Titan Forms for Streamlined Salesforce Data Management in Legal Services

If you are reading this article, there is a good chance you are interested in using Salesforce Forms to streamline data management in your legal firm and make more personalized connections with clients. But first up, what are Salesforce Forms? 

Salesforce Forms can refer to any form integrated with the Salesforce ecosystem. There are several ways you can integrate your legal form with the world’s leading Customer Relationship (CRM) platform, for example, by using the Salesforce Web-to-lead feature, making use of custom development via Salesforce’s dev platform, or by using one of the many quality tools available on the Salesforce AppExchange marketplace.

In this article, we will discuss how implementing forms for Salesforce will transform your organization by providing you with razor-sharp law firm analytics, ramped-up productivity, unparalleled legal data security, and enhanced client satisfaction. 

We will also talk about some of the different Salesforce Forms options and top legal use cases. Finally, we will explore some of the leading third-party tools on the market for legal professionals who want Salesforce Forms. 

So, let’s dive in!

The Importance of Creating Legal Forms & Collecting Data for Your Salesforce Database

Integrating your legal forms with Salesforce is one of the smartest decisions your firm can ever make. Below are the top 5 benefits of syncing your legal forms to your Salesforce database: 

1. Reason number one is better data quality from clients and partners. And what’s more, you can gather this data more efficiently! On the one hand, legal professionals don’t need to manually enter client and prospect information into Salesforce. Instead, key personal details and preferences can be automatically sent to your firm’s CRM platform. 

And, of course, deciding to store data in Salesforce ensures greater accuracy because you will have a single source of truth in the #1 CRM for law firms.

Syncing your client and partner data via an online form to your Salesforce database also optimizes the entire collection process. Instead of sweating it out trying to contact multiple different clients and organizations to access their data, all important information can be collected seamlessly via a legal form embedded in your website.

2. Another perk of feeding your legal form data automatically into Salesforce is that you will have deeper and more personalized information on clients, prospects, partners, and their respective organizations. 

Once a legal form is submitted, all data will be synced to your Salesforce records, complementing and enhancing any existing knowledge on key clients, exciting prospects, and valuable partners. 

Legal professionals will also have the tools to launch successful campaigns and ads that are closely based on their audience’s needs and preferences.

3. Legal admins have the ability to create leads in Salesforce using form data. This can be done using the Salesforce web-to-lead feature or a third-party tool. This saves your law firm’s time, nukes manual effort in capturing leads, reduces legal document storage, and empowers your organization to track the entire lead process from start to finish in Salesforce.

4. Another benefit for law firms is they can automate workflows for more efficient processes. For example, legal admins could route a specific lead to a member of your business development team who has expertise in the service they seek. 

Or, if a client fills out a survey indicating they are dissatisfied with your service, you can automatically trigger a follow-up to learn how to better assist them and improve their experience. 

Similarly, legal tasks and reports can be generated based on form responses. It’s up to your legal firm to customize these processes!

5. Decisions can be challenging but far more accurate and well-informed if based on information submitted via a legal form into Salesforce. 

Your law firm’s leadership will be able to draw on the rich resources of Salesforce, which include compliance tracking, intuitive analytics, and reports. All submitted data can be compared to other information on a client or prospect in real-time, so legal professionals can get the best possible understanding of the individuals interacting with the firm. 

The result? Leaders can act quickly and decisively to make the right decisions for their law firm.

Salesforce Integration for Legal Forms

Now that we have discussed some of the benefits of using online forms and Salesforce for gathering important information in the legal field, let’s take a deeper look at the different types of forms and how the integration process works.

Types of Salesforce Forms in the Legal Industry

There are a wide variety of Salesforce forms that legal professionals can use. Here are some of the main ones:

Each of these forms has specific use cases and legal applications. We will check some of them below. Keep reading to find out more!

Dynamic Forms Vs. Web Forms for Legal Professionals

So you have probably heard of Dynamic Forms and Web Forms for Salesforce, but what is the difference between them? 

In a nutshell, Dynamic Forms is an innovative Salesforce feature that allows legal professionals to effectively and flexibly interact with data inside Salesforce. 

On the other hand, Web forms are used to gather information from external sources. This information is then automatically fed into Salesforce. 

In this section, we break down the concept of Dynamic Forms from Salesforce in more detail. 

Dynamic Forms for Salesforce and Legal Professionals

Salesforce Dynamic Forms is the most exciting news we got since Salesforce announced the option to create different page layouts per profile. After more than 10,000 votes on the IdeaExchange and 14 years since the initial request, Dynamic Forms are finally here. 

One of the advantages of Dynamic Forms is that it gives legal professionals the option to create user-centric UIs that will display the right information at the right time to the right user! Another is that Dynamic Forms has built-in functionality to show/hide fields according to the criteria you choose. In addition, as a legal admin, you can decide on the specific fields you want to display without needing to add them to the legacy page layout. 

