Legal Practice - Comprehensive Case Management Transformation
The Problem
This established legal practice was drowning in manual document creation, client communication, and case management processes. Attorneys spent hours each day on administrative tasks instead of practicing law.
The Solution
Rather than replacing their existing systems, Chen Solutions developed a custom Content Management System (CMS) that integrated seamlessly with their current workflows, featuring automated document generation, centralized client management, DocuSign integration, and automatic file organization.
The Outcome
15+ hours weekly eliminated from document creation tasks, 90% fewer document formatting errors, faster client response times, and ability to handle 3x more cases with existing staff.
Chen Solutions transformed our practice management while preserving our workflows. The automated document generation alone has saved us countless hours every week.
— Established Legal Practice
Project Details
Built on FileMaker with custom integrations to DocuSign and external file management systems, ensuring data security and regulatory compliance. The system features custom templates for contracts, letters, and legal documents, centralized tracking of case statuses and client communications, streamlined signature collection, and automatic organization and retrieval of case documents.
Technologies Used
- FileMaker
- DocuSign API
- Custom CMS
- File Management Systems
Key Features
- Automated Document Generation with custom templates
- Centralized Client Management System
- DocuSign Integration for streamlined signatures
- Automatic File System Integration
- Case status tracking and client communications
- Regulatory compliance and data security