Customer Success Story
Case Files, Organized & Secure: A Law Firm’s Smart Move to Streamlined Salesforce Document Management
- Industry
Legal Services
- Storage
AWS S3
Overview
A leading Chicago-based law firm specializing in high-impact litigation relied on Salesforce to manage case tracking and legal documents. However, as their document repository expanded, they faced storage limitations and inefficiencies in document organization and access.
Their initial solution was to move documents to external storage. This created new challenges. Files became difficult to locate, updates didn’t sync across platforms, and compliance issues arose due to unrestricted access for Experience Cloud users.
Download the full case study to see how XfilesPro provided an effective solution for this legal firm.
