LawVu for Salesforce lets you meet your sales team where they work and streamlines how business stakeholders engage with legal to save time, create visibility, and reduce risk.
Salesforce brings companies and customers together. It’s one integrated CRM platform that gives all your departments a single, shared view of every customer. Connecting LawVu with Salesforce makes it quick and easy for your business to create matters and contracts in LawVu without leaving Salesforce.
Key features
Simplify collaboration between the business and legal, saving time and reducing double handling.
Create matters and contracts without leaving Salesforce.
Provide visibility of status and key information from matters and contracts, right within Salesforce.
Link Salesforce opportunities to existing matters and contracts.
Change detection on linked matters and contracts, with a one-click update to keep in sync with Salesforce changes.
Getting started
Contact Salesforce admin: Your administrator or IT team can add LawVu to your Salesforce account.
Set up: Reach out to your Customer Success Manager to activate, then follow these installation instructions.
Enable: Business users can raise matter requests and create contracts in LawVu directly from Salesforce.
Languages
English
Built and supported by
LawVu
Category
intake