Automate every step of client onboarding with Salesforce. Create tailored onboarding for customer segments that reflect current offerings and keep users in the loop with shared updates and comprehensive reports.
Routine tasks shouldn’t feel like a trial. Automate admin chores, transparently track matters, and efficiently assign tasks to individual attorneys, paralegals, and other staff members.
Marketing and lead generation
Sell smarter with Salesforce. Capture leads from your channels and automate follow-ups, build custom communication templates, and reach prospects fast with our ready-to-use marketing materials for lawyers.
Create and track referrals from submission to closure with Salesforce’s robust referral management system. Get ahead of client needs so you can meet them and even exceed expectations.
Case closed on cluttered desks. With Salesforce, you can store documents in the cloud, control user access, and seamlessly integrate with document management services including NetDocuments, SharePoint, and Dropbox.
Never miss an engagement. We’ll implement straightforward scheduling into your CRM platform. Set reminders, view all of your calendars, and edit from any device.