iOPTIME partnered with Rhino Legal Finance to centralize litigation claim advances into a secure, automated Salesforce ecosystem featuring intelligent reminder workflows and offline-capable integrations."
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Rhino Legal Finance is a Canadian legal financing company specializing in providing injury claim cash advances to individuals involved in motor vehicle accident cases.
The company works closely with clients and legal professionals, helping injured individuals access financial support while awaiting legal settlements.
As Rhino Legal Finance expanded its operations, managing customer information, repayment tracking, court schedules, and day-to-day legal finance activities became increasingly difficult through manual processes.
To streamline operations, iOPTIME implemented a Salesforce-based solution that automated reminders, centralized customer information, improved reporting capabilities, enabled real-time integrations, and enhanced communication between clients and the organization.
Secure Records. Automate Tasks. Integrate Systems.
Managing sensitive client and property information.
Tracking repayment-related customer records.
Limited visibility into business targets and performance.
No centralized scheduling for legal court appearances.
Manual communication and follow-up processes.
Difficulty accessing information quickly when required.
Secure management of customer records.
Efficient retrieval of repayment information.
Automating reminders and task management.
Integrating third-party systems.
Providing real-time and offline access to business data.
Improving visibility through reporting and dashboards.
Developed advanced customer reports, implemented multiple filtering options, and improved accessibility of financial and client data.
Built Lightning Web Components for task management, automated reminders based on user actions, and a continuous notification system for pending activities.
Integrated external systems through multiple data flows, enabled seamless exchange of customer information, and improved synchronization between platforms.
Implemented offline storage capabilities, enabled real-time data retrieval once connectivity was restored, and improved reliability for users working in different environments.
Improved communication between Rhino Legal Finance and clients, enhanced transparency throughout the financing process, and streamlined financial engagement workflows.
Customer Dashboard. Client Reports. Reminder Center. Task Management.
Client. Salesforce Platform. Custom LWC & Aura. Automation Engine. Third-Party System. Reports & Dashboards.
Salesforce Platform
Salesforce Platform
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