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SaaS Platform For Legal Management

Technical audit and consulting for a leading Kuwaiti LegalTech software provider

ABOUT the project

Client:
LegalTech Software Provider
Location:
Country flag

Kuwait

Company Size:
40+ Employees

Technologies:

.NET Framework

The project focused on preparing the customer’s Legal Management System (LMS) for regional growth while maintaining trust, security, and operational reliability for existing customers.

The LMS is a core business platform used daily by law firms to manage cases, clients, billing, and legal research. As the product matured and adoption grew, the customer needed clarity on how well the current architecture, security posture, and operational model could support expansion into larger and more regulated Middle Eastern markets.

Leobit was engaged to perform a deep technical audit and provide strategic recommendations that would enable safe scaling, enterprise readiness, and long-term product evolution.

Our client’s ambitious goals challenged the existing Solution Architecture and user interface capabilities, demanding a timely, cost-effective evolution plan to enter new markets. We have focused on a step-by-step transition plan, which eventually led to the next stage of collaboration when an experienced Leobit developer strengthened an existing client team for the adoption of modern best practices. As I continue supervising the project, I can see the ongoing transformation of the legacy product into a modern SaaS platform, capable of reaching the original goals.

Oleksandr Pshenychnyy

Oleksandr Pshenychnyy

Solution Architect at Leobit

woman using her computer

Customer

Our customer provides a specialized legal management platform that integrates case tracking, client management, accounting, and legal research into a single system. For law firms in Kuwait and similar jurisdictions, the platform offers a powerful tool to modernize operations and improve productivity. At the time of the engagement, the system was already serving more than 200 law firms and approximately 2,000 active users on a shared, multi-tenant SaaS deployment hosted on Microsoft Azure.

Business Challenge

With a strong local client base already in place, our customer set out to expand their LMS beyond Kuwait into the wider Middle East, including Egypt, the UAE, Qatar, and Iraq. This expansion required changes to the platform’s authentication model, licensing approach, deployment options, and scalability to meet the expectations of larger firms and enterprise clients.

Why Leobit

Leobit was selected for its strong expertise in .NET platforms, Azure-based architectures, security-focused system design, and experience modernizing SaaS products for enterprise and marketplace distribution. The customer needed not only a list of issues, but practical recommendations that balanced business goals, development effort, and long-term sustainability. Leobit’s role was to act as a technical partner, helping the client make informed decisions rather than forcing a one-size-fits-all modernization approach.

Project
in detail

The customer’s platform was built as a multi-tenant SaaS solution hosted on Microsoft Azure, with all clients operating within a single shared tenant. To ensure the platform could expand safely and meet enterprise-level expectations, Leobit performed a comprehensive technical audit and defined a clear path for secure and sustainable growth.

project in detail section for Legal SaaS Case Study

While LMS was designed as a fully SaaS solution, larger clients began requesting on-premises deployments. In these scenarios, licensing and authentication are needed to function reliably even without continuous internet access. Based on the audit and architectural analysis, Leobit recommended an on-premises setup using Active Directory with synchronization capabilities to Microsoft Entra ID. Such an approach would allow enterprise customers to maintain local control while preserving compatibility with cloud-based identity and licensing mechanisms when connectivity was available.

The operational model for onboarding customers did not scale. Client subscriptions and account creation were handled manually, which was already becoming a bottleneck with over 200 law firms and approximately 2,000 active users. Planned self-service signup would further increase the need for automated licensing and identity management.

Leobit performed a security vulnerabilities review with detailed remediation guidance. We also delivered recommendations to improve system observability and identify potential performance bottlenecks that could affect scalability.

Leobit also provided strategic guidance on upgrading the technology stack and delivered a phased issue-resolution and upgrade plan. This gave the customer a clear, prioritized path to improve security, performance, and maintainability before introducing additional capabilities, such as license management.

The customer initially planned to use Microsoft Entra ID as the primary identity provider. However, after analyzing the business and technical goals, it became clear that Entra ID alone did not fully meet the platform’s requirements. Leobit evaluated the available options and proposed an OAuth2-compliant identity provider capable of covering all of the customer’s needs while still supporting integration with Microsoft Entra ID. This approach ensured enterprise compatibility without limiting future flexibility.

a lawyer's office
Technical audit of the existing platform

Technical audit of the existing platform

Leobit conducted a comprehensive technical assessment of the LMS API and supporting components. The audit confirmed that the system was generally maintainable and built with reasonable code quality, but also revealed a high number of medium- and high-priority risks that could block future growth.

