• Category :

  Product, SaaS, Software

• Date :

  Oct . 21 . 2016

• For:

  Legal & Medical Service Providers

• Used By:

  Call Centres, Lawyers, Insurance Specialists & Marketing Staff

Product managed a cloud SaaS legal case management system built on Microsoft Dynamics CRM, streamlining customer case details for legal and medical service providers.

🎯 Core Platform

☁️ Cloud SaaS Solution: Operational with multiple law firms
👥 Multi-Stakeholder Access: Call centres, lawyers, insurance specialists, marketing staff
🤝 Real-Time Collaboration: External stakeholders can view, edit, and collaborate on cases

🚀 Advanced Features

📊 Marketing Integration: Seamless campaign and lead management
📄 Document Exchange: Share and accept documents from claimants
🤖 AI Quality Control: Artificial intelligence for compliance and accuracy
🔄 Case Transfer: Pass entire cases to external stakeholders
🔒 Compliance Management: Built-in regulatory adherence

💼 User Ecosystem

⚖️ Legal Professionals: Lawyers and legal service providers
🏥 Medical Services: Healthcare claim management
📞 Call Centres: Customer service and intake specialists
📈 Marketing Teams: Lead generation and client acquisition

Technologies: Microsoft Dynamics CRM, cloud SaaS, AI compliance, document management, real-time collaboration