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Smart Data

A case referral portal for a class action law firm

Smart Data accelerated a law firm's case management tool, so it can track referred class action cases with partner firms through every stage and pay referral fees faster when cases are won.

Industry
Legal
Engagement
Custom Development
Two colleagues reviewing documents together

A major law firm that manages class action lawsuits refers litigants to partner firms across the country. Seeing a case through the courts, and sharing the fee at the end, takes a good deal of collaboration between the firm that brings in the litigant and the firm that handles the matter.

The firm's internal team was building a case management tool for this but needed to move faster. SDS, a Smart Data company, added a team alongside them to accelerate development.

The challenge

  • Referred cases spread across partner firms nationwide
  • No reliable way to track the status of each referred case
  • Fees had to be shared correctly between referring and handling firms when a matter concluded
  • An internal team that needed help to deliver on time

The solution

  • Added a Smart Data team alongside the client's internal developers to speed up delivery
  • Built the tool around the collaboration between the firm that acquires litigants and the firm that manages their cases
  • Tracking of partner cases through every stage of litigation
  • Support for sharing revenue between referring and referred lawyers

The results

  • The legal team tracks every stage of the litigation for referred cases

  • Payments start sooner when cases are won

Where this is going

We build the systems professional services firms use to work with their partners. If that is your situation, talk to us about scope.

Working on something similar?

Tell us what you are building and what it has to connect to. Here is what happens after you reach out.

  1. A short call about the work

    What runs today, what needs to change and the date you are working toward.

  2. An engineer looks at what’s running

    Scope comes from your systems as they are, before anything is priced.

  3. You get a written proposal

    Covering scope, team, approach and price.

info@smartdata.net(937) 886-9166

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