Transform your law firm with Agentforce.
Leverage secure, AI-powered solutions to unlock your law firm's data, driving business development and empowering client-facing teams to deliver more personalized and impactful engagements.
Top law firms boost growth and client ties with Salesforce.
The Salesforce Platform has been the key to our success and the foundation from which we build a data-driven strategy. We're providing this one source of truth for our attorneys and our business development and marketing teams.
Elizabeth GoochChief BD and Marketing Officer, McDermott Will & Emery
Maximize billable hours and strengthen top client relationships.
Harness integrated data and AI-powered solutions to enable deeper client understanding, personalize engagement, and proactively address both client and firm needs.
Optimize firm-wide client engagement with AI agents that autonomously handle inquiries, update client records, and personalize interactions — freeing lawyers to deepen relationships and drive the firm's growth.
Unify client data for a complete view of relationships, needs, and history, enabling proactive, data-driven decisions, boosting efficiency, and delivering a more personalized client experience that enhances engagement and strengthens firm-wide client relationships.
Maximize firm resources with AI agents that match talent to matters, automate expert curation, streamline connections, and enhance collaboration — driving faster, more efficient, and targeted legal operations.
Drive growth with AI-powered marketing and attribution.
Use Agentforce and connected data to gain real-time insights, boost revenue, refine marketing precision, and make data-driven decisions that enhance client engagement and drive firm growth.
Leverage client data and AI to create personalized client marketing campaigns; strengthening relationships and driving growth for your firm.
Transform non-privileged client data into AI-powered insights, real-time analytics, and recommended actions — helping you accelerate pitches and capitalize on billiable opportunities.
Accelerate business development with the power of historical data and AI, streamlining processes to efficiently generate RFPs, client proposals, pitch materials, and more.
Unify, secure, and leverage client and firm data.
Integrate connected firm data with Agentforce on the secure Salesforce Platform to enable smarter decision-making, streamline operations, boost productivity, and drive sustainable growth.
Empower teams to collaborate, share data, and use AI securely to ensure privacy, cost-efficiency, and controlled access.
Combine your firm's internal and external data sources with Agentforce to enhance collaboration, improve decision-making, and elevate client experiences.
Unify your firm’s data to streamline workflows, enhance client experiences, and leverage AI for efficiency and long-term success.
Build your legal solution with the following Salesforce products:
Sales Cloud
Improve sales rep efficiency with automated, intelligent sales tools that help your business scale.
Marketing Cloud
Personalize client experiences and optimize each campaign with data-first solutions for any channel and device.
Agentforce
Scale your workforce with agents for any business use case to drive customer success alongside humans.
Data Cloud
Activate client data across Salesforce apps and offer your team key insights and contextual data.
Salesforce Platform
Build safely on a unified metadata platform which includes security and privacy, workflow automation, low code development, and more.
Tableau
Make better business decisions with the world's leading data and analytics platform.
MuleSoft
Integrate all your data, systems, or AI models, and automate any task or process to drive real value.
Keep up with the latest legal trends, insights, and conversations.
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Salesforce for legal FAQs
Customer relationship management (CRM) is a system that provides law firms a way to manage their client relationships, marketing business development, pitches and matters, and drive firm growth.
Partners and attorneys use CRM to get close to their clients and drive revenue for the firm. Marketing business development uses CRM to create new opportunities for the partners. Managing directors use CRM to oversee the overall growth and health of the firm.
CRM can turn everyone into a rainmaker. CRM helps lawyers get closer to the clients and ensures the firm is top of mind for new litigation opportunities through rich client insights and proactive alerts. It automates manual tasks, increases cross-selling, and improves collaboration across the firm.
Salesforce is consistently ranked as the #1 CRM provider every year by a variety of organizations. Salesforce has legal customers that include the largest enterprises as well as small- and medium-sized businesses who use our CRM and Agentforce solutions.
Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.