MG ConsultingCASE STUDY · ENTERPRISE INTEGRATION
Document pipelines that file themselves across systems
Tax forms, banking details and purchase schedules now arrive, get read, and file themselves into the right records — without anyone re-keying a thing.
The challenge
Every new client arrived as a stack of paperwork.
W-9s, banking details and purchase schedules came in by email and were re-typed by hand into the CRM. It was slow, easy to get wrong, and it did not scale with the volume the firm was taking on.
What we built
One pipeline. Every document type routed automatically.
We built a MuleSoft integration that picks up each uploaded document, routes it by type to a dedicated intelligent document-processing action, extracts the fields, and writes them straight back onto the right record in Salesforce. Every change is dry-run tested before it touches production data.
The outcome
Paperwork files itself.
Data entry became exception handling. Records populate the moment documents land, and the team reviews the edge cases instead of typing in the routine ones.
More work
LEGAL · AI AGENTS
An AI agent ecosystem that automated an entire financial recovery firm
Intake, document review, and claimant communication now handled end to end by a network of AI agents.
Read the case study →PLATFORM · SALESFORCE
Full Salesforce platform development
End-to-end Salesforce builds — custom objects, flows, and automation tailored to how the business sells.
Read the case study →PRODUCT · CLIENT PORTAL
A self-service client portal for a seasonal storage business
Members book their own pickups, track what is in storage, and browse a photo catalog of everything they own.
Read the case study →Your business has casework like this too.
30 minutes. We’ll find the repetitive work worth automating.