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.

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