endorsedOngoing

iPad & Web App for Estate Planning Consultancy

Services Covered:

Custom Software Development • Mobile Application Development • UI/UX Design

Industry

Legal

Duration

48 months

Budget

Confidential

Start Date

1 August 2022

Team Size

6-10 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

70/100

Good

Project Capability Score (PCS) estimates how capable iConnect Solutions is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

Ashford, United Kingdom

Project Summary

iConnect Info Solutions designed and developed an iPad and web application for an estate planning consultancy using React Native, Node.js, and MongoDB, integrating Capsule API, WillSuite, and Google SSO. The app includes offline functionality for consultants to add leads, create opportunities, and complete questionnaires. The completed app has become an integral part of the client's business process and the vendor provided organized project management, timely delivery, documentation, and responsive post-launch support.

Key Challenges

Help streamline the client's business process with an iPad and web application

Project Deliverables

iPad mobile application with offline functionality
Lead and opportunity management features (create leads, qualify by office admin, create opportunities)
Questionnaire for data capture
Integration with Capsule, WillSuite, and Google SSO
Backend APIs using Node.js and MongoDB

Project Solution

The vendor, found via referral, assigned a 6-10 person team to design and build a mobile (iPad) application with offline functionality and a web counterpart. The app enables consultants to add leads, create opportunities (e.g., wills, POAs), and fill questionnaires offline. The technical stack included React Native for the app, Node.js backend, and MongoDB database, with integrations to Capsule, WillSuite, and Google SSO. The team provided organized project management, testing, documentation, and post-launch support.

Project Outcome

A working iPad app that has become an integral part of the client's business process
Delivered on time with strong project management, regular updates, and thorough documentation
High responsiveness and ongoing post-launch support that ensured stable performance and a good user experience

Platforms

Mobile
Web

Tech Stack

React Native
Node.js
MongoDB

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The high-quality app iConnect Info Solutions Pvt Ltd has created is now an integral part of the client's business process. The team is organized and efficient; they deliver on time and provide regular updates and thorough documentation. Their responsiveness to messages and requests stands out.”
Anonymous
Managing Director
Date: 06/19/2023