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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.