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#fed519

Special Features

Twilio:
- For SMS service, Twilio has been implemented.
Zoho & Zappier:
- For creating new case, we have implemented the Zoho and zappier Rest API.
Documents:
- This feature is only for the member as staff and Agent only able to check document is approved or not. Upload documents also possible by passing one zip URL in Zoho and Zappier API.

The Refund Lawyer Client's Project Portfolio

Solution Provide

Dashboard:
- In dashboard, we have implemented multiple reports to keep updated with all ongoing case’s status such as: the total added cases list, the total sent from provider cases, total sent to the buyer cases, total updated cases and total updated agents list. We have also managed callbacks activities from here.
Zoho/Zappier :
- We provide a solution for creating new cases from Zoho and Zappier by using their Rest API.
View Cases:
- Here, each case status is displayed together with the amount of cases that belong under that condition.

Callbacks:
- Using third-party servers like Twilio, we have developed calling functionality. This is a two-way calling capability, meaning that when a member of the staff calls a client, the client can call back the member of the staff. We have use all the functionality of Twilio like hold the call, group conference call and record the conversation. Another feature is missed call alerts, which are displayed at the top of the header.
Notification:
- We provide the notification functionality for the missed call and status changes for the cases.

Key Feature

Call Schedule / Recording:
- Through the use of a third party, Twilio, we have worked on the client’s primary features such as call scheduling and recording functionality. A call-back feature for the same was also developed.
Documents:
- This feature is only for the member as staff and Agent only able to check document is approved or not. Upload documents also possible by passing one zip URL in Zoho and Zappier API. The documents approve or reject will be take care by the staff.
Buyer Details:
- Agent or staff can assign the case to the Buyer from here and accept and reject that assign case in upon Buyer. From here agent or staff will also be able to change the status as per the case progress status.

Appointment:
- An appointment-making feature has been created by us. We designed dual sms receiving capabilities so that when an appointment is booked, the user will receive a text message for that appointment as well as a text message from an agent or staff member.
Administration:
- To authorize the agent, we created this functionality. For each agent that joins this system, we produce a unique key. If you want to see agent-specific keys, click on edit credential, which displays both public and private keys.

We have developed a Laravel website application with a multitude CRMs available which provide the solution like consultancy. CRM offers a way to add various cases, including Accident, Medical Negligence, Personal Injury, PCP, HDR, and others. Basically, this website allows users to generate tickets for their various instances. Each case has a unique CRM here. There are primarily four users on this website: the Director, the agent, the staff, and the buyer. Each user will have access to this CRM based on their permissions.

The Director, Agent, and Staff user will add cases and assign them to a particular Buyer. There is also the option to add the case for a new or existing client. This client user is unable to log in and cannot perform system user functions. Another interesting feature we created is the utilization of two Rest APIs from Zoho and Zappier for the Cases generation activity. Every new case has an onboarding default status, however there are various other statuses depending on the case’s procedure. A case is assigned to the Buyer once it has been created. Here, the buyer has the choice of accepting or rejecting that scenario. Once the case has been accepted, it will move through the various phases. This web application also has direct calling functionality and an appointment booking feature. Further, get a quick overview of the dashboard to see how many new cases were added along with who was allocated to whom for the next step in the process.