Industry Overview

The legal technology sector is transforming traditional legal services through digital platforms, automation, and AI-powered solutions. Legal tech companies must balance innovation with regulatory compliance, providing efficient, accessible legal services while maintaining the highest standards of data security and client confidentiality.

Client Background

A legal technology company specializing in remediation services required comprehensive business architecture transformation. The organization needed to optimize their capability mapping, operating model, and service design while integrating multiple technology platforms to enhance their remediation product offerings.

Challenges

  • Complex capability mapping across diverse legal service offerings
  • Designing efficient operating models for remediation processes
  • Integrating multiple platforms (Salesforce, Azure Logic Apps, SharePoint, DocuSign)
  • Optimizing end-to-end process flows for legal remediation workflows
  • Managing state transitions and data modeling for complex legal cases
  • Ensuring compliance with legal industry regulations and standards
  • Enhancing customer journey mapping for legal service delivery

Our Solution

Concordant Digital provided Business Architecture Management services with comprehensive platform integration using Microsoft Azure and Salesforce:

  • Developed comprehensive capability mapping and operating model design
  • Designed end-to-end process optimization and state transition mapping
  • Implemented data modeling and customer journey optimization
  • Managed integration architecture with Salesforce SaaS application as core CRM platform
  • Integrated Microsoft Azure Logic Apps for workflow automation and process orchestration
  • Connected SharePoint Online, SendGrid, DocuSign, and Office 365 for comprehensive document management
  • Implemented Power BI for analytics and reporting capabilities
  • Delivered several product enhancements improving user experience and operational efficiency

Outcomes & Impact

  • Enhanced remediation product functionality through successful platform integrations
  • Improved operational efficiency with optimized end-to-end process flows
  • Streamlined customer journeys resulting in better client satisfaction
  • Established robust data modeling framework supporting complex legal case management
  • Enhanced document management and workflow automation capabilities
  • Created scalable architecture foundation for future legal tech innovation
  • Improved reporting and analytics providing better business insights