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Foundation First Implementation​

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Mission​

Streamline lead-to-case intake for a nationally recognized law firm.

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The Challenge

Managing thousands of leads and cases across multiple channels overwhelmed their intake team. Attorneys lacked clear visibility into case data.

Our Solution

  • Implemented Salesforce Financial Services Cloud with legal-specific customizations.

  • Designed an automated lead-to-case intake workflow with qualification logic.

  • Integrated marketing automation to track campaigns through to cases.

  • Built dashboards for case progress, attorney workload, and settlements.

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​Results:

  • 40% faster intake process with automated screening.

  • Attorneys gained real-time access to accurate case data.

  • Stronger client engagement with timely communication.

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“Solution Heroes transformed our intake process. What once slowed our attorneys down is now automated, accurate, and visible in real time. It’s given us back time to focus on clients.”

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