A&T Lawyers Uses M-Files to Optimize Customer Cases and Contract Management

ABOUT THE CHALLENGES

Before the implementation of M-Files, lawyers and partners prepared and stored key documents on customer cases in hardcopy. After scanning, employees saved electronic copies to the network folders. Since there was no unified classification of documents and contracts, the search for the right one took a lot of time.

Employees approved contracts either in paper form or by e-mail, so it was difficult to control the process. The company was constantly faced with overdue approval tasks.

Employees regularly experienced problems with maintaining a database of potential and current customers, contacts and related communication. Employees used scattered Excel spreadsheets, which were updated sporadically. Therefore, information quality was poor and prevented the efficient organization of meetings and negotiations.

ABOUT THE SOLUTION

The company needed an easy solution in configuring and use that combined contract management, document approval capabilities, and functionality for managing customer data.

The key factors in choosing the M-Files platform were ample opportunities for creating a single structured document repository and flexible classification of documents by projects, customers, and other properties. Important for the company was quick search and control of approval.

IMPLEMENTATION RESULTS

• A unified classification and storage of all corporate documents regarding projects and customers organize all documents and coordinates the whole work of the company.
• The automated process of document approval allows lawyers to devote more time to the analysis of customer cases.
• Managing contacts, events and tasks allowed the users to create and maintain a single database of potential and current customers, as well as view this data in various cuts (by country, industry, legal practice, responsible staff, income etc.)
• With the integration with Microsoft Outlook, it is easier for employees to plan internal tasks and communications (meetings, calls, emails) related to projects.
• The system helps employees with planning and registration of court hearings, and also maintains register directories of judges and courts.