Legal Case Management System for a US Law Firm

Developed a web-based legal case management platform for a USA-based law firm to simplify case tracking, automate legal documents, and improve internal coordination.

10 +

Years In Business

110 +

Projects Delivered

100 +

Happy Clients

50 +

Countries Served

Project Overview

A U.S. law firm needed an online legal case tracker to organize cases, documents, and deadlines more efficiently.
Epistic built a secure web platform to centralize case data, automate document workflows, and support the legal team’s productivity.

  • Client: USA-based law firm
  • Project Duration: 14–18 Months
  • Platform Delivered: Web Application
  • Industry: Legal Tech
  • Primary Goal: Improve document tracking and team efficiency

Challenges Faced by the Client

Disorganized Case Records

Case information was scattered across various tools, slowing down access and review.

Manual Document Handling

No centralized method for storing and managing documents led to duplication and misplacement.

Missed Legal Deadlines

Without reminder systems, legal staff struggled with timely filings and hearing dates.

Inefficient Team Communication

The lack of internal collaboration tools made updates and task delegation inconsistent.

Limited Client Transparency

Clients had no direct access to case updates, requiring repeated follow-ups.

Weak Access Controls

Sensitive legal data was not secured with proper user-based permissions, creating compliance risks.

Client Type

Startup

Methodology

Agile/Scrum

Project Type

Web and Mobile app

Project Timeline

8 Month

Team Size

5 Members

Client Location

USA

Industry

Healthcare

Engagement Model

Staff Aumentation

Solution Offered by Us

Epistic Technologies addressed the challenges with a secure, user-friendly system built specifically for case tracking, document automation, and legal workflow coordination.

  • Developed a single access point for all case data to reduce time spent on locating information.
  • Enabled creation of legal files from templates to reduce manual effort.
  • Integrated case calendar with auto-reminders to ensure timely legal actions.
  • Built client access to track case progress and submit documents securely.
  • Set up controlled access for legal teams, ensuring only relevant data was accessible per role.

Core Features Delivered

Technologies Used

The solution was built with modern web development frameworks, focusing on high performance, secure access control, and cross-device compatibility.

Software Development Life Cycle

Requirement Analysis

Gathered detailed needs and clarified workflows with legal stakeholders.

UI/UX Planning

Designed page layouts and workflows with usability as the focus.

Frontend Development

Created structured modules for managing cases, users, and documents.

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Quality Assurance

Ran functionality, usability, and security tests before UAT.

Deployment & Go-Live

Launched platform and provided knowledge transfer to in-house staff.

Support & Monitoring

Continuous monitoring and updates to ensure smooth usage.

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Project Result

The law firm system cut scheduling conflicts by 80% and boosted new client intake by 35%, leading to a 22% increase in billable hours and revenue growth.

Faster Case Tracking
Reduced time spent locating files and details across departments.
Improved Team Coordination
All legal staff had shared access to schedules and documents in one place.
Reduced Administrative Overhead
Automated documentation saved several hours of weekly effort.
Better Client Experience
Clients received regular updates via portal access, reducing follow-up calls.
Consistent Legal Filing
Case calendar ensured all court dates and submissions were on schedule.
Return on Investment
Project paid for itself within a year via time and efficiency gains.

Client Testimonial

"Our legal team needed a tool to streamline client records, task management, and billing. Epistic built a solution that does exactly that. The interface is clean, data is secure, and we’ve significantly reduced time spent on manual coordination. Their structured approach and clear communication stood out."

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