Cassin & Cassin LLP

Challenge

For over 30 years, Cassin & Cassin LLP has provided top-quality legal services for their robust roster of real-estate clients. Although this means the company has been successfully doing business since fax machines were a popular form of communication, Cassin & Cassin LLP knows it’s important to continuously evolve the technology that is core to their business.

After years of manually inputting data into several different data sources (Juris, Excel, Outlook, Salesforce), Cassin & Cassin LLP wanted to find or create a system that could automate some of their daily tasks as well as combine their data into one platform. Because inserting data took away critical time the team needed to utilize for other client needs and matters, the team also wanted a system that was capable of successfully running management reports and could enable the Cassin & Cassin LLP’s team to accurately predict workload and revenues.

After surveying multiple off-the-shelf software solutions and discussing the possibility of developing a custom platform, the firm eventually settled on JetRockets to take on the project. From there, our goal was to consolidate all of Cassin & Cassin’s databases into one custom solution capable of generating pipeline reports through an automated process.

Solution

In order to develop a state-of-the-art, modern information processing system that lets Cassin & Cassin LLP handle their clients with ease, we performed two primary operations that would consolidate and combine the company’s services. These included:

Customer Relationship Management System

Because lawyers need to save general information about clients and contact data, we built this CRM to allow them to manage their client base and add notes about each client.

Migrating existing data

After automating several aspects of the user experience we then turned to processing and analyzing the company’s existing databases.

As Cassin & Cassin LLP stored data in a few different platforms, including Salesforce, Juris, and Worldox, we explored all these services and pulled the custom data stored in each. Once all of the important data was saved, we then transferred them to the new database we created.

Results

Today, Cassin & Cassin LLP continues to provide top-quality, end-to-end legal services for their real estate clients. Through our help in consolidating and combining their databases, Cassin & Cassin LLP is now able to streamline its internal information processes, allowing the company to save time and money.