End Legal Tech Chaos Webinar
Webinar End Legal Tech Chaos with a 30 Minute Salesforce Automation Roadmap Join our Salesforce webinar to see how we helped a legal company simplify its operations by replacing multiple disconnected tools with a Salesforce-native platform. This approach made it possible to build a clear and efficient process for managing clients, cases, and settlements. We’ll walk through a real implementation and explain how the same approach can be applied to your own practice. On-demand Video Demand Webinar Watch Webinar Now First NameLast NameCompanyEmailSubmit What You’ll Learn in this webinar As legal practices grow, their operations become more complex. There are more clients, more cases, and higher expectations around accuracy, visibility, and control. In this webinar, we’ll walk through a real example of how we helped a legal company design a Salesforce-native operating platform that supports the entire lifecycle from first client intake through case resolution and settlement. Instead of forcing the firm into pre-built legal CRM workflows, we built the platform around their actual process and legal terminology. We used Intake and Matter models instead of generic CRM objects so attorneys could adopt the system naturally. As part of this approach, we were also able to reduce the number of external tools the team relied on and bring most of their operational workflows into Salesforce. This helped simplify day-to-day work, reduce manual effort, and improve consistency across teams. You’ll learn how to: Build workflows that match your practice structure and jurisdictions Reduce manual work and operational errors Improve visibility, control, and user adoption Centralize key operational processes in Salesforce Maintain full ownership of your platform This webinar is for leaders who want a scalable, flexible, and future-ready way to run their practice while keeping control over how their technology supports the business. Register for the webinar to see how this approach works in practice. If you can’t attend live, register anyway and we’ll send you the recording after the session. Get your free Consultation now! 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. Book a free consultation Get your free Consultation now! Whether you have questions, need a solution, or want to explore our services, TrueSolv is here to help. Contact Form Demo First NameLast NameEmailYour MessageSubmit Form Learn more in Blog How to's How to write Unit Tests with Service Locator Step-by-step example how to write Salesforce Apex unit tests using the Service Locator pattern. Read More How to's Salesforce Unit Test Best Practices TrueSolv guide to Salesforce Apex unit test to validate logic and keep deployments reliable without SeeAllData. Read More How to's How to increase code coverage quickly in Salesforce TrueSolv explains Salesforce Apex code coverage for deployments and AppExchange packages for safer releases. Read More How to's How to develop flexible Apex code for Salesforce Day-to-day developer work related not only with writing new functionality but updating existing ones. When a developer tasked with adding Read More How to's How to send Custom Desktop/Push Notifications in Salesforce Everyone knows that it is so important to send notifications when important events occur. For example, alert an account owner Read More
Unifying Legal Data Management with Salesforce Integration
Salesforce Integration for Legal Data Management — DocketWise & Litify | TrueSolv Home›Case Studies›Legal Data Sync — DocketWise & Litify Legal🇺🇸 USASales CloudApex · DocketWise · Litify Unifying Legal Data Managementwith Salesforce Integration DocketWise and Pintas & Mullins relied on disparate systems to manage critical legal data. TrueSolv built a bidirectional Salesforce integration with both platforms — enabling real-time data sync, automated notifications, custom security models, and actionable reporting. IndustryLegalPlatformSalesforce Sales CloudCountryUnited StatesTypeCustom Development Bi-directional sync live — DocketWise + Pintas & Mullins + SalesforceApex scheduled sync · Delete algorithm · Automated notifications 2-way Bidirectional sync between Salesforce and both external legal platformsContacts, matters, invoices, charges — all synchronised⚡ Near real-time data consistency between systems via scheduled ApexPreviously: manual reconciliation0 Manual email notifications for Intake and Matter changesAutomated notifications triggered on key object updates✓ Custom security model and data governance for legal complianceRole-based access enforced across all records Contents 01The Challenge 02Our Solution 03Client Testimonial 04Results 05Technologies 06Work With Us Need to integrate Salesforce with a legal case management system? See Custom Development 01 — Challenge Fragmented legal data across