Integrating with the tools and systems your business uses daily is critical to achieving streamlined, structured intake and efficiently managing your legal system of record. For many LawVu customers, it also means providing better ways to engage with in-house legal teams; meeting business users where they work and removing friction from workflows. 

LawVu’s integration with Salesforce means there is no need to navigate between different systems and duplicate data entry to keep everyone on the same page. Businesses get the benefits of contract and matter management  direct from Salesforce, and can raise structured legal requests without the extra effort of sending an email or logging into another tool. As a result, the legal team has everything they need to get started on matters straight away, spend less time going back and forth, and place less emphasis on maintaining their single source of truth so they can focus on high-value tasks and optimizing productivity.

The latest enhancements means it’s even easier to quickly create requests that capture everything legal needs upfront without leaving Salesforce. Legal teams can define conditional logic in LawVu so that intake forms in Salesforce automatically populate sections, fields, and choices based on the information someone enters. This means the wider business can continue working with the tools they love, and get to benefit from greater visibility, access, and collaboration with the legal team. 

Connect LawVu with Salesforce to: 

• Create one or more matters in LawVu from an opportunity in Salesforce to engage legal throughout the sales process
• Easily create new contracts directly from opportunities in Salesforce, download a copy of the contract or upload a new version of a contract
• Define conditional logic in LawVu so intake forms in Salesforce automatically populate sections, fields, and choices
• Quickly detect and sync changes between Salesforce and LawVu with the click of a button
• See a real-time status of matters and contracts and easily download a copy of executed contract documents

Enhancing the Salesforce integration is just another way that LawVu helps legal teams and the wider business to work better together and achieve stronger business outcomes.

Watch this video then request a demo with one of our experts to see the LawVu for Salesforce integration in action.