How a Local Law Firm Utilized Salesforce to Improve Their Business Operations

When someone outside of the legal industry thinks of legal representation and law firms, they probably envision a lawyer showing up to court and arguing a case. They probably don’t consider the overwhelming amount of preparation, organization, and coordination it takes to successfully complete legal proceedings. As a law professional, you’re well aware of how critical coordination and easy access to information are during all stages of a case.

The Salesforce customer relationship management (CRM) platform is the ideal solution for law firms looking to improve efficiency, productivity, and customer relationships. Continue reading to discover how Abstrakt Cloud Solutions’ client partner, The Bruning Law Firm, took advantage of Salesforce’s powerful tools to improve their day-to-day operations dramatically.

‘With Salesforce, You Need Somebody To Help Out, Somebody To Consult With.’

The Bruning Law Firm was looking for a way to improve its business operations, enhance the client experience, and increase their return on investment in marketing efforts. After performing their due diligence, the firm settled on the leading CRM platform, Salesforce. They soon found out that taking advantage of the full spectrum of Salesforce’s various tools is a complex undertaking.

The firm initially built out the platform independently, only to find it became a time-consuming chore that took focus away from their core business functions. As AJ Bruning, partner at The Bruning Law Firm, said, “I was up sometimes until 2 or 3 in the morning putting stuff together. It just started to take so much of my time and energy from my actual business; I was spending so much time on Salesforce. I just couldn’t do it.”

Knowing he needed help, AJ turned to Abstrakt Cloud Solutions for our expert Salesforce consulting and management services. That phone call turned into a partnership that’s lasted over two years and continues to grow stronger. The law firm can remain focused on providing its clients with the highest-quality legal services knowing that Abstrakt Cloud is their CRM expert leading the way.

‘Our Growth Has Been Great Because of It.’

At its core, Salesforce centralizes data and automates processes through cloud technology. Without it, operations are slower, less organized, and inefficient. After switching to a CRM, the organization saw a substantial increase in work capabilities and organization.

As with most firms, automation and integration were top priorities at The Bruning Law Firm. Abstrakt Cloud customized the Salesforce platform to fit their unique requirements and operational processes. To improve and streamline operations, we:

Simplified the onboarding process by creating ready-to-go questions and follow-up materials for new and potential clients. Once someone is added to the CRM, you can track all of their information in a single location.
Eliminated business inefficiencies by optimizing Salesforce’s case management abilities. The platform automates data entry, billing, document management, client follow-up reminders, and more.
Integrated third-party applications within the platform. One of Salesforce’s key benefits is the ability to integrate data management tools that make your work easier and more impactful.
Designed the platform to build custom reports that allowed staff members to monitor project progress, success, and key performance indicators. With Salesforce, you have quick access to all the information about your firm anywhere and at any time.

AJ Bruning summed up how Abstrakt Cloud’s Salesforce management positively impacted his firm by saying, “Knowing that all those things were getting taken care of, that all those projects were getting implemented while I could just concentrate on running my business and making sure that aspects of what we were doing were running successfully … is just a great benefit for our organization.”

How Can Salesforce Help Your Law Firm?

Whether you’re looking to streamline processes or make the lives of your staff easier, Salesforce offers a wide variety of solutions and benefits for law firms.

Easily Accessed and Secure Data

Anyone in your firm with the proper credentials and an internet connection can access your client or organization’s data. That’s because Salesforce is fully cloud-based. No matter where an attorney or paralegal may be, they can rest assured knowing they’re able to access the necessary information quickly if a pressing issue arises.

The legal industry requires the highest level of security to protect law professionals, their clients, and anyone involved in a case. A Salesforce license includes a highly secure server that houses all of your critical data and ensures it stays safe.

Faster Lead Response Time

Desperation often leads those in need of legal representation to hire the attorney who gets back to them the quickest. Whether you’re using your website as a lead generation tool or your office takes calls, getting back to those clients is an essential part of growing your business.

We can develop your Salesforce platform to receive leads and store them in an easily accessible channel. Those in charge of reaching out to prospective clients can respond immediately to increase the likelihood of gaining their business. Additionally, you can automate the callback and follow-up process with scheduled reminders and tasks.

Enhanced Client Experience

With Salesforce, gone are the days of waiting on documents to be mailed to clients and then returned or having to stop by your office to sign a single contract. Cloud-based CRMs help save time and resources by promoting client-firm collaboration.

Salesforce gives you the ability to grant clients access to their documents, records, and any other relevant information they need. Not only does this simplify their lives, but it also allows you to nurture closer relationships.

Detailed Reporting

Salesforce generates graphical representations of reports known as dashboards. These dashboards combine data from reports you choose and offer a glimpse into key metrics and performance tracking. Abstrakt Cloud’s experience and expertise allow us to build precise visual representations of your data to make reports easier to understand for both employees and clients.

With Salesforce, law firms can make informed decisions using the most accurate data and reporting available. Report creation is so easy within Salesforce that at any moment, you can create and begin reading reports using any data stored within the CRM.

Track Marketing Effectiveness

As a law firm, you want to attract as many qualified leads as possible. With so many marketing strategies, it’s difficult to know which methods deliver the most leads. Salesforce makes tracking social media, SEO, and other forms of marketing simple.

Using Pardot, you can find out where gaps in your marketing and sales efforts exist. Once you’ve identified areas for improvement, Abstrakt Cloud configures Salesforce to help bridge those gaps through automation (emails, pipeline management, and data tracking tools) and manual strategies (phone calls, content creation, and client engagement). The robust reporting capabilities also help you track which campaigns are drawing the highest return on investment and which need to be adjusted for tremendous success.

Abstrakt Cloud Solutions Is Guilty on All Charges of Enhancing Law Firm Operations With Salesforce

No one can object to the power of Salesforce for law firms. However, trying to balance a busy work schedule while implementing and learning a CRM is a difficult task for anyone. Rather than go through trial and error or underutilizing your new business-enhancing platform, turn to Abstrakt Cloud Solutions.

As our partner client at The Bruning Law Firm said, “When I have a problem and it needs to get fixed right away, I’m confident in the fact that I’m going to reach out to somebody at Abstrakt, and they’re going to respond with an answer for me quickly. Having that in my back pocket and knowing I can contact them is just a great benefit for our organization.”

To find out more about how our Ridge Tier status and Salesforce consulting and management services can improve your legal sector organization, schedule a meeting today.