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Industries

Case management for personal-injury law firms

Intake, qualification, pre-litigation, litigation and settlement on one Dynamics 365 record, with case documents in SharePoint.

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What we deliver

  • Fits the workflow: intake, qualification, pre-litigation, litigation and settlement on one record.
  • Automation: lead tracking and automated qualification, so staff spend their time with clients.
  • Documents in SharePoint: case documents linked to each stage of the case.
  • Configured per firm: workflows fitted to how each firm works.
Where do our casesget stuck?Nowhere hidden. Every stagesits on one record:Lead captureQualificationautomatedPre-litigationLitigationSettlementSharePointcase documentsfiles
Every stage of a case lives on one Dynamics 365 record, with documents in SharePoint.

Projects

Dynamics 365 and Dynamics CRM

No-fault collection system and tenant migration for a law firm

A no-fault collection system on Dynamics 365 (bills, denials, AR packages), and migration of the case management environment to a new tenant with its flows, SharePoint links and service principals.

Dynamics 365 and Dynamics CRM

Legal case management on CRM 2016

Implemented Dynamics CRM 2016 for legal case management: lead tracking, automated qualification and SharePoint integration for pre-litigation and litigation, built with C# and the Bing API.

Questions

Can Dynamics 365 handle personal-injury case management?

Yes. We have implemented legal case management on Dynamics CRM 2016, with lead tracking, automated qualification and SharePoint integration for pre-litigation and litigation.

Can case documents live in SharePoint?

Yes. Case documents are held in SharePoint and linked to the case record in Dynamics.

Can new enquiries be qualified automatically?

Yes. Lead tracking with automated qualification was part of the delivered case management solution.

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