The Challenge
Operations ran on manual processes that did not scale and did not evidence compliance. Legal representatives had no secure route to client details, documents and invoices, so highly sensitive information moved by email and phone. Scheduling was planned by hand, and billing was calculated per invoice against varying rates.
Client records exchanged outside any secure system.
Routing and assignment consuming coordinator time daily.
Client-specific rates applied manually every time.
No audit trail linking work to charges.
Approach & Solution
smartData delivered a GDPR-compliant system built across three connected modules. A representative portal gives authenticated access to client details, case documents and invoices inside a controlled environment, replacing the email exchange of sensitive material with a system that records who accessed what, when, and for what stated purpose.
Route and assignment planning converts a daily manual coordination task into a generated plan. The billing engine applies client-specific rates and service definitions automatically, and centralised document management holds legal, medical and service records with role-based access and audit trails.
Key Features
Authenticated access replacing email and phone.
Staff scheduling generated rather than planned manually.
Rates set per client and per service.
Access linked to purpose, not a general log.
Product Showcase
Final Outcome
Sensitive records move through a controlled portal rather than email, schedules and routes are generated instead of assembled by hand, and every charge traces back to the work that produced it without reconstruction.
sD UAE
sD Australia