Salesforce Legal Case Management

Stay on top of every case with centralized access and smart automation

Automate tasks and streamline legal workflows, all within Salesforce. Save time, reduce admin overhead, and enhance team collaboration.

How does it work?

Request a demo to see how we reduce case management time by 50%

File image

Trusted by leading U.S. Law Firms

91%

Reduction in Attorney supervision time

50%

Reduction in non-billable legal admin

2024 Salesforce Partner Innovation Award Winner

*Statistics taken from 2024 Bolt Data Legal Customer Performance

Say goodbye to wasted hours and missed deadlines

Standardize, measure and improve your case management operations.

Before Bolt Data Legal

Disorganized case management,
missed deadlines

Manual task assignments via email,
causing confusion

Time lost searching documents

Poor team communication process, creating bottlenecks

Inconsistent data entry across cases

After Bolt Data Legal

Centralized case management, real-time visibility

Automated task assignments, no manual follow-ups

Instant document & evidence access

Clear communication with automatic updates & reminders

Standardized data entry for accuracy

“We quickly saw a 91% reduction in attorney supervision time.”

Chad K. Florin, M.B.A., LL.M. - Florin Roebig

A customizable solution, designed
to easily fit your legal workflows

Quickly build custom legal workflows in Salesforce to improve your case management and help you scale.

Quick Client Intake

Capture client info quickly

Distribute leads to the right team

Boost client acquisition speed

Automated Case Management

Centralize case data

Automate task assignments and reminders

Improve team collaboration with real-time updates

Intelligent Document Management

Access case documents instantly

Keep track of document versions

Use secure e-signatures for quick approvals

Automated Legal Workflow

Set up customizable, pre-configured workflows

Track case progress automatically

Ensure compliance throughout the process

Measure and Report

Track billable hours

Analyze firm performance

Identify areas for improvement

Measure and Report

Track billable hours

Analyze firm performance

Identify areas for improvement

Centralize your legal operations for seamless efficiency

Bring all your case data, tasks, and teams together in one secure, user-friendly platform.

Streamline case management and documentation in a single hub

Automate workflows to reduce manual tasks and improve productivity

Real-time collaboration across your entire legal team

Enhance productivity by automating time-consuming tasks

Free up valuable resources and focus on higher-priority legal work.

Automate data entry, document filing, and task assignments

AI-powered insights help you allocate resources more effectively

Reduce administrative overhead and minimize errors

Scale your firm with a secure, customizable solution

Grow your practice with a platform that adapts to your needs and ensures data security.

Built on Salesforce for easy additional integrations

Advanced security features to meet legal compliance standards

Customizable to meet the evolving demands of your practice

Integrate every tool for seamless workflows

“We wouldn’t have been able to handle this growth without this product. It allows people to be in so many more places than we had the opportunity to be before.”

Florin Roebig

In 90-seconds, see how Bolt Data Legal removes legal case management headaches

Double your firm’s productivity with Bolt Data Legal in the first 2 months

In a 30-minute demo, you’ll discover:

How to automate repetitive tasks and free up time for high-value work

How to track cases, tasks, and deadlines effortlessly

How to gain deeper insights for better decision-making

Book a demo

By submitting this form I agree to my details being used in sole connection with the intended enquiry. Please check our privacy policy to see how we protect and manage your submitted data.

FAQs