Streamlining Legal Matter Management Through Enhanced Search
BA Insight automatically indexed and connected content across all the enterprise’s repositories from secure legal documents, shared drives, databases, and other sources of legal information.
This international legal operations firm leveraged Upland BA Insight to revolutionize its operations, streamline processes, enhance collaboration, improve productivity, and enable proactive risk mitigation by facilitating enterprise-level enhanced search. The results of implementing BA Insight led to decreased expenses, which they were able to invest back into the organization.
The Problem
The trifecta of challenges this Fortune 500 organization faced were as follows: First, their legal costs were soaring due to a dependence on external counsel and paralegals for in-depth research. Second, the inefficiency in information retrieval was taking a toll on the pace of their contract negotiations and general legal matters. Third, missing key internal documents and relying on external sources for legal research increased the risk of errors and inconsistencies, potentially affecting the quality of their contracts.
The Solution
BA Insight automatically indexed and connected content across all the enterprise’s repositories from secure legal documents, shared drives, databases, and other sources of legal information. With this newfound source of information management, the legal operations team streamlined processes with the ability to quickly locate relevant clauses, case law, statutes, and precedents to dramatically speed up research and enhanced search. This allowed them to be far nimbler and more responsive to the stakeholders in the business.
Automated document and metadata tagging made it simpler for legal professionals to categorize and identify relevant information specifically for their unique work needs. Not only did this help productivity, but it also assisted in maintaining consistency within document
classification.
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