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

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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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3B4SF
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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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productsBespoke Solutions For Every Industry

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3B VMS
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3B Workforce Management
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3B AI Automation Platform
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3B Onboarding
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3B Portals
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3B CLM
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3B Forms

3B for Salesforce has completely transformed the way we manage onboarding and compliance. Automating these processes has saved our consultants almost 50% of their time spent on onboarding and vetting candidates, allowing them to focus on fee earning activities! As 3B is native to Salesforce and on the same platform as our existing systems it also means we get excellent data transparency. Now our process is much smoother, efficient and far easier to manage.”

Sam PorterIT Director

We chose 3B having worked with their developers previously on another Salesforce project, and have always been happy with their approach to projects. We leverage several major benefits over our competitors by using 3B for our onboarding, as it dovetails nicely with our website, allows us to onboard workers easily with minimal intervention from our operations staff, and provides full audit trail for us within Salesforce. We would definitely recommend 3B for anyone wanting to improve their onboarding process in the Salesforce ecosystem.”

Andy KeppelHead of IT

Working with 3B has been a game-changer for our business. Their AI solutions have revolutionised our operations, enabling us to automate repetitive tasks and make data-driven decisions with ease. We couldn't be happier with the results."

John AndersonCEO

testimonialsHear what our customers say about our Salesforce Enhancements

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