CASE STUDY | AmLaw 100 Firm
Customer at a glance A highly diversified law firm with more than 750 lawyers in offices across the U.S., UK, and Asia. The firm has been in the AmLaw 100 since 2001 and has nearly tripled in size over the past 16 years.
Duplicate workspaces for client matters
Cluttered workspaces with unused folders
Managing nearly 100 lateral hires a year
Solution A phased implementation of Milan from Prosperoware, beginning with their help desk, followed by a firm-wide deployment and, more recently, a matter-centric refresh with Milan 2.0.
Ability to create a single workspace for each client/matter
Resolution of 25% more user requests on the initial support call
Reduction from 15 to 5 folders per workspace
Production time for imports and exports reduced by 75%
Broader adoption of iManage and the firm’s information governance strategy
Reduced costs associated with transferring client and matter files
“[Compared to DocAuto] Milan does more – such as keeping iManage metadata intact during the export process – and does it more gracefully.”
Global Law Firm with 750 Lawyers Refreshes its Matter-Centric Environment An industry leader with global operations, this customer became an early champion of matter centricity and adoption of the electronic file - a concept originally developed by Prosperoware’s co-founders. Matter centricity today is an essential construct in the majority of large law firms around the world. This firm became an early adopter of Prosperoware’s Milan platform, which takes matter centricity to the next level with enhancements to iManage. Milan stores and automatically feeds data between processes to empower admins and end users to work more efficiently. Milan also ensures that users are working within established security boundaries. “We saw the potential of the product and wanted to help steer its development,” states the firm’s Practice Support Project Manager, speaking about their initial adoption of Milan several years ago. The firm provided beneficial input and specifically requested a number of Milan features, most recently driving the integration of Milan with KwikTag, a platform for improving and automating document scanning, with the intention to further drive adoption of the electronic file.
“Improving efficiency is the primary focus of our IT strategy,” states the firm’s Application Integrator, a major champion for Milan at the firm. “Milan makes our entire organization more efficient.” He reports that when they evaluated Prosperoware’s software, they especially liked how Milan generated workspaces compared to the DocAuto workspace generator they had been using. “Milan does more – such as keeping iManage metadata intact during the export process – and does it more gracefully.” The firm began its phased implementation of Milan in 2010, deploying it first to their help desk, where it helps first-level support personnel resolve 25% more user requests on the initial call. Today, it empowers the entire firm with more self-service capabilities that have helped drive adoption of both iManage and the firm’s broader information governance strategy.
CASE STUDY | AmLaw 100 Firm
“Milan helped us reduce the cost of transferring client and matter files, which is critical to onboarding lateral hires and getting them to work as quickly as possible.”
One workspace per practice group—no more Also valuable to the firm is Milan’s ability to create a single workspace for each client/matter based on Type of Law. “Our environment is driven by large practice groups with many client /matter workspaces. We didn’t want to create a ton of duplicate workspaces for matters that spanned multiple practice groups or different libraries. DocAuto couldn’t do this for us.” The firm takes advantage of a number of other Milan efficiencies, including the ability to create on-demand folders, which lets users add their own folders as needed and enables administrators to automatically delete old folders. This “housekeeping” capability helped the firm quickly perform a mass cleanup of its matter-centric environment when Milan was deployed. Milan’s on-demand provisioning helps them maintain that order by eliminating unnecessary and confusing clutter in their matter files. Automatic folder provisioning has been reduced from 15 to 5 folders per workspace, and any folder that hasn’t been used in 18 months is automatically deleted. (The folder remains available on demand.)
Matter Centricity 2.0 and solving the lateral hire headache More recently, the firm refreshed its matter centricity environment with Milan 2.0, which gave them a number of new capabilities, including the ability to parse email into categories and automatically separate internal email from external email – another feature they specifically requested. “The ability to automatically parse internal from external email before sending a matter file externally allows us to withhold sensitive material that otherwise would take us hours and hours to identify. It all goes back to efficiency. It’s helped us reduce the cost of transferring client and matter files, which is critical to onboarding lateral hires and getting them to work as quickly as possible.”
Native iManage functions were originally designed for individual import and export of documents, which makes bulk operations cumbersome, manual, and time consuming. By enabling intelligent automation of the import/export process – including bulk transfers – Milan helps the firm significantly reduce the time and cost associated with on-boarding and off-boarding. “At the time we purchased Milan, iManage native tools did not do what was needed to complete the import/export process. With the Milan product in place, we were able to save 75% of the production time it would take to do the same imports/exports with iManage native tools.”
Usage is high The team reports wide adoption and heavy usage by the firm’s 1,800 users, who typically rely on Milan tools every day, three to four days a week. “The finished Milan product is what we wanted and what we envisioned.” You can’t ask for a better testimonial than that.
About Prosperoware Prosperoware is an enterprise software company focused on law firms, corporate legal departments, and professional services firms. Our 300,000+ users represent half of the G20 and AmLaw 100 firms as well as large global corporations and Big Four accounting firms. Our innovative software transforms how professionals work and enables firms to deliver more value to clients while protecting profitability. We also empower firms to reduce costs and better compete. Prosperoware has offices in London, Chicago, and Philadelphia. Our more than 270 customers range in size from only a few professionals to more than 14,000 users.
Lateral hires are of strategic importance to large law firms such as this customer, who estimate they manage 90-100 lateral hires a year. However, administratively, onboarding lateral hires can be a headache because file transfers can number in the tens of thousands and – more often than not – the imported files have different folder structures than the destination folders.
“With the Milan product in place, we were able to save 75% of the production ti me it would take to do the same imports/exports with iManage native tools.”
“The ability to automatically parse internal from external email before sending a matter file externally allows us to withhold sensitive material that otherwise would take us hours and hours to identify.”
Global Law Firm with 750 Lawyers Refreshes its Matter-Centric Environment