Implementing Document Management System for Legal Team
Duration: 6 months
Team: 10
Technology: Python
Introduction
Our client, the in-house legal team of a large consulting firm, required an improved document management system to streamline their processes. With a growing number of documents to manage, their existing setup was inefficient and not scalable. A solution was required to make it easier to find documents quickly and incorporate automated workflows to enhance collaboration.
Engagement Challenges
The team’s previous document storage relied on a cloud solution organized solely into folders. Locating specific documents was difficult and time-consuming, and the lack of automated workflows hindered efficient document processing.
Without a structured system for routing documents to the appropriate individuals or a way to automate reminders, the team experienced delays and reduced productivity, impacting their ability to meet critical deadlines.
Engagement Approach
We developed a tailored document management solution that integrated with the client’s existing cloud storage infrastructure. The new system included a robust workflow capability, which automated document routing and text search functionality which indexed the document content.
Additionally, we integrated email and document signature services, allowing for automated reminders and smoother transitions throughout the approval and signing processes. This approach enabled a comprehensive, efficient, and user-friendly system tailored to the team’s unique document management needs.
Engagement Outcomes
Our solution provided the legal team with significant improvements in efficiency and productivity. Document retrieval became faster, and the automated workflows ensured timely routing of documents. Integration with email and document signing tools minimized delays, as reminders and approvals were automatically managed, reducing manual tracking.