Salesforce for law firms

Salesforce solutions help your law firm reinvent business operations in order to drive successful and sustainable growth and continuously exceed customer demand.
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How Salesforce transforms the legal industry around digital

In today’s digitally disrupted market, traditional law firms and the legal departments of financial institutions require a new operating model focused on the increasingly connected customer and driven by tech intelligence. Statistically, 42% of the time, legal companies take an average of three days to respond to a message from a new potential client, while less than 10% of prospective clients actually talk to a lawyer.

Accordingly, in order to break through the new digital era and fierce competition, they need to break free the legacy tools and age-old day-to-day operations.

iTechArt makes this possible through the best-in-class CRM platform – Salesforce, which enables legal professionals to digitize fast and at scale, enhancing the communication between all stakeholders and driving more customer value and market success.

Salesforce for law firms and legal departments: Key use cases and functionality

Client onboarding
Automate your customer onboarding process step by step with Salesforce. Create tailored onboarding plans based on customer segments and current products, keeping your customers in the know by sharing updates and comprehensive reports.
Matter management
Keep your clients informed and engaged by tracking the status of key matter tasks, documents, and deadlines, while effectively assigning tasks to individual attorneys, paralegals, or other staff members.
Marketing and lead generation
Seeking to sell smarter? Salesforce capabilities across marketing enable you to capture leads from your website and automate follow-ups, build custom communication templates, and access ready-to-use marketing materials, etc.
Referral management
The Salesforce Referral management solution helps you easily create and track referrals from submission to closure. Discover and capture your customer needs in order to meet — and exceed — them.
Document management
Salesforce empowers you to store documents directly in the cloud, integrating them seamlessly with specialized document management services such as NetDocuments, SharePoint, and Dropbox, while restricting access to certain documents or users.
With us on board, scheduling has never been so straightforward. Now you can avoid missed appointments by sharing calendars with colleagues, sending reminders for meetings, and viewing and editing your calendar from any mobile device.

Salesforce benefits for lawyers

CRM has never been more important in driving client engagement, outreach, and growing their bottom line organically. Here are some extra benefits for legal professionals:

360-degree customer view
Get a 360-degree view of your customers with data on matter management, marketing, finance, legal requests, and more.
Cloud-based operations
Making the most of its cloud nature, Salesforce will bring your legal institution cost savings, enhanced flexibility and mobility, improved legal case management, and many more.
Data security
Leverage best-in-class security features across identity management and data encryption to protect the sensitive data of your users from unauthorized access.
With Salesforce and a number of available integrations, you can instantly uncover insights and take actions that help your company move forward.

Explore game-changing
Salesforce products

We make the most of all major Salesforce products to help your legal firm go digital fast and deliver exceptional customer service from anywhere.

Sales Cloud

Sales Cloud helps legal companies grow their accounts, find new customers, and close deals — twice as fast. For instance, you can use Account and Contact Management functionality to assess an all-around view of your user activity history, key contacts, customer communications, and internal communication.

Marketing Cloud products

Marketing Cloud covers all marketing processes within your legal institution. WIth Email Studio, you can build personalized email campaigns, while Salesforce CDP offers precise marketing analytics. As a tool allowing for smarter B2B marketing automation, Pardot unites marketing and sales in one platform, helping foster meaningful connections between all stakeholders, generate more pipeline, and close more deals.

Service Cloud

Agent Workspace allows agents to seamlessly handle cases within an easy-to-use service console. With Knowledge Management, you can facilitate legal case management and maximize agent productivity; the Service Process Automation feature also helps you create end-to-end workflows to automate and scale repetitive business processes. Backed by Einstein Agents, you'll be able to set up Service Cloud chatbots that deliver automatic service at scale without any extensive integration efforts.

Community Cloud

Community Cloud connects customers, partners, and attorneys directly to the data, apps, and experts they need. Business Integration helps partners timely update opportunities and qualify leads, while with the Customization and Branding tool, you can create stunning, simple-to-use environments for your brand.


Backed by Tableau, you’ll get an opportunity to work more efficiently, spot trends faster, predict outcomes, and get AI-based guidance on the best steps to take.

Our services

Whether you’re a transactional attorney or a large-scale law firm, our Salesforce consultants and experienced engineers follow a tailored Salesforce implementation plan to accommodate every aspect of your client lifecycle.

Salesforce integrations
we excel at

We integrate Salesforce with all mission-critical third-party applications allowing law firms to manage the entire organization from just one platform.

Document storage and synchronization

  • NetDocuments
  • Dropbox

Discovery management

  • Zillow

Email apps

  • Outlook
  • Airmail

Email marketing

  • MailChimp
  • Aweber

Accounting and billing

  • Quickbooks

Electronic signatures

  • PandaDoc
  • HelloSign

Google apps

  • Google Shopper
  • Google Wallet

Social networks

  • LinkedIn
  • Facebook

AppExchange solutions for the legal sector

We build feature-rich solutions on top of the Salesforce AppExchange to make the legal sector resistant to any digital challenges now, and into the future.

Why iTechArt

Rich industry capabilities

  • iTechArt serves 30+ diverse industries, including legal, finance, and govtech
  • Adjustment to the client’s Salesforce ecosystem and existing workflow
  • All the solutions are customizable to your unique needs

Proven Salesforce expertise

  • Our team is 100% Salesforce-certified
  • 8+ years’ experience in Salesforce design and implementation
  • 73% of clients are referrals

Commitment to results

  • We provide you with detailed reports so you stay in the know of all project details
  • Full-cycle Salesforce development services — from consulting to launch and continuous support
  • We’ve contributed to $12.2B in acquisitions and 15 IPOs to date

A final word from our Salesforce practice leaders

Business Development Director
Kate Rusakovich
Kate brings 6+ years of experience working with Salesforce across 30+ business verticals. She's passionate about establishing effective business development strategies and unleashing the full companies' potential through world-class digital solutions.
Senior Technical Consultant and Delivery Manager
Alex Skomyanov
Alex is a top-notch expert with 5 years of experience in rolling out successful Salesforce projects. He has deep knowledge in sales and marketing automation, as well as translating complex business requirements into high-performance Salesforce solutions to help the clients get the full value from their digital investments.

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