Law Firm CRM Integration System
Comprehensive data management system integrating multiple CRM/CMS platforms, improving lead quality by 60% and streamlining client communications.
Project Overview
Challenge
Law firm managing 5000+ clients across multiple disconnected systems (Lawmatics, Docketwise) leading to data inconsistencies, duplicate entries, and inefficient workflows.
Solution
Developed a comprehensive integration system that synchronizes data across platforms, automates lead scoring and routing, and streamlines document and financial workflows.
Impact
60% improvement in lead quality, 50% reduction in manual data entry, and seamless integration with financial systems (LawPay/QuickBooks).
Key Features
Multi-System Data Synchronization
Real-time synchronization between Lawmatics, Docketwise, and custom databases ensuring data consistency across all platforms
Automated Lead Scoring & Routing
Intelligent lead scoring algorithm automatically routes high-quality leads to appropriate attorneys based on case type and expertise
Document Digitization Workflow
Automated document processing pipeline that extracts, indexes, and stores client documents across all systems
Financial Integration
Seamless integration with LawPay and QuickBooks for automated invoice generation, payment tracking, and financial reporting