Home > Solutions > Intranet and Matter Management for Large Law Firm

Intranet and Matter Management for Large Law Firm

​A major North Carolina based law firm needed to replace their existing document management system (DMS)  to take advantage of the investment they had made in Microsoft Office SharePoint Server 2007 (MOSS). Their existing system placed too many restrictions on MS Word 2003 and did not support the anticipated migration to Microsoft Office 2007. Wisdom DMF from MacroView provided a web based client which provided greater flexibility in accessing documents and full compatibility with MS Office and MOSS.
 

 Business Need

 
​This large scale migration provided the client with the opportunity to develop key indexes, taxonomies and metadata that would support a newly defined document lifecycle. Document retention policies and enhanced search capability were priorities in addition to ensured user adoption and accuracy in use.
 

 Solution

 
The Document Management System was developed on the existing Microsoft Office 2007 platform which includes MS SQL 2005. The Document Management front end is provided by Wisdom DMF Professional Version 6.  A third party redaction tool was also integrated with Wisdom to interrogate documents and produce a redlined document in MS Word.  Wisdom DMF Professional was configured to require certain metadata when adding documents to ensure user adoption of the technology and accuracy in use. A matter centric document retrieval process provided an efficient method to browse documents. The deployed solution will support future collaboration and workflow requirements, along with a planned paper-based capture system integrated with the Wisdom Document Management System.
 

 Benefits

 
​The solution maximized the use of the Microsoft Office SharePoint Server 2007 platform for the enterprise and provided a single technology for the client to maintain. Other advantages included compatibility with new MS Office releases, the ability to add new metadata and enhanced search capability.  Significant benefit was afforded by an expanded workflow which provided the ability to manage the Client/Matter process from creation to archival and permit active matters to be isolated from closed matters. The definition and execution of a records management and retention policy was another key component that satisfied external and internal regulatory requirements.
Related Expertise
Related Information
Technologies
  • AvePoint DocAve Administrator
  • SharePoint 2007
Industries
  • Legal
Partners