Salesforce Based Legal Tech Data Sync Case Integration

Project Type

Salesforce managed package integrating

Domain

Salesforce Chronicle LegalTech 

line 111 (stroke) OVERVIEW

Developed a Salesforce managed package integrating with Chronicle LegalTech to synchronize client data, documents, events, and electronic records for disability law firms.

The solution leverages Salesforce Bulk API for high-volume data processing and ensures accurate, secure, and scalable data exchange.

salesforce-based-legaltech-data-sync-case-integration

line 37 Problem Statement

Involvement

  • Designed and implemented Bulk API-based integration and data model .
  • Developed managed package architecture and record matching logic.
  • Configured security, workflows, and deployment.

The Brief

To build a scalable Salesforce integration that automates data synchronization with Chronicle LegalTech, ensuring accurate client records, efficient document handling, and seamless workflow support for legal teams.

line 111 (stroke) APPROACH

Our Approach

We carefully structured the site to prioritize gentle guidance and informed choice. Key components include:

We designed a robust integration framework using Salesforce managed package architecture. Key components include:

Designed Custom Data

  • Built a managed package for reusable and scalable deployment.
  • Implemented Salesforce Bulk API for high-volume, scheduled data synchronization.
  • Configured role-based access to ensure data security and compliance.

LWC

  • Developed LWC interfaces for real-time score visibility and interaction.
  • Designed custom objects for clients, documents, events, and ERE uploads.
  • Designed architecture to support future bi-directional data synchronization.

Real Time Recalculation

  • Developed advanced record matching logic using last name and SSN identifiers.
  • Enabled user-triggered sync actions (Sync Data, Refresh Case, Upload ERE).
  • Implemented validation and chronology tracking for legal documents.

Final Delivery

  • Production-ready deployment
  • Complete developer handoff
  • Scalable infrastructure design

Tools & Technologies

Frontend:

  • Salesforce
  • Salesforce Lightning (LWC)
  • HTML CSS
  • Custom Metadata & External IDs

  • Apex
  • Salesforce Reports & Dashboards
  • Salesforce Managed Package Framework

The Result

The system centralized academic and placement operations into a single platform, significantly reducing manual effort and improving data accuracy. Enrollment and job application processes became streamlined through automation, while real-time dashboards provided better visibility into student progress and placement outcomes. Role-based access ensured secure data management, resulting in improved coordination, efficiency, and decision-making across teams.

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