Every Case. Synced With Salesforce
With Titan, legal firms manage every intake, document, and case update in one branded, Salesforce-synced system. Cut manual intake, lost forms, and client disconnect with a tailored portal with security, speed, and full visibility by design.
Legal
Secure Document Generation
Automatically generate case documents in a HIPAA-ready, SOC 2-certified, Litify-synced workflow, with audit trails and eSignature.
Client Intake
Manage different case types, jurisdictions, and eligibility criteria with tailored intake flows that write directly to and from Salesforce.
Document Generation
Automatically generate any case-related documents, Salesforce-synced with customer data for quick review and eSignature.
Tailored Branding
Offer clients a branded portal to track case status, upload documents, and sign forms that integrate seamlessly with Salesforce.
“Titan is a great company with a great product we rely on. They have made total product changes to accommodate our needs.”
Explore Titan for Legal Services
Take a deeper dive into Titan for Legal Services, including customer success stories and real-world use cases
Customer Success
Jan Dils Simplified Their Salesforce Document Delivery with Titan
Ultimate Guide
Discover Salesforce Electronic Signatures for Legal Firms
Doc Gen
Check Out Salesforce Document Generation for Legal Services
“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.”
Amplify Salesforce for Legal Superpowers
Sign legal contracts collaboratively, automate any business process you can think of, and get peace of mind that your docs are 100% compliant. Using Titan for Salesforce, #1 CRM for legal firms, you can save over 42 hours a month and boost the momentum of your law firm using intuitive point and click software within the powerful structure of Salesforce for law firms.
Codeless Contract Lifecycle Management
Redline, comment on, and track every contract in Salesforce from the start right until completion for 360 degree legal eagle vision! Track the entire CLM journey in Salesforce for lawyers from start to finish with Titan’s out-of-the-box CLM solution for the legal industry.
Dynamic Client Portals for Salesforce
Create dynamic client portals that rely on architecture of Salesforce for attorneys, where they can directly chat with attorneys, access their documents securely, as well as check in on their cases in a few simple clicks. Build custom portals for the law firms with Titan’s simple drag-and-drop builder.
eSignatures & Digital Signatures
With Salesforce for attorneys, you can use eSignatures or digital signatures depending on the needs of your legal case to close any contract, deal, or waiver.
Titan for Legal FAQs
How does Titan handle jurisdiction-specific forms or matter types?
Titan allows you to fully customize your intake forms and workflows to meet jurisdiction-specific requirements, all while integrating directly with Salesforce for effortless and accurate data capture.
Where is client data stored?
Titan doesn’t store any client data, meaning customer data lives securely in Salesforce where it belongs, in a single source of truth.
Does Titan meet our compliance requirements?
Titan is certified for SOC 2, GDPR, HIPAA, and PCI DSS. We don’t store your data externally unless you choose to. Everything stays secure and trackable.
How can I customize client-facing intake and case portal pages?
Titan’s drag-and-drop tools allow you to fully customize your client-facing portals with your firm’s branding, colors, and layouts, no coding required.
How do I manage permissions for attorneys, paralegals, and clients?
Titan lets you define granular permissions for each role within Salesforce, ensuring the right people have access to the right information at the right time.
Does Titan support e-signatures for retainer and case-related documents?
Yes. Titan integrates seamlessly with Salesforce to support secure e-signatures for all case-related documents.
Can I embed intake flows into our existing website?
Absolutely. Titan’s forms and workflows can be embedded directly into your website, offering a seamless client experience that syncs with Salesforce.
Take Your Legal Intake to The Next Level.
