Salesforce CRM for Legal

Digitization & Control of Managing your Legal Cases

Robust Case Management For Your Legal Firm

Managing legal cases from start to finish is complex enough without worrying about the technology on how to effectively manage key case and client details along the way. Your growing law firm wants to realize the benefits of a completely digital intake process, smarter lead-management automation, and integration to key marketing tools to name a few.

EMZ Cloud Solutions is an expert in implementing and customizing Salesforce CRM for legal clients. We provide a strategic partnership to lead your business through your digital transformation through technology advisory, change management, custom CRM integrations, and other phases. Guided by the belief in making technology work smarter for businesses, we help achieve your strategic vision, improve business outcomes, and increase the value of your investment.

See How We Delivered a Robust Case Management Solution with Salesforce CRM for Legal

Case Study Coming Soon!

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7 Key Benefits of Salesforce CRM for Legal

  1. Complete Digitization and Control of your Intake Process. Access to an end-to-end client management solution from start to finish from the first client contact to the final case closure.
  2. Powerful Lead Management with Automated Follow-up. Manage and nurture leads with dynamic automated follow-up to proactively turn quality leads into clients.
  3. Insightful Reporting and Analytics. Get the right data insights from self-service reports and analytics to make informed, actionable decisions to help your clients move forward faster.
  4. Integration with Leading Marketing Automation Tools. Integrate your solution seamlessly with leading marketing automation tools to take advantage of a full suite of marketing features to reach potential clients.
  5. Robust and Customizable Case Management that Fits the Needs of Every Type of Legal Firm. Realize the benefits of a flexible and scalable solution tailored to meet the needs of your distinct firm.
  6. Branded Portal Access to Customers and Partners. Provide your customers and partners access to a branded portal custom-built for your firm to collaborate and work together.
  7. Mobile Access Tailored to Specific Roles within the Firm. Provide the right people, the right access through convenient and secure mobile access.

25+ Consultant Certifications

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The team at EMZ Cloud Solutions has been terrific to work with on projects big and small, the biggest difference I’ve noticed is in their ability to respond to concerns, changes and service issue in a timely manner. EMZ also excels in their ability to truly understand the needs of the customer and also anticipate functionality that was not specifically requested. On one large project we worked on, EMZ made several helpful suggestions that were not originally scoped because they truly understood the needs of the project and the end-user and were able to meet those needs through the expert knowledge of what Salesforce is able to do.

KCRW started working with EMZ Cloud Solutions to improve and clean up an early prototype of the NGO starter pack that was in need of much updating. We have been working with the EMZ team for close to two years now, and they have been an integral part of our team, handling everything from development, CRM strategy, and day-to-day administration of our Salesforce org. We highly recommend them.

EMZ Cloud Solutions has been a great resource to us here at Mathnasium. They have provided extensive support in our CRM functionality, with focus on increased efficiency, and usability. They handle requests quickly, rather large or small, and assist us with great service and helpful advise. Their contribution to our success and our ability to better serve the children we help is significant.