We need a case management system for filing and processing eviction lawsuits. Need a customer portal for new and current clients, form or link for intake questions, ability for customer to submit the info, and upload documents, ability for staff to use a form attached to the table record to put in more info, ability to communicate status with client in portal, send status emails to client, mailmerging of info by staff to create basic court documents, bills. Current legal case management systems have way more than we want or need and operate using “matters” rather than a database. We like to bulk prepare/merge documents on certain dates for multiple eviction cases. Currently all is done using a legacy database with manual staff inputting of data we receive from a Jotform type submission on our site where clients must put in contact info each time. We have no connection from our Jotform type webform to our database and no portal for new clients to register or current ones to log in.
Hi Harry, would love to discuss to see if we could be a good fit. In addition to my airtable experience, I worked in accounting at a law firm and was instrumental in helping them acquire new software, and have experience in transaction management in real estate. My website is growwithjen.com, you can find out more about my experience and credentials as well as how to schedule a discovery call there. Look forward to connecting.
All that you have described is certainly well within my area of expertise and I would be glad to help you out on all this.
You can reach me on firstname.lastname@example.org