Developing a versatile and adaptable legal case management system solution

Users and Audience

The Legal Case Management System built by StackNexus addresses the needs of the client’s internal staff members, such as data accessibility, while ensuring that compliance and security requirements are met.

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.  

Solution

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

The launch of StackNexus’ Salesforce Legal Case Management Solution was reported to be a tremendous success. According to the client, the team’s solution was comprehensive, addressing all their pain points while significantly improving the efficiency of the workplace with a more effective, flexible, third-party compatible, and secure system.  
 
While the team designed a system that addressed the client’s immediate needs, they also implemented various quality-of-life improvements such as: 
 

  • 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.