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Salesforce Integration for Law Firms
Manage client relationships and business development with Salesforce integration for legal practices.
Integration Use Cases
1
Track client and matter relationships
2
Manage business development pipeline
3
Coordinate intake and conflict checks
4
Automate client communication
5
Analyze practice group performance
Key Benefits
Complete client visibility
Improved BD tracking
Streamlined intake process
Better client communication
Practice insights and analytics
Integration Features
1
Client-matter hierarchy
2
BD opportunity tracking
3
Intake workflow automation
4
Email integration
5
Practice analytics dashboards