The challenge
The firm tracked cases, deadlines and assignments in one large spreadsheet. Documents were scattered and each lawyer had a different picture.
The solution
A CRM that imports the whole existing tracker, assigns cases across the team and stores documents in the firm's own Google Drive rather than a third-party database.
What we built
- Import of the case tracker from Excel
- Assignments to lawyers and trainees
- Documents organised in Google Drive
- Team-only access through Zero Trust
The outcome
One shared, secure view of every case for the whole team.