Unfortunately, not everything is perfect. It’s important to note that Dynamic Forms is still not supported by all standard objects. Another limitation is the number of fields that can be added, which is a max of 100 fields. Lack of backward compatibility support for older browsers (like IE11) can also be an issue for some law firms. 

That said, Dynamic Forms brings new and exciting options to legal admins. It allows them to create user-friendly pages and legal processes. 

If you haven’t tried this feature or a Dynamic Form alternative out at your law firm, then we suggest you do it soon! 

How to Create Legal Web Forms in Salesforce

Web Forms like HIPAA compliance forms and others help law firms collect data from external users such as clients, colleagues, and partners. While Salesforce web forms can be super useful, you will see that some features (like Web-to-Lead) are relatively basic and have certain limitations for legal admins.

Types of Web Forms for Salesforce and Legal Professionals

Navigate through the types of web forms for Salesforce below and find out how to use them at your law firm! We will specifically explain Salesforce Web-to-Lead, Web-to-Case, and Web-to-Custom Object forms.

Salesforce Web-to-lead Forms for Law Firms

Web-to-lead is one of the most basic Salesforce features legal professionals can use. 

Web-to-Lead for Salesforce works by generating a snippet of HTML code based on the fields your legal admin has selected. This code is then pasted into the web form that already exists on your legal website.

This will enable a law firm to automatically create leads in Salesforce directly from its web form without having to develop any kind of integration. 

The downside? Web-to-Lead forms only support regular fields on the lead object. This means legal admins can’t upload any files or create any other object besides a lead. 

Moreover, your law firm is still required to develop the web form itself. 

Web-to-Case Salesforce Forms for Law Firms

Similar to the Web-to-Lead option, but instead legal admins get to work with a case object. The legal scenario will be to allow clients to create a case directly in Salesforce without any development from the law firm. 

If your legal team is willing to oversee the cons mentioned above, you are good to go with a Salesforce Web-to-Case form. One benefit is that cases can be automatically routed and escalated to relevant members of your team, and the whole legal case management process can be fully tracked and audited. 

Salesforce Web-to-Custom Object Forms for Law Firms

Legal admins can also connect web forms to a custom object in Salesforce. This works by first deciding the custom object they want to work with and then creating Salesforce forms containing the required fields for your legal solution. 

Once a client fills in the form and hits submit, this information will be fed back into Salesforce to your custom object. It’s important to bear in mind this will probably require development or the use of Salesforce APIs, so make sure your law firm is aware of the requirements before proceeding with implementing web-to-custom object projects.

Forms for Salesforce | Legal Use Cases

1. Lead Generation in Salesforce for Legal Firms

Generating high-value leads is crucial to the success of your business development team and your law firm as a whole. 

Using Salesforce Forms to generate leads will make your opportunities lifecycle more efficient, automate tedious legal task management activities, and also ensure that leads get scored and routed more accurately. Sounds great, but how do we create leads in Salesforce? 

The first thing you need to do is create a legal form containing your required fields, such as contact information and company name. 

You then need to make sure that your legal form is connected to Salesforce. You can do this using the Web-to-lead feature or no-code drag-and-drop functions in your favorite third-party app. 

After this, simply embed your legal form on your website. When respondents submit their information it will automatically create a lead in Salesforce. 

Now that you have figured out how to generate leads in Salesforce, several actions can be performed at your law firm. For example, leads can be routed to relevant attorneys based on specific criteria, and your leads can be tracked and nurtured throughout the opportunity cycle. 

By using leads in Salesforce, law firms are much more likely to close contracts and convert their biggest leads.

2. Salesforce Event Registration for Legal Services

Salesforce Forms can help make your event registration in legal settings more efficient while empowering your hosts to get personalized insights on all attendees. 

First, create your form using your preferred Salesforce Forms tool and ensure that all fields are mapped appropriately in your CRM platform. Next, you need to embed your form in a suitable spot on your law firm’s client communication portal, for example, on an events page. 

When attendees fill in and submit the form, their information will automatically be sent to Salesforce, which can be converted into a lead or any other type of record, depending on your preferences and legal use case. 

Event management in Salesforce really does come with powerful tools for legal professionals and they can opt to send automated acknowledgements to guests thanking them for submitting their attendance information. 

Legal admins can also use the Salesforce database to monitor the number of people who will be attending a webinar, cater to their special requests, and follow up on attendees to gauge the event’s success!

3. Litigation Support Requests and Legal Processes for Salesforce

Using Salesforce Forms to handle litigation support requests and legal processes is a no-brainer. This works by embedding your Salesforce integrated form in an appropriate place on your law firm’s website, for example your client support page. 

