Mar 04, 2022 05:58 AM
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.
Mar 04, 2022 06:14 AM
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.
Mar 04, 2022 06:30 AM
Welcome to the community, @Harry_Heist!
I’d be happy to help you build your system. Please free to contact me through my website, and we can setup a time to chat:
Mar 04, 2022 07:15 AM
Harry, happy to help. I’ll send you a PM. Cheers!
Mar 04, 2022 08:42 AM
I’d be happy to work with you on this. Sending you a PM.
Mar 05, 2022 08:44 AM
hi @Harry_Heist would love to have a chat about what you are trying to build and discuss the best options available.
Calendly: Calendly - Alessio Monino
Mar 06, 2022 03:44 PM
Hi Harry ,
Sent pm .part of the Development in case management for right of way workflow.
Did modules in Deltek accounting
Mar 08, 2022 07:25 AM
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