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ClientLogic

By ClientLogic

ClientLogic | Relationship & Marketing Tools for Law Firms

No Ratings
$480   USD/user/year
Industries
Financial Services
Professional Services
Business Need
Campaign Management
Event Management
Personalization
Requires
Platform Cloud
Compatible With
Sales Cloud
Marketing Cloud Account Engagement
Platform Cloud

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

Compatibility

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

App Details

Version
IntakeLogic/ver 0.22 0.22.0
Listed On
01/17/2025
Latest Release
09/22/2025
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.
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
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: 73
Custom Tabs: 6
Custom Apps: 1
Lightning Components
Global: 17
App Builder: 0
Community Builder: 0
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.
0.1.0
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.
01/15/2025

Additional Details

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.

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ClientLogic

London

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