Professional Services
Primeau Forensics
A Salesforce cleanup and conflict-check system for case-sensitive work.
Primeau Forensics needed Salesforce support that respected a high-context services model: active case volume, invoice creation, phone activity, QuickBooks needs, and conflict-of-interest review.
Operating challenge
The team was managing 300+ active cases while copying and pasting data into invoice workflows, working without integrated phone activity logging, and lacking a standardized way to flag potential conflicts of interest on new cases.
What Lodestone shaped
- Scoped a Salesforce health check across security, data model clarity, system performance, workflow efficiency, and prioritized findings.
- Designed a custom conflict-check approach with defined variables, UI visibility, sandbox testing, UAT, and production deployment.
- Mapped future improvement paths around QuickBooks Online integration, telephony logging, case volume, and invoice creation friction.
Resulting direction
- Compliance-sensitive case intake could be supported by visible conflict indicators rather than informal review.
- The health check gave the team a clearer view of bottlenecks, security risks, cluttered schema, and workflow pain points.
- QuickBooks and telephony needs were framed as operational issues tied to everyday case and invoice work.
Profile context
Audio, video, and image forensic services
Expert services firm supporting legal and investigative teams with forensic media analysis.
Meet the people behind connected delivery.
Explore the leadership and specialist responsibilities that connect business priorities, architecture, and implementation.