DocketWise, Pintas & Mullins, and Salesforce DocketWise and Pintas & Mullins relied on disparate systems to manage client information, legal matters, invoices, and charges. Without a unified synchronisation layer, data was inconsistent, updates were missed, and teams worked from different versions of the truth. Fragmented data: Client information, matters, invoices, and charges siloed across multiple systems with no unified view. No real-time updates: Inability to track changes across platforms in real time led to inconsistent data and reduced collaboration. Manual notifications: Email notifications for matter and intake changes required manual effort — time-consuming and error-prone. Limited security and governance: No tailored security model for legal operations — data access controls insufficient. 02 — Solution Bidirectional Salesforce integration with DocketWise and Pintas & Mullins TrueSolv implemented a robust 2-way synchronisation between Salesforce and both external systems — DocketWise (contacts, matters, invoices, charges) and Pintas & Mullins (Leads and Accounts) — with scheduled Apex, automated notifications, a custom security model, and comprehensive reporting. Unified legal record view — contacts, matters, invoices, and charges synchronised from DocketWise and Pintas & Mullins into Salesforce. 1DocketWise IntegrationContacts, matters, invoices, and charges synced with Salesforce + Litify Synchronised DocketWise contacts, matters, invoices, and charges with Salesforce accounts and Litify package objects — Matter, Transaction, and Resolution. Bi-directional sync ensures changes in either system propagate consistently. 2Pintas & Mullins Bi-Directional SyncLeads and Accounts synced with field-level accuracy Enabled bidirectional sync for Leads (Intakes) and Accounts (Parties) in Salesforce, ensuring updates to specific fields — Incident Address, Notes, and status — are consistently propagated across both systems. 3Scheduled Apex, Delete Algorithm, and Automated NotificationsNear real-time sync with safe record deletion Two scheduled Apex classes maintain near real-time data consistency. A delete algorithm using unique identifiers safely removes records without affecting data integrity. Automated email notifications triggered by changes to Intakes and Matters ensure timely stakeholder communication. “Our teams were working from different data depending on which system they opened. The bi-directional sync means Salesforce and DocketWise show the same thing — and our compliance team finally has an audit trail they trust.“ Legal data management is unforgiving. A matter record out of sync, an invoice that hasn’t updated, a notification that wasn’t sent — these things have consequences. TrueSolv built a sync that keeps everything consistent across systems with near real-time accuracy. The delete algorithm was particularly important for us — removing records safely without breaking relationships is harder than it sounds. The custom reporting now gives our partners statistical insights we never had before. RPRachel P.Operations Director · Legal Services Firm 04 — Results Consistent data, real-time sync, automated notifications, improved compliance The integration transformed legal data management — eliminating redundancies, improving transparency, and delivering a unified, secure, and efficient solution. Seamless Data ManagementBi-directional sync ensures consistent and accurate data across all systems — redundancies and errors eliminated.Near Real-Time TransparencyNear real-time data syncing enhances collaboration between teams — everyone works from the same data regardless of system.Automated NotificationsKey object changes now trigger automated email notifications — manual monitoring eliminated, stakeholders always informed.Compliance and GovernanceCustom security model and comprehensive reports support audit readiness and informed strategic decision-making. 05 — Technologies Built with Salesforce Sales CloudDocketWise IntegrationLitify PackageApexScheduled ApexLWCREST API For Legal Firms Using DocketWise, Litify, or Other Legal Platforms Your legal teams shouldn’t work fromdifferent data depending on which system they open. If your legal matter data is split across DocketWise, Litify, and Salesforce with no consistent sync, we’ll build the bidirectional integration — real-time, secure, and audit-ready. Bidirectional DocketWise ↔ Salesforce syncLitify package object integrationBi-directional Pintas & Mullins syncScheduled Apex near real-time consistencyCustom security and data governance modelAutomated notifications on matter and intake changes Book a Free Consultation See Integration Services Other Case Studies Technology · USA Quote Management with Table Wizard Custom LWC table wizard and version-controlled PDFs for Quote Line Items. 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