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Case Study · Government

One System for Every Client, Grant and Case at Legal Aid WA

A Salesforce client, grants and legal practice management solution replacing two ageing legacy systems, for staff and external practitioners across the state.

Client
Legal Aid Commission of Western Australia
Users
Internal staff and external private practitioners
Reach
10 offices, 16 virtual offices, 53 outreach locations
Products
Salesforce CRM, Salesforce Digital Experience Cloud, Salesforce Scheduler, Legal Practice Management, Document Generation, Email Sync
Integrations
Finance and records management systems
Go-live
December 2024, on time and on budget

The challenge

Legal Aid WA provides criminal, family and civil law services to disadvantaged people across the state, drawing on over 470 private lawyers as well as its own practitioners.

Its client and case data was spread across ageing systems, LAW Office and Grants Online. Work was routed by email chains and phone calls, and managers had no live view of workloads or bottlenecks, which made it hard to plan resources for peak demand.

The solution

Silver Lining ran a four-week Implementation Planning Study before contract award. It covered client intake, the call centre, duty lawyers, grants, in-house and panel practitioners, finance and data migration.

The study produced a conceptual data model, a user and role model, and a fixed-price implementation plan, with recommendations on email integration, document generation and CI/CD. Delivery then ran in three-week sprints across seven streams:

  • Client management on Salesforce CRM
  • Legal practice management integrated with Salesforce
  • Grants management on Salesforce
  • Scheduling with Salesforce Scheduler
  • Panel Practitioner Portal (Legal Aid WA Connect) on Digital Experience Cloud
  • Finance and records integration with existing corporate systems
  • Data migration of 10 million records and 20 years of data, fully reconciled for audit sign-off

The outcome

  • Live in December 2024, on time and on budget
  • One source of truth for client and case data across every office and outreach location
  • A one-stop practitioner portal for grant applications, claims and client information
  • Transitioned to Silver Lining Managed Services for ongoing support
  • Silver Lining is now delivering the next phase: an Omni-Channel contact centre

“A new user friendly, one stop-shop practitioner portal, Legal Aid WA Connect, will provide smoother pathways for practitioners to communicate with us, improved grant application and claim submission processes, and access to up-to-date client and grant information.”

Legal Aid WA Annual Report 2024–25

Next step

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