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Client Engagement for

Salesforce

Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management.

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Law Firms on Salesforce can radically transform Client Engagement.

Case Status is the Leading Client App Portal & Messaging Platform for Law Firms. Our Integration with the Salesforce CRM platform will drive the best engagement with your clients, driving better operations, better client satisfaction scores and drive business growth.

30%
Decrease in Phone Calls Within Weeks
90%
Reduction in Emails From Clients
130%
Net Promoter Score Increase from Average
800%
Increase in 5-Star Google Reviews

How This Integration Works with Case Status

Helpful Resources to Get Started

Headshot of Andy Seavers, CEO at Case Status, against a blue and grey background. A video play button icon is next to his name.

Salesforce Integration Overview

Integrate Case Status into your Salesforce ecosystem

Salesforce Radical Firm Outcomes

Pond Lehocky Giordano Saves Time and Drives Growth with Happy Clients

Salesforce Running the Law Firm Like A Fortune 500 Business

The team at Daggett Shuler take a big picture approach to apply best operational execution to their law firm, the same employed by the top-rated consumer brands outside of law.

Ready to get started with this integration? Please use these helpful links.

Salesforce Integration Setup & Overview
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Deliver better client experience at scale

Transform satisfied clients into powerful advocates for your firm with automated review and referral requests.
Back to Integration Partners
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+

Client Engagement for

Salesforce

Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management.

Law Firms on Salesforce can radically transform Client Engagement.

Case Status is the Leading Client App Portal & Messaging Platform for Law Firms. Our Integration with the Salesforce CRM platform will drive the best engagement with your clients, driving better operations, better client satisfaction scores and drive business growth.

30%
Decrease in Phone Calls Within Weeks
90%
Reduction in Emails From Clients
130%
Net Promoter Score Increase from Average
800%
Increase in 5-Star Google Reviews

Communications with

Salesforce

Drives Results

Salesforce

+ Case Status in Action

Helpful Resources to Get Started
Video
Integration Overview

Integrate Case Status into your Salesforce ecosystem

Resource
Integration Overview

Integrate Case Status into your Salesforce ecosystem

Video
Radical Firm Outcomes

Pond Lehocky Giordano Saves Time and Drives Growth with Happy Clients

Resource
Radical Firm Outcomes

Pond Lehocky Giordano Saves Time and Drives Growth with Happy Clients

Video
1 Million Client Logins

Pond Lehocky Giordano became the first law firm to reach 1 million client logins to their 5-star branded mobile app! Hear directly from the leaders at PLG about what this means for your law firm.

Resource
1 Million Client Logins

Pond Lehocky Giordano became the first law firm to reach 1 million client logins to their 5-star branded mobile app! Hear directly from the leaders at PLG about what this means for your law firm.

Video
Change Management Made Easy

Marc Whitehead & Associates not only partnered with the right technology, but also with the right people. See how the human element can make all the difference.

Resource
Change Management Made Easy

Marc Whitehead & Associates not only partnered with the right technology, but also with the right people. See how the human element can make all the difference.

Video
Client-Preferred Experience

Richard Harris Law Firm stays ahead of consumer trends by delivering the best client engagement with Case Status.

Resource
Client-Preferred Experience

Richard Harris Law Firm stays ahead of consumer trends by delivering the best client engagement with Case Status.

Video
Running the Law Firm Like A Fortune 500 Business

The team at Daggett Shuler take a big picture approach to apply best operational execution to their law firm, the same employed by the top-rated consumer brands outside of law.

Resource
Running the Law Firm Like A Fortune 500 Business

The team at Daggett Shuler take a big picture approach to apply best operational execution to their law firm, the same employed by the top-rated consumer brands outside of law.

