The Future of Law Powered by Salesforce and Slack
We led a phased digital transformation to optimise matter management, automate the mailroom, unify business development workflows, and enhance collaboration.
We led a phased digital transformation to optimise matter management, automate the mailroom, unify business development workflows, and enhance collaboration.
The AIIC Group (Taylor Rose, FDR, Kingsley Wood) is a fast-growing UK legal services provider. Teams were hindered by outdated on-prem systems like MatterSphere, a reliance on Citrix, siloed departments, and manual workarounds. Fee earners were frustrated, the sales process lacked visibility, and a recent security breach highlighted the urgency of modernisation.
AIIC needed a secure, cloud-first platform that would centralise operations, automate key functions, and empower their dispersed teams to work faster and smarter.
ThirdEye led a phased digital overhaul at AIIC Group using Salesforce, Slack Enterprise Grid, and MuleSoft. More than a tech rollout, this was a strategic redesign focused on operational impact. We reimagined workflows, improved user experience, and unified disconnected systems to drive measurable outcomes.
ThirdEye teams replaced the ageing MatterSphere platform with a modern, cloud-based Matter Management System (NebuLAW) built on Salesforce. This gave consultants a powerful interface to manage multiple cases simultaneously, with seamless access to client data, documents, and communications.
ThirdEye automated AIIC’s document-heavy mailroom using MuleSoft Anypoint and Intelligent Document Processing. Incoming post is now scanned, key fields extracted, and matched to the relevant Matter in Salesforce — drastically reducing processing time, error rates, and manual labour.
ThirdEye implemented a robust lead-to-revenue process across Experience Cloud, Sales Cloud, and NebuLAW. Referral agents submit leads via portals, which auto-route into Salesforce before handing off to consultants in NebuLAW. The system even tracks referral fees automatically.
Slack is now deployed as the collaboration backbone for over 1,900 users. With Slack integrated into Salesforce, AIIC’s teams can raise and track IT tickets without needing licences, collaborate in real time across departments, and trigger workflows directly from Slack using custom slash commands.
ThirdEye experts built dedicated systems for the ITHelpdesk, Legal Support Operations, and Client Care — all housed within Salesforce Service Cloud. These solutions are tightly integrated to provide better internal responsiveness and a superior client experience.
To bring together AIIC Group’s multiple legal brands, we created a secure, scalable sharing model within Salesforce that allows Taylor Rose, FDR, and future brands like Kingsley Wood to operate independently within a single org, with controlled visibility and data integrity.
From AIdeate workshops to ISV evaluations, roadmap planning, and co-design with Salesforce Account Executives, ThirdEye led the charge with joint pre-sales sessions and executive alignment, business value assessments, and ROI modelling, and hiring support for internal product owners.
This hands-on collaboration helped AIIC shape not just a product implementation, but a full strategic transformation roadmap. Our team worked across technical, operational, and executive layers to ensure every capability delivered was tightly aligned to real business outcomes. We delivered more enquiry leads, improved financial accuracy, and a scalable platform empowering legal professionals, setting AIIC apart as a leader in digital legal services.
80%
reduction in mailroom processing time
30%
less support tickets raised
1.9k
users trained and adopted
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