Salesforce for the Legal Industry

Built on top of, our Legal Industry CRM allows you to manage Marketing, Client Intake, Matters, Billing & more from the world’s most secure and flexible cloud platform.

Run your Legal Practice on

At Creation Technology we help Firms working in the Legal Industry to transform their business using, the world’s leading cloud-based CRM Platform. Our Legal Industry Solution allows you to take advantage of the best cloud technology to generate more prospects, maintain relationships with existing firms more effectively, automate your client intake process & manage matters more effectively with a secure 365-degree solution.

Client Intake & Matter Management

Our Legal CRM Solution provides a streamlined & customised workflow to manage client intake & matter management at your firm. Customise workflow to your business, add tasks & notes to matters, quote rapidly, add documents to records securely all directly from your Salesforce CRM.

Streamline the Client Intake & Onboarding process with customisable intake forms. Save time collecting information & following up over documents.

Digital Marketing & Referral Management

Our Salesforce for Legal platform allows Firms to generate more business by marketing more effectively to prospects. Drive traffic from social channels, convert prospects with dynamic landing pages, focus on high value prospects with lead scoring & nurture prospects on mass with personalised engagement email campaigns.

Track inbound & outbound referrals using Salesforce to see where clients are coming from.

Billing & Expense Management

We have built customisable time & expense management technology directly into our Salesforce for Legal solution. Fee earners or support staff can easily detail time spent directly against matters & integrations can be set up with accounting systems such as XERO, Sage, QuickBooks, FinancialForce etc for finance management.

Add time & expense records to matters from wherever you are in the world using Salesforce Mobile on Phone, Tablet or Desktop.

Secure Document Management

Clients using our Legal Industry CRM benefit from industry leading document management technology from as well as connected partners such as, Google, Microsoft etc. Benefit from the same high-grade document security used by leading banks & financial institutions or connect to local file storage.

Store documents directly against Clients, Matters, Contacts or whatever Custom Object you wish for easy management & access.

Client, Partner & Employee Communities

Extend functionality in your Salesforce Org directly to Clients & Partners using Salesforce Communities. Share Matter records with Clients as you wish to save time & aid collaboration. Only provide clients with access to the records, fields, documents that you wish. Allow clients a simple & secure way to share confidential documents with your Firm via Community Login.

Build closer connections with key clients by providing marketing assets such as briefing documents, white papers, intelligence papers etc.

Extend Functionality & Integrate seamlessly is surrounded by a Community of Developers who provide users with pre-built functionality & integrations accessed via the AppExchange. Hundreds of thousands of Apps exist on the AppExchange for every use imaginable including; eSign (DocuSign, Adobe Sign), Telephone Integration, Video Conferencing, Marketing Automation, merge functionality for contracts etc

In addition to this Salesforce comes with out of the box Email & Calendar Integration for Google GSuite & Microsoft Outlook.

Powerful Reporting & Visualisations

Our Salesforce for Legal solution comes with many pre-built reports as well as dashboards & visualisations for insights into lead generation, account & contact management, client onboarding, matter management and much more. Access powerful forecasting functionality available out of the box to view pipeline as well as sales pipeline & funnel functionality.

Advanced Reporting comes with Salesforce Enterprise Edition as standard, if you need real time insights Salesforce Analytics is also available.

Legal CRM on the Salesforce Platform

Salesforce is the undisputed leader in cloud CRM. Companies from Enterprise to SMB use Salesforce to power their business & to access leading tools made available to everyone as part of their platform license. There are 3 major Salesforce releases each year meaning the platform is constantly updating and you are always up to date with the latest technology.

Access platform functionality including; tasks, approval processes, workflow rules, open APIs, validation rules, flows, process builders & more!

Salesforce for Legal

To find out more about our Salesforce for Legal Solution simply complete the form & a member of our Legal Solution team will get in touch to discuss your Firms specific requirements.