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A CASE STUDY

NetSuite Integrations Help National Law Firm Automate Operations and Gain Actionable Insights

Napoli Shkolnik PLLC has over 100 years of experience practicing law for those who have suffered from personal injuries, medical malpractice, or negligence. Lawyers from Napoli Shkolnik consistently provide high-quality legal advice.

Law Firm Leverages NetSuite Integrations

Chetu is a great organization to work with. We give them a directive and they come up with a solution.

- Robert Gali, Chief Technology Officer (CTO)

Industry:

- Legal

Project Solutions:

- NetSuite Integration

- Reporting & Dashboards

Technology Used:

- NetSuite API

- Suite Talk API

- Microsoft SQL Server

- Spitfire Dialer API

Enhanced Dashboards with SQL / NetSuite Integrations

Napoli Shkolnik PLLC has over 100 years of experience practicing law and represents victims who have suffered personal injuries due to accidents, medical malpractice, or cases of negligence. Lawyers from Napoli Shkolnik provide expert legal advice and their dedication has resulted in numerous multi-million dollar verdicts and settlements.

The law firm needed to build a seamlessly integrated system that connected databases from their various fields of litigation practices to their centralized database via a bridge. The project objective was to then map the data to NetSuite ERP for custom reporting and dashboards.

Given Chetu’s legal software experience and NetSuite certified developers, Chetu was well poised to offer Napoli an unparalleled ERP solution.

Bridging Data to NetSuite

Chetu developed a custom SQL Server Integration Services (SSIS) package that extracted field data from various databases. We created a scheduler for the SSIS package to run on-demand and in real-time to extract field data and load it into the centralized bridge database.

Subsequently, we used SuiteTalk APIs in NetSuite to pull and map data from the bridge database and display it on the UI for reporting & dashboards.

Additionally, Chetu had to account for legacy data and invoicing systems. To accomplish this, a console application was created to map the updated NetSuite records back to the SQL database.

The console analyzes and tracks the ETL execution and flags updated records. Users receive an email notification for duplicate or invalid invoices and data.

Custom Marketing Automation

Spitfire Integration

Chetu created a custom web application to integrate data with SpitFire dialer, a third-party call management system. This application retrieves clients and leads from the SQL database via a search functionality with advanced filtering.

The custom functionality allows Napoli to get the history of previously run campaigns, update single or multiple disposition(s) in the notes field, and annotate outcomes. All data is simultaneously tracked and updated in the local database.

Mailchimp Integration

Napoli wanted to integrate email functionality. Chetu utilized the Mailchimp API to manage campaigns and lists and manipulate client information in Napoli’s database. Chetu created the email templates that will be used for communication and functionality to search clients from the database based on events and statuses to generate a contact list. Responses from each recipient were updated as an event in Napoli’s database.

Complete Enhancement and Automation

Napoli Shkolnik PLLC received an inclusive database mechanism that seamlessly pulls data from each field-specific database to a centralized one that is accessible through NetSuite ERP.

At the end of this project, Napoli boasted that they experienced the best of both worlds working with Chetu. The project was completed within their desired timeframe at a reasonable cost, and they received a superior software development team that automated their business operations and enhanced the UI of their website for an optimal user experience.

As an Oracle NetSuite Alliance Partner, Chetu developers have a deep and unique understanding of NetSuite solutions.

They provide a robust set of resources, certified training, and tools that enable businesses to develop expertise around specific business functions, product areas, and industries so they can efficiently assist customers, differentiate their practices, gain powerful insights, and facilitate growth.

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