Client Success Story Financial Services Company Planning for Retirement A U.S.-based financial services company helps Americans plan, invest, and protect their savings for a better retirement. Formed through a series of acquisitions by a global financial powerhouse dating back to the 1970s, the firm debuted as an independent company in 2014 with a new name and a new mission: to help Americans everywhere retire richly. This revitalized organization with its newly-focused mission decided the time was right to streamline operations across its businesses, including within its newly integrated legal department. This meant focusing on reducing costs and improving efficiency in the department, including an assessment of where implementing automation could reduce the numbe

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