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Attorney Online

By AIMDek Technologies

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

Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

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Industries
Financial Services
Professional Services
Business Need
Customer Service
Document Management
Process Management
Requires
Sales Cloud
Service Cloud
Marketing Cloud Engagement
Compatible With
Experience Cloud
Marketing Cloud Engagement
Financial Services Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Marketing Cloud Engagement
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Experience Cloud
Marketing Cloud Engagement
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
NA

App Details

Version
AttorneyOnline/AttorneyOnline1.9 1.9.0
Listed On
04/04/2023
Latest Release
04/04/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 13
Custom Tabs: 9
Custom Apps: 1
Lightning Components
Global: 7
App Builder: 2
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.9.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/30/2023

Additional Details

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.

Need help?

AIMDek Technologies

Ahmedabad,Gujarat,India

AIMDek offers dedicated support for Attorney Online, including onboarding, implementation, technical assistance and issue resolution. Email: marketing@aimdek.com Website: https://www.aimdek.com Business Hours: Monday to Friday, 9:00 AM to 6:00 PM IST

Support Phone+91 7874788766
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