CRM System for the Legal Industry | LeverX IT Solutions

Discover a specialized CRM system to track and manage legal compliance requirements, ensuring that law firms and professionals stay updated with evolving regulations. Navigate complex legal landscapes confidently using compliance monitoring, audit trails, and real-time updates.

The development of a legal system that allows the customer to provide end-to-end legal document services, featuring all the important integrations for communication, payment, dynamic document generation, etc.

Customer

Legal services provider

Pain

Long, tiresome, and mostly manual processes of legal document creation.

Solution

CRM system to cover an end-to-end process of legal document creation (payment processing included).

Challenge

LeverX received a request from a legal services company specializing in developing legal documents for diverse needs. They entrusted us with creating a comprehensive system capable of receiving service requests from multiple websites.

Our task was to design a solution that seamlessly generates dynamic forms in doc. format, engages in ongoing client communication throughout the legal document creation process, and facilitates secure payments within the system.

To meet these requirements, our teams had to develop a system from scratch, constructing both the back-end and front-end of the application while ensuring seamless integration with essential services.

Development Approach

Our teams orchestrated a fully functional, end-to-end solution with attention to detail to ensure the seamless provision of legal services.

• We opted to leverage the robust capabilities of Amazon Web Services (AWS) and harnessed the power of AWS S3 to establish a scalable infrastructure for the system.
• For the application's back-end, we chose Python for its robust and flexible functionality, which supported the system's core operations.
• Our teams used JavaScript and React to develop the front-end, creating an intuitive and user-friendly interface.
• The system was integrated with various third-party providers, including Stripe for payment processing, Twilio for communication, and Dropbox for file management, ensuring seamless interoperability and expanded functionality.
• In addition to the initial development, our support services encompass ongoing maintenance and refinement, ensuring the system remains current and performs optimally. We also accommodate customer requests for additional features, enhancing the system's versatility and effectively meeting evolving needs.

Key Features

The developed system for legal document generation offered the following features:

• Automated document generation across six customer-defined areas, ensuring efficient and accurate creation of legal documents.
• Integrated online payment system, enabling seamless and secure transactions for clients accessing legal services.
• A comprehensive notification system that informs clients of sales, new services, and other updates, enhancing communication and engagement.
• Capability that allows clients to customize documents online, tailoring them to specific needs and preferences easily and conveniently.
• Robust security measures that ensure safe access while safeguarding sensitive client information and data.
• User-friendly interface that facilitates intuitive navigation and seamless interactions, enhancing overall usability and satisfaction.

Technology Stack we used

BACKEND

• Amazon Web Services (AWS)
• AWS S3
• Python

FRONTEND

• JavaScript
• React

Results

The customer’s success was fueled by our deep understanding of legal service requirements, strategic technology selection, and seamless integrations. Shared vision and industry-tailored features empowered the client to efficiently offer diverse legal services.

Our commitment and expertise have ensured the creation of a solution that delivers end-to-end service provision within a unified platform, featuring intuitive interfaces and robust capabilities for payment processing, communication, and document generation.