TASC National Case Study

This organisation operates across a vast area of southern Queensland with a strong focus on low to middle income citizens. TASC National offers legal help in areas like family law, domestic and family violence, civil and consumer law, and minor criminal matters while also providing free advocacy and social justice services. This includes support for discrimination, human rights concerns like abuse and neglect, problems with services and agencies (such as NDIS), as well as tenancy issues.

Searching for a better way to support their community

TASC was using two separate systems to support its clients which made case management tricky. The organisation wanted to support front-end workers and focus on a higher level of client-centred support by taking away some of the backend istrative admin burden.
Reporting into funders was challenging. Drawing data from multiple systems required extensive time investment to collate, analyse and format while keeping pace with evolving data collection points.
Alignment was important to ensure the best possible solution could be developed for clients and staff. TASC conducted a thorough evaluation panel to find the right partner.

Custom work on conflict checks

The build focused on case management and the needs of TASC clients alongside frontline staff – social workers, solicitors, advocates and the client engagement team. The build phase was completed through 4 development sprints, kept on budget and on-time through effective prioritisation, communication and project management.
Custom work was required to develop a robust and highly functional Conflict Check process. A necessary procedure for legal support, this work brought all client data together into one record ensuring ethical case intake through thorough conflict of interest checks as well as providing one source of truth for client backgrounds and coordination efforts. A welcomed side-effect was the streamlining of client support through this development.
The migration process was smooth. Downtime consisted of the suspension of 1.5 days of client work while training was delivered. This was backed up with a comprehensive training document.

Early days with future potential in sight

Recently went live – no data/outcomes as yet
TASC sees huge potential in how the organisation will be able to understand its clients, discover trends, patterns or service gaps, and allow its staff to focus on delivering exceptional levels of client-centred support.

Feedback received by SalesFix team

“We had a very tight timeline and budget for the design, build, and implementation of our Salesforce system. SalesFix worked with us to deliver the project on time and on budget. They worked as genuine partners to solve problems and ensure the system met our needs. They were clear about project deliverables and flagged any issues with us proactively and in a timely manner. When differences of opinion arose we were able to work through them professionally and constructively to find a solution. The final system build has been extremely well received by end users. SalesFix was a great choice for us and I would highly recommend them.”

Other Use Cases

Organisations working in the legal field, or currently using CLASS and/or IVO software can benefit from a solution like this that prioritises incredibly robust conflict checks alongside solid case management.

What’s Next?

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