Legal operations organization mitigates risk and missed deadlines with BA Insight.
This legal organization went from frequently missing deadlines for licensing, renewals, and other contracts, to efficiently finding information across the business while reducing time spent on pure document retrieval by adopting BA Insight’s content search solution.
Grappling with the complexities of evolving corporate law, this legal operations organization turned to Upland BA Insight to address their overwhelmed legal team’s challenges. With a growing volume of contracts and licenses, the team faced missed deadlines and financial risks. BA Insight provided a comprehensive solution, offering connectivity with multiple repositories, advanced data security, and scalable technology.
The Problem
Corporate law is constantly evolving, leaving this organization at a crossroads. Their dedicated team of 20+ legal operations professionals was overwhelmed, struggling to keep pace with a growing volume of contracts and licenses, each with critical renewal and deadline dates. As the organization grew, the complexity of managing this massive amount of information became too much to juggle, and attorneys and legal staff were often missing deadlines and facing the loss of financial resources.
The Solution
They wanted content search technology that met very specific needs, with three distinct requirements: connectivity, safety, and scalability. Contract management, NetDocuments, and SharePoint Connectors bridged the gap between these repositories. Security measures were implemented to guard against any threat, while retaining user permissions across applications. Role-based access controls maintained confidential information and aligned with data protection protocols and compliance standards. They required a ripe environment to deploy the best of generative AI on their content. This tie to AI was vital, as the organization plans to expand the use of this emerging technology continually as they grow.
This legal operations organization went from frequently missing deadlines for licensing, renewals, and other contracts, to efficiently finding information across the business while reducing time spent on pure document retrieval by adopting BA Insight’s content search solution.
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