Grievance & Discipline System
Legal · Bar Association
The Office of General Counsel tracked attorney discipline and grievance cases in a long-running Microsoft Access application. We replatformed it into a secure, cloud-hosted web application on Azure — preserving decades of casework while adding remote access, document management, and modern reporting.
The Challenge
The State Bar Association's Office of General Counsel manages attorney discipline and grievance matters — sensitive casework that moves from intake through investigation, notice, response, and disposition. For years that work lived in a Microsoft Access application linked to SQL Server: a staff workbench of forms, queries, and reports running on the office network.
As with most decades-old Access apps, it had become a constraint — tied to the office, limited for concurrent users, with case correspondence and a large catalog of operational reports locked inside Access, and scanned case documents managed outside the system.
Our Approach
We replatformed it with a strangler-fig approach: stand up cloud web APIs and an Angular interface against the existing SQL data, bridge the legacy and web databases with sync tables during the transition, and lift the legacy schema into a clean relational model — carefully preserving the OGC's existing data and terminology so staff workflows and case history stayed intact.
The new system runs on ASP.NET Core 8 APIs and Angular on Azure, with Microsoft Entra ID security for staff, scanned case documents stored in Azure Blob Storage, the office's full report catalog reproduced as server-side PDF endpoints, and authoritative attorney data synced from the Bar's IMIS membership system.
Outcomes
OGC discipline casework now runs as a secure cloud application:
- Staff access cases and documents securely from anywhere, not just the office network.
- True multi-user web access replaces the single-file Access bottleneck.
- Per-case document scanning and upload is managed in the system via cloud storage.
- The office's operational reports — aging cases, screening, dispositions, mailings — generate server-side as PDFs.
- Decades of case data moved into a normalized schema while preserving existing records and terminology.