Objectives.

This legal firm faced a complex challenge: managing a growing ecosystem of legal applications across Power Apps, CRM, and Power BI. Their current processes were inefficient and lacked a central hub for data access and analysis.

The firm aimed to address several key issues within its legal operations:

  • Resolve Data Silos: Integrate information scattered across multiple applications to enhance visibility and improve decision-making.
  • Automate Manual Processes: Streamline time-consuming data entry and retrieval tasks to boost productivity and reduce errors.
  • Enhance Reporting Capabilities: Implement systems that simplify performance monitoring and eliminate cumbersome manual database queries.
  • Improve Customer Support Efficiency: Increase client engagement and responsiveness through automation and AI-powered support tools.
Get a Quote

Our Solutions.

We implemented a comprehensive solution to transform the firm’s data management and operational efficiency:

  • Centralised Data Management

    Developed data management applications within Power Apps with robust security features and role-based access. These apps streamline data entry, filtering, and updates, ensuring data accuracy and accessibility.

  • Automated Processes

    Automated document creation, PDF generation, and scheduled workflows ensure seamless case management and eliminate manual tasks.

  • Enhanced CRM Functionality

    Improved lead management with diverse dashboards and views. Seamless lead capture through Microsoft Forms and website integration increases lead generation opportunities. Bulk emailing and event creation via Click Dimension strengthen client engagement.

  • Actionable Insights

    Created comprehensive reports using Power BI, allowing users to directly access real-time data on finances and case monitoring. This eliminates the need for manual queries and empowers data-driven decision-making.

  • AI-Powered Support

    Introduced a ChatGPT-based chatbot and an OCR-powered document analyser to boost efficiency. The document analyser increased productivity by 80%, while the chatbot cut manpower needs by 20%, improving legal process consistency and profitability.

    • Get a Quote

Key Benefits.

  • Reduced manpower by 20% with AI-powered chatbot
  • Centralised data access and management
  • Improved efficiency by 30% through automation
  • Real-time insights for informed decision-making
  • Boosted productivity by 80% with AI-powered document analysis
  • Enhanced client engagement with AI-powered support

Tech Stack.

Next Cases.

Back to Top