Client Profile
A multi-practice legal firm managing corporate clients, case documentation, and legal service requests across several practice areas.
PLATFORMS LEVERAGED
Salesforce Sales Cloud
Agentforce
Marketing Cloud
Account Engagement
Account Engagement
Strategic Transformation
The Challenges
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1Client information stored across multiple systems and documents
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2Difficulty tracking case progress and communication history
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3Limited reporting for case management and workload distribution
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4Manual processes for client intake and follow-ups
Our Solutions
BugendaiTech implemented a digital client relationship and case management platform designed for legal workflows.
Key initiatives included:
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1Centralized client and case management system
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2Automated intake forms and client onboarding processes
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3Case tracking dashboards for legal teams
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4Document management and collaboration workflows
Impact Delivered
40%
EFFICIENCY
Improvement in case tracking visibility
30%
GROWTH
Reduction in manual administrative tasks
OPERATIONS
Better customer engagement through personalized campaigns
Improved
CULTUREImproved collaboration across legal teams
