This global legal operations company used Upland BA Insight’s enterprise search to transform this organization’s operations, processes, and procedures to foster collaboration and productivity and enable proactive risk mitigation through efficient research and legal content management classification.

A growing organization with over $1 billion in revenue, this corporate organization found itself at a crossroads in the complex world of corporate law, where every decision matters, and reliable information at the right time is crucial to success. Increasing complexity in legal technology and operations made it clear that more effective risk reduction techniques and streamlined procedures were required to make their in-house legal team as effective as possible.

The Problem

The firm’s in-house counsel grappled with a set of challenges stemming from one major issue: content management. They had a vast sea of information scattered across the organization through different business systems and applications. Performing any type of research was a numbing process; consistency was not to be found across documentation, and risk mitigation felt like navigating a maze while wearing a blindfold. The status quo of their legal processes hindered their ability to respond quickly to vital legal matters. This impacted their productivity and organization efforts, and left them open to much higher risk.

The Solution

This team realized the need for a solution to unify their legal content management across all repositories, so they turned to BA Insight from Upland Software. Now, the organization has unified access to applications like NetDocuments and Microsoft Office 365. Their paradigm shifted almost immediately after implementation; research became efficient, and users could proactively mitigate risk instead of the usual reactive responses. BA Insight fostered collaboration and increased productivity amongst the team.

Through BA Insight’s AutoClassification of legal content management, everything was properly tagged, making operational tasks like finding contracts much more efficient. Hidden insights and patterns also emerged, empowering the team to make informed decisions on integral matters that were once obscured.

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