Case Study
Wolfsdorf Rosenthal LLP
I Wolfsdorf Rosenthal LLP – Launch Story
Company Overview
Wolfsdorf Rosenthal LLP is a full service, top-rated immigration law firm providing exceptional immigration and visa services.
Challenge
-
The company had two non-integrated solutions, PCLaw and Salesforce Service Cloud to manage their business. This caused many issues.
-
Visibility of end-to-end customer data was manual and inefficient
-
Data transfer between systems was time consuming and error-prone
-
Master data management was challenging between systems
-
Poor Salesforce Service Cloud design and implementation via another consulting firm
Solution
-
Implemented FinancialForce Accounting to replace PCLaw
-
Streamlined the billing and fee management processes with FinancialForce Accounting
-
Configured a Fee Object in Service Cloud to capture all planned immigration fees related to a Case

Company Overview
Location:
Santa Monica, CA
Employees:
51-200
Industry:
Law Practice
Previous System:
PCLaw
Solutions:
Financial Force
Service Cloud
Results
-
Product and Account Master data management is simplified
-
More efficient and accurate customer case and billing information seamlessly provided in a single view and reports.
-
All applications are on the Salesforce Platform providing seamless integration with a 306 degree view of their customer and case information.
Let us help your company succeed with Salesforce