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Victoria Switzer
2024年3月26日 17:56
Who on here uses Litify?
3 件の回答
  1. Trevor Bisset (LogicRain Technologies, Inc.)
    1月29日 4:52

    We've been a Salesforce partner for 15+ years and have done a number of enhancement projects with Litify customers. 

     

    So - not a law firm or end user ourselves, but we have a lot of experience working with Litify customers, hearing what they love about the product and also what they wish it could do (the latter is why they hire us). 

     

    If you have any questions feel free to message me here on TC.

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Mirela Brown (Institute for Justice の Director of Salesforce Operations) が「#Case Management」で投稿
2025年1月14日 20:38

Hello Ohana!

 

Any Salesforce Admins here working at a Law Firm willing to share how Legal Case Management is set up for them? 

We are currently using Salesforce for fundraising, and thinking of expanding to the Legal part of the Organization, and I am debating on how to go about it! 

 

Would love to chat! :)

 

#Case Management  #Law Firm

2 件のコメント
  1. Anthony Latunski (Level Up CRM)
    2025年2月10日 13:24

    @Mirela Brown I would recommend reaching out to Mohammed Al Rawi, the CIO of the Los Angeles County Public Defender's office.   They have done a lot with Salesforce.  Although he is extremely busy and it might take awhile to get on his calendar, I have always found him willing to meet with people and talk about how the LA public defender's office transformed their business with Salesforce.   I would just go on LinkedIn and connect with him. 

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Daniel Maxwell (Tombs Maxwell LLP) が「* Sales Cloud - Getting Started *」で投稿
2018年5月28日 21:23

Hello! I'm not sure if I'm posting this in the right place, so if not--please point me in the right direction. 

 

I'm new to Salesforce, and I'm setting up my org for a law firm. My question/issue relates to how to structure/organize my data. We are an estate planning law firm, so we have clients (who are individuals). The clients are often referred to us by other professional firms (like financial advisory companies) and/or by the individual financial advisors at those companies. What I'm struggling with is how to set up my data.

 

Here's what I'm thinking: For individual clients I should use the Contact object. For the individual financial advisors, I should also use Contacts? For the financial advisory companies, I use Accounts. 

Here's where my issue comes in: I'd like to be able to see/track all of the clients that come from a single advisory firm. My concern is this: if I use "Contacts" for both the individual clients and the individual financial advisors and connect all those contacts to the Advisory Firm Account, I'm worried that all that data will be mixed. 

 

Is there a better way to structure my data? Can I create different contact record types for "clients" and "financial advisors"? Is there a way to separate the types of contacts related to an Account? 

 

To summarize my current plan:

Individual clients = Contact object

Individual financial advisors = Contact object

Financial advisory company = Account object

 

Do I link both individual clients and individual financial advisors to the same account? Is there a better way to relate this data?

 

Thanks in advance!

4 件のコメント
  1. Ramesh BN (Self)
    2024年5月15日 3:29

    Daniel, i used chatgpt to check its suggested method. Its view is as follows

     

    Setting up your data structure in Salesforce for your estate planning law firm involves organizing your data in a way that reflects the relationships between clients, referring firms, and individual advisors. Here's a suggested approach:

    1. Object Structure:
      • Client Object: Create a custom object named "Client" to store information about your clients. Include fields such as name, contact information, relevant dates (e.g., birthdate, date of initial consultation), and any other relevant details.
      • Referring Firm Object: Create another custom object named "Referring Firm" to store information about the professional firms that refer clients to your law firm. Include fields for the firm's name, contact information, and any other relevant details.
      • Advisor Object: Create a custom object named "Advisor" to store information about individual financial advisors associated with referring firms. Include fields for the advisor's name, contact information, affiliated firm, and any other relevant details.
    2. Relationships:
      • Client-Referring Firm Relationship: Create a lookup or master-detail relationship between the "Client" and "Referring Firm" objects. This allows you to link clients to the referring firms that referred them to your law firm.
      • Advisor-Referring Firm Relationship: Similarly, create a lookup or master-detail relationship between the "Advisor" and "Referring Firm" objects. This allows you to link individual advisors to the referring firms they are associated with.
    3. Data Entry:
      • When adding a new client record, associate the client with the referring firm that referred them to your law firm. You can do this by selecting the appropriate referring firm in a lookup field on the client record.
      • Optionally, you can also associate clients with specific advisors within the referring firm if there is a designated advisor who referred the client.

    Regards

    Ramesh

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