Case Study: Law firm improves information accessibility and mobility

Implementing modern, efficient records management.

About Law Firm

Based in the Pacific Northwest, this law firm has offices in seven states and the District of Columbia. They offer numerous areas of expertise, including corporate, energy, litigation, real estate and technology law. Approximately 400 attorneys assist clients worldwide.

Topping the list of the law firm’s needs: Increased efficiency in records management and reducing storage costs.



An onsite review, including an eye-opening visual site map of record storage locations, was the first step in analyzing the firm's records management practices and procedures.

Since we already supplied multifunction printers (MFPs) to the law firm, we were invited to analyze the situation and propose a solution. To do so, we conducted site visits, focus groups, one-on-one interviews, workflow observations and an online survey.

With those done, we created a set of recommendations and a roadmap that covered:

  • Processes and standards

  • Labor allocation

  • Training

  • Technology use in the records workflow

Based on industry best practices, this plan would help us position the law firm as a leader in records management.


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