Jun 21, 2022
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Cassin & Cassin CMMS - Case management system for Real Estate law firm
Completed

Cassin & Cassin CMMS - Case management system for Real Estate law firm

$100,000+
more 1 year
United States
6-9
view project
Service categories
Service Lines
Big Data
Software Development
IT Services
QA and Testing
Web Development
Domain focus
Business Services
Legal

Challenge

When Cassin & Cassin’s IT provider saw that the firm needed to greatly improve its daily operations processes, JetRockets was recommended to get the job done. At the time, Cassin & Cassin had no single data repository to keep track of its various legal cases, no means to produce accurate reports on the status of each, and little tracking of employee productivity. The firm relied on Excel spreadsheets, emails, and verbal communication to keep its house in order; with a single, full-time employee tasked with gathering information from attorneys on a weekly basis to provide management with regular status updates.

Solution

To get started, the JetRockets team conducted an analysis of Cassin & Cassin’s work process and information flow to identify inefficiencies. JetRockets’ solution reduced manual data entry and automated certain processes that had slowed Cassin & Cassin’s productivity. The team also introduced consistency across the various practices, as each had previously utilized its own way of tracking cases—some using Excel files, others MSWord files, and others recording information on physical binders. In doing so, it simplified and organized the way the firm gathered, stored and tracked its information across multiple locations.

Results

Based on its discoveries, the team designed a web-based legal matter management system that provided several key elements: Matter tracking (so each practice area has its own custom matter form and tracking process) Time Tracking Expense Tracking Customer Relationship Management System Invoicing and Payment Tracking information Reporting