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Connected capabilities

Data quality and duplicate review

How connected workflows can preserve required information and avoid silently creating unreliable records.

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Integration owners · Operations teams
In PlaintiffDesk
Data quality
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Before you start

  • Agreement on required data, controlled choices, and duplicate review.

Typical workflow

  1. 1

    Define required information.

  2. 2

    Align controlled values with the firm.

  3. 3

    Test missing and conflicting records.

  4. 4

    Assign exception review ownership.

Required information

Each approved workflow identifies the information needed before PlaintiffDesk can accept or act on a submission.

Firm-defined choices

Connections can be aligned with the firm’s configured choices instead of guessing at case types, sources, users, statuses, or other controlled values.

Duplicate-aware workflows

Integration plans can include matching and review expectations so an existing contact, lead, case, or external submission is not duplicated without consideration.

Keep in mind

  • Validation protects the firm’s working record; it should not be bypassed merely to accept more submissions.
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