Software > IT projects > Legal service provider (mediators) seeks a case management system

Legal service provider (mediators) seeks a case management system

IT project from: legal service provider (mediators) (Germany)Project no. 17/935: finished
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Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

We are looking for an order management system for our company that can be (largely) customized to meet our needs. Orders are processed through a specific workflow, with each stage linked to a reporting function (sending Word or PDF files).

The following requirements must be met:

  • Order entry (orders via phone, fax, or email)
    • Database-driven
    • Orders must be processable with claim numbers in various formats
    • A code system for the various legal protection insurance providers would be desirable
  • Order forwarding to independent contractors (lawyers or mediators throughout Germany)
  • Documentation of order processing status (by freelancers)
  • Results are forwarded to the legal protection insurance companies
  • Invoicing, billing based on flat rates
  • Reports on order type, status, and outcome (e.g., total number of cases, successful or failed)
  • Various roles required - admin, back office, freelancers
  • Data security and privacy protection, as personal and sensitive data is processed
  • Sending of Word or PDF files
  • Web-based

The software is planned for 20–30 users with different access rights.

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