Six things lawyers never knew they could do automatically with Salesforce
- Use it for contract management and get automatic reminders, 90/60/30/14/7/day before/day of on all court dates, contract deadlines and obligations
- Email and forward anything directly into Salesforce via a dedicated email-to-Salesforce address.
- Get social with your clients with Chatter, a secure, private texting app that can automatically sync to any record, event, activity, matter or document in Salesforce.
- Provide clients with a secure, password-protected portal where they can see real-time status updates and calendar events relating to their matters and cases.
- Send automatic courtesy follow-up emails to your clients on your custom stationery .
- Do all of your work on your tablet or phone, from anywhere at anytime.