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Case Study

Law Firm Enhances Service with Advanced SOPs and CRM Solutions

Client Profile

Partnership entity offering legal advice across various domains to a diverse Clientele

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Key Highlights

  • Industry - Law Firm
  • Industry - Law Firm Project Duration - Six Months

Scope of work

  • Property Management
  • Business Development
  • Partnership
  • Finance & Procurement
  • HR and IT

Service Offering

  • Development of Standard Operating Procedures for core and support operations

Challenges / Requirements

  • Develop standard operating procedures instituting point s of control and ensuring efficiency
  • Create a knowledge repository for reference for team members
  • Create a desktop procedure manual to ensure successful adoption of t he new property management system
  • Develop detail desktop procedures for CLIO - the CRM system

Our Solutions & offerings

  • Developed the structure of the SOPs through the breakdown of the process into sub-processes and key workflows
  • Defined the new workflows for core and support operations instituting control measures along t he value chain
  • Roles and responsibility allocation for all team members-
  • Highlighted points of information capture that are required in existing potential systems to garner efficiency
  • Developed desktop procedures highlighting user navigation, & appropriate use of the system to enable information capture
  • Developed supporting guidelines and formats in addition to workflows

Impact

  • Developed supporting guidelines and formats in addition to workflows
  • Effectively integrate t he existing and upcoming technology infrastructure
  • Ensure a seamless partner select ion and onboarding process
  • Provided supporting guidelines, policies & formats to increase operational efficiency-
  • Creation of a knowledge repository for reference
  • Ensure successful adoption of the systems by provision of desktop procedure manuals

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