions and manage document permissions. 

Reporting and Analytics: The software includes a reporting and analytics system that helps the firm track their performance and make data-driven decisions. The system includes features to generate reports on case status, time & billing, and other key metrics. It also includes features to analyze data and identify trends.

The Results

After implementing the law practice management software, the law firm has seen significant improvements in their efficiency and productivity. The software’s suite of features helps the firm manage their cases, clients, time & billing, documents, and performance effectively. The firm also benefits from having a single software solution that integrates all their processes, which reduces manual errors and saves time. It also improved employee productivity and collaboration between attorneys as they can access case information from anywhere, anytime.