50% increase in operational productivity for a leading IP law firm in USA

A web application to simplify daily tasks and activities of employees.

  • Project Name:

    Docket and Workflow management system

  • Client’s Industry:

    Legal Services

  • Platforms:

    Web

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Key Results Achieved

50% improvement in operational productivity

Highly personalized and intuitive UI/UX flow for the web solution

Modernized and Re-engineered the core application for the future

To deal with hundreds of matters on a daily basis, to manage docket items, tasks, and correspondences of these matters; the timekeepers used a web-based application. This application was built using Microsoft SharePoint and was integrated with core systems like Thomson IP manageR and CA FileSurf™. The users have been using this system to perform 4 major activities:

  • Clearing Docket Items
  • Performing QA over the cleared Docket Items
  • Research on Matters
  • Generate Reports

Major pain-points of the old system

Missing Pieces

There were only four main modules, i.e. Docket Center, Matter Center, QA Center, and Report Center in the earlier application and three main modules i.e. Litigation Center, Dashboard and Projects section were completely missing that affected a majority of the users and resulted into slower processing of tasks and delayed deadlines.

New System

Key Features of the New System

1. Personalized Dashboard

    Old design VS New design

Users now have a new personalized dashboard showing an overview of their respective tasks, projects, reports, reminders, bookmarks, client details, team/group information, and more. Key components of the personalized dashboard are:

  • Color codes (Red-high priority, Yellow-moderate priority & Green-low priority) define task priority for today, tomorrow and the next five days.
  • Users can see lists of project reports shared with and received from other users.
  • They can view all reminders.
  • They can create bookmarks based on Clients, Dockets, & Matters and access this information quickly from a dashboard.
  • Timekeepers and PGLs (Practice Group Leaders) can view a list of their team members.
  • Directors can view the docket counts for their practice group members.
Benefit

"Users got a personalized view of their data. They can now see and access the details that are relevant to their assignments in a single page view."

2. Docket Management

    Old design VS New design

A user had to apply multiple filters in the old docket center to view the tasks assigned to them whereas, in the new Docket center, users get a personalized view of their own tasks only.

Benefit

"Users have improved their productivity by taking quick actions on task dues and saving a huge amount of time spent on sorting data repeatedly."

3. Matter Research Center

    Old design VS New design

Users can view case listings in the Matter Center.

  • They can search and sort matters by applying different filters and can save search filters for future use.
  • Users can bookmark important matters and subscribe to a digest to receive updates on specific matters via email. They can unsubscribe if required.
  • Users can make important notes using ‘in-app’ sticky notes.
  • They can view all the case documents and check the history for a case matter on a single page.
Benefit

"Users can manage information on related cases/matters at a single place and access them at a go. Email subscriptions enable them with consistent updates for cases."

4. Effective Report Management

    Old design VS New design

Users can generate reports related to their cases according to their requirements. They can apply filters by matter numbers and date ranges as well. The software allows creating a new document by merging multiple reports.

Benefit

"We helped users to save time and work more efficiently by providing them access all the information related to their case/matter from a single document."

5. Litigation Management

Litigation Management is done via the Litigation Center. It was created by integrating Compulaw, a matter and docket management solution to the main web application. Users can view the litigation matter list in the Litigation Center. They can filter the matter by date, matter number, and case team. Users can view the events associated with the selected matter such as deadlines, and dues.

Benefit

"Users can now quickly view the deadlines and dues of the matters associated with them. The overall number of navigations required to view litigation matter has been reduced."

6. QA Center

Users can find the list of documents which were sent to them for review and quality assurance purposes by other users. The QA team will review the document and as soon as they accept the document it will move to outbox. Outbox will then push the document to IP Manager and update the status. All the rejected documents will be sent back to the docket center of the respective users.

Benefit

"The review and approval process has been streamlined. Users can view the document that has been accepted or rejected by the QA team on a single click."

7. Time Account Management

To help users in keeping track of their daily working hours, we used 3M accounting system and integrated it with the main system. Using this tool, leaders can see the working hours of their team members or juniors.

Benefit

"Streamlined timesheet management for individual users and various user groups."

Key Results Achieved

Improved Productivity

Reducing application load time from 2 minutes to 5 seconds led to large improvements in user productivity and operational efficiency.

Time-saving

Personalized Dashboard and Docket Center with specific filters helped employees to narrow down search results and save time.

Simplified Docket Management

Users can view all their tasks on the Dashboard itself. The tasks are color-coded based on their priority.

Faster Processing

Replacing long-click actions with single-click actions helped users to process tasks such as de-docketing, view trifold lookups, release dockets, and exporting docket data in PDF or XLS formats faster.

Tech Stack

  • AngularJS

    .NET

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AGILE APPROACH.
EFFICIENT TEAM.
DELIVERING WOW.