You can create one or more different types of legal forms for different use cases, such as creating one form for special legal requests and another for complaints or issues with your service. 

Either way, once your legal form/s are configured, they can be filled in by clients, and all information is sent back to Salesforce.

Once support data is sent to Salesforce, cases can automatically be assigned and escalated to subject matter experts. 

Similarly, special requests can be routed to your appropriate legal expert who also has the assistance of legal calendaring systems for more information regarding court dates, deadlines, and appointments.

Using Salesforce for legal processes means you can closely monitor the support lifecycle from the moment a ticket is created until the resolution. 

Legal professionals can also choose to automatically check in with clients to find out if they were happy with the process and services delivered. 

4. Legal Engagement Letters in Salesforce

If your law firm is looking to get off paper and enter the era of digitization when creating engagement letters and fee estimates, then using Salesforce is a great way to go. 

The process is pretty simple and all you need to do is include relevant fields on your legal form to find out the service type your customer is after. Once this is done, share your form with clients via email, socials, or by including it on your law firm’s website. 

Once clients submit an engagement letter, data will be sent to Salesforce, where it can be used to create leads or any object you want. But how do we create an engagement letter in Salesforce? 

Well, simply use Salesforce’s own tools for generating engagement letters or use a third-party app. These engagement letters can be stored as Salesforce records and sent to clients to either accept or reject. 

Once a client chooses to accept an engagement letter, your law firm can send them a client intake form where all submitted data is once again sent back to Salesforce to be carefully managed and processed.  

5. Salesforce for Legal Membership Management

Once you choose to manage subscriptions in Salesforce, you won’t look back! Legal organizations will enjoy the simplicity of creating a subscription form for workshops or membership programs. 

Admins can include fields into forms that will capture the data your legal organization needs for networking and marketing. Then, embed the Salesforce form in a website, via socials, or email. Once the data is submitted, it will be stored in your Salesforce CRM, for example as a lead. 

The great part about this is that all membership management can be handled in Salesforce so subscribers can get personalized emails welcoming them to your workshop or legal training program. 

Legal organizations can also send automated renewal reminders to members while all plan upgrades can be managed seamlessly. 

6. Salesforce for Legal Resource Management & Downloads

Giving prospects and clients the ability to access special legal resources and download informative material from your site is a wonderful way to provide support to users of your services. 

Embedding a resource request form on your website allows users to fill in their details to access or download an ebook, policy, or other exclusive legal content. All submitted data will be fed into Salesforce, where it can be assessed by your various teams. 

The relevant materials can then be sent on to prospects and clients who really need them. 

Offering FREE legal downloads and resources to users who fill in your form is a great way of gathering leads. 

In addition, you can harness the power of Salesforce (and downloads) to track interest and engagement in your legal services by monitoring the number of people who request to access your resource.

7. Salesforce Partner Relationship Management & Channel Registration for Law Firms

Salesforce Forms are a highly effective way of implementing partner relationship management and channel registration. 

For starters, legal admins can create intuitive onboarding forms for partners, and once these are filled in, all data can be fed back into Salesforce. From there, the team running your partner program can make use of approval tools in legal practice management software before deciding that a potential partner meets the requirements of your partnership scheme. 

If an applicant ticks all the boxes, then the individual can be registered in the Salesforce system and given access to legal resources reserved for partners, such as guides and roadmaps. 

By using Salesforce for channel management, law firms can track partners every step of the way to ensure they are meeting joint goals, and if they are not, you can provide necessary training.

8. Salesforce Client Satisfaction Surveys for Legal Services

Send out a Salesforce client survey to figure out if your target audience is satisfied with the legal services you are providing. Depending on your law firm’s preferred methods of engaging with clients, your legal admin can choose to send a survey via email or embed it on your website. 

Be sure to insert questions that speak to your legal service’s quality. Once feedback has been submitted, they are used to create survey response records in Salesforce, where legal teams can draw on extensive law firm reporting and analytics tools to figure out what they are getting right and what they are doing wrong. 

After this, the law firm can reach out to those disappointed clients through legal scheduling methods to see how employees can address concerns as well as thank satisfied clients for their stellar reviews. 

9. Salesforce Client Feedback & Evaluations for Legal Events

Want to know how to get feedback from a legal event but don’t know how to coordinate this? 

Sending evaluations to get client feedback on webinars and conferences is a great way to do so. Choosing to do this through Salesforce makes your legal processes much smoother. 

No matter whether you were holding a seminar, networking event, or workshop, you can send evaluation forms to all who attended to find out if their expectations were met.

Once responses are submitted, all information is fed back to Salesforce, where the law firm can analyze the success of planned sessions and their speakers.

Law firms can easily automate follow-up actions as well, such as thanking participants for attending too!

