Lead processing and enquiry handling with Luna WMS

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One Luna’s strongest areas is in the processing and handling of leads (enquiries, etc); a clients journey can represented through a process; a lead could be one that you have actively marketed for through advertising, or the client contacted you organically, etc. Luna WMS provides businesses with a highly effective system in handling and processing those leads.

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Luna: The Workflow-Driven Case Management System

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Stop Reacting, Start Orchestrating: Introducing Luna Workflow Management System

For a decade, we’ve been deeply embedded in the legal industry’s content management challenges, witnessing businesses struggle with outdated, clunky, inflexible workflow platforms. That’s why we created Luna Workflow Management System a case management solution designed to transform how businesses operate, boosting efficiency, simplifying processes, and ultimately, driving better client outcomes.

Luna WMS is a one-stop solution to streamline your workflow no matter what your business needs may be. From step one, client data is securely gathered and integrated into Luna WMS using our Enquiry Designer. Client data can come directly from the client or be gathered by your agents (be they human or AI) using Luna’s guided workflow system to ensure capture of high-quality data. The Luna WMS Workflow Designer can then be used to prompt agents on next steps to progress the matter, or matters can be automated and progressed with minimal human input. From automated document generation, reminder texts and emails, deadline tracking, and system notifications, Luna WMS has been created to meet your needs, maximise your efficiency, and give your clients a seamless experience.

Luna WMS puts the tools in your hands; no coding or developer skills required. The intuitive graphical user interface (GUI) helps you build enquiries and workflows yourself, eliminating the middleman and ensuring your system perfectly reflects your requirements and expertise.

Lets Build Your Perfect Workflow.

We offer personalised 1-on-1 setup support and ongoing maintenance contracts to ensure your success. Contact us today for a demo and discover how Luna WMS can transform your business.

Designed to be ran standalone as a fully fledged content management system or in conjunction with existing CRM/CMS system. Luna WMS enables businesses to rapidly adapt their enquiry/on-boarding services to suite their needs.

Luna boasts a rich RestAPI featuring support for actions such as:

  • Matter creation/updates:
    • Dynamic feed in meta data with unique keys, read more.
    • Update areas under a matter.
  • Matter queries:
    • Status, progress checks
    • Questionnaire actions: progress, updates, retrieval, etc.
    • Document checks; out for signature, signed checks, etc.
  • Flag matters for export, download enquiries as JSON or XML formatted documents.
    • A rigorously tested and robust export system trialled with system such as: Proclaim

These are but a few of the supported functions; explore the Knowledge base or view the Rest API documentation at:

Rich support for integration in to other systems and migration paths

Luna WMS is not just a replacement it can serve as a bridge between systems vastly easing system migration and ensuring compatibility with current processes. Alongside the Rest API Luna also provides functionality that can simplify integrations and/or migrations:

  • Support for exporting data as JSON or XML for legacy systems.
    • XML commonly used in Proclaim legal environments.
  • Support for exporting data to SFTP/Email destinations.
  • Support for read access to replicated databases.
  • Reporting suite with exporting options: CSV, Excel, PDF
    • Supports external database mirroring with automatic report generation:
      • Marketing
      • Enquiry document history
      • Enquiry history
      • User accounts
      • Enquiry details
      • Calls

Disclaimer & Notices

Access to Luna WMS is by written agreement with Oddineers Ltd. The Service is delivered as a dedicated, isolated Instance for your organisation. There is no public sign-up or self-serve deployment. To begin, please contact us to receive an Order Form and Data Processing Addendum, after which we will provision your Instance.

** electronic signature support within Luna WMS is extendable; we currently support: Dropbox sign (formerly HelloSign) and Adobe Sign. Over the years when working with our clients a key requirements that frequently emerged was real-time updates; both these providers support real-time callback API events. If you’re interested in Luna WMS and have another electronic signature provider you would like to use we’re more than open to expanding our supported integrations. Similarly if you’re an electronic signature provider looking to add support reach out to us at our contact page.

Note that any AI integrations demonstrated here for Luna WMS, use our Rhea Framework to provide several enhancements to the system.

The Rhea Framework is compatible with most popular LLM/AI providers such as OpenAI, Azure, Google, Anthropic but also features and is strongly encourages the uses of self-hosted (offline) LLM’s such as those from HuggingFace.

