Solicitor firms are of varying size and typically a small or medium size firm may have 2 to 3 people as Directors or Owners with a staff of 3 to 6 people.  These firms provide Legal Services to their clients and most importantly, they ensure these services support organizing of case-precedents, storing and organizing of documents against their respective cases (for clients) for just-in-time (JIT) references.

Some typical Legal Services provided by Lawyer / Solicitor firms can be below, not limited though.

  • Civil Case Representation of Individual or Business
  • Criminal Case Representation of Individual or Business
  • Appeal Case Representation of Individual or Business

Thus a Legal firm as an example may have 2 Directors, 6 Staff servicing 100+ clients with the above mentioned legal services, can leverage CodimBizz to manage the below business process

Manage Client data | Using Client management module KYC details & documents about the client can be stored in the Documents section.  Further past records with the Legal firm or earlier Legal firm of the client may be stored (in the Records section). 

Manage Cases |  This refers to the type of Legal Services that has defined set of steps to be performed by staff when delivering the committed Services.  These suite of Legal Services and their associated Task breakdown may be stored as Task Templates by The Domain Admin who has permissions for the same.  Once defined it can be used to be assigned as a default set of Tasks when providing Services to clients. A Service is referred as Case in CodimBizz.  Cases can be assigned to operational staff by Domain Managers (who are either Director or Owner or Manager) by cloning the Task Template and then modifying if there is a need to do so.  Once the Case is created it becomes available for the Domain Internal User to provide updates against the tasks of a case as part of Executing the case.  They can provide Text & Document updates against the task performed as part of the Case.  Once a case is fully completed, select Documents pertaining to the execution of Case may be uploaded to ‘Records’ as part of client KYC details.

Note 1 – All tasks do not require Review and this can be flagged in the Task Template.

Note 2 – A Legal firm may have some Cases repeating regularly such as Hearing of a case pertaining to a client. In such cases the Scheduler functionality of CodimBizz enables the automatic creation of the Case using its respective Task Template.  Once scheduled, the Domain Manager can then assign it to a suitable Operational staff for execution.

Manage Settlement | A Legal firm may have defined payment windows with their client.  For some it may be Monthly / Periodically or Adhoc.  CodimBizz supports generating of Invoice for the cases selected and added to the respective Invoice. Tax commitments of the Legal / Solicitor firm can also to be incorporated as mandated by Law.

Watch the video to know more.