- Manual case tracking and client communication
- Disorganized documentation and billing
- Lack of centralized client and case data
- Limited visibility into financial performance
Project Type
ERP Implementation for Legal and Corporate Advisory Services
Project Industry
Legal Consultation and Accounting

Challenges
Our Process
We tailored an Odoo ERP system to the firm’s legal consultancy needs, integrating case management, client communications, document storage, billing, and accounting. The system allowed legal teams to manage client portfolios, track case progress, log billable hours, and generate invoices from a single platform. Financial modules were configured to provide clear reports on revenue and expenses, improving decision-making and operational transparency.

Technologies
We
Use




Conclusion
The ERP system brought structure and automation to the firm’s operations. Case and client management became more efficient, while billing and financial reporting improved accuracy and timeliness. The firm now runs more professionally, with better service delivery and a solid foundation for growth.
