Power Platform Success: Law Firm Streamlines Complex Intake and Case Management

How the Power Platform augmented D365 + legal360 to simplify and streamline complex processes, pivotal to the firm's success

About

This firm has been advocating for the rights of workers, consumers, families, and investors since the 1970s, becoming one of the largest plaintiff’s litigation firms in the US. The firm’s attorneys have played leadership roles in some of the most significant cases to ever go through U.S. courts.

Challenge

The firm relied on a heavily customized legacy case and matter management system that had reached the end of its support life. Recognizing the need for a modern and sustainable solution, they sought to replace it. However, a crucial requirement was to replicate the vital functionality they had come to depend upon in the old system.

Solution

HSO took the initial step of implementing Dynamics 365 + legal360, and in collaboration with the firm's in-house development team, they crafted specialized functionality. This involved incorporating marketing and business development tracking using model-driven Power Apps hosted on the Power Platform. The solution seamlessly integrated with Azure and various third-party systems.

The new solution streamlined and automated complex client intake and case management processes. These improvements were of utmost importance to the firm's operations, enhancing overall efficiency and effectiveness in handling critical tasks.

Results

This tailored solution proved to be highly cost-effective, primarily due to its foundation on legal360, which already encompassed essential legal components like clients, matters, cases, fee earners, attorneys, plaintiffs, and defendants. Leveraging these pre-existing elements expedited the development process significantly.

The implementation resulted in a notable boost in efficiency and productivity, with complex processes being automated and simplified. The combined Dynamics 365 + legal360 and Power Apps solution now serves as a central nucleus, enabling the firm to build additional apps that offer substantial benefits with minimal ownership costs. This scalable approach empowers the organization to expand its capabilities and achieve even greater advantages.

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