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Streamlined Lead-Intake Process with Integrated E-Signature

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“One of our law Client firm wanted to leverage salesforce integration compatibility with multiple systems like custom apps, e.g., form stack, to improve their lead submissions and signing process to improve their customer experience.”

Solutions:

Helped the Client firm by integrating the apps and providing administrative support for their document application and building a smooth sync between the application and salesforce and building after-sync automation to process the submission data and signed documents improving both their customer as well as end-user’s experience.

Results :

By leveraging the Salesforce custom API integration feature, Shapiro Law Firm achieved improved end-user experience and automated their lead intake process and document signing procedure.

Optimize lead submissions and document signing with Salesforce integration.

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