Success Story

Finkelstein & Partners

Finkelstein & Partners implemented Upland’s FileBound to manage all content related to case files, making them easily available to staff and clients using virtually any device. To maintain business continuity, 6 million documents from the previous system were transitioned to FileBound.

“From the administrative side, FileBound is a great, user-friendly system that is quite easy to use. When a change to our operation needs to be done, our IT personnel can make the necessary changes to the FileBound software with little effort.”

To support its reputation for clear communication, transparency, and superior service, Finkelstein & Partners needed a more reliable, accessible legal document management solution. The document management system the firm had adopted in the mid-1990s was outdated unable to scale to support the firm’s ongoing requirements. Finkelstein & Partners needed a new legal document management solution to manage case files that would provide easy access to its 300+ employees at multiple locations and integrate with case management, litigation support, and office applications.

Finkelstein & Partners implemented FileBound to manage all content related to case files, making them easily available to staff and clients using virtually any device. To maintain business continuity, 6 million documents from the previous system were transitioned to FileBound.

Benefits of FileBound for this legal firm:

  • Immediate, device-agnostic access to case files, allowing for a superior level of service and responsiveness. Not only can the firm’s 80 attorneys and staff find the documents they need instantly, but clients can also securely access their files 24 hours a day via the firm’s website.
  • Attorneys working in 17 locations across three states can get the files they need and share them with staff, colleagues, and clients via email, fax, or other methods.
  • Convenience, as attorneys can now electronically file documents directly with the courts.
  • Integrations with case management, litigation, and email applications make it easy for attorneys and staff to incorporate content management into their daily routines and support greater efficiency.

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