G2

Verified User in Financial Services

Small-Business (50 or fewer emp.)

10/17/2023

"Streamline Compliance/Legal Research and Case Management with CLEAR and Salesforce"

4/5

What do you like best about Thomson Reuters CLEAR Salesforce Integration?

The ability to integrate CLEAR directly into Salesforce allows compliance and legal teams to easily conduct research and manage case information all within Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Thomson Reuters CLEAR Salesforce Integration?

Content organization needs refinement - At times research results and documents pulled from CLEAR into Salesforce can be jumbled. Better organization and filters would help lawyers locate relevant information faster. Review collected by and hosted on G2.com.

What problems is Thomson Reuters CLEAR Salesforce Integration solving and how is that benefiting you?

Data silos - Without integration, case details, documents, research and notes end up fragmented across CLEAR and Salesforce systems. The integration provides a unified hub for all information related to my cases. Switching contexts - I used to waste time toggling between CLEAR and Salesforce while researching case law and documents. Now I can conduct searches, find answers and associate relevant information with cases all in one place. Review collected by and hosted on G2.com.