Law-Firm Project

Industry

Professional Services

Products

Sales Cloud, Service Cloud, Experience Cloud

Engagement Type

Ongoing Support

Law-Firm Project

The firm was unable to track which document they have received for each case and it makes them difficult as well as confusing to keep track. They wanted functionality to keep a tab for document checklist on case records related list which will make it easier to keep track of documents. They wanted a checklist where they can mark a document as received manually.

They were facing a lot of issues with billing and generating invoices and for that, they wanted a solution. The requirements for the billing centre are to automatically add case billing items, and cases aggregated into invoices, and to export invoices with the help of FormTitan.

Solutions

  • We proposed and have integrated all the features in the system and enhanced the usability user experience of the system by making it more dynamic. The team enhanced the existing backend also to achieve the website’s features.
  • We have performed different types of testing to ensure the delivery of a quality end product. Different testing conducted was Functional, device, regression, and performance testing. Our team made sure that all the gaps are identified in the testing process and the development team fills those gaps with an optimal solution.
    Testing
  • With sanity testing, we have also done regression testing, load testing, and scenario-based testing. Our team made sure that all the gaps are identified in the testing process and the development team fills those gaps with the optimal solution
Download Case Study

Project Result

Witness the increase in productivity and reduction in time upon successful delivery of the project.

Fetching data from the public site is made easy by

87%

Manual efforts were reduced by

73%

Tracking of documents made easy by

65%

The implementation made tracking feasible by

65%

Dotsquares are great partners and always strive to deliver solutions. will be working with them again.

user

Mark

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