Optimize Operations and Participation for Legal Associations
Support and engage legal professionals with Fíonta and Salesforce
Legal associations support attorneys, paralegals, law students, and legal professionals throughout their careers. However, outdated systems create inefficiencies, slow credential approvals, and complicate event management. Complex processes make it harder for members to engage, renew, and access the benefits they expect.
Modern membership systems eliminate inefficiencies, allowing legal professionals to join associations, track CLE credits, and access benefits without unnecessary delays. A connected approach improves engagement, ensures compliance, and makes event participation easier for members and staff alike. Want to learn more?
Focus Areas
Verify applicant credentials automatically and simplify the approval process before membership is granted.
Easily manage practice groups, committees, and member sections while tracking engagement.
Sync with state and federal licensing bodies to ensure accurate member records and real-time updates.
Provide clear visibility into exclusive content, discounts, CLE credits, and mentorship opportunities.
Offer legal research materials, certification courses, and publications through a user-friendly e-commerce experience.
Enable secure, multi-currency transactions and automated invoicing for a global
membership base.
Deliver personalized content, networking opportunities, and a seamless learning experience.
Automate registrations, track attendance, and enhance participation in CLE programs
and networking events.
What our clients are saying
We were completely unfamiliar with Salesforce and how we could fully utilize it. The team was instrumental in keeping the project on track by providing a full scope of work, making suggestions, timely budget updates, addressing any questions, and providing solutions to issues or training when necessary.
The redesign and rebuild of Morningside’s website makes it easy for teachers and other users to find our Teachable Moments, facilitating Social and Emotional Learning (SEL) and the use of Restorative Practices (RP) with students.
Fíonta’s Managed Services (Accent) team has been a very helpful resource for our small association. Our ongoing arrangement with Accent has allowed us to establish a productive cadence to address small configuration changes with their support. While having continuous conversations to make sure we’re keeping an eye on long-term needs, the flexibility to engage with the broader Fíonta team when we need support to complete more resource-intensive projects.
Marketing Cloud Account Engagement (formerly Pardot) has been really helpful in terms of the automated emails, engagement paths, and one-on-one emails we could set up for routine requests.
The tools Fíonta has at its disposal make the conversion process a breeze. I have been through this process a few times in my career, and this is, without a doubt, the easiest and most efficient conversion I have ever experienced. I highly recommend that all member-based nonprofits give Fíonta serious consideration for their needs.
Fionta helped us execute a complex migration and transformation of messy legacy data and processes into the Nonprofit Success Pack (NPSP) and Outbound Funds Module (OFM). We couldn’t be happier with the result!