Case Study: McCarthy Tétrault modernizes Salesforce CRM and legal operations with WebSolo

McCarthy Tétrault modernizes Salesforce over 13 years with Websolo

McCarthy Tétrault, a Canadian legal and professional services firm, faced the challenge of modernizing its Salesforce CRM to support sophisticated legal-industry workflows. Standard functionality was insufficient for their needs in client relationship management, business development automation, and integrations. They engaged WebSolo to migrate legacy data, improve relationship intelligence, and build a platform capable of handling their complex, bilingual operational requirements.

WebSolo implemented a long-term Salesforce solution involving custom development with Lightning Web Components and Apex, business development automation, and extensive system integrations. The results included improved visibility into client-lawyer relationships, reduced manual work through automated processes and document generation, and a modernized, scalable platform. WebSolo's engagement provided over a decade of continuous enhancement and production support, helping McCarthy Tétrault evolve its legal operations.

McCarthy Tétrault