S04
Case Creation Portal
Create client and inter-office cases in seconds.
- Salesforce
- Custom web interface
What changes
Without it
New client paperwork gets typed into the CRM by hand, which is slow and leads to errors.
With it
When a new client account is opened at Schwab, the client is added to the CRM automatically. A new client intake form that creates the records your firm needs in the CRM is coming soon.
Automations in this system
-
Schwab new account sync
Adds the client to the CRM automatically.
-
New client intake form
Creates all the records your firm needs in the CRM.
Built with
- Online forms and PDFs
- Schwab
- Salesforce
- Zapier
Every automation is built on whichever platform your firm's compliance has approved. Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs.
Related systems
S05
Email-to-Task with AI Duplicate Detection
Every emailed request becomes a task, and nothing gets duplicated.
- Salesforce
- AI
- Zapier
S09
Speaking Event Management
Every speaking event is organized from the moment it's booked.
- Salesforce
- Spreadsheets
- Zapier
Want to see what we'd automate
first in your practice?
Start with a CRM and operations audit, or bring the one process that slows your office down.