When it comes to calculating taxes for complex multi jurisdictional transactions and files, this law firm was looking for a solution that will prompt its attorneys to enter accurate information during file opening and assist them with a “wizard” that waled them through various client scenarios to extract appropriate tax rates for the file’s particular details. Leveraging existing file opening workflows and automation, we worked closely with the firm’s CFO, senior tax partner, CIO, CTO and an external vendor to develop a solution that substantively reduced firm risk and exposure to ensure its clients pay applicable taxes. We helped our client “package” this solution and sell it to another firm who was in a similar predicament.

Technology: Intapp

A core business process for any law firm, our client was looking for a more efficient business process and the most current toolkit for managing records in the firm. Working closely with the firm’s director for records management and matter intake practices, we helped develop initiatl requirements, identify prominent vendors, issue RFQs and RFPs, help select technology vendor that matched the firm’s information management infrastructure, develp detailed project plans, managed integration vendor, guided the testing processes, and helped identify stakeholder impact, training, and rollout procedures.

Technology: Filetrail

Our client, a mid size firm in Canada, was looking to implement an innovative litigation practice solution that will enhance a manual undertakings management, shifting from cumbersome tracking in spreadsheets, to a standardized process and a web based system that’s accessible to the firm’s lawyers as well as its clients. We were hoping to find an “off the shelf” solution but could not find anything that matched their vision. We therefore developed a full set of requirements through a series of meetings with a team of lawyers, developed specifications that included sample user interface designs, developed technical specifications, together with the firm’s CTO we agreed on the best cloud platform for developing such a solution, and proceeded to develop, test and roll out an intuitive, highly secure solution that won an industry award for its innovation and practical effect.

Technology: Microsoft Azure

Implementation of Time Management Process and Automation

Effective and efficient docketing translates to better realized revenues, friction free client relationship, and improved business processes that affect the firm’s billing team. We were asked to work with the chosen software vendor and an integration consultancy for planning, integration and deployment of this high impact process and its automation. Working closely with the firm’s finance department, we helped navigate a complex, year long project. In addition to the new system, one that included a highly anticipated mobile component, we introduced new security and ethical walls automation that had the potential to impact assistants and attorneys. We invested substantial efforts engaging with assistants and attorneys, studying their work practices and how those may be impacted. We “tweaked” relevant business processes and the system’s functionality in order to balance high usability (“Docket Your Way”), with risk management and financial goals.

Technology: Intapp

Replacement of Home Grown Ethical Walls System and Updated Processes

The firm's home grown ethical wall system withstood the test of time. An innovative solution a number of years ago, it made sense to switch over to a system that's supported across the legal industry for its features, integration, and overall cost. In addition to the myriad of processes and other systems that "feed" off an ethical walls system (e.g. document management, time management etc.), this was an opportunity for the firm to revisit some of its ethical walls practices, and continue the process of ensuring that the firm's practices are applied across even more business processes and systems. We helped coordinate this effort across many of the firm's functional areas, extensively leveraged its IT team and its deep know how, engaged with the vendor, helped select an integration vendor, and worked very closely with the firm's risk management team, headed by its GC. We provided various scenarios for their consideration which meant rapid resolution of issues and how they affected system functionality and changes to business processes. A year long effort culminated in a highly organized switch over that was largely seamless and invisible to most users in the firm.
Technology: Intapp