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Financial Claims Management Case Study

- 54 hours saved per week – Automatic invoice generation – No more human error

Article1 min readUpdated Feb 22, 2025View source ↗
We created a system that centres around cases rather than contacts, so that JDH Reports could manage multiple related contacts within each case. We made a customisable system that allows team members to detail case-specific data requirements, which are then reflected in the interface. Whenever a new case is sent from a third-party platform, it’s auto-assigned to a solicitor and automated communication begins. An internal file handler and external report provider is automatically associated with the case, with automated requests for extra information made and notifications received whenever documents are uploaded. The system automatically calculates fees and generates invoices to clients too.
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