Services business, around 20 people
More than half the client records hung off a single account
7–14 hours a month saved on the question of what is happening with a case alone
The problem
Cases in one programme, invoices in another, deadlines in a spreadsheet, and the agreements themselves in the inboxes of whoever was handling them. None of those places held the whole picture and every one of them held a piece of it, so answering “what is happening with this case” meant tracking down one particular person. People running 100 or 200 cases could not correct so much as a typo in a record, and in 8 out of 10 records the basic details were missing, which is exactly what you cannot issue a document without.
What we built
We built a single register of cases, clients, documents and tasks, with permissions split along two axes: who can see and who can edit. On top of that, automatic notifications about events in a case, and a place where the team submits improvements and can see what happened to them. The migration covered the entire existing database in one pass, including tidying up accounts and merging duplicates.
| Before | After | |
|---|---|---|
| Places where a case lived | 2 programmes, spreadsheets and inboxes | 1 register |
| Cases and records in one place | split across systems | close to 2,000 cases and 1,900 records |
| Checking a status | asking a second person, 5–10 min for two people | a look at the register, or a notification |
| Sharing what happened | walking round the office and asking on chat | 25 kinds of automatic notification |