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How SharePoint Designs reimagined document generation for a reputable law firm
August 19, 2022

How SharePoint Designs reimagined document generation for a reputable law firm

Power Automate
SharePoint Services
Microsoft Power Platform

About our Client

Giddings MacEachern is one of the leading legal service providers in Canada. They serve customers throughout British Columbia, Smithers, Houston, and Kitimat - providing legal services across Business Law, Family Law, Criminal Law, Real Estate, and Wills.

 Project challenges

  • Hundreds of worker hours required for preparing legal documents that support critical legal processes
  • Law firms generate tons of legal documents every single day and most of the legal documents are created and updated manually
  • A considerable amount of time spent by legal assistants & legal professionals to fill in details and share the document with customers
  • High chances of errors due to the manual documentation process that requires complete rework -leading to significant resource wastage
  • Corporate legal departments are responsible for providing legal support and advice to organizations and their employees. They handle a wide range of legal matters, such as contract drafting and review, intellectual property, labor and employment law, litigation, and compliance with regulatory requirements. Corporate legal departments often have large volumes of legal documents, communications, and tasks to manage, which makes legal matter management a crucial function.

Our Solution

During the project's exploratory stage, SharePoint Designs identified the common fields in the legal documents. Using MS SharePoint Forms, we designed a simpler form to capture all the fields that were to be filled in the document - thereby reducing repetition of work. Post the form submission - the documents were generated and automatically saved in a unique folder.

By using SharePoint as a legal matter management tool, corporate legal departments can improve their efficiency and effectiveness. SharePoint's document management capabilities allow legal teams to store, organize, and easily access legal documents and information. SharePoint's workflow and automation features enable legal teams to automate processes such as document routing, approvals, and reminders, which in turn helps to reduce errors and increase productivity. Additionally, SharePoint's collaboration tools enable legal teams to communicate and collaborate effectively, which is essential for managing legal matters.

Thanks to our MS SharePoint expertise, the client could quickly retrieve the right document at the right time while easily reviewing the updated fields highlighted.

Business Benefits  

  • Improved efficiency and productivity: SharePoint's workflow and automation features enable legal teams to automate repetitive tasks, such as document routing, approvals, and reminders, Vast reduction of legal professional hours involved in updating, correcting, and verifying the documents
  • Increased data accuracy and security: SharePoint's document management capabilities allow legal teams to store, organize, and easily access legal documents, reducing the risk of errors and ensuring the security of sensitive information.
  • Enhanced collaboration and communication: SharePoint's collaboration tools enable legal teams to communicate and collaborate effectively, allowing them to work together more efficiently on legal matters.
  • Improved retention and retrieval since documents were electronically saved.
  • Cost savings: By automating legal matter management processes and reducing the need for manual tasks, SharePoint can help legal departments to save on labor costs. More data accuracy by automating a huge chunk of the document generation process.
  • Better compliance and risk management: SharePoint's compliance and security features enable legal teams to track the progress of legal matters and ensure compliance with legal and regulatory requirements.
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