Keith Sadler, VP of Platform at Morgan & Morgan discussed the law firm's experience migrating to Litify's document management and generation solution. Read on for the highlights below.

“Speed Is Really the Key”

Sadler says that the main reason they needed a document solution built on Salesforce was to improve their efficiency. Morgan & Morgan has 2,500 users merging hundreds if not thousands of documents a day. “Speed is really the key,” he says, calling it “a big driver in looking for another solution.”

Once they made the switch, Litify's integrated document management helped to convert 1,500 templates and 15 million document files from the old system. “It helped us streamline the process,” Sadler says. “We were able to move all of the templates and document files into the new system. To do that, we relied heavily on support.” He says they moved the files in phases composed of clusters of offices. (Morgan & Morgan has 70 offices.)

From a user perspective, Sadler cites two big gains — first, the speed with which they can merge, i.e., “Being able to quickly identify the legal matter that they’re going to work on, and click on the template that they’re going to merge, without it going to an external system.”

Second, “It looks like they’re working in Litify or Salesforce and it really blends in. They just think it’s Litify. That’s really the Holy Grail to making this a seamless user experience.”

Showing Off Some of our Document Management Features

In a brief demo, we showed off some of our more-notable document management features:

• Type-ahead search that brings what you need to the top of the results
• Advanced search based on file type and other elements
• Drag-and-drop files, categorizing them with a click
• Upload files instantly, tying them to the relevant matters or records
• Right-hand previews of all files so you know what you’ve selected

Our document management doesn’t disappoint when it comes to merging, either:

• Bundle one or more templates together
• Grab as many docs as you need, all in one request
• Dynamically embed images (such as law firm logos) into documents via their templates

Someone writes in to ask if Litify's document management allows users to generate multiple templates in a single batch. “Yes,” Sadler says. “If you select the record of who you want it to go to when you merge, you can pick multiple packets as a single merge process, and then fill out the form for each of those merges.”

They also note that the fields you fill out for each document are specific to their template. In other words, you won’t waste time with fields that aren’t relevant to the doc you’re using.

“Creating the Templates Was Pretty Straightforward”

The administrator interface guides users through the template-building process, showing them what they’re doing and what the user will see. 

“Creating the templates was pretty straightforward,” Sadler says. “We walked through it once to understand how to use the features, and Litify's document management solution was able to help us with converting some of our old tags to the new tags from our documents, so that helped as well. Being able to add fields to the forms, and then take the tags from those fields and add them to a doc, it’s very straightforward.”

Our document management tool also enables users to dynamically name and categorize files, and to dynamically store templates.

“The Formatting Pieces Are a Big Deal”

Part of our document management solution's appeal is being able to tailor not only what happens on the administrator’s end, but on the user’s end. For example, hiding and showing fields or sections of a document; or creating tables that are single-select or multi-select. You can use the formatting options to make the document whatever the end user needs to see to be successful, without unnecessary complexity.

“I think the formatting pieces are a big deal,” Sadler says. “Being able to show or hide data in the document is very powerful.”

By simplifying things for users, an administrator can ensure that they’ll focus on more high-end activities and not waste time getting bogged down in data or fields that aren’t relevant to them.

API Encourages Customization and Extension

One of our platform's greatest strengths is its flexibility and extensibility. Its application programming interface allows law firms like Morgan & Morgan to build on the software so that it best suits their needs. “With the API, we’re able to do things such as kick off document merges, as well as fetch the files that are out there,” Sadler says. “So we’ve been able to build some customizations that allow us to extend the platform.”

One customization involves merging the same packet for multiple records. “To do that, we built a custom component and allowed the user to select multiple records within the matter itself. For example, they pick multiple medical providers, then you pick the template that you wanted to merge, maybe a HIPAA form, and it kicks off for everybody.”

Another extension eliminated an entire step from their case process. “We use a custom application that pulls documents from Litify and sends those to a third-party mail house, so we no longer have to handle the stuffing of the envelopes and sending them out.”

As impressive as it is, document management is just the start of what's possible with Litify. Want to see everything that Litify can do for your firm? Let’s talk.