Salesforce Secure
Flexible & Scalable
Single Source of Truth
Legal CRM & Marketing
Manage Intake, gain a Client 360 & close more opportunities with OnLegal CRM.
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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.
Matter Management
OnLegal Matter Management for Salesforce allows firms to manage every aspect of Matters.
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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.
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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.
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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.
