Web Portal, Forms, and Docs
Pre-filled forms, Online Portal, Document Generation
Central Park Law is a law firm established in 1993, providing personalized traditional legal services to the greater Holland, Michigan community and online legal services to all of Michigan.
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Titan Extends Salesforce Experience Cloud for Central Park Law
Streamlining Legal Services in Salesforce Experience Cloud
Central Park Law is a single-attorney law practice in Holland, Michigan, run by Nathan Bocks, who was elected Mayor of the town in 2019.
He specializes in multiple aspects of Estate Planning, Real Estate, and Business Law providing tailored solutions to legal problems ranging from private individuals and small business owners to large commercial enterprises.
Central Park Law makes legal services quick and easy.
Central Park Law Harnesses the Power of Salesforce
Nathan Bocks rolled out Salesforce to streamline client intake and onboarding with customizable web intake forms, allowing him to save time collecting information and following up on documents.
However, he quickly found it difficult to easily track, manage, and store data that was pushed and pulled into Salesforce.
The solution had to provide his clients easy access to pre-filled web forms with just one click, where all related Salesforce data would automatically be updated in seconds.
Intelligent Solutions to Enhance Salesforce Capabilities
In order to solve his problem, Central Park Law implemented a fully-automated online solution that integrates seamlessly with Salesforce data.
Titan now provides Central Park Law with the latest technology and data security that helps transform client interaction.
Titan’s branching logic feature creates flexible Salesforce web forms. Clients can use it when filling out a form to determine if they want a virtual or in-person meeting with Bocks. Depending on their answers, clients are directed to the relevant page as required.
Salesforce data is now gathered seamlessly with intelligent digital forms that don’t require any coding to set up.
To further support Central Park Law, Titan’s advanced automated document generation app is embedded into Salesforce, allowing users to access documents, data, and client account history in real-time.
After implementing the web portal, Bocks found that clients can schedule meetings, retrieve documents, and view progress automatically in Salesforce.
Customer Interaction soars in collaboration with Titan and Salesforce
Thanks to Titan, the law practice achieved the following:
“Without a doubt, the Titan platform comes with a full set of tools integral to the success of any business! The support from the team has been nothing less than perfect.”
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