The firm relied on an aging case management solution that lacked flexibility and meaningful reporting. Case information, contracts, and related documents were handled through a combination of systems and manual processes, increasing the risk of duplication and missed context.
Centralizing Case and Contract Management at The Santos Law Firm
The Santos Law Firm, PLLC needed to replace an outdated case management system that no longer supported the way legal work was handled day to day. By consolidating case, contract, and client workflows on Salesforce, the firm established a more structured and reliable foundation for managing active matters.
About:
The Santos Law Firm is a U.S.-based law firm representing individuals and businesses across a broad range of legal matters. The firm’s attorneys and staff manage ongoing cases, client communications, legal documents, and contracts that require precision, coordination, and clear ownership.
As the firm’s caseload increased, so did the complexity of managing information across matters. Maintaining consistency across cases and keeping teams aligned became more difficult with tools that were no longer designed to support modern legal workflows.
CLOUDS & TECHNOLOGIES:
Sales Cloud
Service Cloud
The challenges
Managing Cases Across Disconnected Systems
Contract handling required additional manual effort, and preparing internal case updates often meant pulling information from multiple sources. Without a unified platform, attorneys and staff spent time maintaining records instead of focusing on active legal work.
The firm needed a single system that could support case management, contract handling, and reporting without forcing changes to how legal work was performed.
The solution
A Unified Salesforce-Based Approach
The Santos Law Firm partnered with Redtag to implement Salesforce as a centralized platform for legal operations.
Sales Cloud was configured to support client intake, activity tracking, and relationship management. Service Cloud Case Management was introduced to structure legal cases, assignments, and internal collaboration. Contract handling was standardized using Salesforce document templates, allowing agreements to be managed consistently and tied directly to client and case records.
Dashboards and reports were configured to support case oversight and workload tracking, giving teams a clearer view of active matters without relying on manual reporting.
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The RESULT
Improved Case and Contract Operations Without Added Overhead
After consolidating case and contract workflows on Salesforce, The Santos Law Firm streamlined how legal matters are tracked and managed across the firm. Attorneys and staff now work from a single system instead of maintaining parallel records and manual updates.
- 38% reduction in manual contract handling by standardizing document templates
- 32% less time spent preparing internal case updates and status reviews
- 45% improvement in clarity around active cases, ownership, and workload distribution
With Salesforce in place, the firm no longer relies on disconnected tools to manage legal work. Cases, contracts, and client activity are handled in one system, reducing manual coordination and improving consistency across matters. This allows attorneys and staff to focus on active cases instead of maintaining records, while leadership has faster access to accurate case information when it’s needed.
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Lviv, UA
B. Khmelnytskoho str, 106
Lviv, 79024, Ukraine
+38 (063) 041 48 99
Lviv, 79024, Ukraine
+38 (063) 041 48 99