Modern law firms are handling increasing caseloads and rising client expectations, often without additional staff. To keep up, many firms are turning to Salesforce for law – the world’s #1 customer relationship management (CRM) platform trusted by 90% of the world’s Fortune 500 companies.
However, Salesforce alone does not include the legal-specific tools required for case and matter management. In this guide we will introduce you to how you can adopt Salesforce for legal operations as an out-of-the-box solution customized to your legal workflows.
The Growing Trend of Salesforce for Legal
You may be wondering “if Salesforce is so powerful, why doesn’t every legal team use it?” The answer is Salesforce was originally built for generic business use – primarily sales – and not specifically for legal teams.
While Salesforce for legal teams provides a strong foundation, it is not designed for legal case management. Without customization, a law firm would find Salesforce lacking important functions like intake processing, case management, or performance evaluation. Yet Law firms that attempt to customize Salesforce from scratch often face high costs, long implementation timelines, and missing critical features.
Bolt Data Legal solves this by delivering a ready-to-use legal operations platform built natively on Salesforce, including:
- Pre-built legal workflows (case intake, matter tracking, document automation)
- Secure client communications and compliance-ready trust accounting
- Real-time analytics for data-driven decision-making
In fact, Bolt Data Legal’s innovative approach was recognized with Salesforce’s 2024 Partner Innovation Award in the Business Services category, underscoring the impact it’s had on modernizing legal operations.
For more information, read our complete guide on Salesforce for Law Firms.
Why Law Firms Choose Salesforce + Bolt Data Legal
Bolt Data Legal was built for Salesforce so you can tap into unmatched security, seamless integration, and the flexibility your legal team needs to scale. Designed for fast-moving legal teams, it combines enterprise-grade compliance with user-friendly customization - no complexity, no clunky workarounds.
Here are 7 reasons your legal team will love Bolt Data Legal + Salesforce:
1. Centralized Client & Case Management
No more digging through inboxes, spreadsheets, or disconnected tools. Salesforce gives you a powerful, centralized hub for every client, matter, and communication.
But where Salesforce stops, Bolt Data Legal picks up; adding the legal-specific structure your team actually needs. Instantly access case details, legal documents, and every client interaction in one streamlined view.
It’s everything you need to manage clients and cases—without the chaos.
2. Business Development & CRM
Law firms rely on lead tracking and client relationship management. While Salesforce provides powerful CRM capabilities, it doesn’t include legal-specific automation. Bolt Data Legal customizes Salesforce for Law to handle legal lead tracking, consultation follow-ups, and client intake - helping firms convert more inquiries into retained cases.
3. Case & Matter Management
This is where Salesforce alone falls short for law firms. Salesforce does not include built-in case management, but Bolt Data Legal does. With Bolt Data Legal, firms can:
- Open new cases and assign team members (partners, associates, paralegals)
- Track case progress across investigation, discovery, and resolution
- Automate case workflows and reminders for critical deadlines
- View real-time dashboards of all open matters
Instead of spending months and significant investment custom-building case management in Salesforce, firms can adopt Bolt Data Legal’s ready-made legal workflows.
4. Client Onboarding and Intake
With the right configuration (or the help of legal-specific apps like Bolt Data Legal), a firm can evaluate new prospects using quick online intake forms and automatically route them to the appropriate legal team for review. This leads to a smoother start for new matters and significantly reduces the administrative burden on staff.
Bolt Data Legal provides a Quick Intake feature that captures essential client information and uses configurable workflows to streamline the intake process in Salesforce. The result is faster onboarding of new clients and less time spent on paperwork.
5. Legal Document Management & Automation
Salesforce supports document storage, but it does not provide legal document automation. Bolt Data Legal integrates document management into legal workflows, allowing firms to generate engagement letters, motions, or settlement agreements using pre-set templates populated with case data. In the case of Florin Roebig, after implementing Bolt Data Legal, the firm was able to measure a 50% reduction in the time from case sign-up to settlement on average, thanks to process improvements and automation.
6. Financial & Trust Account Tracking
Managing legal financials - such as trust accounts, settlements, and legal fees -requires industry-specific tools that Salesforce alone does not offer. Bolt Data Legal provides:
- Trust account management to maintain compliance
- Case-related expense tracking
- Automated settlement calculations tied to case records
By managing financials inside Salesforce for Legal, firms eliminate the need for separate accounting tools or spreadsheets.
7. Legal Analytics & Dashboards
Salesforce offers powerful reporting capabilities, but legal professionals need insights tailored to case performance, intake trends, billable hours, and trust balances. Bolt Data Legal provides pre-configured dashboards to help firms measure efficiency and revenue growth.
- Track new client intakes vs. previous months
- Monitor cases by stage and bottlenecks in workflows
- Gain financial oversight on settlements and trust accounts
Future-Proof Your Law Firm with Bolt Data Legal
Salesforce is a powerful tool, but to make it truly work for legal teams, you need a solution built for the legal industry. Bolt Data Legal bridges the gap - allowing law firms to fully leverage Salesforce for Legal while ensuring they have all the essential case management tools needed to operate efficiently.
Ready to transform your firm’s operations? Explore how Bolt Data Legal can empower your practice by booking a personalized demo today.
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