Customer Success Story
XfilesPro Simplifies Case Processing and Improves Legal Services for Claim-Based Cases
- Industry
Legal Services
- Storage
SharePoint
Overview
A nationwide law firm focused on veterans’ disability claims based in Florida was using Salesforce for over 4 years. But their incoming files were overloading their Salesforce. With increasing case loads, the firm needed a smarter, more scalable solution that integrated seamlessly into their workflow, providing a clean, organized file system.
This case study showcases how XfilesPro helped the legal service provider streamline document management, improve legal service speed, and set the stage for broader Salesforce adoption across the firm.
Download the case study to learn more.
