top of page

OnLegal CRM & Matter Management for Salesforce

Transforming Matter Management with Salesforce

Salesforce Secure

Flexible & Scalable

Single Source of Truth

Group 1000004617.png

Legal CRM & Marketing

Manage Intake, gain a Client 360 & close more opportunities with OnLegal CRM.

With OnLegal for Salesforce, Firms can manage opportunities, streamline client intake, gain a customer 360 view, create client question sets, create impactful 1:1 client marketing communications.


OnLegal CRM works seamlessly with OnLegal Matter Management.

Group 696(1).png

Matter Management

OnLegal Matter Management for Salesforce allows firms to manage every aspect of Matters.

With OnLegal you can create & manage Matters, manage Matter Tasks, Record Time via Stopwatch & Timesheets, record expenses, gain a true client 360, send targeted & personalised marketing communications, create question sets.

OnLegal Matter Management can be integrated with other tools for Payments, Documents etc.

Implementation Services

We offer a range of different implementation services for OnLegal, ranging from simple Quick Start Implementations to Bespoke Implementations where custom development is required.

Every organisations we work with is different & has different requirements. Some require custom integrations with legacy systems, some have complex data migration requirements, some want to achieve something unique that solves a specific problem. We can help no matter the requirement.

Turbocharge Legal CRM & Matter Management with OnLegal for Salesforce


Let’s talk about your project.

We provide services & products to Salesforce Customers across a range of Industries.

bottom of page