Clientlogic
Categories
Product Overview
ClientLogic is a Salesforce-native client lifecycle management system designed specifically for law firms. It integrates client intake, marketing, and opportunity management into a unified platform, enabling firms to organize, track, and optimize business development and client relationships. By centralizing relationship data, ClientLogic empowers business development, marketing, and client service teams to build stronger relationships and drive revenue.
Features
- Configurable online intake forms and portals that capture prospective client information directly into the system.
- Automated workflows that route new leads, send acknowledgments, and schedule follow-ups, ensuring that prospects do not fall through the cracks.
- Funnel and pipeline visualization to give law firms visibility into conversion rates and where bottlenecks may exist in the intake process.
- Unified profiles for both prospective and existing clients, linking communications, documents, and interaction history in one place.
- Tools to track relationships across matters and understand the full context of each client engagement.
- Integration with Microsoft 365 and most leading legal technologies, including ERM, eMarketing, billing, and document management systems, to create a single source of truth.
- Robust analytics and dashboards that provide leadership with full visibility into pipeline, engagement, and growth performance.
Company Details
- Headquarters
- 🇬🇧 London, United Kingdom
- Type
- Legal Tech Vendor