Streamline Legal Operations with Mitratech CaseCloud™
The leading legal case management solution built on the Salesforce platform.
Curated for Law Firms and Legal Teams. Powered by Salesforce.
Built on the Salesforce platform, which allows developers to build robust and configurable applications, CaseCloud™ comes equipped with the native capabilities of Salesforce’s rich functionality across use cases.
With CaseCloud™, legal teams can effortlessly complete routine tasks and collaborate in real time on legal cases – all while leveraging Salesforce’s native and robust reporting and analytics to make data-driven decisions.
Meanwhile, seamless compatibility and built-in integrations with the tools that legal teams use on a daily basis set the stage for a secure workflow through the entire case management lifecycle.
How Does Mitratech CaseCloud™, Leverage Salesforce for Law Firm Capabilities?
Managing client data, deadlines, and documents across multiple systems can quickly lead to inefficiencies — and costly mistakes. Missed dates, lost files, and inconsistent communication don’t just slow you down; they risk client trust and business growth.
Mitratech CaseCloud™ brings order to the chaos. Built on the Salesforce platform and tailored specifically for legal teams, CaseCloud™ delivers enterprise-grade matter management with the legal features law firms need to stay efficient, responsive, and competitive.
Key Capabilities Include:
- Real-Time Performance Dashboards and Reporting
- Centralized File Syncing and Document Sharing
- Complete Client and Matter Activity Tracking
- Lead and Contact Management Tools
- Built-In Marketing and Conversion Insights
- Automation for Routine and Complex Legal Processes
Transform the Way Your Firm Works
Explore Mitratech CaseCloud™, the Leading Legal Case Management Solution, Backed by Salesforce for Law Firm Capabilities and Support.
Request a DemoExplore the Value of Leveraging a Salesforce-Native Solution for Law Firms with Mitratech CaseCloud™
When attorneys use Mitratech legal case management, they can unite legal, sales, marketing, service, and IT teams from anywhere. Law firms, government entities, and corporate legal departments can also use Mitratech’s Salesforce-built platform to perform a wide range of tasks – anytime, anywhere, on any device.
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Provide excellent service through a better understanding of client interactions with the firm
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Use real-time reporting and dashboards to analyze client and lead behavior
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Leverage known and highly-configurable technology to create client-focused documentation and agreements
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Empower teams to work better, remotely
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Engage clients with empathetic and relevant digital marketing
Real Customers. Real Results.
"We’ve been using Salesforce since 2009 and made the move [to CaseCloud™] in 2011. Our firm has been able to grow our team and revenue and improve our service to our clients. The power of the Salesforce platform is tremendous and allows us to tailor the system to meet our specific business needs. Being able to easily integrate other AppExchange apps like Conga, Conga Sign, NetDocuments, Zoom, Blackthorn for SMS, etc. helps us round out our end-to-end processes using one platform. The team at CaseCloud™ have been great to work with over the years. I highly recommend!”
Mitratech Legal Case Management Gives You Seamless Access to the Full Power of Salesforce for Law Firms
View the CapabilitiesSee How Law Firms Are Automating with Mitratech CaseCloud™, Powered by Salesforce
Now that you understand the power of the Salesforce platform and its potential in legal operations, let’s explore how Mitratech leverages it to deliver purpose-built legal automation. With Mitratech CaseCloud™, legal teams gain access to specialized tools that boost productivity and improve work-life balance by automating repetitive tasks—freeing professionals to focus on high-impact, strategic work.
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Email Templates
Use Salesforce email templates to deliver personalized emails to your target audience, whether they are business partners, clients, or managers
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Contract Management: Record Creation and Automation
No-code workflow automation that allows anyone to automate tasks in minutes
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Payment Collection
Configure payments, structure pricing, give quotes, and automatically bill clients to never miss a payment
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Time Tracking
Automated time tracking enhances efficiency by minimizing errors, improving billing accuracy, and saving time
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Matter Management
Centralize all case data – from intake to resolution – in one platform
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Spend Optimization
Streamline invoice processing and eBilling, communicate timekeeper information and rates, capture negotiations, and collaborate on budgets in real time
Purpose-Built on Salesforce: How Mitratech CaseCloud™ Delivers for Law Firms of All Sizes
Law firms have much to gain from using Mitratech’s Salesforce-native capabilities for legal, including an extensive ecosystem of people trained on the platform, customization, automation, and integration with thousands of other software solutions, such as e-sign, telephony, e-mail, text messaging, and document management. You can take advantage of the following benefits through Mitratech’s legal case management solution, built on the Salesforce platform.
Expansive Ecosystem of Integrations and Partners
Mitratech Salesforce for Law Firms offers a vast ecosystem of integrations, enabling real-time data imports from third-party apps, spreadsheets, and systems. These integrations provide a comprehensive view of client accounts, enhancing decision-making. With Mitratech legal case management and Salesforce technology, your data is unified in one system for simple but robust reporting.
©2025 Mitratech, Inc. All rights reserved.
©2025 Mitratech, Inc. All rights reserved.