Lexitas
A leading litigation support services provider is gaining a 360-degree customer view that provides insights for informed decisions, empowers sales and marketing, and streamlines finance with Boomi DataHub.
Business goals
Since 2020, Lexitas has made 40 acquisitions, expanding its leadership in litigation support services for law firms, insurers, and corporations. Backed by Apax Partners, its workforce grew from 400 to 1,300 employees and expanded to 100 U.S. locations. Acquisitions strengthened five business units: court reporting, records retrieval, process service, corporate services, and legal talent outsourcing. However, growth created large volumes of customer data that needed matching, cleansing, deduplication, and integration into unified records.
Integration Challenges
Lexitas faced data inconsistencies across standalone applications, complicating accounting, reporting, and sales tracking. Duplicate and conflicting customer data made it impossible to track revenue accurately, while manual data cleanup in NetSuite was error-prone and time-consuming. Sales teams lacked visibility for cross-selling, and incorrect data risked billing errors and customer dissatisfaction. Each acquisition worsened these issues. Attempts to fix “dirty data” with spreadsheets and Salesforce workarounds proved unsustainable, prompting the search for a more efficient data management solution.
How Boomi Helped
Lexitas evaluated MuleSoft and Informatica before selecting Boomi DataHub for its master data management capabilities. The Boomi Enterprise Platform’s integration, API management, and workflow automation capabilities further strengthened its appeal.
Partnering with Huron Consulting, Lexitas implemented Boomi DataHub to match, cleanse, and enrich customer records from five business unit applications and Salesforce, incorporating Dun & Bradstreet data. This reduced customer records by 80%, streamlined processes, and improved accounts receivable, cash flow, and financial accuracy, cutting monthly close time by 36%.
Results
With the Boomi Enterprise Platform, Lexitas is building a 360-degree customer view, improving business insights and sales opportunities for cross-sell and upsell. The firm gained finance automation and scalability to support future acquisitions. Lexitas can now:
- Generate key customer revenue metrics
- Avoid errors that impact customer experience
- Focus staff on strategic tasks instead of manual data work
- Automate revenue recognition and cash application
- Integrate systems quickly without custom coding
