Mapping Client Data across Internal and External Systems

Collaborating with CID, a law firm’s team kick-started a data science project, working along business use cases and data products.

The Mission

The law firm consolidated records involving client data across internal and select, licensed external sources to drive CRM coverage and process quality.

Key Benefits

  • Significant time reduction in keeping client records up-to-date across systems​
  • Simplified onboarding of new, valuable data sources​
  • Reduction of data errors and duplicate records

The Solution

Knowledge Graph “on the fly”​

  • Core Feature: Mapping of entity records from various data sources with no shared ID universe​
  • Combines hundreds or thousands of individuals and organizations, blending proprietary, public, and third-party data​
  • Auto-matches entities to reconcile to a unique, proprietary ID used by the firm’s CRM system.

The Result

Collaborating with CID, the law firm’s team kick-started a data science project, working along business use cases and data products. Within a few weeks, the team delivered actionable results. Working in hybrid mode, the law firm seamlessly integrated the results with internal systems and data bases. At the same time, CID provided essential thought leadership, technology advice, and additional implementation power. 

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