Category: Legal

Document generation underpins almost every major legal process you can think of, from service proposals to invoices, memorandum of agreements to reports, affidavits to client correspondence, and much more! No matter your legal field, whether it be criminal or civil, family or corporate, environmental or intellectual property, you need accurate and up-to-date documents to keep internal records,…

Salesforce Experience Cloud, previously called Community Cloud, allows legal professionals to build custom online communities and portals branded to their unique web project requirements. For more information on the differences between these Salesforce products, check out our Community Cloud Vs. Experience Cloud article.  But, for now, let’s continue with our current topic. Web portals created with Salesforce…

Notary publics are the professionals who perform the important task of notarizing documents. However, we all have financial and legal documents that need to be accurate, verified, and have identifiable signees. So, wouldn’t it be ideal to notarize documents yourself in the comfort of your office whenever the need arises?  Join us in the article below. We…

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…

Electronic signatures (eSignatures) are better for the environment, save legal firms time and money, and make the signing process a million times easier for clients. Instead of getting swamped by admin and endless paperwork, it’s now the new norm to have one document with multiple signature fields. Clients receive a link or email so that they can…

It’s a formal, non-legally binding agreement between two or more entities. Within a Memorandum of Understanding (MOU) agreement, one can find the following information: According to MasterClass, up to 60% of private-sector businesses create MOU agreements in the partnership negotiation phase. This makes sense to us since MOU agreements provide precise details of each party’s responsibilities and…

Every contract is unique, but according to the Institute for Financial Literacy, 25% of mortgages now have acceleration clauses. These clauses protect lenders in times when individuals who have borrowed money cannot repay it or have somehow violated the terms of the contract. In this situation, the lender has the legal right to demand their loan repayment…

An affidavit is a legally-binding document containing facts from an individual who believes them to be true and accurate. They are so popular, that according to the National Center for State Courts (NCSC), affidavits appear in over 90% of civil cases in the United States as supporting documents. Affidavits are used across many scenarios and situations to…

“Create Strong Partnerships and Protect your Confidential Business Data with NDA templates“ Imagine your company taking the lead in a specific industry with advanced solutions! It’s not a far stretch if you keep your trade secrets and recently developed products confidential. To keep your market position or gain a competitive advantage, make sure your intellectual property and…

Welcome to Salesforce Radio, your destination for insights, news, and community connections within the dynamic Salesforce ecosystem! In episode 6, Ben Miller chats with Jason Adams, Director of Operations at Hoglund & Mrozik. After joining the firm eight years ago, Jason introduced the team to Salesforce. Hoglund & Mrozik have never looked back. Today, they continue to…