Case study · Legal services firm

Automating legal billing sync across NetSuite, AgilityBlue, and Relativity.

How we built a custom enterprise integration platform that replaced manual data entry across three legal tech systems with fully automated, auditable, real-time syncing.

Industry
Legal services
Systems
3 enterprise platforms
Stack
Spring Boot · React
Outcome
Fully automated
The challenge

Three best-in-class systems. None of them talking.

Our client is a legal services firm running AgilityBlue for matter management, NetSuite for ERP, and Relativity for e-discovery. Each is purpose-built and excellent for its domain — but keeping them in sync was a human job, and it compounded.

01
Data inconsistency
A contact updated in AgilityBlue wouldn't appear in NetSuite. Billing posted in Relativity had to be manually reconciled against sales orders.
02
Wasted staff time
Every sync cycle pulled people away from higher-value work to do repetitive data entry across three systems.
03
No audit trail
When numbers didn't match, there was no reliable way to trace what changed, when, or why.
04
Error at scale
Manual processes at scale mean manual errors at scale — mismatched IDs, duplicates, missed updates.
The solution

We built Conduit.

Custom integration platform

A Spring Boot service with a React admin dashboard that serves as the connective tissue between all three platforms. On a configurable schedule — nightly, end-of-month, or on demand — Conduit pulls, transforms, and writes records with a complete audit history of every change.

For billing workflows, it applies business logic before writing anything: billing totals, MSA plan amounts, over/under variances, line item changes. A dry-run mode lets operators preview exactly what will change in NetSuite — no surprises, no rollbacks.

Data domains covered
01Clients & contacts
02Matters & billing profiles
03Billing entries
04Monthly spend orders
05Employees
Key capabilities

What Conduit actually does, every night.

A
Automated scheduling
Configurable sync jobs run nightly and end-of-month — no manual intervention.
A
Ad-hoc sync
Any sync step can be triggered manually from the admin dashboard.
D
Dry-run mode
Preview changes before committing to NetSuite; current vs. projected side by side.
R
Real-time log streaming
Live log output via Server-Sent Events so operators can watch a sync run.
F
Full audit trail
Every entity revision is versioned via Hibernate Envers. No change is invisible.
M
Multi-environment
Separate staging and production configs; dev profile runs on stubbed services.
B
Billing type flexibility
Sync behavior adapts to billing profiles: monthly spend, fixed fee, others.
S
Selective sync
Skip specific contacts, enable/disable steps, configure schedules.
The outcome
“Every data point that Conduit now moves automatically used to require a person to move it by hand.”

Client records, matter updates, billing entries, monthly spend calculations, sales order line items — all of it was manual. Today, it runs on a schedule. The ops team interacts with a clean admin dashboard instead of logging into three systems to copy data between them.

The result: faster billing cycles, fewer discrepancies, and staff time redirected from data entry to actual work.

Tech stack

What it’s built on.

Backend
Java 17 / Spring Boot 3Spring Data JPAHibernate EnversMapStructOpenFeignLiquibaseMS SQL Server
Frontend
React 18Material UI v5Server-Sent Events
Integrations
NetSuite REST APIAgilityBlue ODataRelativity REST APICustom OAuth / HmacSHA256
Infrastructure
DockerGitLab CI/CDNew Relic APMMulti-stage Docker build

Have a similar integration challenge?

If your team is managing data across multiple enterprise systems and relying on manual processes to keep them in sync, we can help. We build custom integrations that fit your exact workflows — not a generic connector.

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