A law firm was seeing increased success for their business but their process of using Filevine as their front-end solution for their clients combined with Power Bi as a way to process the data was limiting their business. The client needed a solution that they could scale with their business to ensure continued success. They also needed a way to be able to easily read data and integrate it into their system to ensure that it was current.
To help the law firm, Idea Maker built a custom middleware solution called Smart. Smart is middleware that helps to fetch data from Filevine using their API and stores it in a Postgress database. Using this solution, the law firm was able to read data using Power Bi without any problems due to rate-limiting. The middleware solution was able to monitor requests, resubmit them, and pull reports as scheduled to ensure current data. Idea Maker also built them a custom dashboard to monitor API calls and errors. To allow the law firm the ability to manually trigger report calls and view the database, Idea Maker created additional controls.
What We Did
Idea Maker built a system that allowed the law firm the ability to access Filevine using their API. We worked around the limitations of the API by building a system that could monitor requests and resubmit them as necessary. Reports could now be pulled on a schedule to ensure current data.
Idea Maker also built a custom dashboard for this middleware to help the firm monitor API calls and view errors. To further increase functionality, controls were created to manually trigger report calls and view the database.