upplaw - Legal App
upplaw simplifies and accelerates legal case management for law firms. Built on Salesforce, it combines seamless user experience with powerful automation. Features: • Client Management: Organize and track client interactions. • Case Management: Manage all aspects of legal cases from start to finish. • Time Tracking: Record billable hours effortlessly. • Billing & Payments: Generate invoices and track payments in a few clicks. • Document Integration: Sync with Google Drive for streamlined document storage and retrieval.
Top keywords
- management3×4.29%
- case2×2.86%
- case management2×2.86%
- client2×2.86%
- document2×2.86%
- legal2×2.86%
- payments2×2.86%
- track2×2.86%
Super Round Robin | Assign Leads, Cases, Opportunites and more...
Easily automate assignment for leads, cases and any Salesforce objects. Go beyond simple round robin with criteria-based rules that intelligently assign leads (or other objects) based on capacity, even or weighted distribution, and custom user fields. Flexible capacity models: Capacity-based, even, or weighted round robin. Custom fields and time management: Assign the Owner and/or Custom User Fields, with options for working hours, shifts, and out-of-office status. Dynamic assignment: Add users in bulk based on roles, divisions, and Chatter Groups. Pause assignments when needed. Geolocation-Based routing: Route to the closest rep. SLA management: Reassign on SLA miss. Advanced options: Editable email templates, sophisticated matching rules (skills, profile, territory and more), performance dashboards and audit logs. Free consultancy and 5 * support: Our expert consultancy offers setup optimization, advanced automation, or Salesforce audits to fit your needs. Plauti scales with your business, seamlessly managing multi-stage sales processes across teams, time zones, and pipeline stages. Less time managing leads, more growth. Experience it yourself, try it for free.
Top keywords
- custom3×1.82%
- fields3×1.82%
- leads3×1.82%
- time3×1.82%
- advanced2×1.21%
- assign2×1.21%
- assignment2×1.21%
- capacity2×1.21%
- consultancy2×1.21%
- custom user2×1.21%
- custom user fields2×1.21%
- even2×1.21%
