The Challenge

This Law Firm have provided top-notch legal representation to clients across Oklahoma.

They have a lot of client data to organize. As such, legal professionals can easily miss deadlines, especially without a centralized system to search and store data.

They may also mix up client files, leading to client dissatisfaction, negative reviews, and lost revenue. Need of secure, customizable, and scalable solution, Salesforce is a cloud-based.

platform that lets businesses manage operations, client data, and marketing campaigns.

Wanted to provide tools and features for improving client relationships, including data management, application development, and client support.

The Solution

Automating complex firm processes with workflows and activity tracking within the Salesforce CRM.

Optimizing outcomes with real-time data across every channel to increase revenue through given business scenarios.

Tracking client interactions and information in one place which helps to keep track of all the activities performed under the account.

Forecasting and pipeline management to get better visibility of the new business.

Keeping all client and case information up to date as per the latest information captured in the Salesforce CRM.

Nurturing leads through different stages and ensuring the right actions during the process.

The Features

Manage the attorney expenses within the CRM to keep the track of budget, allocation and utilization.

There were plenty of custom reports and dashboards to have a visibility over the number of efforts and activities performed by the team.

Custom Calculations based on the given scenarios like – No. of calls, appointments made by the attorneys.

Sales Engagement empowers teams to activate every sales channel via a single app that lets users access, manage, and update CRM data.

This was built by using triggers, flows and LWC to manage the closed matter case. Litify had certain limitations which were not allowing to get the desired results. We built a custom functionality which incorporates around the fields around closed matter case and provide required results.

The Result

We have provided this law firm with the ability to aggregate, access, connect, and apply the power of unified data – enhancing client and employee experiences, engagement, and trust within the critical lawyer-client relationship.

Connect their business and employees across their practices with a complete, holistic view of their clients – enabling them to understand and serve them better, while encouraging trust and loyalty.

Combined, these solutions will enable law firm to take meaningful action and enable them to create deeper and richer levels of client loyalty, achieve business goals and develop trusted partnerships. This Law firm can then open these solutions to their clients to service with legal automation and enhance collaboration.

As a result, the project not only achieved its initial objectives but also contributed to improved overall performance and customer satisfaction within the organization.