For modern law firms, in the process of specialization and scale development, they generally face challenges such as dispersed client resources, difficulty in tracking case progress, and low efficiency of internal and external collaboration. The demand for digitalization in law firms is no longer limited to a single case management tool, but requires a more integrated office platform that deeply integrates office processes, customer leads, and case projects to create a unified operational support platform.

In response to the pain points and needs of law firms, a digital office platform is built with "cases" as the core to help law firms integrate resources, improve efficiency, and achieve integrated control of customer leads, case projects, office processes, and more.

01

Law firm clients have characteristics such as low frequency, long cycle, and high value. Traditional client management methods often suffer from problems such as fragmented information, opaque follow-up processes, and missing historical records. A system is urgently needed to manage clients throughout their entire lifecycle.

Realize online registration of customer information, classify and centralize management, and support precise search by industry, region, and other dimensions. At the same time, standardize the lead follow-up process, establish contact plans and effectively remind, and display the status of leads in real time. During the case handling process, it can be effectively associated with customer information to achieve centralized and visualized management of customer resources.

02

After obtaining interested client leads, the next step is to enter the core business of the law firm: case project management. Assist law firms in achieving full process control of project initiation, work hour reporting, pre litigation joint investigation, post litigation feedback, case closure, customer complaints, and follow-up visits.

1) Litigation/non litigation cases, unified online project initiation: By initiating the case initiation process, communicating and understanding the client's litigation needs, achieving unified management of litigation and non litigation cases, and clearly presenting case commission information, litigation information, and transaction payment information.

2) A project card that penetrates panoramic information: After the case is approved, a project card is automatically generated to collect various documents, receipts, invoices, working hours, tasks, law firm letters, and other information generated throughout the entire process from pre case meetings to post case meetings.

3) Reporting project working hours and linking salary performance: Lawyers need to report working hours for relevant cases as a salary and KPI assessment item. By initiating the process of filling in working hours, it is automatically associated with the project, providing a basis for performance evaluation and salary calculation.

4) Pre litigation joint mediation has a clear context of mediation tasks: pre court mediation is a key link before litigation. Through the pre litigation joint mediation process, the mediation tasks are disassembled to achieve the transparency of lawyers, judges, parties and other information, and track and manage the mediation scheme and mediation results.

5) Quality internal audit and case prediction: In order to ensure the delivery quality of cases, law firms can conduct quality internal audit and prediction management of cases. By reviewing the trial situation, overview, and evaluation opinions of cases and generating a ledger, they can provide a basis for case prediction in the later stage.

6) Post trial feedback and tracking of the trial situation: By initiating a post trial feedback form, the case information is automatically associated, and detailed records of the pre trial and trial situations are kept. The judgment results and execution of the case are continuously tracked.

7) Project closure management, automatic information archiving: After the project is closed, the entire case is reviewed through online confirmation archiving, including judgment information, case results, contract amount, etc. At the same time, automatic archiving of case related rulings, case files, closure confirmations, etc., achieves closed-loop management of cases.

8) Post closure customer complaints and follow-up: For post closure customer complaints and follow-up, online complaint follow-up and case follow-up processes can be initiated, intelligently associating corresponding case information, and recording the handling status and results of customer complaints and follow-up.

03

In addition to managing case projects, modern law firms also face management needs such as personnel, finance, and certification after expanding their scale. By providing a comprehensive office platform for law firms, unified management of various processes and affairs can be achieved.

1) Personnel Management: Through an integrated personnel management platform, comprehensive control over lawyer attendance, holidays, transfers, training, assessments, personnel files, etc. is achieved to help law firms improve their talent management system, standardize internal employee behavior, and achieve self-service internal affairs.

2) Financial management: For the financial scenarios of travel expense reimbursement, loan application, payment application, etc. for law firms, achieve online automatic circulation, and link with the budget module to automatically collect costs, helping law firms establish a refined cost control system.

3) License management: Through systematic and unified management of law firm practice licenses, lawyer practice licenses, seals, qualification documents, etc., setting expiration warnings and leaving records of usage to ensure the continued validity and standardized use of licenses.

04

By building a unified digital office platform for law firms, the full process visualization control centered on "cases" can be achieved, greatly improving the collaboration efficiency of lawyers. At the same time, by centralizing the management of customer leads, standardizing daily office processes, and driving law firms to transform towards standardization, refinement, and digitization.