Optimize practice management with Agentforce.

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·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 Gooch Chief BD and Marketing Officer, McDermott Will & Emery Read the story

·Engage clients intelligently across their journey.

·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.

·Unlock client insights with a 360 degree firm-wide view.

·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.

·Use AI agents to find and connect to legal resources.

·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.

·Create personalized client campaigns that build trust.

·Leverage client data and AI to create personalized client marketing campaigns; strengthening relationships and driving growth for your firm.

·Turn client insights into opportunities and revenue growth.

·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 firm operations with AI-powered solutions.

·Accelerate business development with the power of historical data and AI, streamlining processes to efficiently generate RFPs, client proposals, pitch materials, and more.

·Unleash the power of AI securely and compliantly.

·Empower teams to collaborate, share data, and use AI securely to ensure privacy, cost-efficiency, and controlled access.

·Enable internal and external data sharing and collaboration.

·Combine your firm's internal and external data sources with Agentforce to enhance collaboration, improve decision-making, and elevate client experiences.

·Create a data foundation to power an AI-driven future.

·Unify your firm's data to streamline workflows, enhance client experiences, and leverage AI for efficiency and long-term success.

·Sales Cloud

·Empower attorneys, business development, and marketing with a unified client view to build stronger relationships and drive growth. Learn more

·Marketing Cloud

·Personalize client experiences and optimize each campaign with data-first solutions for any channel and device. Learn more

·Agentforce

·Scale your workforce with agents for any business use case to drive customer success alongside humans. Learn more

·Data 360

·Activate client data across Salesforce apps and offer your team key insights and contextual data. Learn more

·Salesforce Platform

·Build safely on a unified metadata platform which includes security and privacy, workflow automation, low code development, and more. Learn more

·Tableau

·Make better business decisions with the world's leading data and analytics platform. Learn more

·MuleSoft

·Integrate all your data, systems, or AI models, and automate any task or process to drive real value. Learn more Learn more Try for free Webinar

·Transforming Legal Growth: How Kirkland & Ellis Modernizes Marketing, BD, & Attorney Experience

·Watch the webinar Webinar

·What Corporate Legal Can Learn from Consulting: Leveraging AI for Revenue & Transformation

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·Client-Centric Law Firm: McDermott Will & Emery's Tech-Forward Vision

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·AI Revolution Unveiled: How AI is Transforming the Legal Industry

·Read the article See all resources

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·What is a legal CRM?

·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.

·Who uses a legal CRM most often in law firms?

·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.

·What are the benefits of CRM software for lawyers?

·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.

·What is the best CRM for law firms?

·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.