Integration

Briefcase + Salesforce

Briefcase reads matter and party data from Salesforce and writes the case record back, so your team works in a modern interface without leaving your system of record.

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How it works

A layer, not a bolt-on.

BriefcaseThe interface
reads · writes
SalesforceThe system of record
  1. 1

    Connect your org

    Authorise Briefcase against your Salesforce org. Start read-only to pilot, switch to two-way sync when you're ready.

  2. 2

    Cases map to matters

    Cases, Accounts and Contacts map to Briefcase matters and parties. Briefcase keeps the record in sync.

  3. 3

    Your team works in the modern UI

    Intake, triage, drafting and decisions happen in Briefcase. Salesforce stays the system of record.

In the record

Ask in plain language. Grounded in Salesforce.

Home › Test Court

ACME Corp. v XYZ Inc.

Defendant

XYZ Inc.

Judge

Kirby

Plaintiff

ACME Corp.

Active

Case Progress

2 of 4 complete
  1. ClaimJan 15
  2. DefenceFeb 15
  3. EvidenceMar 15
  4. HearingApr 15

What's outstanding on the Acme matter?

Two items outstanding: the statement of loss and proof of service.

Linked from Salesforce

How we compare

Deeply integrated. Not a bolt-on.

 BriefcaseA bolt-on AIRip-and-replace
IntegrationA layer over the system you runSits beside it, copy-pasteReplaces it
The recordEvery action append-onlyOutside the recordNew record, migration
AI groundingGrounded to the casefileGeneric, ungroundedVaries
Who decidesHumans decideVariesHumans decide
ProcurementISO 27001 in progress, single-tenantConsumer termsMajor project

FAQ

Do we need to move off Salesforce?

No. Salesforce stays your system of record. Briefcase is the layer your team works in.

Is it read-only or two-way?

Either. Start read-only to pilot, then switch to two-way sync when you're ready.

How long does it take to connect?

A standard Salesforce org connects in days, not a migration project.

Get started

Try Briefcase in your jurisdiction.

Book a call and we'll show you Briefcase set up for the way your institution actually works.

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