How We Typically Help

• Build Salesforce around real client, engagement, and operational workflows 

  • Structuring Salesforce so account management, intake, onboarding, engagement tracking, and coordination happen inside the platform — not across spreadsheets and disconnected tools. 

• Connect systems, data, and client lifecycle 

  • Making sure client-facing teams and operations are working from consistent information across relationships, engagements, and services. 

• Turn Salesforce into a system of execution 

  • Embedding workflows, approvals, and coordination processes directly into Salesforce so work progresses consistently across clients and engagements. 

Common Situations We Step Into

Legal and accounting organizations typically come to us in one of three situations: 

1. New Salesforce implementations 

We work with you to: 

• Define how account management, intake, onboarding, and engagement workflows should operate inside Salesforce 

• Design data models for clients, matters, engagements, services, and relationships 

• Structure workflows across intake, delivery, and coordination 

• Integrate Salesforce with document, billing, and operational systems 

• Deliver reporting across client activity, engagements, and performance 

2. Recovering and stabilizing existing Salesforce environments 

We work with you to: 

• Understand how client relationships, engagements, and coordination are actually being handled today 

• Identify where workflows break down or are handled manually 

• Reconnect processes so work flows end to end inside Salesforce 

• Clean up data models so reporting reflects real activity 

• Start making steady, visible improvements 

3. Expanding Salesforce as a platform 

We work with you to: 

• Extend Salesforce across account management, engagements, and service delivery workflows 

• Introduce structured processes across approvals and coordination 

• Improve reporting across clients, engagements, and firm performance 

• Replace inconsistent processes with something repeatable across teams

AI and Automation in Legal & Accounting Workflows

A growing part of our work is applying Salesforce AI and automation to real operational processes. 

This includes: 

• Supporting client communication and engagement coordination workflows 

• Automating intake, approvals, and follow-up processes 

• Improving visibility across client activity and service delivery 

• Reducing manual work across administrative and operational teams 

• Keeping work moving without relying on manual handoffs 

The focus is always practical — applying automation where it improves coordination, control, and efficiency. 

Our Delivery Model

We typically work with organizations in one of two ways, depending on internal structure. 

In many firms, systems are fragmented across client management, documents, billing, and internal workflows. We work differently — the same people who design the solution are the ones working with you throughout. 

Acting as Your Salesforce Team

For organizations without dedicated Salesforce leadership: 

• Take ownership of Salesforce across client and operational workflows 

• Align it to how relationships and engagements are managed 

• Define and manage what gets built and when 

• Coordinate across systems and teams 

• Deliver implementation, enhancements, and ongoing improvement 

This creates a single place where responsibility sits. 

Acting as a Strategic Salesforce Partner

For organizations with an existing team: 

• Work alongside your team on the parts that are slowing you down 

• Lead specific initiatives or problem areas 

• Fix areas that have degraded over time 

• Deliver work without adding more layers 

This tends to work best when teams want support where it matters, without changing how they’re structured. 

Handling Growth, Complexity & Regulatory Requirements

Legal and accounting firms evolve as services expand and client demands increase. 

We support: 

• Growth in clients, engagements, and service lines 

• Changes in regulatory and compliance requirements 

• Standardizing workflows across teams and locations 

• Integrating new systems and operational tools 

• Improving visibility across client relationships, engagements, and firm performance 

We also support expansion scenarios, including: 

• Aligning operations across offices or service lines 

• Consolidating systems and data 

• Standardizing how client relationships and engagements are managed 

How We Work

Whether implementing, fixing, or expanding Salesforce, the approach is the same: 

• Make it reflect how your business actually needs to operate 

• Keep it aligned as things change 

We’ll also tell you directly when something isn’t working — including when the right answer is to simplify or remove what’s already been built. 

Our Accelerators

Fostering has delivered many successful Salesforce Implementations and Enhancements for banking clients.  This means we've solved many of the challenges that you might face - an overview of some of the technical solutions we've deployed is available here.