Tailored solutions for legal teams, built on Salesforce

Legal teams across industries face similar challenges, from managing complex cases to ensuring regulatory compliance. At Valtree Corporation, our legal technology specialists listen to clients’ pain points and craft customized, right-sized solutions, built on Salesforce. By leveraging our expertise in legal consulting and Salesforce, we transform your team’s efficiency and strategic value. Whether automating routine tasks, improving matter management, or enhancing collaboration, Valtree Corporation delivers tailored implementations to address your most pressing legal operations challenges.

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The power of a legal technology consultant

Our end-to-end legal operating platform solutions, built on Salesforce, integrate all the tools your legal team needs to optimize both internal operations and client service. A Valtree Corporation Legal Modernization engagement results in a confident and efficient team that wields a comprehensive understanding of your business and a 360-degree view of your clients and stakeholders.

Centralized client management

Enhance productivity and client service by aggregating all client-related information in one place. Having a unified system reduces the time spent searching for case details, improves the accuracy of client data, and ensures that every team member can access the most up-to-date information at a moment’s notice.

Legal workflow automation

Streamlining workflows is critical to maximizing your legal team’s efficiency and enabling better client outcomes. By automating routine tasks like document creation, client billing, and scheduling follow-up meetings, your department can reduce the risk of human error and save valuable time. This allows legal professionals to focus on high-value tasks like case analysis and client consultation, improving case outcomes and client satisfaction.

Advanced analytics and reporting

Our advanced reporting tools empower legal teams with insights into client acquisition costs, case resolution times, and revenue streams. These data-driven insights enable management to optimize operations, allocate resources more effectively, and drive profitability. By leveraging data analytics, your team can make informed decisions that enhance client service and improve overall business performance.

Customizable to team needs

Our solutions are designed to boost team collaboration and efficiency, equipping your legal team with the tools to improve cross-functional communication. The ability to quickly share updates, documents, and case histories ensures everyone is aligned, leading to better case management and more consistent client service. By fostering a cohesive strategy, your team can deliver outstanding service and build deeper client relationships.

Access to the legal app ecosystem

Our legal technology specialists ensure seamless integration between Salesforce and your team’s existing legal software. By creating a unified ecosystem that connects Salesforce with familiar tools, we enhance your legal team’s efficiency and collaboration. This seamless integration allows you to maintain the tools you know while benefiting from the advanced features and streamlined workflows that Salesforce offers.

Premier Salesforce solutions for the legal sector

Our top-tier team of Salesforce experts is deeply committed to enhancing your business’s ROI. With over 150 Salesforce consultants and more than 300 Salesforce certifications, we have the knowledge and experience to help our clients in the legal industry fully utilize Salesforce. Our offerings include:

Strategy and planning

We offer tailored strategy consulting and planning services for legal teams to align Salesforce-based solutions with your specific business goals. We consider aspects such as client acquisition, case management, and overall operational efficiency to develop a customized strategy that boosts ROI. Our method involves an in-depth analysis of your team’s processes to identify how legal technology solutions can improve operations, increase data visibility, and make workflows more efficient. This detailed initial planning ensures that these solutions are perfectly adapted to meet your team’s distinct challenges and opportunities.

Implementation and rollout

Our implementation and deployment services are designed to meet the specific needs of legal teams, ensuring an efficient and effective integration of systems. This includes configuring the system, securely migrating data, and performing exhaustive tests before launch. Our meticulous process guarantees that Salesforce’s legal technology capabilities are fully leveraged to improve your team’s operations while minimizing disruption to your daily activities.

Managed services

Continuous support after deployment, utilizing the expertise from our innovative Crew program, ensures that our clients keep realizing value from Salesforce-based solutions. Our legal industry specialists ensure your Salesforce setup remains current, tailor features according to changing requirements, and continue to maximize your investment.

If your legal team or department wants to harness the power of Salesforce, we invite you to contact us to discuss your needs and explore how Valtree Corporation can help.

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Discover How Our Salesforce Solutions Transform Businesses

Valtree Corporation provides a complete Salesforce solution – from concept, to design, to architecture, to development and overall project management. They care deeply about our success and share in issues and risks as they arise.

Mike Casey

Chief Information Officer, NAMSA

We really appreciate that Valtree Corporation not only made a point to understand our business today, but also consider how we could do business in the future. I feel we were set up in a way that we could grow into Salesforce as our business grows and our needs change. The team we worked with was very thoughtful, and we were always kept in the loop as the project progressed.

Sarah Prasuhn

Sales Manager, BEE Medic

Case Studies

Salesforce Lightning Migration & Optimization

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Comprehensive Salesforce Implementation

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