We were engaged to assist the largest health insurer in Michigan in creating a three-year legal technology roadmap. Following the roadmap and technology prioritization, we helped the client evaluate, select, and implement two systems to support the operations function of their in-house legal department. The goal was to increase efficiency, transparency, and collaboration within the office of the General Counsel, instilling cost and risk management controls and enhancing their ability to serve their business counterparts.

We managed the vendor analysis and selection process for both Matter Management and Document Management systems and provided implementation plans for each solution. During implementation, we led the design workshops, and in conjunction with the client, we worked with the vendors to ensure the products were configured to the client’s design specifications and requirements. We also worked with both vendors to facilitate data exchange between the two systems, improving the user experience and increasing internal efficiency.

The project culminated with heavy change management efforts, leading the client through the user acceptance testing process, conducting user training, and providing onsite support at time of launching the two new integrated systems for enduring success.