The challenge
A small law firm was juggling client documents across email, Dropbox, and a generic CRM that didn't model the matter-centric way they work. Renewal reminders, intake forms, and invoice follow-ups were all manual.
What we built
A self-hosted React + Node.js portal organized around matters, with role-scoped access for attorneys, paralegals, and clients. Documents are encrypted at rest, with a complete audit trail. Automated email workflows handle intake confirmations, scheduling reminders, and invoice follow-ups.
- Matter-based document organization with version history
- Client-facing scheduling with conflict detection
- Stripe integration for retainer and invoice payment
- Per-matter activity log and audit trail
Results
The firm regained full ownership of its client data, dropped two SaaS subscriptions, and cut administrative time per matter by an estimated 4–6 hours per week. The system now supports two additional attorneys onboarded since launch.
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