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Attorney Online
Manage legal cases, matters, documents, and clients, all within Salesforce.
Freemium
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- Financial ServicesProfessional Services
- Business Need
- Customer ServiceDocument ManagementProcess Management
- Requires
- Sales CloudService CloudMarketing Cloud Engagement
- Compatible With
- Experience CloudMarketing Cloud EngagementFinancial 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.
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
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Perfect Solution for Law Firms
Revolutionary and Secure Solution. Easy to manage day to day activities like accounts/contacts, Case/matters, documents, appointments, deadlines, tasks, invoice and payment transactions, etc..