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From Fragile Data Warehouse to Production-Grade Lakehouse: Modernizing a Legal Immigration Firm's Data Platform on Databricks
Learn how Synaptiq helped architect and production-harden a unified Data + Document Lake on Databricks, delivering enterprise security, scheduled client data exports, and the foundation for AI and ML workloads.
Background:
Facing a fragile legacy data warehouse and growing demand for reliable, scheduled client data exports, a technology-forward immigration law and professional services firm operating at the intersection of legal services, data products, and AI-driven client experiences engaged Synaptiq to architect and production-harden a unified Data + Document Lake on Databricks. The engagement spanned data strategy, platform architecture, Bronze/Silver/Gold layer implementation, security hardening, and the foundation for AI and ML workloads.
Business Challenge
Organizationally, the firm was navigating competing priorities across product, data science, and client services teams while simultaneously managing a complex partner ecosystem. They recognized that building a scalable, enterprise-ready data architecture was the foundational investment needed to unlock both near-term operational efficiency and long-term AI capability.
The firm’s existing data warehouse had grown increasingly difficult to scale and maintain reliably under the demands of a growing, data-driven immigration services business. The firm needed a production-grade data lake capable of delivering scheduled CSV exports to clients - a seemingly bounded MVP that surfaced deeper architectural opportunities: the platform had not yet been formalized with data governance, enterprise-grade security controls, cost accountability, monitoring, or disaster recovery capabilities.
The firm was limited in operational reporting capabilities and the firm's ambitions to deploy AI models for case outcome prediction, document classification, and beneficiary validation due to structural gaps. Data was distributed across siloed databases in multiple environments, with Extract, Transform, and Load(ETL) processes that had not been hardened for production reliability.
Why Databricks?
Databricks was selected as the central compute and transformation engine for the Data + Document Lake because it uniquely addressed the firm's need for a unified platform spanning ETL, analytics, data science, and ML model deployment.
The Lakehouse architecture - anchored in S3 with Bronze, Silver, and Gold layers - enabled the firm to separate transactional systems from immutable analytical data while supporting both batch and streaming ingestion via Debezium and Kafka. Databricks Notebooks provided a collaborative environment for data engineers and data scientists to work against the same platform, eliminating the need for separate tooling. MLflow integration enabled model tracking and deployment for AI use cases including document classifiers, visa outcome predictors, and beneficiary validators.
Databricks' support for JDBC-based BI connectivity and SQL interfaces also addressed the firm's near-term reporting needs, positioning the platform as the long-term replacement for legacy warehouse infrastructure.
Synaptiq's Role
Synaptiq served as an end-to-end strategic and technical transformation partner across the full lifecycle of the engagement - from initial data strategy and architecture through production implementation and client team enablement. Synaptiq led the technology strategy assessment, delivered a comprehensive findings and recommendations report, defined the future-state Data + Document Lake architecture, and drove the phased implementation roadmap.
On the Databricks platform specifically, Synaptiq architected and implemented the Bronze, Silver, and Gold layer structure; production-hardened the environment with security controls, cost accounting, naming conventions, monitoring, alerting, and disaster recovery; and partnered directly with the firm’s internal team to ensure knowledge transfer and sustainable ownership.
Synaptiq also provided CTO advisory services to guide the transition from IT-oriented application development to a technology product and data-centric operating model - positioning the Databricks platform as the foundation for current analytics and future AI capabilities.
