{"id":4010,"date":"2021-02-09T15:16:52","date_gmt":"2021-02-09T15:16:52","guid":{"rendered":"https:\/\/businessconfig.com\/?p=4010"},"modified":"2026-04-21T09:56:25","modified_gmt":"2026-04-21T09:56:25","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":"[et_pb_section global_module=\"6292\"][\/et_pb_section]\n

Digital Transformation: Modernizing Legal Workflows with Odoo<\/h2>\n

In this article, you will discover how we provided a law firm with a powerful and practical tool<\/strong> for their everyday operations. Essentially, Enterprise Resource Planning<\/strong> (ERP) integrates several business areas\u2014such as sales, purchasing, and finance\u2014into a single software suite. By doing so, companies can follow best practices and streamline their standard processes.<\/p>\n

Previously, this legal team of four to six lawyers relied on an outdated and old-fashioned way of working<\/strong>. Consequently, they felt it was the right time to replace their fragmented systems with a tailor-made ERP<\/strong>. After an initial briefing and a thorough discussion about their essential needs, we decided to present a unified solution.<\/p>\n

The primary goal was to help the client organize<\/strong> their entire information structure<\/strong>. In addition, they needed to unify all their tools<\/strong>\u2014including cases, contacts, billing, and expenses\u2014into just one platform. Therefore, we chose Odoo ERP,<\/strong> an open-source platform<\/strong>. To ensure the best results, we designed it exclusively with native apps<\/strong>, plugins<\/strong>, and custom code<\/strong> tailored to their specific legal workflows.<\/p>\n

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A Structured 6-Step Implementation Process<\/b><\/h2>\n

Initially, we divided the project into six strategic phases to ensure a smooth transition to the new system. These steps included:<\/p>\n

    \n
  1. Needs assessment<\/span><\/li>\n
  2. UX Research and user flows<\/span><\/li>\n
  3. Prototype<\/span><\/li>\n
  4. Development of Odoo ERP and certified billing system<\/span><\/li>\n
  5. User testing and refine user flows<\/span><\/li>\n
  6. Beta version and delivery \u2028\u2028<\/span><\/li>\n<\/ol>\n

    “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’t have to worry about any program installation on your computer. We will support you in every step.”<\/em><\/p><\/blockquote>\n

    Key Features: Optimizing Legal Workflows and Security<\/b><\/h3>\n

    To provide a complete solution, we implemented several features that allow the client to manage their firm more efficiently. Specifically, the platform now offers:<\/p>\n