Case Management System for a Global Law Firm
The Project
The marketing department of a leading international property law firm needed a custom experience management system. This system would consolidate the firm’s cases and related data into one centralized location. The firm was using a system which had included limited search capabilities, making locating relevant cases time-consuming. With the volume of cases increasing each year, it was very difficult to organize. As a result, they recognized the need for a system that would track and provide visibility into the firm’s cases. Therefore, the firm contacted Aciron to develop an experience management system using the firm’s Microsoft SharePoint 2013 site.
Our Approach
Aciron worked with the client to analyze their requirements and performed a current state assessment. After which, Aciron consultants were able to develop a strategic strategy and roadmap for the initiative. Initially, the firm initially wanted to use Microsoft SharePoint. However, after the gathering session the client and Aciron decided a custom .NET solution would be a better fit for their specific needs.
Through development of storyboard presentations and process flow diagrams, Aciron maintained open lines of communication with the client. A group of the key stakeholders and end users participated in user acceptance testing (“UAT”), thus allowing the client to provide feedback on the system. In conclusion, Aciron made final adjustments that optimized the user experience.
The Solution
Aciron designed, developed, and implemented a custom experience management system that enabled the client to track and manage the firm’s case records effectively. The user-friendly solution allows the client to manage case records, case activities, and clients. Additionally, it gives the marketing department the visibility they need into the firm’s successes. The experience management system allowed the client to add and manage the firm’s case records and information, such as:
-Ability to generate custom reports
-Advanced Search Functionality
-Case categorization by type in order to more easily monitor significant activities
-Ability to update case activities, summaries, and important notes to consistently monitor progress
-Ability to track cases from origin to end, along with any parallel matters
-Integrated active directory to associate firm attorneys with cases
-Customized views that improve the user experience for each role
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