Databricks Solutions Delivered
|
Component |
Role in Solution |
Business Value |
|
Delta Lake |
Provided the foundational storage layer for Bronze, Silver, and Gold data tiers in S3, enabling versioned, reliable, and reproducible data transformations across the pipeline from raw ingestion to curated client exports. |
Replaced a fragile legacy data warehouse with a scalable, auditable Lakehouse architecture capable of supporting both operational reporting and future AI workloads, while ensuring data reproducibility and integrity across all pipeline stages. |
|
Databricks Notebooks |
Used by data engineers and data scientists to build, manage, and iterate on ETL transformations across Bronze, Silver, and Gold layers, as well as to develop and evaluate ML models including document classifiers and case outcome predictors. |
Unified the development environment for engineering and data science teams, accelerating iteration cycles and enabling collaborative development of both data pipelines and AI capabilities on a single platform. |
|
Lakeflow Jobs |
Orchestrated scheduled Databricks notebook execution for Gold layer table generation, with each Gold table running on its own cadence to minimize cross-notebook dependencies and support scheduled client CSV exports. |
Enabled reliable, production-grade delivery of client data exports on a scheduled basis, replacing ad-hoc and manual processes with automated, monitored job execution. |
|
MLflow |
Used to track, manage, and deploy ML models including document type classifiers (I-797 approval and receipt notices), a case completion model, and an RFE endpoint, with models ported to PySpark and registered in MLflow for production serving. |
Established a repeatable ML operations foundation enabling the firm to move models from notebook experimentation to production API endpoints, accelerating the firm's AI product roadmap. |
|
Databricks SQL |
Provided SQL-based query access to the Data Lake, enabling both analysts and reporting consumers to run ad-hoc queries against Silver and Gold layer data via JDBC connections from BI tools. |
Delivered a self-service analytics interface for business users and reporting teams, reducing dependence on legacy warehouse infrastructure and enabling faster, more flexible data access. |
|
Databricks Workspace / Access Controls |
Synaptiq designed and implemented workspace structure, SSO integration with Active Directory, removal of admin privileges, and AWS Instance Role-based access controls to enforce least-privilege security across compute and storage. |
Established enterprise-grade security posture on the Databricks platform, enabling the firm to meet compliance and data governance requirements while safely onboarding internal and external data engineering resources. |
|
Lakeflow Pipelines / DLT |
Streaming data ingestion via Debezium and Kafka was configured to flow into Databricks, enabling near-real-time Bronze layer updates with latency targets of 10 minutes or less for the largest tables. |
Enabled change data capture from core transactional systems into the Data Lake, providing downstream consumers - including reporting and ML models - with timely and accurate data without impacting production database performance. |
Business Outcomes
• Delivered a fully production-hardened Data Lake with Bronze, Silver, and Gold layers, replacing a fragile legacy data warehouse as the authoritative analytics platform.
• Achieved reliable, scheduled delivery of client CSV exports from the Gold layer, fulfilling the defined MVP and establishing a replicable pattern for future data products.
• Implemented enterprise security controls including SSO, role-based access, and least-privilege compute/storage permissions, reducing organizational risk.
• Established cost accounting and cost controls on Databricks infrastructure, enabling financial visibility and governance over platform consumption.
• Implemented monitoring, alerting, and disaster recovery capabilities, moving the platform from ad-hoc to operationally resilient.
• Enabled streaming data ingestion from core transactional systems (Cobalt/IMS) via Debezium and Kafka with Bronze layer latency targets of 10 minutes or less.
• Deployed ML models to production via MLflow including document classifiers and case outcome predictors, advancing the AI product roadmap.
• Transferred implementation knowledge to the internal team through co-delivery, establishing internal ownership and reducing long-term consulting dependency.
• Established a scalable data governance framework and naming conventions, positioning the platform for expansion across additional business units and use cases.
Databricks Value Created
This engagement moved Databricks from a proof-of-concept evaluation to a fully production-hardened enterprise platform within a legal services firm - a vertical where Databricks has significant expansion opportunity.
Synaptiq accelerated Databricks adoption by delivering the architecture, security model, and operational hardening that the internal team could not have achieved independently at the required pace. The engagement established Databricks as the firm’s strategic data and AI platform, displacing legacy warehouse infrastructure and positioning the Lakehouse as the foundation for all future analytics, reporting, and AI workloads. MLflow deployment of production models and streaming pipeline implementation expanded Databricks consumption beyond basic ETL into AI/ML serving workloads.
Synaptiq's co-delivery model with the firm’s internal team built internal Databricks competency, improving platform stickiness and reducing churn risk. The roadmap defined through Synaptiq's CTO advisory engagement -spanning document AI, case outcome prediction, beneficiary validation, and ecosystem data integration - represents a clear pipeline of incremental Databricks consumption growth.
Synaptiq's visibility into the firm’s multi-quarter technology roadmap provides Databricks account teams with a reliable signal for forecasting platform consumption expansion and identifying upsell opportunities across additional Databricks capabilities.
Insight for Databricks Teams
Synaptiq converted a self-contained client data export requirement into a full enterprise Lakehouse transformation - delivering production-grade architecture, security, governance, and AI foundations on Databricks for a legal immigration services firm.
For Databricks sellers targeting legal vertical accounts or startup/growth-stage accounts where internal data engineering capacity is limited, Synaptiq brings exactly the strategic advisory and delivery depth needed to accelerate platform adoption, move workloads from POC to production, and establish Databricks as the long-term data and AI platform of record.
Introducing Synaptiq into accounts where Databricks is present but underutilized is a proven path to expanded consumption, improved platform stickiness, and a clearer line of sight into the customer's AI roadmap.
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