ClientLogic (formerly IntakeLogic)

ClientLogic is the Salesforce-native Client Lifecycle Manager purpose-built for law firms that want to grow smarter, market more effectively, and deliver outstanding client experiences at scale. From marketing campaigns to matter close, ClientLogic connects every interaction across the client lifecycle, giving business development, marketing, and client service teams the tools they need to build stronger relationships and drive revenue. With a unified view of every contact, company, and conversation, firms can segment audiences, personalize outreach, and measure what’s working across email, events, referrals, and more. Relationship intelligence helps firms deepen key connections, while planning tools and activity tracking make it easy to manage pursuits, panels, and proposals. Built on the trusted Salesforce platform, ClientLogic integrates with Microsoft 365 and most leading legal technologies including ERM, eMarketing, billing, and document management systems to create a single source of truth. Robust analytics and dashboards give leadership full visibility into pipeline, engagement, and growth performance. Whether you are a global law firm or a boutique practice, ClientLogic equips you to centralize relationship data, align teams, and act on insights without the complexity of traditional enterprise tools. ClientLogic: Legal CRM to forge stronger relationships and fuel smarter growth.