Secure External Collaboration for Legal Firms

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Alberto Estrella, Managing Partner at Estrella, LLC, will showcase how he has streamlined client engagement using Salesforce, Nintex, and Box to improve his customer experience. This is your chance to network and exchange insights with peers from leading legal firms and our Box experts.

Key discussion topics:

A walkthrough of matter opening workflow leveraging Box for Salesforce to create custom subfolder structures
Demonstrations of the templates built with Box Doc Gen in Salesforce
New opportunities unlocked by AI-powered metadata extraction

Speakers

Alberto Estrella

Managing Partner, Estrella, LLC
Scott Picanco

Product Marketing Manager,
Box