Empowering Efficiency: Learn How A Law Firm Streamlined Document Management and Boosted Productivity with Salesforce

The Challenges

Our client, a leading practice focused on delivering timely, high-quality legal services, faced significant hurdles in managing their legal templates and internal processes.

With various business requirements that needed to be reflected in client-facing documents, the firm found it challenging to maintain quick turnaround times. Additionally, the company’s team relied heavily on the Salesforce mobile app and needed solutions to improve efficiency on the go to improve their productivity and responsiveness.

The Solution

To address these challenges, Kelley Austin implemented a suite of customized solutions designed to streamline the law firm’s operations and optimize their Salesforce mobile experience:

Automated Legal Templates with Conga: Complex logic was applied within Conga to automate the creation and updating of legal templates, reducing the need for manual adjustments. This allowed the team to maintain consistency and accuracy in their documents, meeting tight deadlines with ease.

Custom Lightning Web Components: We developed custom Lightning Web Components that expedited various steps in the legal process. These components automated key actions and minimized repetitive tasks, enabling the team to work more efficiently and maintain focus on client needs.

Salesforce Mobile App Customization: To further enhance productivity, the Salesforce mobile app was customized for different user personas, providing a tailored experience based on specific roles within the firm. This approach improved usability and empowered the company’s team to accomplish more while on the go.

Customer Impact

The impact of these solutions was transformative for our client, driving improvements in productivity and efficiency. Key benefits included:

Reduced Manual Work: Automating legal templates significantly cut down the time the team spent manually updating documents, freeing up valuable resources to focus on more strategic, client-focused tasks.

Enhanced Mobile Productivity: With a tailored mobile experience, team members could now access the tools and information they needed while away from their desks, keeping operations moving smoothly regardless of location.

Improved Turnaround Times: By expediting internal processes, our client was able to meet demanding timelines more consistently, improving their service delivery and responsiveness to client needs.

This Salesforce transformation not only addressed our client’s immediate challenges with document management and mobile productivity but also set the foundation for a more efficient and client-centric operation. Through the strategic use of automation, customization, and tailored mobile functionality, the company is now positioned to better serve their clients, focusing less on administrative tasks and more on providing exceptional legal support.

With the right technology in place, companies in the Professional Services Industry like our client can drive meaningful change and deliver exceptional value to their clients.