FinLegal’s 2024 in Review

Here at FinLegal, our team has been working tirelessly to build a claims automation system that will change the way Mass Arbitration, Mass Tort, Class Action firms and Claims Administrators handle their voluminous caseloads. While we already consider ourselves ahead of the curve, these are some of the new features that FinLegal released in 2024.  

Our main goal here is automation. We strive to make as much of the claim process automated so that law firms can spend less time (and less money) on small mundane tasks requiring additional staff and attention so their teams can focus on the real crux of litigation. As such, within our Claims Automation product, we made quite a few changes.  

Dashboard User Access and Management 

At FinLegal, the security of your data is paramount and constantly at the forefront of our mind. Over the last year, we have deployed two significant upgrades in this space; the implementation of Organisations, a new concept within Claims Automation allows for access control and permissions for of all your companies to be managed in a single place. Additionally, we have integrated with Auth0, an industry grade authentication and access control service.  

Search Performance  

Search performance has been a big focus for us throughout the year. We have looked to take advantage of the latest search technology to improve the speed and robustness of searches for our dashboard users, be it through the global search bar or through the contact and claim filters, ultimately giving our customers the performance and confidence they need, especially when claim volumes are more than 1 million.   

Import and Export Scaling 

Recognizing the significant increase in the volume of claimants we are now supporting our customers with, we have also made our import and export process more robust, eliminating the challenges to the teams that are using them.   

Dashboard Look and Feel   

In October, while maintaining the same functionality, our dashboard has become more user-friendly allowing for a seamless and efficient transition from screen to screen. This is only the start of the work and 2025 will see us understand in more detail how our users are using the Claims Automation Dashboard and seeking to optimize for their key user journeys meaning you spend less time and clicks achieving your goals within our Claims Automation dashboard.  

Document Generation 

Although not a new feature, the document generation automation within the dashboard has been enhanced to provide access to more data sets, specifically activity data and claims data records. This now makes for a powerful mail merge type feature that customers can use to quickly and easily generate documents for their claims in support of their business processes – think Plaintiff Fact Sheets and Short Form Complaints!  

Communications  

Communication features touch many areas of the Dashboard and we have continuously improved the features throughout the year as a result of customer feedback and requirements. Of note:  prepared responses, a popular feature with customers, have been enhanced to allow special tokens to be used for easy transmission of data and information and has been made more prominent in user journeys to allow our customers to see the value of time-saving yet consistent client communication via templates for their team.  

Additionally, comms filtering was enhanced in response to challenges of the increased volume of inbound communications, we have added improved filtering and search to the comms page, saving time and effort for those case handlers spending their days processing inbound communications.   

Claim automation is not the only aspect of our platform we have been working on this past year. We have also enhanced the features of our case sites for the most law firm and client friendly journeys.  

Claims Panel  

We have introduced a claims panel component into the case site to help those clients better understand and navigate their claims when they have more than one claim in a case and may need to provide separate information relating to each 

Claimant User Experience 

In response to customer feedback, we have built our workflow and case site components to support cases where our customers may wish to collect and record data about entities other than claims and claimants. For example, you may wish to collect data about all claimants on a given case (e.g. their payment details) and this functionality allows you to do this now within the case site and view this data within the Claims Automation dashboard. This is a further example of the flexibility of our product and how it can be easily and simply configured to meet customer data model and business process requirements.    

 Calendly Integration  

A simple integration has been completed with the Calendly service allowing customers to let their clients book appointments based on their availability in the specified diaries. Recently, our customers are using this new integration to easily schedule pre-dispute resolution conferences without having to place hundreds of phone calls or send emails back and forth attempting to schedule dates and times with numerous clients.  

Customer Success 

We here at FinLegal pride ourselves on the success of our customers. Within 2024, our team has rolled out a Customer Success Plan that ensures our customers are getting the service and the results they are looking for through our platform. By listening to the concerns of many legal professionals worldwide, we are confident that our in-house legal experts together with our talented development team, can reach results unparalleled to other legal technology companies.  

Conclusion  

2024 was fulfilling year here at FinLegal and we are only just getting started! While automation remains our number one priority, that does not stop us from working hard on tons of other features that will make the case management system seamless for both firm and client. Looking ahead, we have prepared a roadmap for 2025 and would be delighted to meet with your firm to see how FinLegal can make your legal work easier. We thank you for keeping up with FinLegal and allowing us to make your case management process more efficient and automated. Looking forward to seeing you all in the new year!  

Author: Kelsey Wallace Mengel

Kelsey is an experienced legal professional specializing in optimizing intake processes with a focus on client retention, conversion, and personalized communication. She is skilled in training, quality control, and onboarding new case types, with a strong interest in leveraging technology for efficiency. A dedicated military spouse, Kelsey volunteers with the J.D. Military Spouse Network, supporting military families with legal needs.