A fast-growing Personal Injury Law Firm serving accident victims across multiple states, handling high volumes of motor vehicle accidents, workplace injuries, and medical negligence cases. The firm manages complex legal workflows, including client intake, matter creation, medical record collection, treatment tracking, settlement processing, trust accounting, and compliance reporting.

To support rapid growth and ensure operational excellence, the firm partnered with Twopir Consulting to modernise their case management and financial systems using Salesforce Advologix, AWS, and QuickBooks, with a strong focus on automation, accuracy, and regulatory compliance.

01. Disconnected Case & Financial Systems

• Legal matters were managed in Salesforce Advologix, while settlements, trust accounts, expenses, and vendor payments were maintained separately in QuickBooks.
• Manual re-entry of settlement amounts, medical bills, and disbursements led to delays, reconciliation errors, and audit risks.

02. Inefficient Medical Record & Treatment Tracking

• Medical reports and bills were stored across emails, drives, and folders, with no structured extraction into case records.
• Manual data entry from PDFs increased turnaround time and impacted case valuation accuracy.

03. Manual Settlement & Trust Accounting Processes

• Settlement statements, client disbursements, and attorney fees were calculated manually, increasing compliance risk.
• Lack of real-time visibility into trust balances and case profitability slowed decision-making.

Salesforce CRM & Advologix (Legal Case Management)

• Matter & Case Management: Centralised handling of clients, matters, parties, medical providers, treatment visits, and litigation stages.
• Intake & Lead Automation: Automated intake forms create Leads and Matters, assign attorneys, and trigger follow-up workflows
• Legal Workflow Tracking: Track statute deadlines, hearings, settlement stages, and document status with full audit trails.
• Dashboards & Reporting: Real-time dashboards for case pipeline, settlement value, attorney performance, and compliance KPIs.

AWS (Document Processing & Intelligence)

• Medical OCR & Data Extraction: AWS Textract and Lambda used to extract patient details, treatment dates, CPT codes, and bill amounts from medical PDFs.
• Secure Document Storage:All case files stored in S3 with role-based access and encryption.
• Event-Based Processing:Webhooks trigger AWS workflows when new medical documents or settlement files are uploaded.

QuickBooks Online (Legal Accounting & Trust Management)

• Settlement & Trust Accounting: Automated creation of trust transactions, settlement deposits, and client disbursements.
• Expense & Vendor Sync:Medical providers and experts synced as vendors with automated bill posting.
• Journal Entries & Compliance:Automated posting of attorney fees, costs, and operating transfers with TxnDate validation.

Zapier & Webhooks

• Real-Time Sync: Case milestones in Salesforce trigger invoice, payment, and journal creation in QuickBooks.
• Error Monitoring:Failed syncs generate alerts and retry workflows.
• Status Updates:Payment and trust balance updates flow back to Salesforce for attorney visibility.

Twopir followed a phased, structured methodology to build a future-proof data platform emphasizing reliability, automation, and team independence.

Phase 1: Diagnostic Audit

• Analysed end-to-end legal lifecycle: Intake → Treatment → Litigation → Settlement → Trust Accounting → Disbursement.
• Identified bottlenecks in medical data entry, settlement processing, and reconciliation.
• Designed a unified data model across Advologix, AWS, and QuickBooks.

Phase 2: Implementation & Automation

• Automated Matter creation, medical record ingestion, and treatment visit mapping in Salesforce.
• Integrated AWS OCR to extract structured medical and billing data directly into case objects.
• Built bi-directional sync between Salesforce and QuickBooks for settlements, trust transactions, expenses, and vendors.
• Implemented dashboards, validation rules, and compliance controls.

Phase 3: Refinement & Enablement

• Trained attorneys, paralegals, and finance teams on automated workflows.
• Optimised approval chains for settlements and disbursements.
• Monitored KPIs for cycle time, accuracy, and compliance.

Intelligent Case & Medical Data Automation

Automated ingestion of medical records from AWS into Advologix eliminated manual entry and improved case valuation accuracy.

Automated Settlement & Trust Accounting

Closed matters now automatically generate settlement entries, trust deposits, and disbursement schedules in QuickBooks, with full reconciliation back to Salesforce.

Real-Time Financial Visibility

Attorneys and partners gain instant access to trust balances, outstanding medical liens, and case profitability through Salesforce dashboards.

Compliance-Ready Audit Trails

End-to-end traceability from intake to final disbursement ensures bar association and trust accounting compliance.

Proactive Error & Exception Handling

Integration logs, alerts, and retry mechanisms prevent silent failures and ensure data integrity.

The platform shifted the company from manual, error-prone processes to automated, scalable data operations—unlocking faster insights and strategic agility.

40% Faster Case-to-Settlement Processing

Automation reduced manual handoffs and data entry delays across medical, legal, and finance teams.

45% Reduction in Accounting & Reconciliation Effort

Trust accounting, settlement posting, and expense management became largely hands-free.

35% Improvement in Data Accuracy

OCR-driven extraction and system validation eliminated duplicate and inconsistent records.

Scalable, Future-Ready Legal Platform

The firm now operates on a unified Salesforce–Advologix–AWS–QuickBooks architecture, enabling AI-driven case insights, predictive settlement analytics, and seamless growth.