LegalTech SaaS

Legal Consultancy Platform

A secure ecosystem transitioning video consultations into long-term retainers. Combines end-to-end case management with strict privilege-based access control and a closed-loop client feedback engine.

Legal Consultancy Platform Interface Mockup
Timeline

8 Months (Ongoing)

Platform

Web Platform + Mobile App

Services

End-to-End Development

Team

1 PM, 2 Full Stack Devs

The Narrative

From Friction to Flow

Every project begins with a bottleneck. Here is how we diagnosed the root cause and engineered the cure.

The Challenge

  • Transitioning one-off consultations into long-term retainers was difficult due to fragmented communication channels.

  • Client-Attorney privilege required strict data isolation; a standard database setup risked data leakage between cases.

  • Tracking consultant performance and client satisfaction was manual and lacked quantitative metrics.

  • Scheduling conflicts were frequent due to lack of synchronization between the platform and consultants’ personal calendars.

The Solution

  • Built a unified "Case Lifecycle" engine that persists chat, documents, and video logs into a single searchable context.

  • Implemented Row-Level Security (RLS) and object-level permissions to ensure consultants can only access their specific assigned cases.

  • Engineered an automated Feedback Loop that triggers post-session surveys and aggregates Net Promoter Scores (NPS).

  • Integrated two-way calendar sync (Google/Outlook) to prevent double-booking and automate availability slots.

ROI

Measurable Impact

Real-world performance metrics from the production environment.

/01
100%

Data isolation achieved via Row-Level Security ensuring strict client-attorney privilege.

/02
35%

Increase in retainer conversion rates due to the unified case management workflow.

/03
Real-time

Performance visibility for admins via the aggregated NPS feedback engine.

/04
Zero

Scheduling conflicts reported after implementing the two-way calendar synchronization.

System Architecture

Core Features

A technical breakdown of the key modules and engineering decisions behind this platform.

01

Privileged Case Vault

A secure digital workspace for each case. Stores documents, chat history, and meeting notes with strict read/write access enforcement.

Django Guardian / S3 Encrypted
02

Feedback Aggregation Engine

Automated workflow that captures client sentiment after every interaction, calculating weighted performance scores for consultants.

Celery / Pandas
03

Smart Scheduling System

Availability logic that handles time zones, buffer times between meetings, and two-way sync with external calendar providers.

Python Dateutil / CalDAV
04

Video Session Management

Orchestration layer for secure video calls. Handles room generation, access token validation, and duration tracking for billing.

WebRTC / Twilio API
05

Role-Based Dashboard

Dynamic interfaces that adapt based on user type (Client vs. Associate vs. Partner), hiding sensitive financial data from junior staff.

React Context / RBAC
06

Audit Logging

Immutable logs tracking every document view and case access to maintain compliance with legal data standards.

Django Middleware
Architecture

Secure by Design

We prioritized data isolation and auditability to meet the strict compliance requirements of the legal industry.

React
React
TypeScript
TypeScript
Tailwind
Tailwind
Python
Python
Django
Django
PostgreSQL
PostgreSQL
Redis
Redis
Docker
Docker
And many more...

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