Webinar: JusticeServer & Salesforce for Cloud Based Client Management

Samantha Sanchez - Techbridge
Bryan Babcock - Volunteer Legal Services Project
Rick Rose - Techbridge

Topics:

• Understanding the key benefits and advantages of Salesforce as a platform
• Insight into Justice Server for case management
• Learn how the volunteer portal can increase pro bono attorney involvement
• Hear from the volunteer legal services project on how they are using this platform to manage their data more efficiently and effectively, and how to make use of customized volunteer attorney portal.

So just who is Techbridge?

Techbridge is a nonprofit that drives community impact by bringing transformational technology and operational improvements to other nonprofits. Effective outcomes require streamlined and automated operations, with the ability to share and analyze data from across organizations.

Data Management Challenges

• Difficulty with producing standard reports as well as ad-hoc reports
• On-going licensing requirements
• In-house technical expertise for support and maintenance of solutions
• Order solutions built on outdated technology platforms
• Limited or no ability to customize
• The rigid feature set from proprietary black-box software
• Expensive, on-going support requirements
• Lack of Integration to external systems
• Inability to easily incorporate changes required by funders
• Limited automation, resulting in reliance on manual manipulation of data