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.


  • 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


  • 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


Santa Monica, CA






Law Practice


Previous System:



Financial Force

Service Cloud


  • 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


©2021 by Foundry 52. All Rights Reserved.