The need
Finding a case across several accounts.
Looking up a process-server update at DHN could mean signing into several accounts and searching each one. I built Willow so the team could search those accounts together.
What I built
Staff can search all the connected accounts.
Willow collects the case details, service jobs, comments, and attachments from the connected accounts. It also keeps screenshots so staff can see the information as it appeared in the portal.
Staff can search by a full case number or a close match. The result shows which account it came from, alongside the case details and screenshots.
Willow / Process-server updates
Collect and search case records
Keep the originating account with each case
- Case detailsService progress & comments
- Supporting filesAttachments & screenshots
Attachments use the source account. Screenshot retention follows the firm’s settings.
Implementation
Keeping updates tied to the right account.
Source-account access
An attachment is fetched through the account that has access to it. Scheduled updates are paced to avoid sending too many requests to the portal at once.
Screenshot retention
Older screenshots are removed according to the firm’s retention settings.