Case study · Arbitration firm
A Salesforce portal and billing system for an arbitration firm
The client provides arbitration and mediation by former judges and other neutrals. Parquet built an Experience Cloud community where panelists submit time and see their calendars, an invoice generation component with QuickBooks integration, a grievance intake form with Stripe payment, and a connected app that lets Claude search the firm's Salesforce data.
At a glance
- Client
- Arbitration firm
- Industry
- Legal services (arbitration and mediation)
- Status
- Ongoing
- Platforms
- Claude, Salesforce, Sales Cloud, Service Cloud
- Services
- Finance Operations (FinOps), Customer Success Operations (CS Ops), AI Implementation, Tech Stack Integration
The challenge
- Panelists (neutrals) needed a secure place to submit time and see case schedules.
- Invoices were built by hand and the QuickBooks sync tool was unreliable.
- Intake forms and payments arrived separately from the case record.
What we built
Panelist community
An Experience Cloud site with time entry, invitation and submission email templates, and Outlook calendar sync to community users.
Invoicing and accounting
An invoice generation Lightning Web Component, invoice templates, a QuickBooks integration review, and replacement of the previous sync tool.
Intake and payment
Grievance and demand forms with Stripe payment and required fields feeding Salesforce cases.
Sales pipeline
Opportunity record types, a Pipeline Review quick action, and international case fields.
AI access
A Claude-to-Salesforce connected app so staff can ask questions of their case data in plain language.
The result
- Panelists submit time in the portal instead of by email.
- Invoices are generated from Salesforce and sync to accounting.
- Intake payments are tied to the case they belong to.
Technology
Salesforce Experience Cloud, Sales and Service Cloud, Lightning Web Components, QuickBooks Online integration, Stripe, Microsoft Outlook, Claude.
Platforms
Services
Questions we hear
Can arbitrators or outside contractors use Salesforce?
Yes, through an Experience Cloud community. The firm's panelists log in to submit time and see their schedules without full Salesforce licenses.
Can Claude connect to Salesforce?
Yes. We set up a connected app so Claude can query the firm's Salesforce data with the user's permissions.
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