Salesforce for law firms, delivered in weeks — not quarters.

Salesforce Implementation

New Salesforce org built for how your firm actually works.

Investment

Starting at $8,000

Timeline

8–10 weeks

Ideal for: Firms moving off spreadsheets, shared inboxes, or a legacy CRM.

For firms new to Salesforce, we design and implement a practical, scalable setup — tailored to law and professional services workflows.

What's included

• Sales Cloud and Service Cloud for matters and client service
• Marketing Cloud for email, nurture, and client communications
• Core objects, fields, record types, and page layouts for intake and service
• Business process automation with Flows and approvals
• Initial reports and dashboards for partners and leadership
• Training, UAT, go-live, and hypercare included

Org Audits, Cleanup & Optimization

Turn a messy org into a system your team actually uses.

Investment

Fixed-scope project

Timeline

3–6 weeks

Ideal for: Firms with an existing org that has grown messy or no longer fits how the business runs.

If Salesforce feels slow, clunky, or overbuilt, we audit what you have, simplify what you can, and document what remains so future changes are safer.

What's included

• Full audit of configuration, automation, and business processes
• Simplification of Flows, validation rules, and legacy automation
• Cleanup of unused fields, layouts, and technical debt
• Better reporting and dashboards for practice leaders
• Full documentation so every future change is safer

Automation, Integrations & AI

Bring more of your work into one system.

Investment

Scoped to your needs

Timeline

4–8 weeks

Ideal for: Firms juggling disconnected systems or planning AI-assisted workflows.

Streamline operations by connecting Salesforce to the tools your firm already uses — and lay a clean data foundation for AI and analytics.

What's included

• Intake, conflicts checks, matter progression, and follow-up automation
• NetSuite ↔ Salesforce integration via Boomi
• Connect QuickBooks, Stripe, Gmail, Outlook, and more
• Consolidate disconnected tools and spreadsheets into Salesforce
• Structure data for AI and predictive analytics

Ongoing Admin & Managed Services

Your external Salesforce admin — without a full-time hire.

Investment

$150 / hour

Timeline

Min 10 hrs/month

Ideal for: Firms that need steady Salesforce support but don’t need a full-time admin.

Once your org is in a good place, we stay on as your outside admin. You get a prioritized backlog, small improvements, and a steady hand on the system.

What's included

• Backlog management and clear prioritization
• Small enhancements, new automations, and data fixes
• New feature rollout, user onboarding, and training
• Monthly health report with recommendations