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Suits | Legal case management
Legal case management system for attorney and lawyer
Overview
Suits is a comprehensive platform for your legal needs. Connect with government departments, manage clients, handle a diverse range of case types, and streamline billing. Automate payments, schedule legal tasks with reminders, and never miss a deadline.
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 & OrdersWebsitesPayments Processing
- Industries
- CommunicationsProfessional Services
- Personas
- Business Operations ManagerBusiness UserExecutive
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged PackageSalesforce Mobile
