API & Custom Software Development for Legal Services Provider
- API Development Custom Software Development UX/UI Design
- $10,000 to $49,999
- Apr. 2022 - Mar. 2023
- Quality
- 5.0
- Schedule
- 4.5
- Cost
- 5.0
- Willing to Refer
- 5.0
"Auxilium.Digital proved to be a reliable and highly competent partner."
- Legal
- New York City, New York
- 11-50 Employees
- Online Review
Auxilium.Digital developed a comprehensive system to streamline and automate the business processes of a legal services provider, optimize their workflows, and accommodate their evolving business requirements.
The automated system reduced manual data entry and document management tasks, increasing system adaptability and system performance. Auxilium.Digital’s team was transparent, efficient, and proactive, and internal stakeholders praised the service provider's technical expertise and commitment to success.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the COO of Liberty Law
Describe what your company does in a single sentence.
Our project was designed to enhance operational efficiencies through a two-fold approach:
Client Management System: This platform serves as a client-facing interface, allowing clients to securely log in, review, and update necessary information, as well as submit required documents. The system is tailored to streamline client interactions and ensure that all pertinent information is accessible and up-to-date.
Admin Management System: This interface is crafted for internal use by company employees, ranging from lawyers to case managers. It enables the uploading of essential documents, scheduling of appointments with clients or court sessions, and facilitates communications through support features that send notifications to clients regarding missing information. Additionally, the system includes built-in workflows. These workflows assign tasks, guiding the flow of operations and providing notifications to relevant parties about upcoming steps. This feature is essential for maintaining organization and ensuring that all parties are informed of their responsibilities and the status of their tasks.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Auxilium.Digital to accomplish?
- Develop a comprehensive system that streamlines and automates all business flows, enhancing efficiency and reducing manual effort across operations.
- Ensure the system has the capability to introduce custom workflows tailored to new case types and user needs. This adaptability is crucial for accommodating evolving business requirements and enhancing user experience.
- Create a 360-degree view for each case, enabling clients and case workers to collaborate effectively from a unified platform. This integration ensures all parties are consistently informed and engaged, facilitating seamless communication and coordination throughout the case lifecycle.
SOLUTION
How did you find Auxilium.Digital?
Referral
Why did you select Auxilium.Digital over others?
- High ratings
- Pricing fit our budget
- Great culture fit
- Referred to me
How many teammates from Auxilium.Digital were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Streamline and Automate Business Processes: Develop a comprehensive system that streamlines and automates all business flows, enhancing efficiency and reducing manual effort across operations.
Flexibility to Adapt to New Requirements: Ensure the system has the capability to introduce custom workflows tailored to new case types and user needs. This adaptability is crucial for accommodating evolving business requirements and enhancing user experience.
Unified Case Management Interface: Create a 360-degree view for each case, enabling clients and case workers to collaborate effectively from a unified platform. This integration ensures all parties are consistently informed and engaged, facilitating seamless communication and coordination throughout the case lifecycle.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
To effectively gauge the progress and success of your software project based on the goals and system functionalities described, here are measurable outcomes that could be tracked:
1. Reduction in Process Time:
- Measure the average time taken to complete business processes before and after the implementation of the automated system.
- Track reductions in time spent on manual data entry and document management tasks.
2. Increase in System Adaptability:
- Track the number of new workflows or custom flows introduced over a given period.
- Measure the time and resources required to implement new case types and user-specific workflows, aiming for continuous improvement.
3. Enhanced Case Management Efficiency:
- Monitor the percentage of cases handled without discrepancies or errors, indicating a more synchronized operation.
- Measure the response time for case updates and notifications, aiming for faster communications between clients and case workers.
4. Client and Employee Satisfaction:
- Conduct regular surveys to assess client and employee satisfaction with the system’s interface and functionalities.
- Track the usage rate of the platform features by both clients and employees as an indicator of user engagement and acceptance.
