Illinois personal injury firm
Problem Settlements and trust holds lived in spreadsheets, and every vendor invoice was typed in by hand.
Built An Agentforce agent that reads vendor invoices and codes them to the matter, plus settlement, trust and check tracking in Salesforce.
Vendor invoice runs are now review and approve. The spreadsheets are gone.
Time per vendor invoice run
Multi-state plaintiff employment firm
Problem Every question about intake, cases or fees became a report request.
Built Claude with a read-only connection to Salesforce, custom skills written around the firm's own records, and dashboards. Anyone can ask a question in plain words and get the answer from live data.
50 people use it. Leadership answers its own questions in minutes.
How many intakes signed last month, by source?
Answered in minutes from live Salesforce data, with no report request.
16-office Virginia injury and disability firm
Problem Marketing could see which numbers rang, not which calls became cases.
Built A custom integration on CallRail's API that writes each call to Salesforce, ties it to the caller's intake, and shows it in two Lightning components: a call panel on the record and a call dashboard.
100% of calls matched or created an intake in testing. See the integration
State Bar
Problem Intake counsel and bar counsel each needed numbers they could report with confidence, measured the way the ABA standard expects.
Built Reporting built to ABA standard definitions, and custom Lightning Web Component dashboards for intake counsel and bar counsel.
Live. Both teams work from the same trusted numbers.
Intake counsel
Bar counsel
Measured to ABA standard definitions, cycle by cycle
Five organizations
Problem Each organization needed staff working confidently in Salesforce from day one, whether the system was new or being rebuilt.
Built Setup or redesign, data migration, role-based training and go-live support.
175 staff trained across four new implementations, plus a firm-wide redesign.
Staff trained, five recent rollouts
Pennsylvania workers' compensation firm
Problem Years of email on closed matters, and no safe way to remove it.
Built Scripts that scoped, archived and checked every email and attachment, and matched each to existing notes.
Archived and deleted, with a verified backup.
Multi-state plaintiff employment firm
Problem The same person reached the firm twice, and the lead count went up twice.
Built A duplicate banner and a merge screen for the firm's custom intake records.
Business reporting shows the real number of leads.
State Bar
Problem Member and fee records were not syncing correctly between Salesforce and the State Bar's membership platform.
Built Traced the integration end to end and corrected how records move between the two systems.
Deployed. The two systems agree again.
Single sign-on
Problem Staff needed one Microsoft login for every system they use.
Built Microsoft Entra sign-on for Salesforce, DocuSign and Adobe, with Salesforce users created automatically.
Live.
Built on Agentforce
Problem Staff spend hours on work a well-scoped agent can draft for them.
Built Agents with a narrow job each, and a person approving the result.
We also build custom agents around your team's own tasks.
Tell me what you are trying to fix. I will say plainly whether it is a small job or a project.