Legal Case Management for Salesforce CRM

Cut time spent on case
management to 50% by automating
your legal team’s workflow

Get complete control over case management. With no extra software licenses or
complicated setups, Bolt Data Legal is the software of choice for growing law firms.
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End-to-end management from demand to resolution
Ongoing, comprehensive
solution support
Customized to your
exact case workflow
Effortless set-up:
we do the heavy lifting

A customizable Salesforce solution
to automate your workflows

Law firms waste thousands of hours yearly on manual case tracking, scattered files, and endless staff oversight. Bolt Data Legal puts everything in one place, automates routine tasks, and gives your senior leaders 91% of their supervision time back.

One solution to streamline
your entire law firm

Step 1

Intake and assign
new clients in minutes

Smart intake forms collect exactly what youneed and automatically route cases to the right attorneys. No more lost clients, missing information, or time wasted on manual case assignment.
Step 2

Move cases forward without manual updates

Automated workflows guide each case through your process while tracking every detail. Your legal team always knows what to do next, and managers see progress at a glance.
Step 3

Track progress and profits in one place

Built-in dashboards instantly showcase progress, staff performance, and revenue metrics. Using real data, you can spot bottlenecks early and make improvements.
“We’ve 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. - Florin Roebig

Why top law firms
make the switch

91% reduction in
supervising attorney time
Unlike other one-size-fits-all tools, we build your exact ideal workflow into Salesforce.
50% time cut for legal team
- from sign-up to settlement
Keep your favorite tools while adding powerful case management.

Stop wasting your firm’s time with manual case management

Every day your firm loses money to inefficient case management, manual updates, and constant oversight. Bolt Data Legal fixes this by automating routine tasks, tracking every detail, and giving you complete control over your cases.

Book a demo to see how we can customize Salesforce to streamline your case management.

FAQs

How long does implementation take?
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Most firms are up and running within weeks, not months. We customize the system to your workflow during implementation, so you can start using it right away.

Do we need Salesforce licenses?
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Yes, you'll need Salesforce licenses, but unlike other solutions, you won't need any additional software licenses. This makes our solution more cost-effective long-term.

Is the Bolt Data Legal system flexible for future changes in our practice?
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Absolutely. Bolt Data Legal was designed with adaptability in mind, allowing firms to adjust workflows and integrate new requirements as they evolve. This flexibility ensures that firms can scale or modify processes easily without needing an entirely new system, a feature that many traditional platforms struggle with.

What level of client support can we expect from Bolt Data Legal?
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Bolt Data Legal offers highly responsive and personalized support, working directly with clients to troubleshoot, adjust, and optimize the system as needs arise. This collaborative approach ensures that legal teams can count on swift assistance, tailored guidance, and continued system improvements based on their feedback.

Is Bolt Data Legal recommended for firms of all sizes?
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Yes. Bolt Data Legal is particularly beneficial for firms seeking a system that scales with them, thanks to its adaptable workflows and streamlined processes that suit small to large teams alike. The platform’s flexible setup makes it ideal for firms looking to reduce errors, manage workloads, and improve efficiency without compromising the quality of legal service.