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ERPNext in Austria: KKR Legal Case Management
KKR handles traffic, fuel-theft and cyber-harassment claims in Austria. It needed one place where clients register cases, attorneys work them and staff coordinate both, with each role seeing only its own cases.
Founder, Havenir Solutions
| Snapshot | Detail |
|---|---|
| Industry | Legal case and claims management |
| Country | Austria |
| Roles | Client, attorney, staff, case manager |
| Built on | ERPNext forms, workspaces and user permissions |
| Timeline | About 6 weeks (April–May 2025) |
The situation
KKR handles cases from traffic incidents to cybercrime and fuel theft. Clients, attorneys and staff each needed their own view of the same cases, and each role had to see only what was relevant to it.
What we did
- Case forms: Park Held (traffic tickets and accidents), Tank Held (fuel theft) and Cyber Held (cyberbullying and digital harassment).
- A workspace per role: client users register and follow their cases; attorneys work the cases assigned to them; staff see both sides.
- User permissions for clients, attorneys, staff and case managers, so each role sees only its own cases.
See how an ERPNext implementation runs.
Result
- One portal for the whole case lifecycle.
- Clear separation of roles and permissions.
- Quick onboarding, since each workspace shows only what that user needs.
- New case types or roles can be added without reworking the system.
What each role sees
Screenshot of Client Workspace
A Client User can only see their submitted cases and their status.
Screenshot of Attorney Workspace
An Attorney can see the cases assigned to them, with no access to others.
Screenshot of Staff Workspace
A Staff User can oversee both sides of the operation for coordination.
European clients contract with Havenir Solutions GmbH in Bremen.
