Palm Beach Gardens, Florida
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Today
Description Company and Project Context The client is a legal services firm that has built a proprietary CRM platform called Briefcase, which runs entirely on Salesforce. Briefcase is the primary application used by lawyers and paralegals to manage cases from intake through resolution. The company has evaluated two third-party AI tools for integration with Briefcase and determined that neither provides sufficient value for the cost. Leadership has decided to pursue a fully internal AI developme
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