MG ConsultingCASE STUDY · PLATFORM
A Salesforce platform built around how the business actually works
Custom objects, flows and automation shaped to the firm’s real process — instead of bending the business to fit a generic CRM.
The challenge
The CRM did not match the business.
Settlements, claims, contracts and commissions each had their own rules, and none of them fit the out-of-the-box model. The gaps were being tracked in spreadsheets alongside the CRM — so no one system told the whole truth.
What we built
The process the team follows, built into the platform.
We built it end to end — custom objects for settlements, claims and contracts, automation for the commission splits, and integrations that keep the surrounding systems in sync. Reporting comes off one source of record the team can actually trust.
The outcome
One system of record, not a CRM plus spreadsheets.
The workflow the team follows is now the workflow the platform enforces. New work gets tracked where it happens, and the reporting reflects reality without anyone reconciling it by hand.
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 →ENTERPRISE · INTEGRATION
MuleSoft document-processing integrations
Enterprise-grade pipelines that ingest, parse, and route documents across systems automatically.
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.