Salesforce Litify Implementation and Integration for Legal Services Provider
Implemented Salesforce Litify and integrated it with the client’s Sales and Delivery tracking system to automate order submission, enable real-time order status, and centralize legal document retrieval via DocuRio.
Client Overview
A legal support services provider serving top law firms across California and the United States since 1985. With a nationwide affiliate network, they offer efficient and professional services, including real-time order status and legal document delivery
Technical Stack
Industry
Legal Services
Region
Los Angeles, California USA
Project-size
Non-Disclosable
Implementation Highlights
Designed a custom architecture to enable seamless interaction between Salesforce Litify and the proprietary ordering software, ensuring smooth data synchronization.
Challenges & Solutions
The client’s operations relied on separate platforms for order submission, document storage, and status tracking, causing delays and manual re-entry of data.
Solution: Integrated Salesforce Litify with Express Network’s system and DocuRio, creating an automated data flow that removed the need for duplicate entry and ensured real-time updates.
New users faced difficulties navigating Litify and DocuRio, which slowed adoption of the new workflow.
Solution: Provided user-friendly layouts, custom object views, and targeted training sessions to help the team adapt quickly.
Lack of a clear architecture for syncing proprietary software with Salesforce caused inconsistent order status updates.
Solution: Designed a robust integration flow with error-handling mechanisms, ensuring synchronization consistency across all systems.
500+ Projects Experienced
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Orders can now be submitted and tracked entirely within Salesforce, reducing turnaround times.
- Reduced manual entry eliminated data discrepancies and saved significant staff hours.
- Real-time order status and document retrieval improved client communication and service delivery.
- The legal services provider now has a stable, scalable system that supports its nationwide operations seamlessly.
Key Learnings & Next Steps
A properly design system can easy your business process and reduce manaul hours in data entry.
