“There were two factors that stood out when selecting Litify. One was extending our matter management to understand the workflows with our law firms and drive better collaboration. The second was giving our team a full 360 view into those relationships, beyond just a transactional one. We want to roll up and understand each relationship holistically to build a deeper understanding of those engagements.” — Léo Murgel, SVP & COO, Legal & Corporate Affairs, Salesforce

Salesforce is the leading cloud-based CRM provider designed to help businesses find more prospects, close more deals, and wow customers with amazing service. Over 150,000 companies, including 90% of the Fortune 500, are growing their business with Salesforce.

As a highly-configurable platform, the legal team was already using the Salesforce platform to run parts of their business, especially from a matter management perspective. This gave visibility into intakes and their internal business, but stopped short at extending that visibility into the relationships they have with their law firms.

Rather than continuing to tailor the platform themselves, Salesforce chose to implement Litify to fulfill their outstanding legal operations needs. We spoke with their SVP & COO of Legal & Corporate Affairs Léo Murgel to learn more, and to understand how they’re benefiting from the combined power of Litify and Salesforce.