PLM Law was struggling with inefficient client information management, relying on paper records and Word documents. This outdated system led to time-consuming processes and potential data inconsistencies. The firm needed a modern solution to streamline their client management and improve overall efficiency.

Project Objectives

• Develop a custom CRM system to digitize and centralize client information.
• Implement CRUD (Create, Read, Update, Delete) functionality for client data.
• Enhance data security with robust authentication measures.
• Improve information accessibility and reporting capabilities.

Project Challenges

The main challenge was to create a comprehensive system that would not only replace the existing paper-based and Word document processes but also significantly enhance the firm's ability to manage client information efficiently. This involved designing an intuitive interface, ensuring data security, and implementing features that would save time and improve accuracy in daily operations.

• Transition from paper and Word documents to a digital system.
• Integrate document upload functionality for client files.
• Implement secure authentication with multi-factor authentication.
• Develop automated form filling capabilities.
• Create filtering and report generation features for data analysis.

To address the law firm's client management challenges, I developed a custom CRM system using Angular and Firebase. This modern tech stack allowed for the creation of a responsive, real-time application that significantly improved the firm's workflow.

Key solutions implemented:

• Digital Client Management: Designed an intuitive interface for adding, updating, and retrieving client information, replacing the old paper-based system.
• Automated Form Generation: Created a feature to auto-populate forms with client data at the click of a button, drastically reducing manual data entry.
• Secure Document Storage: Implemented a file upload system integrated with Firebase Storage, allowing easy attachment of documents to client profiles.
• Enhanced Security: Utilized Firebase Authentication with multi-factor authentication to ensure data protection and compliance with legal standards.
• Advanced Filtering and Reporting: Developed custom filters and report generation tools to help the firm analyze client data effectively.
• Real-time Updates: Leveraged Firebase's real-time database capabilities to ensure all users have access to the most up-to-date client information.

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The custom CRM system delivered impactful improvements across multiple areas of PLM Law’s operations, enabling streamlined processes and data-driven insights for enhanced decision-making.