Client Value and Innovation

ClientConnect is a one-stop case-management application designed to simplify tracking of matter information, tasks, and documents. It enables users to review and manage workloads, draft pleadings, contracts, and other legal documents, and monitor key internal and docket-driven dates. ClientConnect can be customized to maximize efficiency and collaboration as a centralized platform for managing all aspects of casework.

ValueMatters is a powerful pricing and matter management application that offers real-time insights into a clients’ matter budgets, displayed in an intuitive dashboard format. The tool generates client-facing reports and budget alerts to reduce the unpredictability of legal spending. Additionally, ValueMatters helps to collect and analyze data from previously completed matters, enabling us to prepare more accurate budgets and provide a wider range of fee arrangement options. ValueMatters enhances financial transparency and predictability, helping both clients and our legal teams manage legal expenditures more effectively.

DocBuilder streamlines the creation of form documents, significantly reducing the effort and risk associated with manual document preparation. Attorneys can enter key variables into easy-to-use questionnaires that populate templates, quickly generating automated documents of exceptional quality and consistency. This process not only reduces cost but also frees lawyers to focus on higher-value activities for clients. Our extensive library of templates has been used to develop thousands of complex data sets, thereby saving time, money, and effort.

Patent Tracker is designed to efficiently manage patent portfolios by consolidating all related patent information into a single, user-friendly dashboard. Interactive reports provide detailed insights into filing trends, fees and costs, inventors, patent technology types, and patent status across countries and regions. Additionally, Patent Tracker highlights key dates and deadlines to help ensure timely and effective portfolio management. The application also allows users to append additional related data, working notes, and client comments.

Our Legislation Trackers monitor and display easy-to-navigate reports on issue-specific state and federal legislation, regulations, and executive orders. The trackers highlight priority bills, as well as government enforcement actions, agency alerts, and other crucial business intelligence. Our Legislation Trackers include interactive, state-by-state maps and charts, legislative session calendars, and trend information.

Our Litigation Trackers capture and monitor complaints filed against clients, parties of interest, and competitors, and provide key case details and real-time updates. Utilizing state-of-the-art Microsoft technology, our trackers incorporate predictive analytics and artificial intelligence (AI) to deliver trend analysis, advanced analytics, and summarization in an easy-to-digest format.

Our Surveys of State Laws solution enables lawyers to quickly access relevant information and materials about administrative law and enforcement actions. This solution links materials to public texts and citations and automatically generates periodic updates for clients, eliminating the need for bulky static documents that quickly become outdated. An interactive dashboard helps clients quickly locate relevant materials. The surveys seamlessly integrate with our Legislation Trackers for to provide updates on priority bills.

LicenSync helps clients remain compliant with licensing and other regulatory requirements and deadlines, particularly businesses operating in multiple jurisdictions. The application tracks key dates and compliance requirements at the federal, state, and local levels and for foreign registrations, including deadlines for renewals and required documentation. Our system proactively alerts the responsible parties to requirements and upcoming deadlines to avoid noncompliance and associated penalties.

Our High-Volume Third-Party Matter Intake solution is a streamlined, real-time conflict clearance and matter management system for financial services clients that is designed to handle high-volume, third-party matters such as garnishments, levies, and Uniform Commercial Code (UCC) liens. The dashboard provides matter status updates and real-time conflict status reports and allows document sharing to enhance efficiency, transparency, and client collaboration. Automated notifications and data flows minimize manual data entry and reduce the potential for errors.

• A longtime client—a food service company with billions in annual revenues and contracts across the country—was looking to mitigate pandemic-related losses. Working with lawyers and the client, the team developed an organization-wide tracking and cost analysis solution that identified more than $750,000 in rent relief on more than 100 leases across the U.S., Canada, and Mexico.
• Our Rent Relief Dashboard’s originality lies in how it harnesses existing client data and market information so that a few keystrokes enable filtering and display of key information. It provides an innovative method to manage the labor-intensive rent relief process and boosts the efficiency of legal teams working with landlords. Interactive, satellite-view maps provide quick, seamless access to information. Users can access a summary or full report on a property or portfolio, as well as all relevant documents. The fee structure was innovative, too—a risk/reward-sharing arrangement where firm fees are based in part on the amount of rent relief realized.
• Our Private Equity/M&A Competitive Intelligence Dashboard uses technology to harness internal and external data and identify new business opportunities for clients. By analyzing information about available capital, optimum deal size, location, industry, and other factors, we have been able to connect buyers to potential acquisition targets.