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The Leading Salesforce Integration for Client Experience

Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management.

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Law Firms on Salesforce can radically transform Client Engagement.

Case Status is the Leading Client App Portal & Messaging Platform for Law Firms. Our Integration with the Salesforce CRM platform will drive the best engagement with your clients, driving better operations, better client satisfaction scores and drive business growth.

Client Engagement

We help Salesforce firms drive client engagement by giving a window into all the great work your team is doing on their case. Say goodbye to emails and calls asking, "what's going on with my case?"

Enhanced Communication

We compliment Salesforce with communication automation, mass messaging & a platform that is always in reach: on your client’s smartphone via a 5-star App.

Grow The Law Firm Business

We are radically-focused on improving client satisfaction, lowering OPEX, driving 5-star reviews, & growing new business through referrals.

AI-Powered Client Intelligence

Case Status uses AI to prioritize urgent messages, draft personalized responses, and surface insights from every client interaction — so your team spends less time triaging and more time practicing law.

Law Firms on Salesforce can radically transform Client Engagement.

30%
Decrease in Phone Calls Within Weeks
90%
Reduction in Emails From Clients
1.3
Net Promoter Score Increase from Average
8%
Increase in 5-Star Google Reviews

How This Integration Works with Case Status

Helpful Resources to Get Started

Salesforce Case Status Demo: AI-Powered Client Communication for Salesforce-Based Law Firms

In this demo, see how law firms use Case Status to deliver proactive, reassuring communication through a firm-branded mobile app while giving legal teams real-time insight into client sentiment, engagement, and experience.

Law Firms Love Case Status

Watch how Case Status helps law firms deliver 5-star client experiences, automate communication, and grow smarter — all in one mobile portal.

Helpful Resources to Get Started

Litify Salesforce Apex Classes
Google Chrome Extension

Getting Started with Case Status

Connect Case Status to your firm’s existing system and start improving client communication in days — not months. No dedicated IT team required.

Step 1: Connect Your System

Our team works with you to connect Case Status to your case management system and map key fields like contacts, case stages, and milestones. Most integrations are configured quickly with minimal lift from your team.

Step 2: Configure Your Client Experience

We help you customize statuses, messaging, and notifications so updates automatically flow to clients at the right moments. This ensures communication is consistent, branded, and aligned with your firm’s workflow.

Step 3: Go Live and Invite Clients

Once synced, you can begin inviting clients to the Case Status app right away. Your team continues working in your existing system while Case Status handles real-time updates, messaging, and engagement behind the scenes.

Salesforce

Integration FAQs

Will my team have to double-enter case updates in both Salesforce and Case Status?

No. Case Status integrates directly with Salesforce so your team can continue managing records in Salesforce while client-facing updates sync automatically into Case Status.

Are client messages and photos sent through Case Status automatically saved in Salesforce?

Yes. Client communications and attachments sync back to the corresponding Salesforce record to maintain a complete system of record.

How does Case Status handle custom objects and fields in Salesforce?

Case Status can map custom Salesforce objects and fields during implementation to ensure accurate data flow and support automated client updates.

How does the Salesforce and Case Status integration handle private versus public notes?

Internal Salesforce notes remain private. Only updates intentionally shared through Case Status are visible to clients.

If I add a new lead or contact in Salesforce, how quickly will they appear in Case Status?

New leads and contacts typically sync to Case Status in near real-time.

Deliver better client experience at scale

Transform satisfied clients into powerful advocates for your firm with automated review and referral requests.
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