Custom CRM development with automated invoicing for a legal sector

The law firm approached Corpsoft Solutions with the following request: “The project was started, and the website is being used as is the backend. However, the backend, which is in PHP, has not been completed, mostly regarding the billing end of it, such as carrying over invoices from month to month, balance aging, billing reports, and the like”.

The client has thousands of customers, which has led them to seek a way to manage their cases and payments received. So they had some basic setup, but required project finalization with critical functionality related to invoicing.

The firm had a person who developed their back end on PHP before partnering with Corpsoft.io. But the project was not finished.

The project included improving the case and payment management system for a law firm. The Corpsoft team did the proper discovery phase, identified necessary improvements, and migrated the product to a more secure and stable platform. We also refactored and ensured the CRM system operated smoothly.

Billing-related features, such as month-to-month billing rollovers, balance obsolescence, billing reports were some of the key challenges. Updating a mass billing automation in 1.5 months was one major challenge. Because of that thousands of cases and payments received from customers could be managed.

Generating a single invoice with a common balance for each customer. The system generated different invoices for the same client. That created issues with sending an invoice with a common balance. So we created functionality that automatically relocates all balances from invoices into a total amount.

Correcting invoice statuses. CRM left notes on invoices as pending. That is why we automated generating only one invoice for each customer with a total amount. So transferring previous balances depends on the notes.

Invoice Filtering by Date. We also added functionality to generate an invoice by filtering them. For example, by date, for a particular period and for specific hours.

All Customers List with Analytics and Reporting. Finally, our team structured all customers into lists with their balances and analytics on missed due dates. We also added the ability to sort the list by late payment and have a report with the status.

Overall, these features were added to improve the invoice generation process and provide better reporting for customers.

Corpsoft.io was a technical partner for a law firm. Our team improved its case and payment management system, which required enhancements. The project involved rewriting the legacy PHP system using a more robust and modern framework (Laravel).

The new solution allowed the law firm to expand internal processes by automating mass billing and accurate data tracking. This significantly reduced paperwork time spending. We implemented a number of features that improved the account generation process and provided better reporting for clients.

In summary, we provided a scalable CRM system to track transactions and manage finances. This improves the overall efficiency of the law firm.

We took the Scrumban approach. Scrumban is a framework that combines important features of two popular agile methodologies: Scrum and Kanban. The Scrumban framework merges the structure and predictable routines of Scrum with Kanban’s flexibility to make teams more agile, efficient, and productive. Scrumban involves applying Kanban principles – visualization of workflow, and flexible processes – to a team’s Scrum framework. But, Scrumban removed some of the more rigid aspects of Scrum and left each team to create a custom approach to development.

We had regular weekly calls about progress and product. Our tasks board was based on the Jira tool. Release planning was on a monthly basis.