Our client TMJ Legal Services, required a system that would enable them to track the progress of their ‘work in progress’ and ensure that each matter was processed in the correct manner. This involved ensuring that all necessary steps are completed by the staff members and that the dates these were completed by are recorded.
The system will need to encompass several areas of TMJ’s services including, Conveyancing, Wills, Trusts, Probates, HIPs (archived). It will also cover some administrative areas – Meetings and Lead/Referral Tracking.
What happened next
The requirements of this project meant a bespoke web application needed to be developed. In order to ensure a robust and extendable framework, we chose to work with CakePHP. This allowed us to rapidly develop a functional system for TMJ to use, allowing us to prioritise the areas they desperately needed.
Once the initial development was underway, we were able to progress with the development in a modular fashion, creating each section one at a time before importing data and moving it to the testing phase.
Notes from our Technical Director
The Private Client Management System initially started out as a Property Management System for tracking conveyancing matters in 2007. Over time, this has spawned several separate systems to handle Wills & Trusts, Probate Matters, HIPs and Lead Tracking.
As a result, we took the decision to combine and re-develop these systems this year to bring everything together into one web application using CakePHP. This allows us to keep a tighter control on user access and it will provide a much more extensible platform going forward for our client.
CakePHP comes with exceptional access control built in, which allowed us to create user groups for Clients/Staff/Admins to give a very granular level of access control. This was perfect for TMJ’s requirements.