Salesforce Forms: Alternatives for the Legal Industry

Now that we have discussed why you should be using forms for Salesforce and have looked at common legal use cases, let’s evaluate the top form-building apps on the market. 

All the options below give law firms the ability to create forms integrated with Salesforce, but what are the pros and cons of each? And which is the best solution for your practice? Let’s dive in! 

123FormBuilder for Salesforce

123FormBuilder offers a relatively simple drag-and-drop form-building solution for legal professionals. It’s a great option if your law firm wants something easy to use. However, it does not have robust integration with Salesforce. 

Nonetheless, here are its pros and cons:

If a seamless Salesforce forms integration with Salesforce is what your law firm is after, then you could definitely search for another form builder.

Formsite for Salesforce

Next up on the list is Formsite, which offers several advantages for legal professionals. Formsite integrations encompass Google products, payment providers, and Salesforce, to name a few. It’s the last one that we are most interested in, so let’s check out where Formsite does well and where it falls:

Our verdict on Formsite is that it does not do enough to stand out in a competitive legal market.

DocuSign for Salesforce

DocuSign for Salesforce is primarily known as a tool for electronic signatures, but it can also get the job done for law firms if they are looking for a form-building solution. DocuSign’s Salesforce integration is also a lot more efficient than some of the other options we have looked at, so what are its best and worst features?

Even though DocuSign integrates with Salesforce relatively well, it has limitations. We vote to look for an app with more specialized form-building capabilities for legal services.

FormAssembly for Salesforce

FormAssembly is a well-known form-building solution and it doesn’t require law firms to invest in any custom development or have any knowledge of code. FormAssembly’s Salesforce integration is also quite useful. So what are its pros and cons?

Salesforce and FormAssembly work well together but this is not always seamless for legal professionals to manage and nor is this process limitless. From our perspective, FormAssembly is very narrowly form-focused for law firms. This means that if your legal team is looking for an end-to-end platform, it will not be for them.

Formstack for Salesforce

Formstack is a pretty big player in the world of web forms and if your legal firm is looking for a form-building solution, then you have almost certainly come across it at one point or another. So what are its best and worst points?

Nintex for Salesforce

Nintex Forms integrates directly with Salesforce and offers legal firms an intuitive form-building interface. Moreover, the Nintex online community offers great support for customers and partners alike if you are stuck implementing your project. So, what are the highs and lows of using Nintex? 

Nintex is a viable option, but it’s not ideal if your law firm has a specialized use case or requires more advanced form-building.

PandaDoc for Salesforce

PandaDoc is not a specialized form-building solution, but it makes our list because it has form tools that legal professionals can use. PandaDoc’s Salesforce integration is relatively functional. Legal admins can find it on the AppExchange. So, let’s check out the pluses and minuses of this solution.

We advise a more versatile option if your law firm is after an advanced form-builder.

Typeform for Salesforce

Typeform is a popular online form builder for Salesforce, with its website claiming that roughly 1,5 million forms are built using this tool every day. Typeform’s Salesforce integration is also user-friendly, so let’s check out the pros and cons of this solution for legal teams:

All in all, we think Typeform could strive to have a more sophisticated Salesforce integration to be a first-choice forms tool for law firms.

Google Forms for Salesforce 

Among many other products, Google has its own form solution that legal teams could use. It’s important to keep in mind that there is no official Google Salesforce integration. This means that law firms will have to work with a third-party or invest in custom development to connect Google Forms to Salesforce. So what are its pros and cons?

In summary, look further for a Salesforce forms builder with a direct integration to make legal work ever smoother!

JotForm

JotForm is another solution that legal admins won’t be able to find when looking on the Salesforce AppExchange. It makes the list because it is relatively intuitive to use. So what are its best and worst features?

Our verdict is similar to the one we gave for Google. Look for a tool with direct Salesforce integration to experience the elevated benefits of form-building with the #1 CRM platform.

Titan for Salesforce

Titan is a dynamic, no-code digital experience platform designed specifically for Salesforce. 

With Titan Forms, legal firms can update any existing record or create new records directly in their Salesforce. No code is necessary and setup can be done in just a few clicks. 

Titan’s patented integration with Salesforce allows legal admins to customize any workflow your firm can imagine while relying on your data throughout the whole process. 

Titan’s Salesforce integration and conditional logic empower legal admins to automate any rule and create a 100% flexible legal form to suit your law firm’s needs and those of your most valuable clients.

Titan’s cutting-edge technology will never hold your law firm back and comes with zero limits on the number of fields per page, length of pages, or even number of integrations and objects you can work with. 

In addition, Titan Forms includes styling options to bring any brand design you can think of to life. With Titan, your imagination is the limit, and you can build anything you choose!

So, what are Titan’s pros and cons?

See you soon!

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us