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3B Soft Ltd, 3rd Floor, 86-90 Paul Street, London, EC2A 4NE
info@3b4sf.com

Legal

Professional services firms can significantly enhance their operations by automating the generation of client agreements, policy documents, and legal contracts. For example, in the insurance industry, clients benefit from streamlined form submission, allowing them to complete and submit forms quickly and efficiently online, while law firms can expedite the preparation, redlining and signing of legal documents.

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bespoke solutionsAccelerated Workflows

With 3B’s integrated e-signature and document generation solutions, approvals are accelerated and workflows are seamlessly managed. This automation reduces errors, speeds up processes, and improves overall efficiency in delivering services and managing client relationships.

Benefits of 3B Solutions for Professional Service Providers:

  • Streamlined onboarding and recruitment for legal professionals.
  • Secure management of sensitive legal documents.
  • Simplified contract and compliance tracking.
  • Seamless integration with existing legal software.
  • Customisable portals for client and team interactions.
  • Efficient contract drafting and redlining with real-time collaboration tools.
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Codeless Contract Lifecycle Management

Manage, redline, and track every contract directly in Salesforce, from first draft to final signature. Get full visibility across the entire CLM journey with 3B’s ready-to-go solution built for legal teams.  

Dynamic Client Portals for Salesforce 

Create sleek, secure client portals for law firms where they can message attorneys, view documents, and track case progress in just a few clicks. Easily build and customise each portal with 3B’s drag-and-drop portal builder. 

Hassle-free e-signatures

Use quick e-signatures to close any contract, deal or waiver.

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