The Challenge

Mishra Legal Associates, a growing mid-size law firm, was overwhelmed with operational complexities:

• Disorganized case tracking and timelines
  
  
• Manual timesheet entry causing billing delays
  
  
• Inefficient client communication and follow-ups
  
  
• Fragmented document management
  
  
• No centralized view of performance metrics
  
  
• Difficulty scaling to handle multiple case types and team members
  
  

The Odoo Solution by Vraja Technologies

We implemented a fully customized Odoo ERP tailored to legal operations, automating workflows across:

1. Case Management (Custom Legal Module)

• Centralized dashboard to manage civil, criminal, corporate, and IP cases
  
  
• Track case stages, deadlines, hearing dates, documents, and involved parties
  
  
• Assign lawyers and teams with task reminders and priorities
  
  
• Case history and notes accessible by authorized staff only
  
  

🧠 Value Delivered:

✔️ 100% visibility into case progress

✔️ Avoid missed deadlines with automated alerts

✔️ Contextual collaboration within the system

2. Time Tracking & Billing (Projects + Timesheets + Invoicing)

• Lawyers log time against specific cases and tasks
  
  
• Auto-calculated billable hours with retainer support
  
  
• Invoices generated based on case type and rate card
  
  
• Support for pro bono, fixed fee, or hourly billing
  
  

💡 Value Delivered:

✔️ Reduced billing errors

✔️ Saved 10+ admin hours/week

✔️ Revenue leakages plugged with accurate time capture

3. Document Management (Odoo Documents)

• Organized filing of client contracts, court documents, affidavits
  
  
• OCR & tagging for fast retrieval
  
  
• Role-based access and version tracking
  
  

📁 Value Delivered:

✔️ 50% faster document access

✔️ 100% paperless transition in 3 months

✔️ Reduced compliance risk

4. Client Communication via WhatsApp & Email Integration

• Case updates and reminders sent via WhatsApp/SMS
  
  
• Automated messages for:
  
  
• Upcoming hearing dates
  
  
• Invoice reminders
  
  
• Document request/follow-up
  
  
• Email threads auto-attached to relevant cases in CRM
  
  

📲 Value Delivered:

✔️ 3x faster client response times

✔️ Improved satisfaction and retention

✔️ Reduced missed communications

5. Reporting & Dashboards

• Real-time visibility into:
  
  
• Ongoing cases by category
  
  
• Lawyer performance & billable utilization
  
  
• Outstanding invoices
  
  
• Retainer balance reports
  
  

📈 Value Delivered:

✔️ 100% visibility for partners

✔️ Strategic decision-making based on live data

✔️ Quarterly performance improved by 28%

6. HR & Internal Operations

• Track attendance, leave, and payroll
  
  
• Assign training sessions and performance reviews
  
  
• Employee onboarding checklists for new paralegals/lawyers
  
  

✅ Value Delivered:

✔️ Better staff engagement

✔️ Reduced hiring lead time by 40%

Services by Vraja Technologies

• Process mapping and ERP blueprint for law firm operations
  
  
• Custom module development for legal case workflow
  
  
• Odoo-WhatsApp and email integrations
  
  
• Data migration, training, and support
  
  

Key Outcomes After 3 Months

KPI	Before Odoo	After Odoo
Case Oversight	Manual Excel	Full visibility in dashboard
Billing Accuracy	~85%	99.5%
Document Retrieval Time	~8-10 min	<1 min
Client Follow-ups	Inconsistent	Automated & Trackable
Revenue per Lawyer	Baseline	↑ 17%
Partner Satisfaction	6.5/10	9.3/10

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