CrestOps | Salesforce for Law Firms — Intake, Matter Management & Automation - CrestOps LLC - AppExchange
Skip to NavigationSkip to Main Content

CrestOps | Salesforce for Law Firms — Intake, Matter Management & Automation
  • 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 0
  • Year this company was founded Founded 2025
CrestOps | Salesforce for Law Firms — Intake, Matter Management & Automation
Immigration Case Intake Form – Streamlined client intake with a custom Salesforce Lightning Web Comp
Automated Reminder Flow – Ensure no client task or deadline is missed with Salesforce automation.
Stop wrestling with Salesforce. Start running your firm with it.

Salesforce built specifically for law firms. CrestOps delivers custom implementations for personal injury, immigration, family law, wills & estates, and probate practices. Nationwide, founder-led, in 30 to 60 days.

Highlights

  • Built for Law Firms — Custom Salesforce solutions for PI, immigration, family law, wills & estates, probate, and professional services. We speak your language.
  • Proven Matter Management & Client Intake — We build custom Matter objects, automated intake workflows, contact migration, and reporting dashboards tailored to how your firm actually works.
  • Founder-Led, No Handoffs — Every engagement is delivered directly by CrestOps founders. No junior consultants, no outsourcing, no agency overhead. You get senior expertise on every project.


Description

CrestOps is a boutique Salesforce consulting firm exclusively serving law firms and professional services companies. We build, clean up, and manage Salesforce systems that help firms capture every lead, track every matter, and run their operations without spreadsheets or manual workarounds.####Practice areas we serve:##Personal Injury | Immigration | Family Law | Wills & Estates | Probate | Mass Tort | General Litigation####What we build:##Automated client intake workflows##Custom Matter objects tailored to your practice area##Contact & data migration from spreadsheets, Clio, or MyCase##Dashboards and reporting for firm performance##Ongoing admin & managed services####Recent work: Built a custom Matter object and migrated 500+ client contacts for a NJ wills & estates firm in one week.####Every engagement is founder-led. No handoffs. No junior resources. 30–60 day delivery. Serving firms of 2–25 attorneys nationwide.

Languages

English

About CrestOps LLC

Headquarters
Runnemede, New Jersey, USA
Phone
3024824578

 
About CrestOps##At CrestOps, we specialize in helping law firms and professional services firms transform the way they manage clients, cases, and operations using Salesforce. We understand that firms often juggle scattered data, manual processes, and compliance challenges — that’s where we come in.####Our team delivers custom Salesforce implementations tailored to the unique needs of law firms and service providers. From streamlined lead intake and case management to automated workflows and advanced reporting, we make sure your systems work together seamlessly so you can focus on what matters most: your clients.####Why Choose CrestOps?##Industry Focus: Deep expertise in legal and professional services operations.##End-to-End Salesforce Expertise: Certified Admins, Developers, and Consultants with hands-on experience in Sales Cloud, Service Cloud, automation, and integrations.##Agility & Personalization: We’re a boutique consultancy, meaning you get direct access, faster delivery, and solutions built exactly for your business.##Future-Ready Solutions: Whether you’re modernizing intake, automating compliance workflows, or scaling your firm, we build with growth in mind.