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Suits | Legal case management

Legal case management system for attorney and lawyer

Overview

See How Suits | Legal case management Works

  • In addition to the Salesforce Sales Cloud Enterprise Edition license, the Suits application also enables your firm to utilize the following functions: • Email • SMS • Whatsapp • Quotes • Orders • Invoicing • Payments (Trust Accounts and Cards).

  • The Suits application also delivers a sophisticated Content Management System which includes the following features: • Salesforce files • Quip files • Google files • Amazon AWS S3 files with 256 Encryption • Dropbox files • Secured Payment System

  • The Suits application has been designed so that not only will it support your various types of legal cases but it is also able to connect your organization to the Government Departments you may be dealing with but has an enormous value add.

The vast majority of the below features are available from the mobile with a few exceptions due to the screen size. 1. Home page with Dashboard, KPIs, Reports and Tasks 2. Client page accessible to several other features, to create a. Business Clients b. Individual Clients 3. Contacts with personal identity information including all compliance (GDPR) information 4. Legal Case page accessible to a number of features following case types which includes Class Actions; a. Business Purchase/Sell Cases b. Conveyancing Cases c. Criminal Cases d. Family Cases e. Immigration Cases f. Litigation Cases 5. Class Action types of Legal Cases, where your organization can combine a number of Clients for a Legal Case with similar context. Configure Teams or Groups in order to assist you with not just solving the Legal Case but also to manage the Clients by a Team. 6. Creation of the Quote, Order and an Invoice to receive a payment within two minutes from across 140 countries across the world for credit card payments – your client may be an overseas traveller etc… 7. Payment System to accept payments from Trust Accounts, Credit Cards and report monthly to the Government Department.

Categories

Business Needs
Quotes & Orders
Websites
Payments Processing
Industries
Communications
Professional Services
Personas
Business Operations Manager
Business User
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Salesforce Mobile