Case Map: Week Results — Strengthening Control and Transparency 📊
This week we focused on making it even easier for clients and law firms to monitor case progress and team work in one window. We enhanced the interface, roles, and CRM integration, plus added a new partner company. 🚀
1. What we did
– Improved the chat interface: added reactions and emojis to make communication between client and lawyer more lively and clear without extra messages. 🙂
– Adjusting roles: refined the logic of the "case manager" — closing the backlog on case management rights to make the process transparent and manageable. ✅deckary
– In Bitrix24, we started specifying the agent's full name in referral leads to see who actually brings clients and transparently calculate partner bonuses. 🤝
– Added an additional checkbox during registration in "Case Map" to comply with RKN requirements — strengthening regulatory compliance without extra steps for the client. 🛡
– In Nalegke OS, we adjusted roles: "Owner" renamed to "Administrator", "Portfolio Manager" became "Case Manager" — terminology now matches real operational practice and reduces confusion for the team. 🧩
2. Client behavior: an important pattern identified 🔍
We recorded a typical client "micro-story":
1️⃣ client paid for the service,
2️⃣ received a push notification in the app,
3️⃣ within 2 minutes logged in to see what was happening with their case.
The conclusion is simple: the client needs not just to pay, but to have the ability to monitor and see how the service is being provided — in real time, without calls and waiting. That's exactly what we are configuring "Case Map" for. 📱
3. Partner network growth
– Plus 1 law firm put "Case Map" into operation. 🏛
– Held 5 Zoom meetings with potential partners — discussed implementation scenarios and effects on transparency, payments, and client retention. 💬
– For one client law firm, we developed branded advertising layouts focusing on the "Case Map" app to communicate the value of transparency already at the service showcase. 🎨
4. Plan for the current week 🗓
– Complete the setup and connection of the payment gateway to ensure stable and transparent payments within the app. 💳
– Publish the app on the Bitrix24 marketplace so law firms can independently install and configure the operating system without lengthy implementations. ⚙️
If you are a law firm and want your client to see the case progress, not just "take your word for it," write to us — we'll show you how "Case Map" works in a live case. ✉️