CRM system with ERP elements
🎯 Goal
Create a customized CRM system for managing legal activities that will ensure effective management of the entire workflow from the first inquiry to case closure, as well as automate internal administrative and financial processes.
🏛️ Main Modules and Requirements
| No | Module / Functionality | Key Requirements |
| 1. | Lead Management (Incoming Inquiries) | Automation of incoming inquiries (leads) — online and offline:1.1. Integration with external sources (web forms, email, telephony/messengers). 1.2. Manual creation of leads (offline/phone inquiries). 1.3. Visualization of leads on a Kanban board with stages (New, Processing, Qualification, Converted/Rejected). |
| 2. | Full Client and Case Workflow | Ensuring a full workflow with the client and case:2.1. Automatic conversion of a lead into a Client and Case (Project). 2.2. Client Card: complete interaction history, contact details, linking to all related cases. 2.3. Case Card: case type, responsible lawyers, flexible stages (phases) of case progression. |
| 3. | Document Management and Control | Allows storing documents, versions, notes, deadlines:3.1. Centralized file storage linked to the Case. 3.2. Document version control (ability to track changes). 3.3. Notes/Comments module for internal communication. 3.4. Deadline and task management with automatic notifications. |
| 4. | Automatic Salary Calculation (KPI) | Automatic salary calculation for lawyers and managers for completed work:4.1. Setting up accrual rules (%, fixed rate per stage). 4.2. Automatic bonus calculation for managers/teams (based on branch/performance metrics). 4.3. Reports on accrued salary/bonuses. |
| 5. | Roles, Access, and Analytics | Providing roles with clear access rights and analytics for branches, teams, and case stages:5.1. Role-based access model: At least 5 roles (Administrator, Branch Manager, Lawyer, etc.). 5.2. Access restrictions to cases/clients according to role and branch. 5.3. Analytics Dashboard: Lead funnel, stage analytics, lawyer performance, financial analytics. |
| 6. | Client Personal Account (Portal) | Entry point for the client to obtain data on documents and track the case:6.1. Integration with a WordPress site (secure login). 6.2. The client sees a list of their cases and their current status. 6.3. Two-way document exchange: The client can upload documents, and the lawyer can publish completed documents. |
🛠️ Technological Requirements (Expectations)
Type of solution: Custom CRM system (Web-based application).
Interface: Intuitive, responsive design.
Stack (preferred): To be discussed with the contractor. Modern and scalable solutions are welcome (e.g., React/Vue + Python/Node.js + PostgreSQL/MySQL).
API: Availability of an API for further integration with other internal systems (accounting, corporate email).
Call to Action: Please provide an estimate of time and cost for development based on the above requirements, provide examples, and suggest an optimal technology stack.
-
Вітаю!
Зацікавила ваша вакансія, в мене є для вас декілька варіантів рішень під ваш запит:
1. Це зв'язати зі своїми партнерами в області розробки.
2. Зв'язати з пратнером який може вам впровадити юридичну систему яка кастомно налаштовується.
Який варіант найбільш підходящий?) -
Yaroslav Mendryk Mappers GEO
Хворів, Проект відновив, зв'яжусь і вислухаю усіх
-
Вітаю! Буду очікувати на ваше повідомлення
-
Current freelance projects in the category Web Programming
Webflow Developer: Adaptation of a ready-made template and configuration of the site for launchWe have a purchased template on Webflow and a final design in Figma. We are looking for an experienced developer to adapt the template to our layouts, configure the system, and prepare the site for a full launch. What needs to be done: Adapt the blocks, layout, and styles of… Web Programming ∙ 1 hour 40 minutes back ∙ 18 proposals |
Integration of Blade article template | Laravel | Frontend
100 USD
Integration of Blade template for article | Laravel | Frontend Task Essence The site is built on Laravel. A ready HTML/CSS layout for a premium blog article page. It needs to be integrated into the existing Blade structure of the site. The design is ready. You are not designing… PHP, Web Programming ∙ 5 hours 57 minutes back ∙ 50 proposals |
Integration of WMS & 1C
22 USD
We are looking for a developer who has experience with the integration of 1C - WMS (LOGISTICON WMS) The integration is already done, it works, but there are often improvements that need to be implemented or assistance needed in solving problematic issues. Important: 1) We need… Web Programming ∙ 6 hours 9 minutes back ∙ 4 proposals |
Website layoutTask: layout of website pages. We already have a working website: https://medius-work.com/. It was created using a builder. We are moving from the builder to clean layout. Your task is to create an exact copy of the pages. The site was made without using layouts and without… Web Programming ∙ 7 hours 34 minutes back ∙ 77 proposals |
Implementation of a technical SEO audit on OpenCartGood day. Need to implement technical SEO fixes on the site softugo.com. The site is already developed but not fully launched yet. Platform: ocStore 3.0.2.0 / OpenCart + custom code. Hosting: Hostinger. Current PHP version: 7.3. (transition to PHP 8.2 is planned) A checklist… PHP, Web Programming ∙ 7 hours 59 minutes back ∙ 50 proposals |
Kamenets-Podolskii