Overview:
A mid-sized legal services firm faced challenges in managing client interactions, tracking case progress, and billing clients accurately. Techseria implemented ERPNext to streamline client management, automate billing, and improve case tracking.
Solution:
- Client Relationship Management (CRM): Customized ERPNext’s CRM module to track client interactions, manage leads, and store case documentation securely.
- Case Tracking & Workflow Automation: Configured automated workflows to track case progress and set reminders for upcoming deadlines, ensuring timely follow-ups and smooth case management.
- Automated Billing & Invoicing: Integrated automated billing based on case hours, allowing for accurate invoicing and reducing manual errors.
Results:
- Improved Case Visibility: Real-time tracking improved the visibility of case statuses, enabling proactive case management.
- 20% Faster Billing Process: Automated billing reduced manual invoicing time by 20%, allowing faster revenue collection.
- Enhanced Client Satisfaction: Automated reminders and timely follow-ups improved client satisfaction, fostering trust and transparency.