Elevate Your Law Firm with Salesforce & Litify — **Continuous Innovation, Real Results.**
We help legal teams optimize their platform, streamline operations, and achieve better client outcomes.
How WHGG Stopped Losing $160K/Month in VA Cases by Fixing Case Inquiry & Intake on Salesforce + Litify
OUR VISION
Built on Salesforce. Built to Evolve.
Our Vision
How we're different
Partner Ops can't scale
<br />**On a dedicated PRM.**
A separate PRM tool will get you started. But you'll soon outgrow it, when you inevitably get stuck trying to customize or integrate it. One more tool, one more headache.
The problem
**Law Firms Face Unique Operational Challenges**
- Managing a high volume of diverse cases
- Inefficiencies and limitations in current Litify setup
- Disconnected or underutilized technology
Our Solution
**Your Legal Operating Platform**
Most components we’ve built before so expect **speed,** **precision** and **clarity** with **demos, diagrams, and pre-built accelerators.**
Using interviews, operational insights, and legal expertise, we help you prioritize the most valuable capabilities—so you know what to launch first, and what can wait.
Together with your team, we map intake, case handling, and client communication processes—clarifying roles, data structures, and user experiences purpose-built for legal work.
Your platform is implemented by senior engineers with deep legal expertise. We launch in clear phases—each one designed to deliver value early, support your team, and scale with your practice.
Our Solution
**all your partner systems needs.**
Most capabilities we've built before. So expect speed, quality, demo's, diagrams, pre-built components.
Through interviews, data, and experience, we help you define the minimum viable set of partner capabilities—what to build first and what can wait.
You assign a business owner for each capability. Together, we workshop the future-state process, user experience, and data structure—until it’s crystal clear.
Our senior engineers implement your PRM and portal on Salesforce. Nine weeks later, we launch it together—ready for your entire partner base.
Our Solution
A Comprehensive Platform Tailored for Law Firms
Built specifically for legal professionals, integrating essential functions to drive results.
Our Solution
The hardest integrations made simple. Your core legal operations are now centralized in Litify, leveraging Salesforce's powerful integration ecosystem.
Solution
Proven strategies documented in actionable playbooks, designed specifically for complex legal environments.
Our Solution
You'll be paired with an industry-specific group of experts we call a Salesforce Pod. Your pod will have 3 people by default, which is the smallest possible strike team needed to get ambitious features delivered on Salesforce. Pods commit long term to the same clients (max 3) and industry.
Michael is ex-CTO at PerfectedClaims. He can cut through enterprise noise, to shape & build a legal product roadmap and modern tech stack, like no other.
1. Ship features disconnected from intake goals or legal workflows.
2. Expect you to map every intake path and rule from scratch.
3. Leave you guessing what changed and what's delivering value.
1. Shape a focused legal roadmap tied to operational KPIs
2. Reuse what works at other firms, tailored where it matters.
3. Show real progress to C-level, tied to higher case conversions.
Jared has shaped technical foundations at WHGG and PerfectedClaims. He's as comfortable leading a workshop with legal ops, as diving into Salesforce code, or designing AWS infrastructure.
1. Build what you asked for, without rethinking the problem.
2. Skip architecture, until things like file storage break the system.
3. Miss tech landmines, causing mid-sprint blockers & late deliveries.
1. Propose solutions using what's just now possible, like AI evidence review.
2. Architect for scale, like moving files to AWS which saved $250K.
3. Build resilient flows, using things like trigger frameworks & Apex failovers.
Javier has shipped business-critical Salesforce flows for WHGG and PerfectedClaims—keeping intake process, dynamic forms, and file upload logic robust, extensible, and easy to hand off.
1. Wait for complete specs, then build in a silo, blind to real flows.
2. Ship features that pass QA, but break edge cases or SLAs later.
3. Leave behind fragile builds, so internal teams are afraid to touch it.
1. Ship a minimum viable feature fast. Then iterate to get it just right.
2. Build trust with automated tests that catch issues before they hit prod.
3. Hand over ownership, like training ops to run AWS document flows.
Our Results
Our sweet spot
Our sweet spot
Faqs
Can you integrate with the software I already use with Salesforce?
Almost certainly. Harrier has deep experience integrating Salesforce with a wide range of tools, from GTM systems to industry-specific platforms. Leveraging point-to-point, middleware, or (reverse) ETL solutions - depending on the use case.
Who will be on my consulting team? What is this Salesforce Pod I keep hearing about?
Your Harrier consulting team is called a Salesforce Pod —a dedicated, long-term team that works as an extension of your business, to advance on the hard projects.
Your Pod typically consists of:
- A Salesforce Product Manager, your main point of contact, driving strategy and priorities.
- A Technical Architect, responsible for designing a scalable, future-proof solution.
- A Salesforce Engineer, who executes and builds it the right way.
Unlike traditional consultancies where you're passed around to whoever is available, your Pod stays with you long-term, deeply understanding your business and evolving your systems over time. You'll meet regularly and will come to see them as an integral part of your internal team.
Got a Salesforce challenge?
**Talk to the builders.**
A dedicated session with Harrier partners Jan & Anthony to break down your Salesforce challenges, align on strategy, and map out the fastest path to impact. No fluff, no sales script—just real, actionable advice.
