This Fortune 500 legal firm, with over $1 billion in revenue, was failing to accurately manage vast amounts of legal content and data across globally dispersed locations. Their in-house legal team faced growing complexity in corporate operations and risk management, emphasizing the need for smarter, more efficient solutions. Enter Upland BA Insight’s enterprise search and content classification tools.

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The Challenge

With over 50 legal professionals spread across various locations, the company struggled with scattered and siloed information systems. This made retrieving critical data for decision-making highly inefficient. Their challenges included:

• Siloed Systems: Data was stored in disparate systems, hindering unified search capabilities.
• Manual and Time-Intensive Research: Researchers spent excessive time navigating disconnected repositories.
• Reactive Risk Management: Ineffective classification processes led to delays and higher risks in legal research.

Clearly, the existing setup needed a transformation to support the company’s legal team and ensure improved decision-making.

The Solution

By partnering with Upland BA Insight, the Firm adopted enterprise AI-based search and classification tools. BA Insight unified their operations across platforms such as NetDocuments and Microsoft Office 365 to create a seamless and streamlined legal knowledge ecosystem.

Key Solutions Provided by BA Insight:

• Unified Content Access Integrated data across various repositories for centralized access by leveraging BA Insight’s AI-powered search.
• AutoClassification Automated tagging and classification of content, facilitating quick, efficient retrieval of documents and hidden insights.
• Enhanced Workflow Fostered collaboration through organized, shareable, and actionable knowledge and insights.
• Advanced Search Experience AI and machine learning-based relevance ensured precision and speed in navigating massive legal datasets.

The Results

The transformation was immediate and impactful. With BA Insight’s enterprise solutions, this Fortune 500 legal firm elevated operational efficiencies, enabling their legal team to focus on delivering value.

Core Benefits:

• Streamlined Research: Performing research became faster and more strategic with AI-powered insights.
• Proactive Risk Management: By tagging and classifying documents efficiently, teams mitigated risks proactively instead of reacting to unmanaged challenges.
• Collaboration Boost: Teams across geographies seamlessly collaborated using unified content systems.
• Enhanced Decision-Making: Hidden patterns and actionable insights were now easily accessible, empowering smarter decisions.

This shift not only optimized operational costs, but also improved their productivity and precision in managing legal risks.

Why Choose Upland BA Insight?

BA Insight empowers organizations to simplify complex workflows and enhance search capabilities with AI-powered solutions. Key offerings include:

• AI Agnostic Technology: Integrates seamlessly with your preferred platforms and systems for better functionality.
• Connector-Based Technology: Utilizes advanced machine learning and AI features across repositories and portals.
• Actionable Insights: Transforms scattered data into precise, actionable information for better decision-making.

With BA Insight, organizations can confidently manage content complexities while driving efficiency, collaboration, and growth.