Salesforce Modules

Law Firm CRM

Optimize the administrative effort of your law firm - For a transparent client relationship, more growth and satisfaction.


Optimize your firm's administrative efforts with the #1 Client Relationship Management (CRM) module. From client acquisition and support to long-term retention, you have all the relevant information at a glance. With Salesforce's world-leading cloud-based CRM platform, all client management can be handled digitally from one place. Whether on the road or on a laptop - optimally adapted and user-friendly for lawyers, auditors and tax consultants. 

The end-to-end solution gives you a 360° view of your clients, mandates and other areas of activity. With just one click, all mandates can be created quickly and easily and processed directly from Salesforce.  

Thanks to the standardized system architecture, which includes out-of-the-box the industry standards and best practices of law firms, you save the tedious implementation process and thus minimize your costs! 

5 Reasons Why

  • Reduction of administrative effort and high degree of automation  

  • Increased customer confidence thanks to increased transparency  

  • High data quality through structured contact entry, intelligent address wizards and duplicate checking 

  • Highest data protection 

  • Easy integration capability with other third-party solutions, such as digital signature solutions, contract & invoicing solutions like DATEV

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