Get to Know

Salesforce

SetupRequirements for full Salesforce integration capabilities:- Must have a login for a cloud-based version of Salesforce- Must have a Case Status API Key issued by the Case Status team- Must have a Case Status Login and must be configured prior to integrationThe Case Status team will aid your salesforce administrator in setting up the Salesforce integration. To set up the Case Status integration we must:- Whitelist the Case Status sub-domain (Expected task time: 10 minutes)- Upload the unmanaged Case Status Lightning Web Component (Expected task time: 5 minutes, plus 10-30 minutes for upload to complete)- Add Case Status iFrame to each matter and to the top menu bar (15 minutes)- Authenticate Salesforce and Case Status (Expected task time: 5 minutes)Create a new flow that will enable salesforce to (Expected task time: 30 minutes):- Add new cases to Case Status- Update the status of a case in Case Status- Close a case in Case StatusCreate a new flow that will enable salesforce to create custom notifications for users on a matter when a new message is received (Expected task time: 30 minutes).How the Integration Works- The Case Status platform can be fully utilized from within a Salesforce instance. The full Case Status platform can be added as a “Salesforce App Navigation Item” within Salesforce. Within each Salesforce object, the messaging component can be displayed within the matter plan or main view. This allows staff members to communicate directly within the matter. From the iFrame, a user can message a client, assign checklist items, send/receive documents, schedule messages, and access smart message templates.- Using flows, all new matters in Salesforce can automatically create a case in Case Status when the matter is added or updated. Flows can be filtered so that only specific cases are added using the filtering options. Matters must have a minimum set of information to be added to Case Status. See field mapping below. Case Status utilizes Practice Areas (also called Case Types). If the Practice Area does not exist in Case Status, it will be created automatically. The stages will be configured with your implementation manager using the Case Status templates.- When a matter is updated, such as the matter plan changes, or a custom field is updated, flows can utilize that custom field to automatically update the status of the case in Case Status or automatically close the case in Case Status. By default, flows will be set up so that if a stage is updated in Salesforce, Case Status will update to a matching stage. For example, if the stage is updated to Released from Treatment in Salesforce, in Case Status the case’s status shall also move to Released from Treatment. If a matching stage does not exist, the stage will remain the same in Case Status. Salesforce Flows can be configured so that if different stages are selected, update to a specific stage in Case Status. For example, if the stage is updated to Released from Treatment or Treatment Pending, update the stage in Case Status to Treatment Completed. Case Status can be configured so that if the stage is updated in Salesforce, update to a specific stage in Case Status, for example, if the stage is updated to Released from Treatment, update the stage in Case Status to Treatment completed. This mapping must be confirmed by your Implementation Manager if completed on the Case Status side.- When a new activity occurs in Case Status such as a message from the client, or a new client satisfaction (NPS) feedback survey is completed, Case Status syncs activity back to Salesforce every 2 minutes. The object to which these activities sync can be customized on a per firm basis. Flows can also be configured to copy the activities to different fields within salesforce or to create custom notifications for these activities.- When a new document is sent by a client to the firm, once per day, Case Status sync documents to Docrio. If a user is using Salesforce without Docrio, documents will not be saved to salesforce. When a new document is uploaded, a message notifying your firm will be created and will be saved to Salesforce notes. This message will contain a temporary link to the document, which expires within 24 hours. The documents are saved within a Case Status folder within each matter. A flow can be created to save that document in another folder and delete the original document.- Using Flows, an action in salesforce can automatically trigger a message to be sent on a case in Case Status. Any completed item, workflow, or activity can be utilized to trigger content to be sent to a client on a matter within Case Status.

Ready to get started with Salesforce integration via Salesforce? Please use these helpful links.

Salesforce Integration Setup & Overview

“...very strong and well organized. They even have an app the tracks your case live so you know exactly how your case is proceeding.”

David B.
to Pond Lehocky Giordano

“...has a client portal used for communication and if I sent a message, I never went 24 hours without a response from someone on the team.”

Sam W.
to Richard Harris Law Firm

“I could always reach a representative of the firm through the Case Status app that gave me a detailed progress and where I could look at the entire process on my case right from my phone.”

Tawana T
to Saiontz and Kirk
4.9 • 40,000+ Ratings

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