- Manual case tracking and client communication
- Disorganized documentation and billing
- Lack of centralized client and case data
- Limited financial visibility
Project Type
ERP Implementation for Legal and Corporate Advisory Services
Project Industry
Legal Consultation and Accounting
Challenges
Our Process
Customized Odoo ERP with case management, client communication, billing, and financial reporting. Enabled efficient portfolio tracking and invoicing.
Technologies
We
Use
Conclusion
The ERP solution brought structure and transparency to every aspect of case management. Lawyers and staff could access all case files and client communications from one secure system. Billing became accurate and timely with automated invoicing features. Financial tracking improved, making it easier to plan and forecast. The firm now operates with a stronger foundation for growth and client trust.