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Under NDA

LegalSwift

It is a cloud-based legal practice management software that speeds up the billing process and standardizes your bills.

Location

Illinois, USA

Industry

FinTech

Services

Web App Development Services
Team Development
DevOps as a Service

Project Overview

Project Goals

One of the main ideas behind this system is to improve the work of legal workers by providing them with faster and more efficient tools. It also provides real-time notifications for users and can comply with billing rules and guidelines, which can be easily configured.

The platform provides different solutions to improve the management of law firms and support their employees. It simplifies many procedures, helps speed up certain processes, and ensures fast but accurate performance.

Scope of Work

Our team joined the ongoing project, so the basic functionality already existed. Instead of developing software from scratch, we were responsible for scaling it and implementing new features.

During the project, we had to rewrite and optimize a significant portion of existing software to improve efficiency and fix bugs. The services and features we developed from scratch were primarily related to computer-assisted billing products and similar processes.

Challenges & Solutions

challenge #1

Inconsistent billing formats across cases and clients

solution #1
Standardized invoice templates

with customizable fields to ensure uniformity while allowing flexibility.

challenge #2

Long invoice generation due to fragmented case data

solution #2
Cloud-based case management integration

allowing automatic linking of case details to invoices.

challenge #3

Difficult tracking overdue invoices and unpaid bills

solution #3
Automated reminder and follow-up system

that notifies clients about pending payments.

Thinking about a similar solution?

Solutions & Features

case photo

Quick and effective entry management

The system enables you to get set up quickly. All billing entries, clients, matters, rates, and users are automatically imported, so you can quickly get to work. The app enables both import and export using LEDES 1998B files. BillerAssist automatically flags “problem” entries as work is done, substantially decreasing write-downs and write-offs. Overall, you spend less time reviewing legal bills.

case photo

Automated Billing Rates

The software learns from your billing records and changes, telling you if the charge is unusually high or mistakenly low. It automatically applies hourly rates by client, matter, and user, which speeds up the entry process and standardizes the bills.

case photo

Specific rules

There is a vast number of rules you can apply to each customer and save the changes afterwards. For example, you can decide whether to charge a person for a taxi, meals, taxes, or invoice preparation. Also, you can set a rule to charge if legal research takes over 2 hours or requires an employee’s overtime. Additionally, this software standardizes the look of the bill. You can indicate if you want all documents to start from a capital letter or have a period at the end of the text description.

Inside the project

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