Transformational technologies for law firms often taking years to identify, implement, and measure the impact in any meaningful way, but by partnering with AccuRoute, real change came quickly for Shulman Rogers.

Customer success highlights

• Seamless integration with iManage, which allowed Administrative staff to scan directly into the iManage client-matter folders using barcoded routing sheets with embedded instructions to ensure that every document is routed to the right destination.
• Attorneys and legal staff can quickly locate over 7,500 case files within iManage, speeding up client service and increasing billable hours.
• The firm has expanded AccuRoute technology in other areas. The accounting team now scans invoices directly into its PerfectLaw accounting system to streamline invoicing processes.

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The challenge

When clients contacted Shulman Rogers years after their documents were originally executed, inquiries were routed to the chair of the Trusts and Estates Department, who then tasked an assistant with locating the necessary files, which could take up to 48 hours. Attorneys would review the documents to familiarize themselves with the case, then answer client questions and email copies of any relevant documents. The whole process took up to 72 hours of unbillable time.

With the right tools, the firm knew they could better serve their clients.

How they did it

Shulman Rogers used AccuRoute to improve access to archived documents used by the firm’s Trust and Estates department. To enable faster client service, the firm integrated AccuRoute with iManage to give attorneys instant access to over 20 million documents and improve service times. Administrative staff can scan directly into the iManage client-matter folders using barcoded routing sheets with embedded instructions to ensure that every document is routed to the right destination.

The results

Filing and retrieving documents is a simpler process with AccuRoute and iManage. Administrative staff utilize AccuRoute scan routing sheets barcoded with client and matter designations. The AccuRoute server interprets the barcode on each scan routing sheet and dutifully follows the embedded instructions.

With the AccuRoute-iManage process in place, the tedious process of responding to clients’ requests has been replaced with a streamlined workflow and immediate access to files.

In all, over 7,500 separate original trust and estates documents were pulled and scanned directly into matter-centric folders in iManage. The firm completed the entire project in under nine months, ahead of schedule.

“Converting years’ worth of paper into searchable, instantly accessible content has substantially transformed our trusts and estates practice. Our proactive records scanning project saved our lawyers and staff countless non-billable hours and has dramatically improved our service levels and overall client experience.”

Robert Baumgarten
Chief Information Officer
Shulman Rogers

Ready to dive in? Learn more about how AccuRoute integrates with iManage and NetDocuments.

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