Explore Additional Power Platform Success Stories
Power Platform Success: Law Firm Streamlines and Simplifies Complex Intake and Case Management and More with a Cost-reducing, Time-saving, Game-changing Power Platform Solution
How Power Platform took Dynamics 365 to the next level, simplifying and streamlining complex processes pivotal to the firm's success
About
Specializing in catastrophic injury, securities and consumer fraud, environmental hazards, and transportation disasters, this firm has been advocating for the rights of workers, consumers, families, and investors since the 1970s, becoming one of the largest plaintiff’s litigation firms in the US.
The firm’s attorneys have played leadership roles in some of the most significant cases ever to go through U.S. courts, including asbestos and mesothelioma victims, the historic litigation against the tobacco industry, and the representation of the 9/11 families in their groundbreaking lawsuit against terrorist financiers.
Challenge
The firm relied on a legacy, heavily customized case and matter management system which was unable to meet their needs and was no longer supported. Recognizing the need for a modern and sustainable solution, they sought to replace it. However, a crucial requirement was to replicate the vital functionality they had come to depend upon in the old system along with adding marketing and business development tracking.
After researching various low-code options, the firm saw the value of the Power Platform. They sought out a partner the Power Platform expertise needed to tackle this complex task and tapped HSO.
Solution
After Dynamics 365 was implemented, the HSO Application Platform team leveraged Power Platform to deliver a modern, efficient, end-to-end case and matter management solution that integrates with Fabric, Outlook, Teams, SharePoint, OneDrive, DocuSign, Active Directory, Copilot AI, and more to craft specialized functionality that replaced legacy systems and Excel spreadsheets, providing required functionality as well as a rich user experience:
Case & Matter Intake: Automates lead capture and qualification, with secure storage, version control, advanced search, HIPAA compliance, and case history tracking.
Conflict Searching: Real-time checks and advanced search detect and manage duplicates, providing alerts for manual review and 360° views of plaintiffs.
Matter Information Tracking: Unique case identifiers for tracking, with task management, analytics, alerts, AI, team communication, client updates, time logging, and expense management.
Document Management: Supports 200+ SharePoint sites, using AI for document tagging, enterprise search, and auto-classification of 80 TB of documents.
Analytics: More than 30 million records were migrated to the Dataverse, which Power BI and Canvas apps use to provide actionable insights.
A Center of Excellence (COE) was also established to monitor the environments and topography.
Results
This tailored solution proved to be highly cost-effective, resulting in a significant boost in efficiency and productivity, with complex processes being automated and simplified. The combined Dynamics 365 and Power Apps solution now serves as a central nucleus, enabling the firm to build additional apps that offer substantial benefits with minimal ownership costs.
This scalable approach empowers the organization to expand its capabilities and achieve even greater advantages.
The HSO Application Platform team demonstrated the capabilities of Power Platform in the right hands, tackling this very complex lift and delivering immediate, tangible results.