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Attorney Online

Manage legal cases, matters, documents, and clients, all within Salesforce.

Overview

Manage the law firm’s daily operations, account, contacts, matters, documents, appointments, deadlines, tasks, invoice and payment transactions, etc. as well as helping them with accounting operations, such as invoicing billable time and recording.

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  • Attorney Online streamlines legal practice management by enabling attorneys to manage cases, matters, clients, documents, trust accounts, billing, and invoices from a single Salesforce-native platform. Supports hourly, flat-fee, and contingency billing.

  • Automate legal workflows, eliminate duplicate data entry, securely manage documents, track activities and expenses, and gain real-time insights with dashboards, reports, global search, and mobile access for attorneys and legal teams.

  • Generate invoices automatically from billable time and expenses, calculate billing accurately, create PDF invoices, and use AI-powered payment allocation to reconcile payments while tracking invoice and payment status in real time.

Attorney Online is a Salesforce-native Legal Practice Management solution for law firms and corporate legal teams. Key Features: - Legal Case & Matter Management - Client & Contact Management - Document & Record Management - Time, Activity & Expense Tracking - Automated Billing & Invoice Generation - AI-powered Payment Allocation - Invoice PDF Creation & Status Tracking - Task & Workflow Management - Dashboards & Real-time Reporting - Global Search for Quick Record Access - Mobile Access on Phones & Tablets - Secure Collaboration & Data Management Benefits: - Increase attorney productivity - Reduce manual work and duplicate data entry - Improve billing accuracy - Streamline legal operations - Deliver better client service Built natively on Salesforce, Attorney Online helps organizations efficiently manage legal cases, matters, billing, and legal workflows from a single platform.

Categories

Business Needs
Customer Service
Document Management
Process Management
Industries
Financial Services
Professional Services
Personas
Administrator
Consultant
Educator
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.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile

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