Legal, complex and mass-litigation law firmComplex-Litigation Law Firm
A complex-litigation law firm consolidated hundreds of client, household, and property records from spreadsheets into a single structured Salesforce data model built for case management.
A mid-size law firm specializing in complex and mass-litigation matters was managing a large case involving hundreds of clients in spreadsheets. The relationships among individuals, households, and affected properties were impossible to track reliably, and the firm wanted one structured system of record. The firm engaged SiiMPLY7 to design a custom data model on the Salesforce Platform and migrate its existing data into it.
The challenge
A single case spanned roughly 500 clients, with tangled relationships between household members, property owners, tenants, and the affected addresses that feed a damages model. The firm's paralegals were maintaining this in a sprawling spreadsheet, with no way to enforce data quality or see how people, households, and properties connected. Phone calls and web inquiries arrived through separate channels with no central intake.
The solution
SiiMPLY7 designed and configured a custom data model on the Salesforce Platform that mapped the firm's real entities: households and accounts, the individuals tied to them, and the affected properties at the center of the litigation. The team implemented validation rules and automation to keep records clean and relationships consistent, then assessed the existing spreadsheet and migrated its data into the new structure.
Implementation highlights
What we built.
- Custom data model linking households and accounts, contacts, and affected property records
- Relationship structure capturing one primary household contact alongside owners, tenants, and attendees
- Property records modeled to support the firm's downstream damages analysis
- Validation rules and workflow automation to enforce data quality and consistency
- Structured assessment of the legacy spreadsheet and a clean import of hundreds of client records
- A foundation for centralized intake from phone and web inquiries
Results
Hundreds of client, household, and property records moved from spreadsheets into one structured system
Validation rules and automation reduced duplicate and inconsistent records
Paralegals can trace relationships among clients, households, and properties without manual cross-referencing
Engagement summary
SiiMPLY7 delivered the Salesforce Platform data model, validation, automation, and a full import of hundreds of client records, giving the firm one trusted system in place of a sprawling spreadsheet.
What's next
Identified next-phase opportunities include record-type-based assignment rules, a structured client intake form, and lead routing from web forms, extending the foundation into a fuller case-management workflow.
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