Phil Neal Walker Law Corporation judges cloud-based legal platform a success

Challenge

• New law firm, focused on international workers compensation defense, wanted a case-management platform
• With a “virtual” office, needed an easy way for remote staff and clients to stay connected
• The ability to keep clients updated on cases 24/7 was essential
• Wanted to apply a “sales” methodology to legal profession by tracking leads through the pipeline

Solution

• Considered Time Matters practice management software, but wanted a more flexible, cloud-based solution
• Chose Salesforce CRM Enterprise Edition and the Force.com platform for industry-leading CRM, easy customization, language and currency support, and cloud-computing model
• With help from salesforce.com partner Force by Design, built Force.com applications to manage legal documents, client communications, and billing
• Deployed to 10 employees and independent contractors spread across U.S.; expansion planned to Canada, Australia, India, China, and Indonesia
• Google AdWords (automatically integrated) captures search engine marketing leads and tracks through sales cycle
• Easily monitors clients from initial contact through depositions, case handling, and consulting projects
• Salesforce CRM Service customer portal lets clients get real-time updates – at any time – on case status
• Force.com customizations give fast access to case details and billing information; consolidate client data for online billing
• Conga Merge from the AppExchange easily creates documents from Salesforce CRM data
• Plans to add mobile access so Salesforce CRM data can be used and updated via iPhone

Results

• Phil Neal Walker Law now gives clients 24 x 7 x 365 access to their case information so they are always on top of the latest development
• Cloud-based legal platform supports “virtual” firm and allows easy expansion into additional markets
• Easily manages client cases in multiple countries with consolidated billing
• Quickly built infrastructure capable of managing workers comp cases for large clients
• Industry-leading client service includes real-time case updates, online service orders, and credit card billing
• Salesforce CRM helps transition contacts into paying customers