Suits | Legal case management for Salesforce

The vast majority of the below features are available from the mobile with a few exceptions due to the screen size. 1. Home page with Dashboard, KPIs, Reports and Tasks 2. Client page accessible to several other features, to create a. Business Clients b. Individual Clients 3. Contacts with personal identity information including all compliance (GDPR) information 4. Legal Case page accessible to a number of features following case types which includes Class Actions; a. Business Purchase/Sell Cases b. Conveyancing Cases c. Criminal Cases d. Family Cases e. Immigration Cases f. Litigation Cases 5. Class Action types of Legal Cases, where your organization can combine a number of Clients for a Legal Case with similar context. Configure Teams or Groups in order to assist you with not just solving the Legal Case but also to manage the Clients by a Team. 6. Creation of the Quote, Order and an Invoice to receive a payment within two minutes from across 140 countries across the world for credit card payments – your client may be an overseas traveller etc… 7. Payment System to accept payments from Trust Accounts, Credit Cards and report monthly to the Government Department.