Case Study
LegalWiz.in — AI-Enabled Practice Management Platform
Full-stack platform for a leading professional services company. Process and service builder, CRM, billing engine, AI-powered chat and knowledge library, dynamic questionnaire with upsell, role-driven access.
- Industry:
- Professional Services / LegalTech
- Service:
- Custom Development, AI, Data
- Engagement:
- 4+ years, ongoing
- 10,000+
- clients served
- 100+
- services managed
- 4+yr
- engagement
Challenge
LegalWiz.in, a leading professional services company managing 10,000+ clients across 100+ services, needed a single platform to run the operating model - process and service configuration, CRM, billing, marketing, customer service, and AI-enabled reporting - under one application.
Approach
Full-stack discovery and design covering the operating model, target architecture, and AI surfaces. Build sequenced across modular practice configuration, CRM and billing, AI-powered internal chat and knowledge library, AI-enabled reports per BU, dynamic questionnaire with upsell logic, MyAccount portal with document vault, and role-driven data and action access. Email, SMS, and WhatsApp integration covering both transactional and lifecycle messaging.
Outcome
Production platform running the daily operating model across 10,000+ clients. Continuous extension across new BUs, new AI surfaces, and new automation patterns. H4H continues as the embedded engineering and AI partner.
How we did it
- 01 Step
Process and service builder
Modular configuration of practice areas, service catalogs, pricing, and workflow templates.
- 02 Step
CRM and billing engine
Native CRM, integrated timesheets, retainer and subscription workflows, and quotation management.
- 03 Step
AI layer
AI-enabled reports per BU, AI-powered internal chat grounded in firm knowledge, dynamic questionnaire with upsell logic.
- 04 Step
Customer surfaces
MyAccount portal with document vault, role-driven data access, and customer-facing communications across email, SMS, and WhatsApp.
H4H built the platform we did not have the team to build ourselves - and stayed on to make it compound.
Hire specialists like these
The talent behind this kind of result
Pre-vetted senior specialists, embedded with your team. Vetted in 48 hours and managed end-to-end by H4H operations.
Related services
Want results like this for your brand?
Start with a discovery call. We map the problem and the metrics before recommending anything.