case management on salesforce

One platform to streamline your entire law firm.

Master case management with a customizable solution that simplifies legal workflows to maximize profitability.

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Automate Case Tasks

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Quickly Generate Documents

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Monitor Legal Teams

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Control Firm Performance

How it Works →

BOLT DATA LEGAL Features

Give your legal team the tools they need to succeed.

Client Intake

Evaluate and process new clients quickly

Task Automation

Assign case tasks and track progress

Doc Management

Create and organize documents and files

Time Tracking

Record billable time with just one click

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Integrate Every Tool for Seamless Workflows

HOW BOLT DATA LEGAL WORKS

Powerful automations with a user-friendly interface.

1. Auto-create a new case

Use templates to quickly intake new clients and sign agreements

2. Assign the case team

Assign attorneys, paralegals and staff with auto-assigned tasks

3. Process the case

Accurately track each stage from demand to resolution and closure

4. Evaluate performance

Report and analyze firm productivity and financials

How it Works →

CLIENT SPOTLIGHT

FlorinRoebig Transforms Productivity with Bolt Data Legal

star_rate

“We’ve successfully reduced our supervising attorney time by 91% managing legal teams and tasks since implementing Bolt Data Legal.”

Chad K. Florin, M.B.A., LL.M.

91%

Time Saved

WHY BOLT DATA LEGAL?

A case management solution designed for you.

Customizable to specific needs

Every law firm is unique and our case management solution is designed to be highly adaptable to address specific requirements.

Best-in-class security and reliability

Protect sensitive client data and documents with Salesforce's trusted platform that monitors threats and encrypts all stored data.

Built to scale with business

As a firm grows and expands, our case management solution is built to evolve and remain future-proof to keep meeting firm needs.