--- title: "Campbell & Levine Product Story: LegalTech Workflow Design | Truefit" description: Streamlining legal workflows with a secure, web-based application for paralegals, featuring robust audit trails and custom reporting in 4 months. image: https://truefit.io/hubfs/CandL.png --- [Skip to content](https://truefit.io/campbell-levine#main-content) [![truefit](https://truefit.io/hubfs/Truefit.svg) ![Truefit](https://truefit.io/hubfs/truefit-logo-new.svg)](https://truefit.io/?hsLang=en) - [Work](https://truefit.io/our-work) - [Solutions](https://truefit.io/solutions) - [About](https://truefit.io/about) - [Insights](https://truefit.io/insights) Open main navigation Close main navigation - [Work](https://truefit.io/our-work) - [Solutions](https://truefit.io/solutions) - [About](https://truefit.io/about) - [Insights](https://truefit.io/insights) - Idea Launch™ is a proven process for discovering and building successful products. [Let's Talk Software](https://truefit.io/contact) ©Truefit. All rights reserved [Let's Talk Software](https://truefit.io/contact?hsLang=en) # Efficiently managing personal injury claims Truefit worked with Campbell & Levine — a leading commercial bankruptcy and transactional firm — to build a web application for secure, expedient claim processing for over $20M in claims. In less than 4 months, Truefit designed and built an elegant solution for supporting complicated claims processing, reporting, tracking, and user management. ![Campbell and Levine web application with close up of newly designed digitized forms.](https://truefit.io/hs-fs/hubfs/CandL%20Hero%20Image.png?width=1385&height=931&name=CandL%20Hero%20Image.png) ![Campbell and Levine web application showing the new paralegal interface.](https://truefit.io/hs-fs/hubfs/product_streamlinedOps-candl.jpg?width=1438&height=1125&name=product_streamlinedOps-candl.jpg) ### At-a-Glance Truefit built a secure, convenient, and easy-to-use web application for paralegals to submit personal injury claims on behalf of the party that they represent. In addition, the app provided Campbell & Levine with reporting and an audit trail for responsible management of the fund. Within the first day, the live web application had 668 successful claims submitted. More would soon be on their way! Web-based application Automated emails Bulk actions to optimize process Stripe payment processing Data export to CSV and PDF Robust audit trail ## Delivering customer value that creates business impact **Desired business outcomes** - Reduce operational overhead when collecting personal injury claim submissions - Improve a complicated analog process with appropriate technology - Improve ability to track the life cycle of the claim in the e-filing system **User benefits** - Efficient, easy-to-use form for processing claims - Enhanced features to promote efficient review of claims - Convenient bulk payment for multiple claims - Useful reports on critical information ### Impacts to Date 668 successful claims submitted on launch day Measure of accuracy of each form submitted?? Time it took to fill out claim vs traditional method?? Operational efficiencies enjoyed by C&L admins?? ![Yellow quote icon](https://truefit.io/hs-fs/hubfs/icon-quote-yellow.png?width=182&height=181&name=icon-quote-yellow.png) > "Truefit absorbed the information we provided, understood what we wanted to accomplish, and asked the relevant questions needed to refine the work product into an incredible electronic system. With clear communication, Truefit enabled us to make informed decisions on what features to add or forego when balancing costs against impact. The outcome of this project far exceeded our expectations in terms of design, function, and operational efficiency." — Jeanne Lofgren, Counsel at Campbell & Levine ### Product Details ![Homepage explaining the trust and how to get started.](https://truefit.io/hs-fs/hubfs/CandL%20Product%20Card%201.png?width=502&height=736&name=CandL%20Product%20Card%201.png) ![A close up of the sequence of steps needed to complete a form on the application.](https://truefit.io/hs-fs/hubfs/CandL%20Product%20Card%202.png?width=502&height=736&name=CandL%20Product%20Card%202.png) ![Close up interaction details of the form.](https://truefit.io/hs-fs/hubfs/CandL%20Product%20Card%203.png?width=502&height=736&name=CandL%20Product%20Card%203.png) ![Form detail showing the complexity and branching strategies of the form.](https://truefit.io/hs-fs/hubfs/CandL%20Product%20Card%204.png?width=502&height=736&name=CandL%20Product%20Card%204.png) ### How we did it Kickoff We learned about their product vision, multiple user segments, and project milestones. Understand the traditional process We made a deep dive into the claims submission process and identified ways to optimize workflow. Defined key information We defined key information in the process like statuses, state changes, required/optional form fields, and intricate legal logic to move us in the right direction. Collaborate every step of the way We brought in the client every step of the way to make sure we captured the happy path as well as edge cases. Adhering to an approved claim form, we developed a web application that is functional and easy to navigate and covers a wide-range of claim filing scenarios. Release planning We collaborated with our client to build a backlog and plan the the first release of the software together. System architecture We defined structures and schemas that would support the complex workflows and storage needs of the submission process. Style and design foundations We explored and refined an interface style that represented all parties equally. Build and conquer We designed, coded, and thoroughly tested many different permutations of the workflows. The client was also testing the interface and providing feedback that we could add to our backlog and sprints. Getting buy-in from stakeholders We provided a demo site for our client to present the interface to their stakeholders for feedback. Prepare for launch We finalized all of the small details and prepared a launch in time for the initial claims filing date set by the client. Refinements and future enhancements Once the app was complete and in the hands of real users, we continued to work with our client to enhance the experience where needed. Despite how it may seem, software is never done. ### Let’s start a conversation about your next software product launch. 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