Web-Based Litigation Management & Letter Generation System for Legal Firm

The client relied on an unstable, locally hosted system to manage monthly debtor lists from a banking client, making it difficult to ensure data reliability, collaboration, and auditability.

• Debtor lists were submitted monthly and manually processed
• Legacy system suffered from frequent downtime and data inconsistencies
• Letter generation required repetitive manual work, with placeholders filled inconsistently
• Different debtor types required different letters and metadata, creating complexity

The new system needed to accept structured input, ensure reliability, support multiple document types, maintain auditability, and allow secure role-based operations.

• Support Excel file import of debtor lists
• Dynamic letter templates for different debtor types (personal loan, mortgage, credit card, hire purchase)
• Track progress and metadata for each step in the legal workflow
• Role-based access control to limit operations based on user responsibilities
• Secure cloud storage for generated documents and templates

Developed a web-based platform that automates debtor management, letter generation, template management, and workflow tracking with fine-grained user access controls.

• Uploaded debtor lists are parsed and stored securely in the system
• Legal teams can manage debtor cases and generate letters automatically using Word templates with placeholders inferred from debtor data
• The system supports multiple debtor types and letter types (notice of demand, summons, cover letters, etc.) with metadata tracking
• Role-based access controls restrict system actions according to user responsibilities
• Managers can assign debtor sets to teams, track progress, and view audit logs
• Generated documents and templates are stored securely in the cloud with version tracking

The client achieved reliable, auditable, and efficient debtor management, reducing manual errors and improving collaboration, oversight, and regulatory compliance.

• Eliminated reliance on unstable local systems
• Reduced manual letter creation workload and errors
• Enabled structured handling of multiple debtor and letter types
• Improved visibility into workflow progress and document management
• Enhanced security and accountability through role-based access control

Implemented as a modern, cloud-based web application with workflow automation, template management, and role-based access control.

• Web application with secure authentication and role-based permissions
• Excel file import and processing for debtor lists
• Word document template management for dynamic letter generation
• Cloud storage for generated documents and templates with version control
• Audit logs and workflow tracking for each debtor and letter type