The Challenge The firm's reputation brings it many more inquiries from persons seeking their
legal services than they could take on at any given time. However, when their case load is reduced, the firm wanted a method to re-visit the prospective clients they'd previously passed on, to see if they still needed assistance. This would allow the firm to keep their case load high with minimal down time to find new clients.
The Solution Ingeniasoft's developed a custom workflow system called 'CIS - Client Intake
System' that allows the firm to capture each new prospective client and the
related case information as they are encountered. The system manages the review process used by the firm to select the potential cases with merit. All prospective clients are maintained in the system for follow-up communications and review should their case load warrant.
Business Value Ingeniasoft's solution enabled the firm to track potential clients and cases,
and to reach decisions regarding them much faster, and in a more structured
fashion.
The Environment
Windows 2000 server
MSDE Database
About Ingeniasoft Ingeniasoft, Inc. develops enterprise class software solutions and services to enable businesses to realize their e-business goals. Offering both custom application development and ready-to-run commercial applications, Ingeniasoft delivers business advantages through workflow automation and other state-of-the-art technologies. The company's corporate headquarters are located at 17422 Pullman Street, Irvine, CA USA (949) 225-0663, or (949) 225-0658 fax.
