Why Choosing Salesforce for Attorneys is a Good Idea?

January 25, 2024
6 min

Modern lawyers and attorneys should be both commercially minded and open to considering new technologies in the legal sector. It’s not enough to provide sound legal advice: legal professionals have to be good sellers and marketers nowadays.

Salesforce CRM for law firms helps attorneys and lawyers to be on the wave. It embodies much of the spirit of what modern lawyers and attorneys are seeking to achieve and plays a central role in legal workflow automation.

Salesforce and its vendors like Ascendix help to overcome the main CRM implementation challenges the legal sector may face by providing guidance on CRM implementation steps, and assisting in legal CRM customization, so that Salesforce for attorneys will be the best CRM.

Therefore, to walk you through the best practices of automation in the legal industry, we’ll do the following:

  • Highlight the importance of CRM for lawyers
  • Describe the most compelling features of Salesforce for attorneys.

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Importance of CRM for Lawyers


It is common practice for law firms to store their data and work on disparate systems to manage each aspect of their client relationships. They use different programs to track client matters and cases, communicate with clients, and more. However, this disjointed set of systems contributes to disorder and inefficiency within the company.

Having everything in one place helps legal professionals to do their administrative and documentation work quickly and spend more time communicating with clients and prospective clients.

According to survey data from 2020 Legal Trends Report by Clio, firms using client law office CRM collected $15,124 more revenue per lawyer in 2019, and in 2020 collected $27,304 more revenue per lawyer.


Advantages of using legal CRM

Source: Legal Trends Report by Clio

Benefits of Salesforce for Attorneys


As the nature of legal services is quite specific, law companies require a CRM provider that is familiar with their domain and terminology to cope with certain challenges.

Salesforce covers all the specifications of the legal industry. By this time, Salesforce has become a one-stop solution for the entire customer cycle in thousands of companies and a great CRM migration option. And here is proof.

Recently, Salesforce has been ranked the #1 CRM provider by International Data Corporation (IDC) at its latest Worldwide Semiannual Software Tracker.

Salesforce market share chart Ascendix

Source: Salesforce.com

Salesforce grew its overall market share position and increased its revenue more than any other CRM vendor.

Want to Adapt Salesforce to the Growing Needs of your Business?

We have 20+ years of experience in Salesforce customization, configuration, and best custom development practices.

We use Salesforce for contract workflows, internal collaboration, tracking of contract terms, renewals management, and sharing. The business was already using Salesforce on the sales side so we only had to implement a few additional features through the Salesforce API and educate our employees on usage to capture additional data that is helpful in running the legal and operations side of the business.

-Roberto Facundus, General Counsel and Chief Operating Officer at Tongal.Inc

Legal service specialists use Salesforce CRM for:

  • Practice Management
  • Case Management
  • Intake Project Management
  • Document Management
  • Calendaring
  • Automating Data Entry Process
  • Legal Contact Management
  • Billing.



With the ability to connect to core firm systems, Salesforce guarantees attorneys and staff have access to a complete view of their accounts and related matters to drive higher engagement, whether they are in the office or on their phones.

Aaron Zuccolin, Managing Director and Legal Industry Subject Matter Expert at Traction

What benefits does Salesforce automation deliver to attorneys and law firms?

Benefits of Salesforce for Lawyers and Attorneys chart Ascendix

Benefits of Salesforce for Lawyers and Attorneys


Benefit #1. Cross-Examining Your Data

Working across multiple systems leads to missing important details and connections between silos of data. Salesforce keeps each client’s entire history with the firm in one place.

It provides attorneys and staff the ability to:

  • Check the practice areas clients have engaged with to predict the cross-practice opportunities
  • Examine the strength of a client’s relationships with the firm’s lawyers and attorneys
  • Identify the most profitable lead generating channels
  • Track the status of the matter tasks, documents related to it and deadlines with matter Dashboards
  • Identify the requirements of a particular case and assign tasks to individual attorneys, paralegals or other staff members and set deadlines accordingly.

Having everything in one place increases workflow efficiency by learning from the client’s engagement history with the firm. This helps attorneys walk into each client meeting prepared and armed with the most relevant information.


Benefit #2. Data Integration with Third Party Applications

Using the Salesforce platform, law firms can make connections between the information that was held in third-party applications, different systems, spreadsheets, and notebooks. It helps to import data that is relevant to pending matters directly into Salesforce for further processing.

Also, with the data working together, your firm gets a comprehensive understanding of client’s account to help attorneys make informed decisions that positively impact the bottom line.


Wondering how to import data to Salesforce? Read our ultimate guide to find the answers.


