Unlock the Capabilities of Mitratech CaseCloud™

Strengthened by Salesforce for Law Firm Functionality and Support

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Which Salesforce-Powered Tools in Mitratech CaseCloud™ Can Help Your Law Firm Work Smarter?

Mitratech legal case management provides access to various Salesforce-native services and products. Because they’re on the cloud, you and your team can access files and collaborate regardless of your location.

Access to Salesforce Genie Customer Data Cloud

Connect your client data from any device, app, or real-time stream with out-of-the-box connectors
Empower any department with unified client profiles that adapt to client activity in real-time, giving teams a better understanding of clients’ legal needs
Automatically synchronize and harmonize all of your data into one client graph.
Create personalized campaigns, journeys, and moments for leads and clients to capture their attention and sell your brand
Use automation to scale productivity and quickly close deals
Use industry specific tools to grow your law firm or enterprise

Connection with Salesforce Sales Cloud

Automate complex firm processes with workflows and activity tracking
Optimize outcomes with real-time data across every channel to increase revenue
Track client interactions and information in one place
Forecast and manage pipeline
Keep all client and case information up to date
Nurture leads
Monitor the effectiveness of marketing and communications campaigns

Sales Cloud Also Offers Various Add-Ons, Including:

Revenue Cloud: An all-in-one revenue platform with billing, CPQ (configure, price, quote), and subscription management. It helps lawyers find efficient growth on any channel
Territory Planning: Allows in-house legal departments and other teams to distribute resources efficiently by tracking alignment history and comparing alternatives to get the best coverage
Sales Engagement: Empowers teams to activate every sales channel via a single app that lets users access, manage, and update CRM data.

Optimized Use with Salesforce Service Cloud

Offer seamless collaboration with clients so you can create client-focused documentation and contracts
Resolve queries quickly using the Slack-First Customer 360 integration
Equip case management teams to communicate with clients in real-time through Live Agent
Establish a self-service center for clients with convenient options for paying bills, booking appointments, and checking account balances
Use omnichannel routing to deliver inquiries and cases automatically

How Does Mitratech CaseCloud™, Leverage Salesforce for Law Firm Capabilities?

Support for Salesforce Marketing Cloud

Automate engagement across every channel, including email, mobile, web, and more
Drive return on investment (ROI) and optimize marketing performance with AI-driven analytics
Personalize moments with Salesforce Genie Customer Data Cloud’s real-time data

Connection with Tableau

Visualize and explore data to get automated insights for your law firm’s marketing pipelines and cases
Use intelligent predictions, flows, and recommendations to uncover answers to business-critical queries
Act on Salesforce Genie Customer Data Cloud’s real-time insights
Make high-quality, secure data available when needed by ensuring control and visibility

Industry Solutions