Salesforce vs. Traditional Case Management: A Legal Ops Perspective

Through the Eyes of Chad Florin, Attorney, Florin Roebig

You know the chaos all too well.

The endless emails pinging your inbox. The scattered files saved in a dozen different places. The nagging doubt that grows every day: what’s really done? What’s slipping through the cracks?

Chad Florin, legal operations leader at Florin Roebig, has been there. “Our case management software was a dumpster... a repository of just garbage,” he says bluntly.

Does this sound familiar?

If you’re nodding, you’re not alone. The truth is, this chaos is draining you. It’s eating away your time, your focus, your ability to lead your team and build strong cases.

The Daily Grind: How You Are Losing Control Without Even Realizing It

You send an email asking, “Where are we with these medical records?” but the replies flood in from different people with conflicting updates. There is no clear answer. No sense of progress. Just noise.

Chad describes it like this: “Unless I get an email back saying, ‘confirmed,’ I don’t know what happened. You have no idea if someone has actually ordered those records, or if they got stuck somewhere in the process.”

The impact is clear: missed deadlines, duplicated work, costly errors. Every hour spent chasing updates that never come is an hour lost from the cases that matter.

“People put client names in six different places. Organized chaos does not even cover it,” Chad says. “Sometimes a name would be first-last, other times last-first. Sometimes it was a property claim, sometimes just the client’s name. Searching for clients was a nightmare because you had to know exactly how someone entered the name or you would never find what you were looking for.”

You know how it feels. Those late nights digging through emails and files, wondering if you missed something important. That creeping thought: “Am I the only one who cares if deadlines get missed?”

This is not just inefficiency. It is risk. And it is holding you back from what really matters: advising clients, building your cases, and leading your team to success.

How Bolt Data Legal Brings Order to Legal Operations

Bolt Data Legal is a case management system built on Salesforce, designed specifically for legal teams. It provides a centralized platform that tracks every case in real time, automates routine workflows, and gives users clear visibility into tasks, deadlines, and case status. This reduces reliance on email, cuts down on manual work, and improves accuracy across the firm.

For Chad and his team, Bolt Data Legal replaced confusion with clarity. “Now I get a text message on my phone when cases are referred to me,” he shares. “I can see everything in real time: which cases have been converted from intake to active, which contracts have been sent out, which have been signed, and if they have been assigned to a paralegal. I don’t have to hunt or guess anymore.”

Automated workflows replace endless emails. Routine tasks are handled quietly behind the scenes. Paralegals arrive at their desks with a clear list of what needs to be done. “No constant direction needed,” Chad says.

“This whole machine is working smoother. At the end of the day I get to go home, hang out with my kids, and not freak out,” he adds.

Your days shift from frantic scrambling to purposeful work, building real value for clients and your firm.

The Payoff: Real Results That Speak To Your Priorities

These are not just feel-good stories. They are real, measurable outcomes.

Bolt Data Legal helped Chad’s firm cut supervising attorney time by a staggering 91 percent.

Case handling sped up by 50 percent, from intake to settlement.

“Some departments now sign 200 cases a month with just two attorneys,” Chad reveals. “There is no way we would have been able to handle that growth before.”

But the greatest benefit is peace of mind.

“When I am home, I am truly present,” Chad says. “I sleep at night. I am not constantly checking emails or worrying about what might have slipped through the cracks.”

How many more hours can you sacrifice before you lose yourself to this chaos?

What Makes Bolt Data Legal Different

What sets Bolt Data Legal apart is its deep understanding of legal operations and its willingness to adapt.

Unlike bloated platforms pushing features no one needs, Bolt Data listens first.

“They don’t push shiny objects. They deliver what actually helps the firm and gets results,” he says.

This is a partnership, not a vendor relationship. It is a trusted ally who understands your world and supports your success every step of the way.

Your Moment To Choose Change

You do not have to accept the chaos. You can reclaim your time, your sanity, and your leadership.

Step into a new way of managing legal operations with clarity, control, and confidence. Bolt Data Legal is the tool built to make that possible.

Because your work deserves better. Your life deserves better.

Ready to see how it works? Let’s start the conversation today.