Project name: Creating automated solutions for the legal department: 100% tasks completed on time
Industry: retail
Bitrix24 edition: On-premise
Completed in: 2025
The client is a major food retail chain selling fresh groceries. Quick facts:
1,700+ stores
200+ distribution centers
1,500+ partner manufacturers
7.6 million customers
410,000+ online orders per day
The company utilizes a client-centric approach, and its employees are always looking for new solutions to improve their processes.
At some point, the legal department had realized that using spreadsheets and email was no longer convenient and productive. It was getting increasingly difficult to handle the growing number of tasks while maintaining the quality level and not missing the deadlines.
That's where Bitrix24 came in with its wide array of ready-made and custom solutions.
Key challenges |
How Bitrix24 helped to solve them |
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Average task turnaround time: decreased by 2 times
Number of requests completed per day: increased by 70%
Two new metrics introduced and tracked: request processing time and employee efficiency rate
Workflows have become 100% transparent
Save time and boost efficiency with automated workflows, CRM, and task management in Bitrix24.
START NOW FREEThe first thing that had to be sorted out was the possibility of automating the processes of contractual relations, litigation, inspections of government agencies, administrative proceedings and other legal functions. The basic idea was to replace all these different services and disjointed workflows with a single platform, simple and intuitive.
This was mainly handled by a local Bitrix24 partner, who collaborated closely with the client's management and tech staff to create a comprehensive digital workspace for the client's legal department, which would accommodate all their processes.
The key problem that had to be solved was the even distribution of incoming tasks between legal specialists and decreasing the time spent on a task without compromising the quality.
The partner took a standard tool available on the Bitrix24 Professional Plan – Automated Solutions – and adapted it to the client's needs, so that it could feature task automation, which significantly simplified routine operations.
Employees can track their individual tasks and also view analytics on the whole department's work. This has allowed not only to increase employee efficiency, but also provided a deeper understanding of the department's work, ultimately leading to faster decision-making time and smoother workflows in general.
Each legal process has standardized stages, they are initially present in the system, so a legal specialist simply cannot accidentally miss something. The platform features about 15 legal workflows, and task templates with stages of their implementation from start to finish have been created for each.
The newly created workflow goes like this:
A legal specialist receives an incoming request
A task is created in Bitrix24, with a detailed description, deadline, and the department manager as an observer
The task then moves through the stages of execution until it is completed
The information about workflows and tasks is neatly structured on the dashboard. This saves the team and the manager from having to waste time searching for specific tasks completed by individual legal specialists during the day.
If the manager wants to get more information about a particular task, they can easily switch from the data summary to the task itself and get detailed information on the work progress. This approach not only saves time, but also ensures transparency and efficiency in managing legal processes.
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After the standardized system of setting and processing tasks by the legal department had been implemented in Bitrix24, it became easier to get a helicopter view of the department's workflows.
This also enabled the department manager to manage resources and employee workload more efficiently, ensuring faster task completion times.
Here are the project results in a nutshell:
Replaced disjointed tools (spreadsheets and emails) with a single, structured platform
Provided an intuitive interface for managing all legal workflows
Implemented automated solutions to streamline task allocation and processing
Standardized workflows ensured even task distribution and efficient handling of legal requests
Managers and employees gained access to a real-time dashboard displaying structured task information
Enabled quick retrieval of task details, improving workflow visibility
Standardized legal workflows with predefined stages ensured no critical steps were missed
Employees could track their workload and managers could optimize resource allocation
With the implementation of Bitrix24, the client's company has been able to set up proper workflows in the legal department, increase productivity, distribute workload more evenly, and ensure a high level of compliance with the deadlines.
Eliminate manual tasks and streamline operations with AI-powered automation tools in Bitrix24.
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