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ClientLogic

ClientLogic | Relationship & Marketing Tools for Law Firms

Overview

ClientLogic helps law firms manage relationships, segment contacts, and support marketing and business development efforts.

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  • Contact & Company Management – Centralize and enrich contact and organization data with firm-wide visibility.

  • Relationship Intelligence – Uncover who knows whom and how well, with automatic relationship scoring and mapping.

  • List Segmentation – Create dynamic or static marketing and event lists based on roles, industries, geographies, and more.

  • Campaign Tracking – Monitor engagement across email, events, and other marketing efforts.

  • Activity Tracking – Capture and visualize client interactions across the firm, including meetings, emails, and touchpoints

  • Matter & Deal History – Understand client context with integrated views of historical engagements.

  • Enhanced Compliance – Stay ahead of regulatory requirements with built-in checks and safeguards that ensure ethical and legal standards are upheld.

ClientLogic is a relationship and marketing platform built specifically for law firms. It empowers business development and marketing teams to grow client relationships, run targeted campaigns, and gain insight into firm-wide engagement. With features like contact and company management, relationship mapping, list segmentation, and activity tracking, ClientLogic helps firms centralize client intelligence and streamline collaboration across departments. Designed for the unique workflows of professional services, ClientLogic supports client lifecycle management from first interaction through long-term relationship growth.

Categories

Business Needs
Campaign Management
Event Management
Personalization
Industries
Financial Services
Professional Services
Personas
Marketer
Sales Representative / Manager
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.
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.
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
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile