15 disconnected databases with 8+ hours/week spent searching for client files.
What happened
A top-100 AmLaw firm with 250+ attorneys and $500M+ in revenue running legacy matter management systems across 15 disconnected databases. No integrated client view, no unified pipeline. Administrative staff spending 8+ hours per week searching for client files across systems. Attorney adoption of technology was low due to friction.
15 disconnected databases meant administrative staff wasted 8+ hours per week just searching for client files across systems.
No unified client 360 view; deal visibility was fragmented. Cross-sell opportunities were routinely missed because teams didn’t know about related engagements.
Matter close rates lagged industry benchmarks due to manual handoffs and missing touchpoints.
How I tackled it
Designed a unified Salesforce org around a single Matter and Client object hierarchy, with role-based sharing to respect practice group boundaries.
Rebuilt automation in Flow to orchestrate the matter lifecycle: intake, conflict check, staffing, billing integration, and close.
Integrated with existing billing and ERP systems via REST APIs; no more manual data entry.
Delivered attorney training with focus on time-saving features; adoption hit 94% within 60 days.
Stack
Timeline
What changed
Administrative time reduced by
Cross-sell opportunities identified
Matter close rate improvement
Attorney adoption · within 60 days
Metrics supplied by the client at project close; figures rounded and de-identified.
What I’d do differently
Allocating two weeks for attorney-specific training upfront made all the difference in adoption — the technical build was solid, but getting buy-in from partners required demonstrating personal time savings in their own workflows.
Services involved
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