We strongly advise that interested parties and our clients to utilise offline LLM’s and can advise on this accordingly; our Rhea Framework additionally provides an OpenAI API compatible (drop-in replacement) server for hosting your own models. If you want to see why we suggest this consider reading: <some-link>

Terms and conditions for Luna WMS

  • Access by written agreement with Oddineers Ltd.
  • Dedicated, isolated Instance for your organisation
  • No public sign-up or self-serve deployment
  • Data processing under a DPA in the UK GDPR regime
  • Full terms available at: Luna WMS – Terms & Conditions

Jorm Form Automation – A form auto-fill utility

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Help and support

Below we have included several important points from our support page that we think you will find helpful. If you continue to have any issues please reach out to us via our contact page or contact our support desk and we will try to remedy your issue.

Please see our Jorm Product Support page for more detailed help and support.

Who is this intended for?

This extension is predominately aimed at professionals/IT departments where data entry via web submission using forms is common. This extension makes it possible to automate aspects of these submissions.

Subscription requirements and usage

A subscription is required to use this extension; your subscription is used for various operations. On sign-up we email you credentials to access the Jorm Admin Portal used to manage aspects of your account including:

  • Portal: Allow your organisations administrator/IT department to centrally manage origins/hosts allowed by the plugin.
    • Extension users will be prompted by a notification to approve new origins; this is important and is a requirement under Manifest v3 and ensures only origins you approve can be accessed by the extension.
    • Provisioning support for deploying the extension within your organisation.
  • Request new URL indexing jobs.
    • We re-index forms ensuring that the mapping information is synced.
  • Sync changes to extensions users under your account.
  • Generate authentication tokens for use with the extension.
  • CRM/Integration helper: Generate template URL’s with placeholder query parameter’s.

Extension permission requirements explained

Here is a breakdown on extension permissions how we use them:

  • scripting
    Enables the extension to inject a content script and stylesheet on optional_host_permissions matches from webNavigation. The injected script perform the autofill task.
  • webNavigation
    Extract URI parameters from a URL, caches them so that the extension can populate form fields based on the ID’s. This permission is used to identify when a tab matches a approved origin then performs the following operations: strip the URI params, cache them and redirect to the same URL without the URI params.
    Only matches origins/domains the user has approved.
  • storage
    Temporarily stores extracted URI params to local storage; once the form field have been populated by ID it is cleared.
    Other settings store include auth token and cached mappings.
  • contextMenus
    Used to add two right click menu entries to extension icon; one for the main status page, the other for the settings page.
  • tabs
    Used to send a message when a tab url matches an approved origin and has a cached data mapping stored locally. When it is a match it triggers the formFill functionality.
  • alarms
    Used to schedule form data mapping updates for hosts present on the users account.
  • notifications
    Used to indicate authorisation is required for plugin use; renders a notification for scenarios such as when there is no account configured or the subscription may have expired.
  • host and/or optional_host_permissions
    This is used to allow the extension to run on domains that the users has linked to their account; these are cached locally under option userDomains.

All origins require that the user approve them through user interaction; where approval is required the extension will trigger a notification to inform the user where that user interaction is required.

What this extension does not do

  • This extension does not complete ReCaptcha’s.
  • This extension does not automatically submit the form. You are encouraged to review any data auto-filled (more-so on larger more complex forms).
  • This extension does not handle file attachments.
    • Although possible and based on real-trials; the biggest limitation is with a web browsers address bar length (URL length). Different browsers (even Chromium variants) have differing limits.
      • If files were enable; the contents of the file would have to be encoded and generally that increases the size and will quickly if not outright consume the available character length limit.
      • Note that this

Organisations/Users migrating from private/unlisted alpha

There are several significant changes to September’s 2024 release:

  • Jorm now requires an account and active subscription for continued use.
  • Jorm no longer exclusively matches on a single origin: https://financial-ombudsman.egressforms.com/ and now uses a dynamic host (i.e. origin’s) system that account owners manage under their account through the portal.
    • Once a domain is linked/mapped under your account; it is synced to authenticated Chrome extensions.
    • Google’s Chrome Extension Manifest v3 brings significant changes to the permission system; in the name of security Jorm’s design deliberately avoids requesting to match on every host (origin) and instead chooses to use the `optional_host_permissions` to ensure the user approves the new origin. The extension will notify the user through various means.
      • Vigilant administrators/IT departments when submitting a new url and building their URL maps internally are advised to notify users to approve the origin. Prior to going live with any workflow implementations.
  • Provisioning support is now available which enables administrators to send links that allow users to authenticate the extension.

If you do have any issues please reach out to us via our contact page or existing clients may contact our support desk and we will try to remedy your issue.

Please see our Jorm Product Support page for more detailed help and support.

Disclaimer & Notices

Google Chrome and the Chrome Web logo are trademarks of Google LLC.

Terms & Privacy Policy

Your use of the application: Jorm Form Automation from Oddineers Ltd. is subject to the following: Terms & Conditions and Privacy Policy.