{"id":4010,"date":"2021-02-09T15:16:52","date_gmt":"2021-02-09T15:16:52","guid":{"rendered":"https:\/\/businessconfig.com\/?p=4010"},"modified":"2026-04-16T15:41:19","modified_gmt":"2026-04-16T15:41:19","slug":"how-we-improved-productivity-in-a-legal-company-using-odoo-erp-with-certified-billing-gofact","status":"publish","type":"project","link":"https:\/\/businessconfig.com\/pt\/Case-Studies\/how-we-improved-productivity-in-a-legal-company-using-odoo-erp-with-certified-billing-gofact\/","title":{"rendered":"Como melhor\u00e1mos a produtividade de uma empresa jur\u00eddica utilizando o Odoo ERP com Fatura\u00e7\u00e3o Certificada (Gofact)"},"content":{"rendered":"<p>[et_pb_section global_module=\"6292\"][\/et_pb_section]<br \/>\nIn this article you can discover how we gave this law firm a great and useful <strong>tool<\/strong> (ERP Odoo) for everyday use!<\/p>\n<p><strong>Enterprise Resource Planning <\/strong>(ERP) refers to the <strong>integration of several business areas<\/strong> of a company, such as <strong>production<\/strong>, <strong>warehousing<\/strong>, <strong>sales<\/strong>, <strong>purchasing<\/strong> and <strong>finance<\/strong>, using a software suite. The various ERP providers have designed their systems around standard business processes, often based on best practices.<\/p>\n<p>In this legal company, they\u2019re a small group (4\/6 lawyers) and they felt it was time to <strong>replace their outdated and old-fashioned<\/strong> <strong>way<\/strong> of working <strong>with a tailor-made ERP<\/strong> with all the functions <strong>in one platform<\/strong>.<\/p>\n<p>So after the <strong>briefing<\/strong> and some <strong>discussion<\/strong> about the essential needs, we decided to present a one-tool solution that could help the client do all his work in an easier way. This legal company needed some <strong>help in organizing<\/strong> all the <strong>information structure<\/strong> and <strong>unifying all their tools<\/strong> (cases, contacts, billing, expenses, and other miscellaneous) in just one platform.<\/p>\n<p>We choose the <strong>ERP Odoo<\/strong>, an <strong>open-source platform<\/strong> that we design exclusively with <strong>native apps<\/strong>, <strong>plugins<\/strong>, and some <strong>custom code<\/strong> for specific actions that were essential for better and easy work for our client.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-7514 aligncenter\" src=\"\/wp-content\/uploads\/2025\/03\/Post_1.2@2x-2-1024x878-1.png\" alt=\"\" width=\"600\" height=\"514\" \/><\/p>\n<p>After some months of hard-working, we divided the project into <strong>6 steps<\/strong>:<\/p>\n<ol>\n<li><span style=\"font-weight: 400;\"> Needs assessment<\/span><\/li>\n<li><span style=\"font-weight: 400;\"> UX Research and user flows<\/span><\/li>\n<li><span style=\"font-weight: 400;\"> Prototype<\/span><\/li>\n<li><span style=\"font-weight: 400;\"> Development of Odoo ERP and certified billing system<\/span><\/li>\n<li><span style=\"font-weight: 400;\"> User testing and refine user flows<\/span><\/li>\n<li><span style=\"font-weight: 400;\"> Beta version and delivery \u2028\u2028<\/span><\/li>\n<\/ol>\n<blockquote><p><em>&#8220;The above points are really important for any enterprise. Our solutions give you access to tools without having to give up the comfort level of your company in regards to this type of solutions.You don&#8217;t have to worry about any program installation on your computer. We will support you in every step.&#8221;<\/span><\/em><\/p><\/blockquote>\n<p>We provided <strong>a solution<\/strong> that allows the client to: <\/span><\/p>\n<ul>\n<li>Have all company <strong>confidential information\/materials<\/strong> in a <strong>encrypted personal cloud <\/strong><\/li>\n<li><strong>Organize their cases<\/strong>, including additional documentation such as pdfs and docs that are associated<\/li>\n<li>Create a <strong>login sign up and onboarding<\/strong> that helps our client\u2019s user navigate and use the platform<\/li>\n<li>Create an <strong>easy payment system<\/strong> that optimizes the payment process<\/li>\n<li>Create a <strong>documentation upload system<\/strong> that helps our client load his files to the legal process<\/li>\n<li><strong>Know<\/strong> when important <strong>documentation is expiring<\/strong>, through an <strong>automation system<\/strong><\/li>\n<li><strong>Certificated billing<\/strong> according to the Portuguese billing system<\/li>\n<li><strong>Upload expenses<\/strong> from the legal team to the system and connect them to each case<\/li>\n<li><strong>Create a different user<\/strong> from legal advocates to clients <strong>with different permissions<\/strong><\/li>\n<li>Use the<strong> chat app<\/strong> to communicate and <strong>send documents with the legal team<\/strong><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-7502 aligncenter\" src=\"\/wp-content\/uploads\/2025\/03\/Post_1.5@2x-1024x878-1.png\" alt=\"\" width=\"600\" height=\"514\" \/><\/p>\n<p>Now, instead of using three or four different tools (like Google Drive, Outlook, Magnifinance, etc\u2026), it is possible to do everything in one platform. <strong>Time saving<\/strong> and <strong>convenience<\/strong> is the keyword for this project.<\/p>\n<p>Are you looking to <strong>optimize your work tools<\/strong>, <strong>save time<\/strong> and <strong>money<\/strong>, and <strong>focus<\/strong> <strong>on your business<\/strong> core?<a href=\"#lets-talk\"> We can help you!<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this article you can discover how we gave this law firm a great and useful tool (ERP Odoo) for everyday use! Enterprise Resource Planning (ERP) refers to the integration of several business areas of a company, such as production, warehousing, sales, purchasing and finance, using a software suite. The various ERP providers have designed [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":4016,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"project_category":[38],"project_tag":[],"class_list":["post-4010","project","type-project","status-publish","has-post-thumbnail","hentry","project_category-odoo-erp"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>ERP Odoo &amp; Certified Billing | business\u2022config | Digital Transformation<\/title>\n<meta name=\"description\" content=\"This legal company needed some help in organizing all the information structure and unifying their tools in just one platform. 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