Legal Services Case Studies and Success Stories with pdfDocs
CASE STUDY Perkins Coie
Litera Foundation and Foundation Scoping helped Perkins Coie manage legal data. Before, their data was in silos and hard to search. Each team used different formats and sources. With Litera Foundatio...n, they could examine historical data in one place. Foundation Scoping let them dive deeper into details. This made data searches easier and saved time for pricing professionals.
contentCrawler from Litera replaced a slow, four-step OCR process at Becker & Poliakoff. Staff used to spend a lot of time making documents text-searchable. The old way was hard and had many errors. ...With contentCrawler, the firm now has a single-step, automated OCR process. This saves time and keeps documents easy to search. Users stay in control of their workspace.
CAM helped Shepherd and Wedderburn manage their legal data with more detail. The firm needed better provisioning for their iManage Cloud migration. CAM gave them templates for different departments a...nd naming rules. The solution also provided detailed audit trails. This helped the firm track user activity and improve data governance.
Upper Sigma CRM helped Reed Smith, a global law firm, modernize their client relationship management. Reed Smith needed a new CRM after their old system reached end-of-life. Upper Sigma, built on Sal...esforce, gave them a 360-degree view of clients and relationships. The CRM worked with Outlook, Teams, and mobile, and required little data entry. Reed Smith gained better insight into client and lawyer activities and reduced risk.
Litera helped Bracewell LLP, a leading law firm, centralize client data. The firm struggled with outdated processes and no searchable database. They used Excel and manual entry for business developme...nt data. Litera provided a single source of truth for pitches, proposals, deals, and matters. This improved reporting, tracking, and lawyer adoption. The solution drove better collaboration and efficiency.
pdfDocs helped Macpherson Kelley move to a paperless process for reviewing and filing court documents. The law firm wanted to work in a more digital and flexible way to match their clients' needs. Be...fore, they used paper for court submissions, which was slow and needed lots of printing and scanning. With pdfDocs, they made the process digital and more efficient. This reduced their reliance on paper and saved time for their staff.
contentCrawler automated OCR helped Makinson d’Apice Lawyers fix hidden files in their iManage document system. Staff were not saving documents the right way, so many files could not be found in sear...ches. Email attachments were often image-based PDFs without text layers. contentCrawler made these files searchable. This improved document management and made it easier to find important information.
Prosperoware CAM helped Shepherd & Wedderburn move to iManage Cloud and Microsoft Teams. The law firm needed better provisioning, flexible workspace templates, and strong audit trails. CAM gave them ...granular control, template customization, and easy integration with iManage Universal API. The firm now saves documents in the right place and tracks user activity. CAM improved risk management by making data location clear and easy to audit.
Holland & Knight used Litera's Foundation, Kira, and Foundation Scoping to improve legal efficiency and data management. The law firm had trouble managing data spread across many systems. They wanted... better insights into clients and legal matters. Litera's solutions helped them organize data and streamline due diligence. This made their legal processes more efficient.
