PLM Law Custom CRM

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I built a custom client management system that transformed how PLM Law handles their daily operations. The system makes it super easy to handle client information, documents, and reporting all in one secure place, with two-factor authentication to keep everything safe.

Challenge & Solution

PLM Law was ready to ditch their paper files and Word documents for a modern digital solution. They needed a secure, centralized system that would make client management effortless while protecting sensitive legal data.

I built them a custom CRM using Angular and Firebase that tackles their biggest pain points:

Smart Client Management: Intuitive interface for adding, updating, and finding client information instantly - no more digging through filing cabinets.
One-Click Form Generation: Auto-populate legal forms with client data at the click of a button, eliminating repetitive data entry.
Secure Document Hub: Upload and organize client documents with Firebase Storage integration, making file retrieval lightning-fast.
Enterprise Security: Two-factor authentication and Firebase's security framework keep sensitive legal data protected.
Smart Search & Reports: Advanced filtering and custom report generation to analyze client data and track firm performance.

Tech Stack:

Impact

The CRM transformed PLM Law's daily operations, turning time-consuming manual processes into streamlined digital workflows.

Massive Time Savings

Automated form filling and instant client lookups eliminated hours of manual work, letting the team focus on actual legal work instead of paperwork.

Improved Client Experience

Staff can now access complete client histories instantly during calls, providing more informed service and faster responses to client needs.

Smart Business Insights

Custom reports reveal client trends and case patterns, helping the firm make strategic decisions about resource allocation and service offerings.

Rock-Solid Security

Two-factor authentication and Firebase's enterprise security ensure client data stays protected, giving both the firm and their clients peace of mind.

Client Testimonials

“The custom CRM has transformed our workflow. Keeping track of client details and documents is now effortless, and the efficiency it’s brought to our daily tasks is outstanding.”

Tristan Morris, Legal Assistant

“This CRM has been invaluable in streamlining our practice. The attention to security and functionality ensures we can serve our clients confidently and efficiently.”

Pamela Large Moran, Licensed Lawyer

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