Altius
Strengthening customer engagement and automating marketing workflows for greater impact
Email Marketing HR Events
Altius is a leading law firm providing clients with expert legal support across various domains. To enhance its communication and optimize client relationship management, Altius embarked on an ambitious digital transformation journey.
Challenge
With a fragmented and outdated management system, Altius faced several major challenges:
4 Key objectives to reach
- Lack of seamless client relationships :The absence of an integrated CRM limited visibility on client evolution and hindered personalization in interactions.
- Inefficient data management : Manual file transfers between systems led to time loss and a higher risk of errors.
- Need to ensure GDPR compliance : The firm needed to guarantee consent traceability and strict adherence to current legislation.
- Digitization of HR processes : Enhancing recruitment workflows and attendance tracking was essential to optimize human resources.
Solutions
To address these challenges, Altius partnered with Eezee to lead its digital transformation, using Odoo as the central platform. The project was structured around key strategic pillars:
1Integration of a powerful CRM
Odoo CRM was deployed to centralize client information, integrating website data, client records, and email exchanges.
2Real-time synchronization with existing systems
Smooth API integration with Microsoft Exchange and DLex ensured continuous data updates.
3Marketing campaign automation
Campaign and event modules were used to activate clients based on their legal interests and needs.
Result
Unified operations
&
increase
your
business productivity
- Optimized client communication
Automated campaigns improved client engagement, streamlining event planning and newsletter distribution. - Significant productivity gains
Centralized data and reduced manual tasks enhanced team efficiency and reduced error risks. - Modernized recruitment
The integrated HR tool simplified candidate tracking and improved both recruiter and applicant experiences.
Smart client portals for legal interaction
Two distinct portals were implemented using Odoo’s Website and Portal modules to serve different audiences—clients and internal teams—ensuring smooth communication and efficient data exchange.
- Self-service access for clients to upload documents, request updates, and track their case progress
- Internal portal for lawyers to manage tasks, client notes, and shared documentation securely
- Streamlined data collection and organization with real-time visibility across both sides
Automated workflows for marketing and outreach
By leveraging Odoo’s marketing modules, Altius simplified and automated its outreach processes, enabling precise and personalized communication with clients based on legal topics of interest.
- Rule-based automation for email campaigns tailored to specific legal sectors or client profiles
- Integrated event module to manage registrations, RSVPs, and post-event follow-ups seamlessly
- Dynamic segmentation of contact lists to ensure relevant targeting and higher engagement rates
Real-time operational dashboards
Altius adopted fully customizable dashboards to consolidate data from all modules into one place, empowering both legal and administrative teams with actionable insights.
- Real-time visualization of client pipeline, revenue forecasts, and workload distribution
- Integrated KPIs for recruitment status, marketing campaign performance, and compliance metrics
- Drill-down capabilities to access detailed reports directly from dashboard widgets
Meet our experts !
Thomas was in charge of this amazing project !
Let’s talk about how Odoo can do the same for you.
