Digitizing all its old files and new client information was a huge part of the transformation process for WR Immigration. The digital transformation also made it easier to tackle the next piece of the puzzle: Organizing all its legal cases.
Service Cloud gives WR Immigration a much-needed way to organize its many cases. Here’s how it works:
- WR Immigration opens a new case in Service Cloud for someone who needs a visa
- Service Cloud houses all the notes and personal private information securely
- The case stays open in Service Cloud until the visa is dispersed
- Legal reps from WR Immigration can also contact foreign nationals directly via Service Cloud and access all their case information through WRapid™
It’s a win-win for WR Immigration and its clients, fusing internal organization with an integrated channel for external communications. And client data is kept confidential and secure with Shield and Data Mask, Salesforce products that provide an extra layer of security to the Salesforce Platform. In order to comply with the relative laws and regulations specific to immigration, WR Immigration leveraged Shield to encrypt the data they collect in Salesforce natively — adding another layer of protection to PII, sensitive, confidential, and proprietary data. Extending their concern for client data to all parts of their organization, WR Immigration decided to implement Data Mask — which masks sensitive data in sandboxes — for their developer team working on iterating and improving WRapid™.
WR Immigration has also adopted Slack for internal and external communications. Internal team members use Slack to chat and connect with one another, including the use of audio huddles and video calls. Slack is also used to connect the WR Immigration team with folks outside of the firm, including HR professionals and WR Immigration’s own external team of paralegals. In all cases, Slack has fostered easier communication and more seamless collaboration between everyone, and WR Immigration is looking at ways to more deeply integrate the platform into their workflows.