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Unifying Legal Data Management with Salesforce Integration

Discover how TrueSolv optimized legal workflows for DocketWise and Pintas & Mullins by creating a powerful bi-directional Salesforce integration with their external platforms, enabling instant data sync, automated alerts, and stronger security. The solution broke down data silos, cut manual work, improved compliance, and delivered actionable insights.

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Platforms

Salesforce Sales Cloud

Industry

Legal

Country

USA

Challenge

DocketWise and Pintas & Mullins (P&M) relied on disparate systems to manage critical legal and client-related data. Key challenges included:

  1. Fragmented Data: The absence of a unified system made it difficult to synchronize client information, legal matters, invoices, and charges across systems, resulting in inefficiencies and potential errors.
  2. Lack of Real-Time Updates: The inability to track updates in real-time led to inconsistent data across platforms, hindering collaboration and operational transparency.
  3. Manual Notifications and Reporting: Manual email notifications and reporting processes were time-consuming and error-prone.
  4. Limited Security and Governance: Custom security and data models were needed to ensure compliance and user access control.

Solution

A robust 2-way synchronization between Salesforce and external systems (DocketWise and Pintas & Mullins) was implemented to streamline data management. Key technical solutions included:

  1. Integration of Key Objects:
    • DocketWise: Synchronized contacts, matters, invoices, and charges with Salesforce’s accounts and Litify package objects (Matter, Transaction, and Resolution).
    • Pintas & Mullins: Enabled bi-directional sync for Leads (Intakes) and Accounts (Parties) in Salesforce, ensuring updates to specific fields such as Incident Address and Notes were consistently propagated.
  2. Custom Synchronization Logic:
    • Scheduled Apex Classes: Two scheduled Apex classes were developed to ensure near real-time data consistency between systems.
    • Delete Algorithm: Using unique identifiers, the integration safely removed records without affecting data integrity.
  3. Automation and Notifications:
    • Automated email notifications triggered by changes to key objects like Intakes and Matters, ensuring timely communication with stakeholders.
  4. Custom Security and Data Models:
    • Developed a tailored security model to meet data access requirements.
    • Designed a data model optimized for legal operations to align with organizational needs.
  5. Enhanced Reporting:
    • Created comprehensive reports to deliver actionable statistical insights, improving decision-making.

Results

The integration achieved significant operational improvements:

  1. Seamless Data Management: Bi-directional synchronization ensured consistent and accurate data across systems, eliminating redundancies and reducing errors.
  2. Real-Time Updates: Near real-time data syncing enhanced transparency and collaboration between teams, fostering greater efficiency.
  3. Time Savings Through Automation: Automated notifications and streamlined reporting reduced manual effort, enabling teams to focus on higher-value tasks.
  4. Improved Security and Compliance: A robust security model safeguarded sensitive data and adhered to governance standards.
  5. Actionable Insights: Custom reports provided valuable statistical information, driving informed decision-making and strategic planning.

This Salesforce integration transformed the way legal data was managed, bridging gaps between systems and delivering a unified, efficient, and secure solution.

Technologies

Apex

Docketwise

LWC

Litify package

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Ready to transform your Salesforce experience? Whether you have a question, need a custom solution, or want to learn more about our services, the TrueSolv team is here to help. Fill out the form, and let’s work together to elevate your business operations!

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