No more Excel and Google Calendar chaos
How Cabinet Gozlan in Courbevoie went from juggling Google Calendar, Excel spreadsheets and sticky notes to a centralized CRM with Upplaw.
Vue dossier client
The Challenge
Cabinet Gozlan, a 5-person law firm in Courbevoie, was managing their entire practice with tools that weren't built for the job:
- Google Calendar used as a CRM — appointments, reminders and client follow-ups all crammed into one calendar
- Excel files for case tracking, with no reliable history or audit trail
- No overview of clients, active cases or upcoming deadlines
- Hours lost every week on manual, repetitive tasks
The Solution
We deployed Upplaw, a custom CRM built on Salesforce, designed for the day-to-day reality of a law firm:
Everything in one place
Clients, cases, deadlines, documents and communication history — all centralized and accessible in one click.
Daily tasks automated
Automatic follow-ups, deadline reminders, document generation: repetitive tasks are eliminated.
Clear view of the practice
Real-time dashboards on active cases, revenue and workload per lawyer.
Integrated with existing tools
Syncs with the firm's calendar, email and billing tools already in place.
The Results
Operational efficiency
Time-consuming tasks remaining
Case processing time
“Before, we spent our time searching for information between Google Calendar, Excel files and emails. Now everything is in one place. We no longer wonder where a case stands — we know.”
Maître Gozlan
Founding Partner — Cabinet Gozlan