Articles
Zero Copy Data Strategy For Salesforce Leaders
Your data pipeline costs are high because duplication is still the default.
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.
1
DocketWise Integration
Contacts, 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.
2
Pintas & Mullins Bi-Directional Sync
Leads 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.
3
Scheduled Apex, Delete Algorithm, and Automated Notifications
Near 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.
RP
Rachel 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 Management
Bi-directional sync ensures consistent and accurate data across all systems — redundancies and errors eliminated.
Near Real-Time Transparency
Near real-time data syncing enhances collaboration between teams — everyone works from the same data regardless of system.
Automated Notifications
Key object changes now trigger automated email notifications — manual monitoring eliminated, stakeholders always informed.
Compliance and Governance
Custom security model and comprehensive reports support audit readiness and informed strategic decision-making.
05 — Technologies
Built with
Salesforce Sales Cloud
DocketWise Integration
Litify Package
Apex
Scheduled Apex
LWC
REST API
For Legal Firms Using DocketWise, Litify, or Other Legal Platforms
Your legal teams shouldn't work from
different 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 sync
Litify package object integration
Bi-directional Pintas & Mullins sync
Scheduled Apex near real-time consistency
Custom security and data governance model
Automated notifications on matter and intake changes
