Umair Zaidi
Anonymous client Completed

Custom Integrations Around a Case Management Platform

Built targeted local applications to bridge integration gaps between a case management system and other business tools.

Completed Multi-year engagement 4-6 weeks 35-60 hrs

Effort

Timeline

4-6 weeks

Work

35-60 hrs

Mode

Remote

Problem

The firm relied heavily on its case management platform, but certain workflows were not supported by native integrations. This led to repeated manual data entry and inconsistencies across systems.

Solution

I developed small, focused local applications that interfaced with the platform’s API. Rather than rewriting systems, I built narrow integrations that handled specific data handoffs. This reduced duplication while preserving the firm’s existing workflows.

Outcomes

  • Reduced manual cross-system data entry
  • Improved data consistency between tools
  • Delivered focused tooling without introducing platform risk

Technical decisions

  • Built narrow, workflow-specific tooling instead of a large system rewrite
  • API-first integration design to reduce duplicate entry across systems
  • Delivered small apps with clear boundaries so changes were low risk