Advologix, a salesforce.com based CRM for Law Firms certainly does a lot of things right. From Matters to Case Management, logging time, through full cycle reporting if you’re a law firm – this is the technology stack to build your practice on.
Box.com , a phenomenal cloud based file sharing and storage platform provides the security and uptime you’re looking for to instill confidence in your clients and keep your data and files safe.
Here comes the rub. The box.com integration with Advologix and salesforce.com doesn’t work the way you do. Already have an existing box.com account and moving to Advologix? Good luck.
Want to auto-create box folder hierarchies based on the Matter Type? You’re out of luck there, too. Until now.
With our extensive work with salesforce.com and box.com, we’ve developed several custom solutions that existing law firms are up and running with today. Watch the video below just to see a sneak-peek of some of the functionality we built. Interested in more than that? Fill out the form to your right.