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#1 CRM for law firms

Industry use

Lawyers Chartered Accountants Tax Consultants



Implementation time

3 weeks

Technical requirement

Sales Cloud


Optimize your law firm’s administrative overhead with the #1 Client Relationship Management module. Benefit now from the opportunity of a transparent client relationship for more growth and satisfaction in your law firm. From acquisition and support to the long-term retention of clients, you have all relevant information at one glance. With Salesforce’s world-leading cloud-based CRM platform, the entire client management process can be managed digitally from one place.

The end-to-end solution gives you a 360° view of your clients, mandates and other areas of activity. With just one click, all mandates can be created quickly and processed directly from Salesforce. No matter whether on the go or on the laptop by e-mail – optimally adapted and user-friendly for lawyers, auditors and tax advidsos. In the future, leave the paperwork to your #1 CRM system.

How the #1 CRM for law firms works

The clearly structured law firm management enables you to manage clients and prospects in a uniform manner across all locations. Thanks to the complete client file, your attorneys, paralegals and other legal professionals have all the correspondence at a glance. This prevents the loss of critical information and enables you to provide targeted advice or representation of your clients. All areas of consulting and activity are digitized and automated using workflows.

A dashboard is used to visualize the most important report data. he Salesforce objects specially defined for the law firms also cover consulting and representation potential, account hierarchies, budget planning, potential analyses as well as the scheduling and time tracking of your employees. Thanks to the standardized system architecture, which contains the industry standards and best practices of law firms out-of-the-box, you save yourself the tedious implementation process and thus minimize your costs!

Technical requirement

  • Salesforce Sales Cloud

5 reasons why

  • Reduction of administrative effort due to simple recording and processing of client information as well as a high degree of automation
  • Increased trust towards the customer thanks to increased transparency
  • High data quality: structured contact entry, intelligent address wizards, duplicate check
  • Easy integration capability with other third-party solutions, such as digital signature solutions, contract & invoice generation (e.g. DATEV)
  • Highest data protection

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