Legal, immigration law firmImmigration Law Firm
A small immigration law firm replaced email-driven case tracking with Sales Cloud, automating intake-to-matter handoffs and giving partners real visibility into caseload and deadlines.
The client is a small immigration law firm running roughly 35 to 40 consultations a week, serving individuals and families navigating US immigration processes. The practice was new to Salesforce and relied on email and scattered tools to coordinate three attorneys and a team of legal assistants. The firm engaged SiiMPLY7 to implement Sales Cloud as its operational backbone and connect Slack and Quip to its case workflow.
The challenge
The firm struggled to measure productivity, hold staff accountable, and track case resolution. Communication was largely email based, and timelines and deadlines slipped through the cracks. With most clients arriving by phone, intake and matter progress lived in people's heads and inboxes rather than in a system everyone could see.
The solution
SiiMPLY7 implemented Sales Cloud tailored to the firm's intake-to-matter lifecycle, layering in Slack and Quip to match how the team already worked. Leads, opportunities, accounts, and activities were configured to mirror the consultation-to-signed-contract process, with workflows, approvals, and dashboards built for visibility. Closing a matter automatically spins up a dedicated Slack channel, and Quip templates standardize documents by case type.
Implementation highlights
What we built.
- Sales Cloud core setup: user roles, permissions, and firm-specific settings
- Lead and opportunity stages modeled on the consultation-to-signed-contract process
- Accounts and contacts structured for organized client and matter records
- Workflows, approvals, and activity management to track tasks and deadlines
- Automation that creates a dedicated Slack channel when a matter closes
- Quip setup with standardized document templates by case type
Results
Partners can see matter status and deadlines in one system
Automated Slack channels spin up the moment a matter is won
Consistent records and Quip templates across case types
Engagement summary
SiiMPLY7 stood up Sales Cloud as the firm's first real case-tracking system and wired Slack and Quip into the matter lifecycle, moving the practice from email-based coordination to a single source of truth with automated handoffs.
What's next
Logical next phases include integrating phone and web intake to capture leads automatically, connecting the firm's accounting system to reduce manual reconciliation, and expanding reporting on case resolution metrics and attorney utilization.
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