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.
Client Engagement
We help Salesforce firms drive client engagement by giving a window into all the great work your team is doing on their case. Say goodbye to emails and calls asking, "what's going on with my case?"
Enhanced Communication
We compliment Salesforce with communication automation, mass messaging & a platform that is always in reach: on your client’s smartphone via a 5-star App.
Grow The Law Firm Business
We are radically-focused on improving client satisfaction, lowering OPEX, driving 5-star reviews, & growing new business through referrals.
AI-Powered Client Intelligence
Case Status uses AI to prioritize urgent messages, draft personalized responses, and surface insights from every client interaction — so your team spends less time triaging and more time practicing law.
Law Firms on Salesforce can radically transform Client Engagement.
How This Integration Works with Case Status
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Helpful Resources to Get Started
Getting Started with Case Status
Connect Case Status to your firm’s existing system and start improving client communication in days — not months. No dedicated IT team required.
Step 1: Connect Your System
Our team works with you to connect Case Status to your case management system and map key fields like contacts, case stages, and milestones. Most integrations are configured quickly with minimal lift from your team.
Step 2: Configure Your Client Experience
We help you customize statuses, messaging, and notifications so updates automatically flow to clients at the right moments. This ensures communication is consistent, branded, and aligned with your firm’s workflow.
Step 3: Go Live and Invite Clients
Once synced, you can begin inviting clients to the Case Status app right away. Your team continues working in your existing system while Case Status handles real-time updates, messaging, and engagement behind the scenes.
Salesforce
Integration FAQs
No. Case Status integrates directly with Salesforce so your team can continue managing records in Salesforce while client-facing updates sync automatically into Case Status.
Yes. Client communications and attachments sync back to the corresponding Salesforce record to maintain a complete system of record.
Case Status can map custom Salesforce objects and fields during implementation to ensure accurate data flow and support automated client updates.
Internal Salesforce notes remain private. Only updates intentionally shared through Case Status are visible to clients.
New leads and contacts typically sync to Case Status in near real-time.