Salesforce for Legal Teams
Take control of your legal operations with 123FormBuilder and Salesforce. Automate client intake, manage case files, process contracts, and track compliance – all from one system. Reduce paperwork, improve accuracy, and keep everything organized.
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Automate Legal Processes with 123FormBuilder and Salesforce
Efficient Client Intake
Create online intake forms that send client data directly to Salesforce. Eliminate manual entry and maintain accurate records from the start with dynamic prefill. Focus on legal work instead of admin tasks.
Seamless Case Documentation
Use forms to collect case details, evidence, and supporting documents with automatic Salesforce updates and URL prefill. Keep all case files up to date and accessible. Improve team collaboration and case tracking.
Automated Contract Approvals
Set up approval forms that route contracts through the right stakeholders with Salesforce tracking. Monitor contract statuses and speed up approvals. Avoid delays and maintain compliance.
Secure Client Communication
Allow clients to submit sensitive information securely with encrypted forms. Sync responses with Salesforce while maintaining legal confidentiality. Ensure compliance with data protection regulations.
Streamlined Billing Processes
Generate invoice request forms and track billable hours with integrated forms. Sync payment details with Salesforce for legal teams and automate reminders. Keep financial records accurate without extra effort.
Strong Compliance Tracking
Create compliance checklists and audit forms that log data directly into Salesforce. Maintain clear records for legal audits and internal reviews. Reduce risk and ensure regulatory adherence.
Secure Your Legal Process Automation with Forms!
Schedule a DemoTop Legal Form Templates for Salesforce
Legal Referral Form
Collect and manage client referrals efficiently with this customizable online form.
Document Legalization Request
Clients can submit document authentication requests with details for processing and tracking.
Issue Claim Form
Customize and use this claim form template to quickly initiate legal proceedings.
Legal Service Referral
Collect referrals by capturing client details, case information, and referring party details.
Key Features for Legal Institutions
Two-Way Salesforce Integration
Sync all form submissions with Salesforce to keep client, case, and billing records up to date.
Conditional Logic
Show or hide form fields based on responses to simplify client intake and contract approvals.
Electronic Signatures
Collect legally binding signatures on contracts, agreements, and consent forms without paperwork.
Payment Processing
Accept payments for legal services, retainers, and invoices through PayPal, Stripe, and more.
Automated Notifications
Send instant confirmations, appointment reminders, and follow-ups to clients and legal teams.
Advanced Reporting
Track case progress, contract approvals, and compliance status with real-time Salesforce reports.
Improve Legal Operations with Salesforce Forms
Collect client details, manage case workflows, and automate legal processes with 123FormBuilder for Salesforce—built for legal departments and law firms.
Focus more on legal work—less on admin.
