Salesforce for the Legal Industry

Salesforce for Law Firms, Legal Technology Companies & Legal Training Businesses

At Creation we help you run your Legal Practice on Salesforce

At Creation Technology we help firms working in the Legal Industry to transform their business using Salesforce.com, the world’s leading cloud-based CRM Platform. Our Services allow 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 better with a secure cloud platform.

We understand the needs & challenges of firms operating in the legal sector as well as the problems they have with existing legal technology which is typically clunky & decades behind other sectors.

Our Salesforce for Legal Expertise includes;

  • Legal CRM & Integration with 3rd Party Practice Management Systems
  • Inbound & Outbound Referral Management
  • Client On-boarding & Compliance
  • Branch Management
  • Legal Marketing Automation
  • Web Forms & Data Collection

To find out more call now on 0044 (0) 208 735 4270 or submit the form & we will get back to you as quickly as possible.






Client Intake & Matter Management

We can help you define 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 & On-boarding process with customisable web intake forms. Save time collecting information & following up over documents.

Digital Marketing & Referral Management

We help Companies to generate more business by marketing more effectively to prospects using Pardot Marketing Automation from Salesforce. 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.

Secure Document Management

We help companies to take advantage of document management technology from Salesforce.com as well as connected partners such as Box.com, 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

Salesforce.com 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

Create powerful dashboards & visualisations for insights into lead generation, account & contact management, client on-boarding, 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 Salesforce for Legal Firms simply complete the form & a member of our team will get in touch to discuss your specific requirements.