Category: Case Study

How law firm Tarter Krinsky & Drogin moves mountains – ScanSnap, Tarter Krinsky & Drogin and Worldox

Case Study: How law firm Tarter Krinsky & Drogin moves mountains – The legal industry is defined by precision with each move made by law firms and legal professionals determined by well-defined rules of engagement. It is meticulously documented by an army of paralegals and legal assistants and as a result, law firms are buried under a veritable mountain of paperwork. Tarter Krinsky & Drogin, the mid-size law firm based in New York increased productivity and efficiency, saved significantly on storage costs and reduced the pressure on the company’s IT team from adopting ScanSnap with Worldox solution.  

Turning the Conventional Law Firm Structure on Its Head

By taking a different approach to the conventional practice of law, Culhane Meadows has found ways to deliver exceptional, highly efficient client service using innovative technology combined with top-notch legal counsel, thereby creating a new business model for the legal profession. Security and Compliance Maintaining a secure environment, especially in a cloudbased operating system, is key. Culhane Meadows relies on the high level of cybersecurity offered by Worldox document management for keeping client documents safe, readily accessible, searchable and indexed for all partners at the firm to use and securely access 24/7 from any location.

Innovative Firm Culhane Meadows Leverages Worldox Cloud Technology for Greater Efficiency

Firm Profile Culhane Meadows is proudly shaking up the legal marketplace by offering exceptional, yet highly-efficient and cost-effective, client services provided exclusively by partner-level attorneys with substantial experience from large law firms or in-house legal departments of respected corporations. The Business Challenge The law firm of Culhane Meadows was formed in 2013 when 16 attorneys in four cities split off from another larger firm to form their own new firm with a unique business model. They were committed to delivering legal services efficiently “by leveraging emerging technology, while avoiding the burden of extravagant office space, excessive support staff, fancy artwork

Plancorp’s seamless migration to Worldox Cloud with Salesforce integration results in a simple and secure transition

When document management and Customer Relationship Management (“CRM”) systems are integrated, employees can find things easily and become more productive. Plancorp, a Registered Investment Advisor, transformed their systems and streamlined their business processes using Worldox Cloud and Salesforce so that their advisors could focus more on client service rather than their IT infrastructure. The Business Challenge Dr. Bob Tucker joined Plancorp just as they were installing a document management system 10 years ago. Because of his experience with electronic records in a prior career, he was selected to lead the implementation. That system was provided by a local company who

Worldox Enterprise supports a collaborative environment among offices of Woods & Aitken LLP while increasing performance with minimal costs and no additional end-user training.

The law firm of Woods & Aitken LLP can trace its history back to 1904 when the firm of Hall, Woods & Pound was established in Lincoln, Nebraska. The longevity of their client relationships has afforded Woods & Aitken the opportunity to emerge as a national leader in the practice of construction, telecommunications, and banking and finance law. Their commitment to service fueled their expansion from the original Lincoln, Nebraska office to establish offices in Denver, Colorado, Omaha, Nebraska and Washington, DC. The firm has been a Worldox customer since 1999. They deployed the GX3 Professional version in 2012, the

The law firm of Barry Yellin safeguards documents with Worldox Cloud Backup and leverages PDF content more effectively with contentCrawler for Worldox and the Productivity Suite.

As a small two-person firm, we recognized the benefits of Worldox several years ago. Worldox is the core of our technology in our practice and serves our document management needs beautifully. When we started discussing our needs, Laurie Odgers, of O2 Consulting Group, our Worldox consultant, recommended that we look at the offerings from Worldox. We were thrilled to learn that Worldox could provide certain add-ins to work right within our existing Worldox installation. Barry Yellin, Counsellor at Law, recently left a larger practice that provided backup services to start a solo practice. One of the challenges that came out

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