Benefit #3. Ability to Create Strategies for Targeted Marketing

Based on the information kept in Salesforce CRM, you can leverage your data and Salesforce’s marketing platforms to send targeted communications. Knowing how a client works with your firm allows you to:

  • Create seamless experiences at every touchpoint with your law firm brand
  • Connect with your clients across every channel on any device
  • Build smart marketing strategies to attract new clients
  • Keep in touch with your clients in any stage of the customer lifecycle, from awareness to retention.

Marketing efforts and legal workflow automation ensure that clients receive the right message at the right time. In this way you improve your client engagement and increase their loyalty to your law firm brand.


Benefit #4. Access to a Wide Range of Salesforce Products for Your Law Firm

Salesforce has a diverse set of tools and has created a vibrant marketplace of 3rd party apps that connect directly with the core Salesforce application. Sales Cloud allows you to manage your relationships and connect your business development teams to your business.

Marketing Cloud and Pardot bring structure, discipline and automation to an intentional and consistent marketing strategy. The Salesforce AppExchange has countless apps that plug and play into the core cloud offerings such as card scanners, telephony integrations and 3rd party email marketing platforms such as MailChimp.


Benefit #5. Custom Reports

In a few clicks, you can create and share Salesforce reports to your employees and partners to understand and visualize key metrics.

Custom reports help to analyze the overall health of your law firm/legal department and make informed, data-driven decisions to increase efficiency and profitability.


Benefit #6. Enterprise-Level Security

CRM tools for legal professionals must have a high-security standard. Salesforce offers a top-notch level of data security and privacy protection.

Salesforce enables lawyers to store sensitive data and work both safely and efficiently. Using Salesforce, law firms protect their data from unauthorized access from external sources.

It is achieved by applying unique identifiers associated with each user’s session and deploying an advanced technology called Transport Layer Security (TLS) that protects your data with server authentication and classic encryption.

Data Protection by Salesforce

Data Protection by Salesforce


Additionally, Salesforce hosts secure server environments, and provides users with multiple methods of authentication. Moreover, the protection approaches are constantly upgrading to ensure the complete protection of any legal and personal data.

Need Help with Salesforce?

We offer all types of Salesforce consulting services such as implementation, integration, customization, administration, AppExchange app development.

How Can Ascendix Help To Run Legal Practice on Salesforce?


If your law firm/legal department struggles with low win rates, slow service case resolution, or if you want to streamline your sales and marketing processes, Salesforce solutions can alleviate these pain points. Salesforce consultants from Ascendix Technology can make it easy.

The process of the implementation of Salesforce for attorneys and law firms consists of the following phases:

Salesforce Implementation Project Plan

Salesforce Implementation Project Plan


Must-have for professionals from Legal Industry – How to Implement Salesforce: The Definitive Salesforce Implementation Guide


At Ascendix, we aim to implement the best CRM for law firms and legal departments to transform their business using Salesforce.

Our Salesforce consultants allow you to take advantage of the best cloud technology to generate more leads, track relationships with your partners more effectively, automate client intake processes and matter management.

We understand the challenges law firms face in adopting CRM and the problems they have with existing legal technology. We are experienced in dealing with the pitfalls of automation in the legal sector.

In terms of services, Ascendix offers law firms and attorneys the following services:

  • Legal Client Relationship Management Software
  • Salesforce Customization & Custom Functionality
  • Administration and Support of Your Legal CRM System
  • Legal Practice Automation
  • CRM Integration Services.

We can become your legal CRM consulting partner that helps to choose, implement and customize the best CRM for law firms.

If you are interested in getting the maximum benefits of Salesforce CRM for law firms/legal departments, feel free to check our case studies and contact us. We will be glad to help choose, customize, and implement the best features of Salesforce for legal professionals to boost your legal business. 


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lawyer sonia

This thought-provoking blog delves into the multitude of reasons why Salesforce is a game-changer in the legal industry. Through its seamless integration of client management, document automation, and workflow optimization, this platform offers unrivaled advantages for attorneys. For any lawyer looking to streamline their processes and elevate client satisfaction, this is an indispensable read.

Anzhelika Serhiienko

Thank you sincerely for your thoughtful and engaging response.

We’re delighted to hear that you found our blog post insightful and relevant to the legal industry’s needs.

Lawyer Sonia

This insightful blog emphasizes the transformative potential of Salesforce for attorneys, highlighting its efficiency in streamlining processes and enhancing client relationships. The comprehensive breakdown of Salesforce’s features and benefits makes a compelling case for its integration into legal practices. As an attorney looking to optimize workflow and maximize productivity, I found this article incredibly informative and valuable

Kateryna Zhukovina

Many thanks for your comment.