ClientLogic

ClientLogic is a Salesforce-native legal CRM and client lifecycle management system designed to help law firms organize, track, and optimize business development and client relationships. It combines intake, marketing, and opportunity management in one. Features and functions of ClientLogic include: 

Client Intake & Lead Management
ClientLogic provides configurable online intake forms and portals that capture prospective client information directly into the system. Automated workflows route new leads, send acknowledgments, and schedule follow-ups, ensuring that prospects do not fall through the cracks. The platform also offers funnel and pipeline visualization to give law firms visibility into conversion rates and where bottlenecks may exist in the intake process.

Contact & Relationship Tracking
The system creates unified profiles for both prospective and existing clients, linking communications, documents, and interaction history in one place. This allows firms to track relationships across matters and understand the full context of each client engagement. ClientLogic also supports relationship ownership and deal lead assignment, providing clarity about who within the firm is responsible for advancing the relationship.

Opportunity & Pipeline Management
Opportunities can be tracked throughout their lifecycle, with defined stages that reflect how the firm qualifies and develops new business. ClientLogic includes forecasting and reporting capabilities that allow firms to see pending revenue, analyze win/loss trends, and monitor the overall health of their business development pipeline.

Workflow Automation & Task Management
The platform includes rule-based automation, allowing firms to trigger tasks or actions when specific events occur, such as a lead moving to a new stage. Tasks can be assigned, reminders scheduled, and escalations put in place to ensure that business development processes remain on track and are completed in a timely manner.

Document Generation & Integration
ClientLogic supports template-based document generation, enabling firms to create engagement or retainer letters populated with client data stored in the CRM. The platform integrates with document repositories and related systems, ensuring that generated documents are properly stored and accessible alongside client records.

Reporting & Analytics
Law firms can take advantage of prebuilt dashboards and metrics designed around key business development indicators, such as lead conversion rate, average cycle length, and opportunity value by practice area. Firms can also build custom reports to analyze performance, measure attorney productivity, or assess the return on marketing investments.

Salesforce Ecosystem & Extensibility
Because ClientLogic is built on Salesforce, it benefits from the platform’s infrastructure, security, and flexibility. Firms can extend the system by integrating third-party applications from the Salesforce AppExchange, including marketing tools, financial systems, or communication platforms. Workflows, fields, and data models can be customized to reflect specific practice area needs.