Contact person: Business Client

Phone:Show

Email:Show

Location: macau, Macau

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"1. Introduction
I need professional services provider seeking an experienced software development partner to build a comprehensive, cloud-based Customer Relationship Management (CRM) and Practice Management system. The system is specifically designed to meet the needs of small to mid-sized law firms operating under English common law.

2. Project Vision & Objectives
The goal is to create an intuitive, all-in-one platform that helps small firms streamline operations, ensure compliance, and improve client service. Key objectives include:
Centralising client, matter, and financial data.
Automating routine tasks (e.g., time recording, invoice generation).
Ensuring adherence to SRA principles and GDPR.
Providing a professional client portal to enhance communication.
Offering a scalable and affordable solution for growing firms.

3. Target Users & Core Workflows
Primary Users: Solicitors, Legal Assistants, Practice Managers in small firms (1-20 users).
Key Workflows:
New client onboarding and conflict checking.
Matter lifecycle management from opening to archiving.
Time recording and billable hour tracking.
Generating and sending invoices/requisitions.
Secure document storage and client communication.

4. Detailed Functional Requirements
- Module 1: Client & Matter Management
Create and manage client and contact profiles.
Open and manage matters, linking them to specific clients.
Advanced search and filtering across all data.
Automated conflict of interest checking during matter creation.
Diary and deadline management with key date reminders.

- Module 2: Time Tracking & Billing
Simple, one-click time recording with manual entry options.
Ability to assign hourly rates by user or matter type.
Generate and customise professional invoices.
Track invoice status (Sent, Viewed, Paid, Overdue).
Manage client accounts and trust transactions (if applicable).

- Module 3: Document Management
Secure, cloud-based file storage linked to matters.
Version control for documents.
Templates for common documents (e.g., engagement letters).
Integration with mainstream office software (Word, Outlook).

- Module 4: Compliance & Security
Role-based access control (RBAC) to ensure data confidentiality.
Full audit trail of all user activities.
Data encryption in transit and at rest.
Tools to facilitate data subject access requests (DSARs) for GDPR.

- Module 5: Client Portal
Secure login for clients to view their matter status.
Message exchange with their solicitor.
Upload and download documents securely.
View and pay invoices online.

5. Technical Specifications & Constraints
Architecture: Cloud-native, multi-tenant SaaS architecture.
Frontend: Modern framework such as React.js or Vue.js with TypeScript.
Backend: Node.js (Express) or Python (Django/FastAPI).
Database: PostgreSQL for primary data; (Optional) Elasticsearch for advanced search.
Cloud Provider: AWS or Microsoft Azure.
Security: Mandatory implementation of OAuth 2.0, data encryption, and regular security testing.

6. Proposal Submission Guidelines
Your proposal should include, but not be limited to, the following:
Company/Team Profile: Overview of your experience, especially with legal tech or B2B SaaS products.
Relevant Portfolio: Links or case studies of similar projects.
Technical Approach: High-level architecture and technology stack justification.
Project Timeline: Estimated phases and key milestones (using Agile/Scrum methodology).
Pricing Structure: Detailed cost breakdown (e.g., fixed project price or time-and-materials).
Support & Maintenance: Proposed model for post-launch support and future upgrades.

Key expectations
• Modern tech stack (React, Angular, or similar on the front end; Node, Django, or comparable back end) hosted on AWS, Azure, or GCP.
• Role-based access, granular permissions, and audit trails that satisfy SRA and GDPR requirements.
• Responsive UI that feels at home on desktops and tablets.
• API endpoints so we can later integrate Outlook and third-party e-signature tools.
• Clear architecture docs, seed data, and deployment scripts so our internal IT team can run staging and production environments with minimal hand-holding.

Deliverables
1. Clickable UI prototype showing the full workflow.
2. MVP release deployed to a cloud sandbox, including automated tests and basic CI/CD.
3. Post-launch knowledge-transfer session plus recorded walkthrough." (client-provided description)