OnLegal is a Legal CRM & Matter Management solution that sits on the Salesforce Cloud Platform.
OnLegal is a product from Creation Technology, a Premium Partner of Salesforce. The solution sits on top of Salesforce & can be used either stand-alone or in conjunction with a Salesforce Industry Solution.
Transform the way that you deal with Matters with the latest technology on the most secure cloud.
OnLegal CRM & Matter Management
Transforming Legal CRM & Matter Management with OnLegal for Salesforce
Intake Management
Manage new Client Intake with OnLegal CRM & automate the process of document collection management.
Client 360 Management
Gain a true Client 360 degree view with OnLegal. View Client details, Matters, Communications, Opportunities, Intakes etc
Opportunity Management
Manage any form of Legal Opportunity for any practice type using OnLegal. Workflows can be customised as needed.
Client Question Sets
Automate the process of document collection on Intake, during a Matter or prior to Instruction with Client Question Sets.
Matter Management for Salesforce
Manage Matters, Matter Tasks, Matter Time Recording, Expense Recording etc all on Salesforce.
Matter Tasks
Create as many Matter Tasks as you wish & record task status, key actions etc. Record time against Matter Tasks.
Time Recording
Record time spent on a Matter or Matter Task by members of your team. Report on Matter Time to support Invoicing.
Expense Recording
Record Expenses incurred against Matters & Matter Tasks. Report on Matter Expenses to support Invoicing.
Marketing Comms
Marketing Cloud can be used in conjunction with OnLegal to engage clients with multi channel communications.
Implementation Services
We support clients with a variety of different OnLegal Implementation Services ranging from quick start implementations to bespoke implementations where a high degree of customisation is required.
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Typically, the two areas of additional work relate to custom data migrations or custom integrations into systems related to Finance.
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Please note that additional time & cost may be required for implementation where the client Salesforce environment is not greenfield.
