Enhancing Law Firm’s CRM and Customizing Accounting Resources to Streamline Workflow, Elevate Client Relationships

The Client

A leading personal injury, asbestos exposure, and wrongful death law firm with a team of experienced and dedicated attorneys tasked Chetu with enhancing an existing web application and designing and implementing a customized accounting platform to integrate with the firm’s CRM, Highrise. The firm prides itself on unwavering dedication, honesty and integrity, teamwork and collaboration, and lastly, diversity and inclusion. With a customized accounting platform, the firm is empowered to streamline financial tasks and then leverage its newly enhanced CRM to continue elevating its relationship with clients.

The Approach

Chetu’s software specialists collaborated to design and deploy an individualized solution to assist the client with successfully managing internal operations, accounting, checks, incurred expenses, vendors, and clients. CRMs remain the backbone of a company as they enable client management processes, sales lead generation, personnel management, and access to centralized workflow processes. The client’s existing CRM, Highrise, is often lauded for its user-friendly interface and cloud-based database for easy collaboration and client management.

Chetu leveraged SAP Crystal Reports to augment the client’s personnel with a robust reporting platform to automate data processing and reporting, ensuring expedient and error-free completion of data analysis with audit reports of all clients. Our integration specialists seamlessly implemented customized accounting software within the client’s existing CRM with no costly workflow interruption.