MoreYeahs built a Dynamics 365 matter lifecycle platform with automated conflict checks and billing governance for a legal services organization spanning India and Australia.
The client is a legal services organization operating across India and Australia, managing a broad portfolio of matters and client engagements that require rigorous compliance, billing governance, and conflict-of-interest management.
Intake, conflict checks, budgeting, billing, and client notifications were spread across disconnected tools and manual processes, and the organization engaged MoreYeahs to modernize its matter lifecycle management.
Manual, disconnected processes across the matter lifecycle created operational risk and inconsistent governance across teams and offices.
Manual Conflict Checks: Case intake and conflict-party checks were time-consuming and prone to oversight, increasing compliance and reputational risk.
Disconnected Tools: Budgeting, billing, and client notifications across disconnected tools created data fragmentation and delays.
Inconsistent Governance: A lack of auditability and process consistency meant similar matters were handled differently depending on the team or office.
Limited Stakeholder Visibility: Stakeholders had limited visibility into matter status, billing milestones, and compliance completion.
MoreYeahs developed a comprehensive case management platform on Dynamics 365 and the Power Platform to manage the complete matter lifecycle from intake through to closure.
Automated Conflict Checks: Conflict-party checks and intake validation workflows systematically screened new matters against existing client and party databases.
Billing & Budget Management: Budget and billing modules with automated notifications kept financial governance consistent and client communications timely.
Reporting Dashboards: Real-time dashboards for billing KPIs and case status gave stakeholders and leadership visibility across the matter portfolio.
Delivery began with process mapping workshops involving legal operations, billing, and compliance teams to document the current matter lifecycle and identify automation and governance gaps.
Process Mapping: Workshops with legal operations, billing, and compliance teams documented the current lifecycle and identified gaps.
Custom Entity Modeling: Dynamics 365 was configured with custom entities for matters, parties, budgets, and billing milestones.
Conflict Check Automation: Power Automate workflows queried party databases and triggered alerts when potential conflicts were identified, replacing manual checks.
Role-Based Dashboards: Reporting was configured to give partners, billing teams, and operations the level of visibility appropriate to their function.
The solution was built on Dynamics 365 combined with Power Platform applications to deliver an integrated matter management, billing, and compliance platform.
Compliance risk was substantially reduced through consistent, automated conflict-check processes that replaced manual screening with a reliable, auditable workflow.
Reduced Compliance Risk: Automated conflict checks replaced manual screening with a reliable, auditable workflow.
Faster Onboarding: Intake validation and conflict checks completed in a fraction of the previous time with greater accuracy.
Improved Billing Governance: Automated notifications ensured financial milestones and client communications were consistently managed across all matters.
Unified Visibility: Stakeholders across both India and Australia gained unified visibility into matter status, compliance, and billing progress.
The platform gives the organization a consistent, auditable foundation for managing matters across jurisdictions as its practice continues to grow.
Cross-Jurisdiction Consistency: A single governed platform standardizes matter handling across offices in different regions.
Stronger Client Trust: Consistent, auditable processes strengthen the organization's compliance posture and client confidence.
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