It’s simple.
You already have Salesforce. I can tell you why it is not working the way it should, and what to fix first.
Salesforce can be a secure, powerful operating system for your practice. But only if it is configured around how legal work actually moves: client intake, matter management, deadlines, documents, billing, follow-up, and client communication.
If your firm already uses Salesforce, I’ll review your system and show you where it is slowing you down, what can be simplified, and what should be fixed first.
That’s the 90-minute Salesforce For Lawyers audit.
You’ll leave with a plain-English action plan, not a generic software assessment.
Flat fee: $1,500.
To start: Schedule a free 15-minute consultation to see whether your Salesforce setup can be simplified, improved, or made more useful to your team.
Relevant systems I’ve built:
- Rights Engine for Yahoo! Media Group
- Contract Administration Database for Yahoo! Business Affairs
- Digital Contracts Management Database for Fox Sports Cable Networks
- Automated DMCA takedown system for Fox Sports Cable Networks
- Rules Engine and Accountability Database for The Walt Disney Company