Law Squared previously had a collection of siloed systems which each served their own purpose, but the lack of integration created duplication of effort and data.
When Truong joined the firm and considered its digital strategy, he decided to rebuild its system architecture with Salesforce at the core.
“We wanted a system that was most technically mature and we felt that Salesforce was miles ahead in terms of its capabilities and flexibility as a platform for our business needs today and those of the future,” said Truong.
Law Squared partnered with Salesforce consulting partner Skie to build a fully integrated technology ecosystem in just three months. Client data is centralised in Sales Cloud and then directed automatically to the firm’s other systems, including Xero for accounting, Microsoft SharePoint for document management, and Qwilr for proposal generation.
The holistic solution has streamlined the end-to-end management of legal services, from client onboarding to the delivery of legal services to invoicing. For example, information gathered during discovery sessions is added directly to Sales Cloud and used to create proposals with a click of a button. This has halved the time to prepare proposals and customers can now view and sign them on their mobile, ultimately allowing work to commence sooner.
Finally, once work is complete, lawyers can trigger the creation of invoices inside Salesforce rather than sending requests to the accounts team. Removing this manual touchpoint from the process has saved the accounts team a substantial amount of time, allowing them to focus on matters of greater value and importance to the firm.
Law Squared also manages trust accounting through Salesforce. This highly regulated activity is managed by most firms using an industry-specific platform, but with the custom workflows available within Sales Cloud, the firm has built a fully compliant solution of its own enabling significant efficiencies for both the legal team and accounting team.
“While there are a lot of great legal technology platforms out there, these are either specific for law firms, or for in house counsel teams. Given the uniqueness of Law Squared and its business model we chose to bring together the best-in-class solutions that meet our needs, and integrate them with Salesforce,” said Truong.