The most significant risks included security vulnerabilities, insufficient logging and observability, and a lack of project-level automated testing beyond end-to-end scenarios. These gaps posed increasing operational and compliance risks as the platform was planned to scale. The audit also identified several structural and technology-level concerns that required strategic decisions rather than immediate fixes.

Meeting Azure Marketplace Requirements

Meeting Azure Marketplace Requirements

Listing the product on Azure Marketplace introduced a hard technical requirement. The LMS needs to support Azure Entra ID authentication via OAuth. The existing authentication model was based on ASP.NET Forms, which was not compatible with marketplace requirements or authentication best-practices. Beyond Azure Marketplace, the customer also needed an identity solution flexible enough to support SaaS, on-premises deployments, Social Media Sign-in and future self-service onboarding of hundreds of organizations while staying cost-efficient.

Leobit conducted a global analysis of identity providers and concluded that Microsoft Entra ID alone would not fully meet the customer’s long-term goals. Instead, Leobit recommended introducing a dedicated OAuth2-compliant identity provider capable of integrating with Azure Entra ID, supporting other enterprise SSO scenarios, and fulfilling other client requirements. This approach will enable the platform to remain compatible with the Microsoft Marketplace while avoiding the restrictions of Microsoft Entra ID.

Designing a flexible licensing and self sign up

Designing a flexible licensing and self sign up

Regional expansion introduced variability in how the product would be sold and used. Different markets and firm sizes required different feature sets and pricing models. The existing licensing approach was largely manual and tightly coupled to internal processes. This created friction for both the customer’s team and end users.

The operational model for onboarding customers did not scale with growth. Manual account creation, subscription handling, and role configuration consumed a disproportionate amount of maintenance effort. Leobit identified that a significant portion of engineering and support time was spent on basic user and role management rather than product innovation.

By introducing automated onboarding, OAuth-based identity flows, and customer-managed role setup, the proposed solution reduced manual operational effort by nearly 100% in this area. This allowed the customer’s team to refocus on product development and market expansion.

Technology and architecture recommendations

Technology and architecture recommendations

The technical audit showed that while the platform was stable and maintainable, several aspects of the technology stack posed medium-term risks if left unaddressed. The system was built on .NET Framework 4.7.2, a version that remains supported but is no longer actively evolving. In addition, the use of Entity Framework EDMX models introduced a long-term maintenance concern. Model-first approach is no longer being actively supported by Microsoft and is increasingly incompatible with newer tooling and development practices.

The audit also identified opportunities for Architectural improvements: decoupling business logic from infrastructure concerns, modularization, testability, and Clean Architecture principles.

Rather than recommending a risky, large-scale rewrite, Leobit proposed an incremental modernization strategy. In the short term, this included upgrading all projects to the latest supported .NET Framework version, and updating Nuget dependencies to reduce immediate technical risk, recommendations on security and observability improvements, which can bring fast results at low effort.
In parallel, Leobit outlined a long-term plan to migrate the product to modern .NET, aligning with Microsoft’s current and future development direction.

Setting up new project architecture

Setting up new project architecture

Following the technical audit and strategic discussions, the customer made a deliberate decision to move beyond incremental modernization and instead perform a full rewrite of the platform using a modern technology stack. The goal was to eliminate accumulated technical constraints and establish a foundation that could support long-term growth, enterprise requirements, and regional expansion without compromise.

Leobit worked closely with the customer to define a new target architecture aligned with modern .NET practices and hybrid cloud principles. This architecture was designed from the ground up to support scalability, security, and flexibility, while remaining simple enough to evolve as business needs change.

As part of this effort, Leobit set up a complete deployment pipeline and cloud infrastructure on Microsoft Azure. This included defining environments, automating builds and deployments, and ensuring repeatable, reliable releases across development, staging, and production.

Technology Solutions

  • Performed a comprehensive technical audit of the existing multi-tenant SaaS platform on Microsoft Azure.
  • Designed a new, modern project architecture aligned with cloud-native and enterprise standards.
  • Introduced an OAuth2-compliant identity provider with support for Microsoft Entra ID integration.
  • Designed a new solution to be ready for the licensing software integration in the future.
  • Recommended replacing Entity Framework EDMX with EF Core or Dapper for better maintainability.

Value Delivered

  • Clear, actionable roadmap for scaling the platform into new Middle Eastern markets.
  • Established a future-proof architecture that supports long-term growth and maintainability.
  • Introduced OAuth-based identity flows, and customer-managed role setup, reducing manual operational effort in this area by nearly 100%.