Legal CRM with Multi-Currency Order Tracking
End-to-end client and order management system for a UK-based law firm. Manual order tracking with multi-stage status flow, multi-currency billing, payment status monitoring, and unified client communication.
“We run two businesses across visa and legal services. Wyrote produced country-specific guides and authoritative legal content, work that would have taken months and two separate content teams.”
Tomas HassanCEO · AnyVisa & Global LawLinkedIn ↗The Client
Global Law is an international legal services firm that helps individuals and small businesses navigate cross-border legal needs — incorporation, residency, immigration, and the documentation that sits underneath all of it. Their clients live in one country, hold passports from another, and pay in a third.
The firm had outgrown an off-the-shelf billing tool that couldn't handle even the basics of their model: clients paying in their local currency, services priced in EUR, and the firm's books kept in GBP. Reconciling each invoice was a manual, error-prone evening for the operations team.
They reached out for a custom system that would let them quote, charge, and report cleanly across every market they served — without the team having to do mental currency math at the end of every day.
The Challenge
- !Manual order tracking chaos with no visibility into case progress
- !Payment disputes across currencies leading to revenue leakage
- !Scattered client communication with no centralized history
The Approach
The core of the project was a multi-currency billing engine. Stripe gave us the rails, but Stripe alone doesn't solve the question of "what was this invoice worth in our reporting currency on the day the client paid it?" — so we built a snapshotting layer in Laravel that captures FX rates at quote time, payment time, and reporting time.
Filament let us ship a back-office UI that the operations team could actually use without training. Quote builders, invoice templates, and refund flows all live in one place, with multi-currency totals shown in both the client's currency and the firm's reporting currency at every step.
We deliberately kept the front-end simple — Tailwind, server-rendered, no SPA — because the audience is internal staff and clients who care about speed and clarity, not animation.
Our Solution
- ✓Multi-stage order status flow with 7 stages from intake to completion
- ✓Multi-currency billing with automated conversion and invoicing
- ✓Payment status monitoring with automated alerts and reminders
- ✓Unified client communication portal with full conversation history
Wyrote
The products this system runs on.
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