Case Study: Legal Case Management System – Proof of Concept

Client: National Financial Organization

Focus: Case Management | Financial Tracking | Governance Frameworks

Challenge

The client needed to evaluate the feasibility of a new Legal Case Management System that would support internal counsel operations. Objectives included improving case tracking, enabling more accurate cost allocation, and ensuring compliance with internal and external reporting standards. Any solution would need to align multiple departments—including Legal, Finance, and IT—while supporting future enterprise integration.

Solution

Invisara led the end-to-end development and execution of the proof of concept (PoC), delivering a structured, testable foundation for full implementation.

Key initiatives included:

• Defining technical and operational requirements for both the case management and Staff Legal Charge tracking systems

• Leading procurement and vendor negotiations, ensuring compliance and cost-effectiveness

• Overseeing software testing and quality assurance prior to enterprise rollout

• Designing a governance framework to guide future implementation, standardize workflows, and mitigate project risk

• Planning system configuration and data migration to prepare for seamless integration with enterprise platforms

• Aligning stakeholders across Legal, Finance, and IT to establish shared accountability and delivery expectations

Results

The PoC successfully validated the system’s viability and delivered clear paths for implementation and operational improvement:

• Feasibility confirmed for a Legal Case Management System capable of scaling with internal counsel operations

• Procurement and testing completed, enabling accurate tracking of overhead expenses and legal resource allocations

• Governance model established, supporting consistent workflows and decision-making criteria

• Stakeholders aligned across departments, ensuring readiness for full deployment and integration

• Improved expense visibility, allowing for accurate financial reporting and compliance assurance

Why It Matters

Whether piloting a case management platform or evaluating new administrative tools, organizations need a structured, accountable approach to prove viability before investing in full-scale implementation.

Invisara’s PoC framework allows clients to test solutions under real-world conditions—ensuring measurable value, operational alignment, and reduced deployment risk.

“Lisa breaks down projects into achievable goals and ensures participants stay accountable. She was an excellent partner throughout our initiatives.”— Information Officer