The Challenge

The firm required a solution to efficiently generate Word documents containing selected matter details, which the existing Litify package lacked.

The Salesforce instance had become increasingly complex, resulting in slower page responses and reduced user experience. The firm sought optimization to improve system performance and ensure smooth navigation.

The Key Integrations & Configurations

To address the matter document generation challenge, a custom button was developed within the Litify package. This button allowed users to select multiple matters and generate Word documents containing matter details.

The Salesforce instance underwent a comprehensive health check. Key configurations were implemented to enhance the system’s performance and user experience:

Measures were taken to optimize page load times, ensuring users could quickly access required information.

Tabs and sections were reorganized to provide a more intuitive and user-friendly interface, improving navigation.

The Result

The custom button enabled the firm to streamline matter document generation. This feature greatly enhanced productivity by allowing quick creation of Word documents containing relevant matter details.

The Salesforce instance optimization led to improved system responsiveness and enhanced user experience. Faster page load times and an optimized interface contributed to increased efficiency.

The successful implementation of the custom button and Salesforce optimization led to higher user satisfaction as tasks became easier to accomplish and system interactions became more seamless.