Custom Portal That Streamlined Case Management and Client Access

achievement

Shape Solutions developed a secure, scalable portal tailored to XON LAW’s operations—automating workflows and enabling seamless case tracking for clients and staff.

Reviewed on
5/5
30,000
+

Hours delivered back to the business

100
+

SOX compliance in Settlement process automation

95
+

Success rate of bot case completion

6
+

For functional release of OBT, RTS and OGS

The Chalange

XON LAW was managing cases manually across spreadsheets, emails, and fragmented tools. This led to delays, missed updates, and a lack of transparency for clients. Staff spent hours on repetitive admin tasks, and there was no centralized system for tracking progress or sharing documents. The firm needed a secure, GDPR-compliant platform that could streamline internal operations while improving client experience. They wanted real-time updates, automated workflows, and role-based access—all without compromising legal confidentiality. The challenge was to build a custom solution that could scale with their growth and integrate seamlessly into their existing processes.

How Shape Solutions Tackled That

We began with a discovery phase to map XON LAW’s workflows, pain points, and user roles. Our development team designed a custom portal with secure login, encrypted data storage, and modular case dashboards. Automated task assignments and deadline alerts reduced manual workload. Clients gained access to real-time case updates, document uploads, and secure messaging. We implemented role-based permissions for staff, ensuring confidentiality and control. The portal was built using scalable architecture with API integrations for calendar sync and document management. We conducted rigorous testing for security, usability, and performance. Post-launch, we provided training and analytics dashboards to track usage and efficiency. The result was a fully tailored solution that transformed how XON LAW operates—saving time, improving transparency, and elevating client trust.

Best Results

What We Improved Most

Efficiency
Transparency
Security
Access
Speed
Trust
Scalability
Control

Let’s Build Your Portal Today

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