Project System for a Law Firm

#Project   |   #Worksection  |   #Automation  

JSC Bachynskyi & Partners is one of the largest law firms in Western Ukraine.
This association of professional lawyers in Lviv provides a wide range of legal and advocacy services for companies at every stage of their development.

https://legalaid.ua/en/

Before Collaboration:

  • The company used the CRM system Pipedrive for its sales department.
  • Projects were handed over to legal departments verbally or via messengers, leading to partial information loss and an inability to track the start and completion of tasks.
  • No analytics existed to assess the workload of the legal departments.

Client's Goal:

  • A system that is visually intuitive and simple for lawyers to manage their projects.
  • A convenient mobile application to allow lawyers to update project data on the go.
  • Integration with the CRM system to quickly and comprehensively transfer project requests.

Chosen Solution:

Results After Collaboration:

Tasks for lawyers are now fixed in the system.
60 %
New projects automatically flow from the CRM to Worksection.
70 %

Why Worksection was chosen:

Since the company’s lawyers had not previously used a specific system for organizing and managing projects and often worked outside of the office environment, frequently moving between court sessions, the system needed to be intuitive and not overloaded with features.

  • Worksection is user-friendly and convenient for use on mobile devices thanks to its mobile app.
  • It has flexible user rights settings, allowing projects to be segmented and access granted only to the responsible lawyers and teams. This is particularly important considering the confidentiality of the information.
  • There is ready integration with Pipedrive, and it is possible to set up a more advanced integration format through additional services.

STEPS TAKEN:

Implementation Time was less than a month.

  • Analyzed the company’s structure, number of employees, and project management processes to select the most suitable tariff plan and internal workflow algorithm.
  • Configured user permissions to separate different legal departments and allow department heads to monitor all tasks, while individual lawyers accessed only their projects and tasks.
  • Set up status lists and additional tags for quick client overviews and updates on project statuses without delving deeply into details.
  • Integrated Worksection with Pipedrive via the no-code service ApixDrive to transfer data about project starts confirmed by clients to the relevant department head.
  • Conducted training in two stages: an introductory session to familiarize users with the system and a Q&A session after a week of use to address any questions and gather feedback.
  • Created text and video guides for the quick adaptation of new company specialists.

CLIENT REVIEW:

The feedback was left by the client on the Clutch.

Key Challenge: Integrating CRM with Worksection to minimize human error in transferring project start data to the legal department.

    • Each client had specific legal service requests, requiring project initiation to reach the appropriate department.
    • Contact details and other critical information had to be transferred to ensure smooth operations.
    • While a custom integration might have been a solution, this approach would have created future dependency on developers for any changes.

Solution: Through ApixDrive, filters and rules were configured to assign specific deals to the relevant teams in Worksection. The integration was completed within two hours.

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