Case Study
Ulmer & Berne Expedites Client and Matter Intake Process Using Automated Workflow Technology
Ulmer & Berne Expedites Client and Matter Intake Process Using Automated Workflow Technology Challenges Ulmer & Berne is one of the Midwest’s most influential law firms, with 176 attorneys practicing in Cleveland, Chicago, Cincinnati, and Columbus. In late 2008, they engaged Aderant to automate the firm’s client and matter intake processes. Historically, the procedure for accepting new clients and matters was an entirely manual, paper-based process, which consisted of assembly of documents, signatures, approvals, and conflict check clearances with multiple steps, flowing through many individuals and departments. This would take weeks to complete, delaying the firm’s ability to produce billable hours for its clients. In addition, this slow method also lacked a tracking mechanism to