Accura Case Study

Accura uses GetOrganized as a case management system in
relation to their clients.

Background 
As a leading international law firm, Accura provides services to a
wide range of large Danish and multinational corporate clients,
financial institutions, private equity and sovereign wealth funds,
utilities, public authorities and governments as well as a number
of successful medium-sized private companies, their owners and
certain high net-worth individuals.

Challenges
Accura has grown significantly during the last couple of
years, both in terms of number of employees and clients. Futhermore
in 2010 a fusion with part of a competitor was implemented , which
has increased the law firms operational strength.

The existing IT sysem at Accura did not provide the desired
solutions for financial management and operation with the
document/email management capabilities required for the comopan´s
lawyers to handle the compexity of their cases and tasks.

The existing system was constructed with an emphasis on
financial features for accountants and controllers and required
“super user” skills to use. In addition to the missing solutions
for the actual financial management, Accuras solution wasn´t
flexible and intuitive enough in proportion to the need. Hence the
existing system was primarily used by secretaries who added content
on behalf of lawyers and partners.

In order to strengthen the operational capabilities and
effectiveness of Accura a strategic decision was made to establish
a new IT system with best of bread components.

Solutions
Accura selected a dedicated ERP system for Professional
Services Organizations (PSO) from Deltek/Maconomy and GO:Law, a
dedicated solution on top of GetOrganized, to manage content with
clients, cases and matters – all tightly integrated.

In order to provide swift and smooth operations, lawyers and
secretaries can now create new cases 24-7 from either the ERP
system or GetOrganized either via the SharePoint user interface or
Outlook.

GO:Law consists of three main areas:

> Client organizer – each client is represented with a client
space containing shared background data and
Accura lawyers no longer need super-user skills to create
documents and add content to cases and every associated team member
has an improved overview of content even in large cases totalling
more than 1,000 documents.
“With GO:Law we have received a state-of-the-art system enabling
all employees to quickly access, co-operate and gain an overview of
key indicators needed for effective case management – a milestone
compared to our previous system. We can now search intuitively in
our massive archives and easily track e-mails ensuring our records
and knowledge for the future. -With our new platform for case and
document management we are expecting significantly administrative
savings and efficiency improvements.
Come to the SharePoint Conference in Berlin.certificates,
identification forms etc. Every team working with the client can
share content regarding the client. From the client space a list of
cases associated with the client can be seen. Key financial figures
from the ERP system can be seen and accessed directly from the
client space.

> Case organizer – each case is represented as a case site
containing all documents, e-mails, tasks and contacts (parts and
counterparts). Users can create new documents out of available
matters and save e-mails directly to the cases from Outlook with
automatic registration of contact card within the case contact
list. KPIs tell about case progress according to expected flow and
registered deadlines. Financial key figures from the ERP system
related to the current case are shown on the case dashboard
side-by-side with content, case metadata and a time registration
web-part to submit billable hours to the ERP system.

> Practice organizer – practice areas provide a practice space
where matters, paradigms and new templates are produced and
maintained. From the practice area templates can be published to
the global template repository for use within the case and client
organizers.

During the implementation about more than 2 million documents
and in excess of 40,000 cases (well over 2TB of data) was imported
into GO:Law from the old system.

Accura lawyers no longer need super-user skills to create
documents and add content to cases and every associated team member
has an improved overview of content even in large cases totalling
more than 1,000 documents.

“With GO:Law we have received a state-of-the-art system enabling
all employees to quickly access, co-operate and gain an overview of
key indicators needed for effective case management – a milestone
compared to our previous system. We can now search intuitively in
our massive archives and easily track e-mails ensuring our records
and knowledge for the future. -With our new platform for case and
document management we are seeing administrative savings and
efficiency improvements of around 0.5 mio. euro annually Ivan
Madsen, Partner & COO, Accura

Come to the European
SharePoint Conference
.

 

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