Case Study

One factor that won out for Team Connect was its flexibility and scalability.

One factor that won out for Team Connect was its flexibility and scalability.

Pages 3 Pages

1 WWAA The Company An American multinational Fortune 500 company that is a global leader in providing financial technology and services to banks, thrifts, credit unions, leasing and finance firms, brokers, and other clients. Challenge The company had made an acquisition that had significantly expanded the size, complexity, and needs of its legal department. But reporting/matter updates were still being done via Excel, resulting in incomplete visibility and difficulty in responding to basic requests from leadership . The use of email, shared drives, and other methods to manage matters had caused inconsistency in the delivery of legal services, significant duplicated effort, and the risk of employee attrition. Being unable to accommodate key financial management processes an

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