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Integrations case study
Elite Tech SaaS
An enterprise legal-productivity SaaS integrating trust accounting, time and matter data, and identity-verification results.
Architecture map
Trust accounting, legal data, and identity result workflows
Client experienceService boundaryData workflow
Challenge
Extend several vendor-facing workflows while keeping the verified contribution scope precise and provider responses observable.
Solution
Extended Soluno trust workflows, created a Carpe Diem backend integration prototype, and enhanced Folio identity-report interfaces.
Architecture
Express services and provider wrappers coordinate external API operations, persistence, queues, and React forms with validated, searchable allocation workflows.
Contribution highlights
The engineering work behind the product.
- Extended Soluno Trust In batching, Trust Out processing, deposit slips, searchable lookups, background status, and provider-response persistence.
- Built Trust In allocation and Deposit Slip interfaces with validation, debounced search, editable rows, batching, filters, pagination, totals, and queue navigation.
- Created a Carpe Diem backend integration prototype with client-credential authentication, middleware, routes, controllers, service wrappers, and administrative lookups.
- Enhanced Folio identity reports with additional identity fields, face-match results, government-ID and signature presentation, and related matter UI maintenance.
Implementation stack
Technologies grouped by responsibility.
Frontend
ReactFormikYupReact SelectAxios
Backend/CMS
Node.jsExpress.js
Data
MongoDBMongoose
Integrations
Soluno APIsCarpe Diem APIsFolio result data
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