case study
Powering Lighthouse Global’s Legal Operations with a Smarter Salesforce Ecosystem
Automating critical workflows, connecting the sales stack, and optimizing Salesforce for a more efficient legal operations.
An end-to-end Salesforce transformation that automated estimation, case routing, and third-party integrations for a leading legal technology and eDiscovery provider.
About
- Client: Lighthouse Global
- Industry: Legal Technology / eDiscovery
- Location: Saudi Arabia
Scope of work
- Custom estimation and budgeting engine
- Omni-Channel case routing and workflow automation
- Apollo.io, HubSpot, LinkedIn & DocuSign integrations
- Salesforce data cleanup and storage optimization
- Validation, governance and process automation
Tech stack
- Salesforce Sales Cloud
- Service Cloud
- Lightning Web Components
- Apex
- Flow Automation
- Omni-Channel
Powering Lighthouse Global’s Legal Operations with a Smarter Salesforce Ecosystem
Lighthouse Global’s sales and support teams were struggling to manage as its sales, service, and compliance requirements grew.
- Manual estimation and budgeting lacked standardization, accuracy, and repeatability for client documentation.
- Unstructured case routing created backlogs and inconsistent prioritization across teams.
- Disconnected tools caused duplicate data entry, sync errors, and compliance work.
- Redundant data and unused Salesforce assets increased storage pressure and complexity.
A connected Salesforce ecosystem built for speed and scale
Sedin redesigned key Salesforce processes and connected the tools Lighthouse Global relied on across sales, service, and compliance. Our solution combined custom development, workflow automation, third-party integrations, and data cleanup.
How It Works
Custom estimation and budgeting tools standardized models, validation, version tracking, and client-ready documentation.
Apollo.io, HubSpot, LinkedIn Sales Navigator, and DocuSign integrations reduced manual handoffs and improved data flow.
Omni-Channel routing, urgency classification, and dedicated queues improved case prioritization and reduced backlogs.
Inside the Salesforce Overhaul
STEP
01
Engineered a flexible estimation engine
Built a Lightning Web Component and Apex framework supporting Standard, Template, and Low/High estimation models.
02
Designed purpose-built budgeting tools
Created a custom tree-grid for Johnson & Johnson budgeting with version history, YTD spend tracking, and automated currency formatting.
03
Automated client documentation
Rolled out one-click PDF generation for fast, consistent client-facing estimates and documentation.
04
Configured Omni-Channel routing
Set up Omni-Channel access, dashboards, and urgency classification to improve case routing and priority handling.
05
Simplified end-to-end case handling
Enabled direct Opportunity creation from Cases, configured Email-to-Case, and built dedicated list views per queue.
06
Integrated the third-party stack
Connected Apollo.io for lead ingestion, fixed HubSpot lead-status synchronization, and implemented LinkedIn Sales Navigator for field mapping and lead generation.
07
Automated compliance workflows
Integrated DocuSign to automate data-deletion authorizations and strengthen compliance governance.
08
Optimized Salesforce infrastructure
Built batch classes to remove redundant snapshots, reducing storage from 2.5 GB to 400 MB. Used Metadata API and SF CLI audits to remove unused fields and archive inactive reports.
What Lighthouse Global Gained
84%
less Salesforce storage
Reduced storage from 2.5 GB to 400 MB by removing redundant snapshots and automated batch cleanup, easing infrastructure pressure and restoring system performance.
+
Faster, more reliable workflows
Omni-Channel routing eliminated case backlogs, while direct case closure, automated estimate cloning, validation rules, and field mappings reduced turnaround time and manual errors.
+
Fully connected sales ecosystem
Delivered end-to-end integrations across Apollo.io, HubSpot, LinkedIn Sales Navigator, and DocuSign, creating a more automated and consistent flow from lead intake through documentation.
The bottom line
Sedin helped Lighthouse Global turn a complex Salesforce environment into a more connected, efficient, and scalable operation. By automating estimation and case management, integrating key business systems, and reducing Salesforce storage from 2.5 GB to 400 MB, the transformation reduced manual effort, cleared operational bottlenecks, and strengthened the platform for continued growth.
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