5. Improved Information Accessibility:
- Measure the frequency of access to critical case information by clients and case workers, indicating effective 360-degree views.
- Track improvements in data accuracy and availability within the system.
These outcomes provide tangible metrics to assess the impact of the system on business operations and user satisfaction, highlighting areas of success and opportunities for further enhancement.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Auxilium.Digital demonstrated exemplary project management throughout our collaboration. They maintained a high level of transparency and kept all relevant teams well-informed with regular updates on key workstreams and progress.
- Daily Standups: Each morning, they hosted standup meetings involving both their tech/product teams and a representative from our team. This ensured that everyone remained aligned and informed about daily goals and developments.
- Strategic Roadmapping: They developed a comprehensive, high-level roadmap in collaboration with our team. This roadmap clearly outlined deliverables and timelines, ensuring mutual understanding and agreement on what was to be delivered and when.
- Project Tracking: JIRA was utilized effectively to manage product progress and deliverables. This tool helped streamline task management and monitor milestones closely.
- Communication: Slack was integral for daily communications among all team members, facilitating prompt responses and ongoing engagement.
- Meetings: Google Meet was the platform of choice for all our meetings, ensuring consistent and reliable communication across teams.
In terms of responsiveness to our needs, the project management approach was both honest and direct. For instance, when we considered engaging a UI/UX designer for a specific timeframe, they provided candid advice on optimizing resource use to save costs without compromising quality.
Overall, we were very impressed with the professionalism and effectiveness of Auxilium.Digital's project management, which was characterized by its commitment to transparency, efficiency, and proactive communication.
What was your primary form of communication with Auxilium.Digital?
- In-Person Meeting
- Virtual Meeting
- Email or Messaging App
What did you find most impressive or unique about this company?
Working with Auxilium Digital has been a highly positive experience for our organization. Their approach to project management is exemplary, characterized by exceptional transparency and communication. Here are some highlights from our collaboration:
- Proactive Communication: The team ensured that everyone involved was on the same page through daily standup meetings, which included members from both the tech/product teams and our side. This routine fostered a cohesive environment and aligned all parties on daily goals and overall project direction.
- Effective Planning and Execution: Auxilium Digital developed a detailed high-level roadmap, which was collaboratively agreed upon, ensuring that both teams were clear about the deliverables and timelines. This planning phase was crucial in setting clear expectations and milestones.
- Robust Tools for Project Management: The use of JIRA for tracking product progress and deliverables was a game changer. It allowed for meticulous management of tasks and helped in maintaining strict adherence to the project schedule. The integration of Slack for daily communications and Google Meet for all meetings further enhanced the flow of information and interaction among team members.
- Honest and Direct Management Style: The project management team at Auxilium Digital was not only transparent but also very direct in their communications. For instance, their honest advice about optimizing our use of a UI/UX designer demonstrated their commitment to our project's cost efficiency without sacrificing quality.
- Outcome-Oriented Approach: The end results spoke for themselves. The project was managed efficiently, with Auxilium Digital meeting all key deliverables on time and responding adeptly to any emerging needs. Their hands-on approach ensured that the project stayed on track and adapted seamlessly to any required changes.
Overall, Auxilium.Digital proved to be a reliable and highly competent partner. Their commitment to maintaining high standards of transparency and communication was evident throughout our project's lifecycle. I would highly recommend their services to anyone looking for diligent and effective project management.
Are there any areas for improvement or something Auxilium.Digital could have done differently?
I dont there is anything major would be great if Auxilium.Digital can make minor adjustments as follows:
- Bit more detailed reporting and notice around releases and testing.
- Tools training. we are not from software development world so having bit more training on some of tools would have make life much easier. we got up to speed eventully and all poeple from Auxilium.Digital where very helpful but I think that is something they can work on.
RATINGS
-
Quality
5.0Service & Deliverables
-
Schedule
4.5On time / deadlines
-
Cost
5.0Value / within estimates
-
Willing to Refer
5.0NPS
"Top Notch Services