FINLEY7 | Tailored Salesforce Solutions to Empower Client-Centric Practices - FINLEY7 - AppExchange
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FINLEY7 | Tailored Salesforce Solutions to Empower Client-Centric Practices

  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 0
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 2
  • Year this company was founded Founded 2022
Expert Cloud Design for Navigating Dynamic Practice Challenges

Empowering businesses of all sizes through pragmatic and transformative solutions. From process mapping to full system integration and design, we introduce practices to new levels of optimization and profitability.


  • Legal Operations Proficiency##- Optimized case management, doc generation, & client communication##- Reporting & analytics for KPI's like case resolution time, client retention rates, etc.##- Simple user adoption with custom training for legal professionals
  • Experienced Healthcare Vision ##- Amplified patient care, research outcomes, & practice innovation ##- Tailored solutions designed specifically for the dynamic nature of the HLS sector##- Automated patient engagement strategies to foster deep trust
  • Approachable Excellence ##- Our team combines approachability with deep professional knowledge##- Seamless & effective collaboration keeps the focus on your business##- Fostering real, measurable outcomes with experienced, results-driven consultants


Discover a new era in legal and medical practice consultation with Finley7. As your ultimate partner, we specialize in cutting-edge technology and strategic process improvements to help your firm excel. Our goal? To free you from administrative hassles, enabling you to focus on delivering top-tier service to your clients.####Regardless of whether you're an independent firm or practice, or a leading industry player, we craft bespoke solutions to meet your distinctive needs. We facilitate seamless process mapping to operational system integration and design, ensuring efficiency throughout.####Our distinguishing factor is our relentless curiosity coupled with profound expertise, enabling us to flawlessly align our solutions with your unique business model. Our tailor-made Salesforce implementations and integrations are set to revolutionize your workflows, amplify your capabilities, and completely metamorphose your operations.

Geographic Focus

United States



About FINLEY7 FINLEY7 is a consulting firm focused on enabling attorneys and their firms to optimize profitability through technology and process improvement. At FINLEY7 we have one goal, to give you the freedom to effectively practice & serve your clients by eliminating administrative obstacles.####We'll meet you where you are today; equally capable of providing pragmatic solutions for smaller firms, such as process mapping, up to full operational system(s) integration & design. Above all else, we employ an ever-curious approach and deep expertise to provide solutions that suit the way you do business. We have the ability to leverage our strong partnerships with Egnyte, Formstack, Salesforce, and others to customize your workflow if/where needed.

Dallas, TX