Case Study · LegalTech / FinTech
Enterprise Litigation Platform
7 engineers. ~2 years. Regulated litigation workflows for major US banks.
A litigation management platform serving major financial institutions needed more engineering capacity than the internal team could provide. The work touched PII, regulated financial data, and legal processes where mistakes have real consequences. Silicon Development embedded a 7-person team for approximately two years. The company was later acquired.
Engagement
~2 years
Embedded in the engineering org
Team size
7
Engineers, QA, PM
Velocity increase
50%+
Measured by sprint burndown
Outcome
Acquired
By a larger legal tech firm
What the team needed
The platform managed the full lifecycle of mass-litigation matters for major banks: intake, data scrubbing, statute of limitations calculations, document generation, service of process, settlements, and compliance reporting. Each client institution had its own workflow configurations and compliance requirements.
The internal team could not keep pace with feature development, compliance work, and client-specific builds the business demanded. The platform handled PII and regulated financial data. Errors in statute of limitations calculations or document generation have legal consequences for the bank clients.
They needed engineers who could understand litigation workflows, handle sensitive data correctly, and ship against client deadlines. Not a separate team running its own process. Engineers inside the existing org.
Stack
Backend
Ruby on Rails
Search
Elasticsearch
Infrastructure
AWS (KMS, SFTP)
Integrations
DocuSign, EDI, physical mail, skip trace
What Silicon Development built
The platform that served major financial institutions in production throughout the engagement.
Workflow engine
Configurable litigation workflow system that moved matters through suit prep, service of process, default judgment, and settlement. Admin tooling let operators configure steps and automated actions without developer involvement. Replaced a manual configuration process.
Document automation
PDF generation with templates supporting form fields, line numbers, footers, and merge operations. Batch uploads via ZIP and SFTP. Document tagging, archiving, and bulk operations for court filing and service packets.
PII redaction
Automated identification and masking of SSNs, account numbers, and sensitive data across uploaded documents and system logs. Required for compliance when handling financial institution client data.
Settlement processing
Full settlement workflow with e-signature integration. Contact management, payment tracking, contract generation, and automated matter progression after debtor signature.
External integrations
Process server EDI for job submissions and charge imports. Analytics platform for matter import/export. Physical mail generation and tracking. Skip trace for debtor location with failover. SFTP automation for file exchange.
Security and compliance
PII encryption at rest. Cloud KMS for secret management. IP whitelisting per client instance. Audit logging with user identification on all actions. Statute of limitations calculator with tolling date management. Code scanner remediation to zero violations.
What changed for the client
Engineering velocity (burndown) increased by 50%+ during the engagement
Platform served major financial institutions in production throughout, handling regulated litigation data
Workflow admin tooling replaced manual configuration and became the primary operational interface
PII redaction met financial institution compliance requirements
Client CEO referred SD to his investors' portfolio companies for additional engineering work
Company was later acquired by a larger legal technology firm
What this shows about the model
The technical lead carried a client email address and worked inside the engineering org for two years. That is the level of embedding the client needed.
The work touched PII, financial data, and legal processes where errors have real consequences. The team handled that from day one.
The client's board described SD as "a key partner to the company" and referred SD to their investors unprompted.
Engineering velocity increased by 50%+ and the company was eventually acquired. The team contributed to both.
Where to go next
Regulated product teams
How Silicon Development matches engineers into healthcare, biotech, fintech, and other security-sensitive environments.
See regulated teams →How we vet
What Silicon Development checks before an engineer reaches your team, and why the bar changes by role and environment.
See the vetting process →More case studies
Other examples of embedded engineering work across healthcare, legaltech, biopharma, and data-heavy product teams.
See all case studies →Regulated work, real ownership, measurable outcomes
PII redaction, compliance workflows, and litigation tooling for major banks. Built by engineers embedded in the client org for two years.