Our Services

Salesforce Implementation

Complete Salesforce setup and customization to streamline operations and boost productivity.

  • Custom objects, fields, and page layouts
  • Automation (Flows, Validation Rules, Approvals)
  • User training & adoption enablement
  • Data migration & third-party integrations

Accounting Seed Integration

End-to-end financial management inside Salesforce with reliable reporting.

  • Chart of Accounts & GL configuration
  • Financial reports & dashboards
  • Billing, invoicing, & automation
  • Revenue recognition setup

Litify Integrations

Legal practice management tailored to firms and in-house teams on Salesforce.

  • Case & matter management
  • Timekeeping, billing & trust accounting
  • Document management & automation
  • Court calendar integration

Ongoing Support

Keep your org fast, reliable, and aligned to evolving business needs.

  • Maintenance, health checks & upgrades
  • Custom development & enhancements
  • Performance optimization
  • Admin support & user training