LEGAL APPLICATIONS SPECIALISTS FOR THE SALESFORCE PLATFORM
To be competitive and take your company to the next level, you need streamlined data, workflow, and analytics. Antiquated processes must be replaced and most importantly, cloud-based software must be implemented. This is no small undertaking! Between database architecting, customizing workflow, integrating document/form/SMS/accounting applications, migrating legacy data and documents, ensuring security levels, and user training, you need talent and experience from multiple disciplines, not to mention someone who can manage it all effectively and efficiently. That’s what CarsonWhitfield delivers. We bring in the resources your company needs to get the work done and we manage it all for you.
You have made the commitment to take your company to the next level. Your expectations are high, you have a lot of ideas and plans, and you need your database to keep up! CarsonWhitfield provides the who, the what, and the how to support and manage your continuous evolution.
Founder, Kelly Whitfield, is a legal technology expert with experience spanning over two decades. She is a veteran at building consulting practices from the ground up and she possesses the knowledge and intuition to always be at the forefront of the legal cloud technology wave.
Beginning her career selling case management and governance applications to corporate legal departments, Kelly quickly developed a passion for client advocacy beyond the sale. Her unique ability to interpret the needs of a client and construct creative and practical solutions that suit every user level has since propelled her from a front-line sales rep to positions of Project Manager, Solutions Architect, Director, Vice President, and now Principal of her own consulting firm.
Partner Interview with Formstack
A brief interview between Kelly Whitfield and Zak Pines of Formstack, discussing the birth of CarsonWhitfield Consulting, how we help law firms manage their marketing leads, and a typical day at CWC.
Director of Engineering -
Verizon Digital Media Services, EdgeCast
WHAT OUR CLIENTS SAY
The only team recommended in AdvoLogix client reviews:
" ...brilliant to work with. Highly recommend!"