Cloud Solutions · Perth
Menu

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 500 staff and 600+ external practitioners.

Client
Legal Aid Commission of Western Australia
Users
500 internal staff, 600+ external practitioners
Reach
10 offices, 16 virtual offices, 53 outreach locations
Products
Salesforce CRM, Digital Experience Cloud, Scheduler, Unity Practice Management, Conga, Riva
Integrations
Technology One (finance), OpenText (records)
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 licence and user mix across 14 roles and 10 licence types, 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 with Unity
  • Grants management on Salesforce
  • Scheduling with Salesforce Scheduler
  • Panel Practitioner Portal (Legal Aid WA Connect) on Digital Experience Cloud
  • Finance and records integration with Technology One and OpenText
  • 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 on an initial five-year contract
  • Silver Lining is now delivering the next phase: an Omni-Channel contact centre for 70 staff

“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

Planning a major public sector Salesforce program?

Talk to Our Public Sector Team