Migrating Matters to the Cloud

When this fast-growing law firm wanted to switch matter management systems, they knew they needed to get their data up to par and create an intuitive, repeatable workflow for their team.

First-rate data and repeatable processes created the foundation this law firm needed to transition to the cloud.

Pond Lehocky has been providing superior representation in workers’ compensation and Social Security disability law since 2010. Today, they are the region’s largest firm with this focus area, staffing more than 200 employees at 12 locations.

For Pond Lehocky, new processes and structured data would deliver unified communications, improved client experience, and reduction of overhead costs.

Although they had processes in place to run their business, oftentimes employees would approach tasks differently, resulting in varied outputs. In addition, the existing matter management system allowed overloaded fields and promoted disorganized structure to the firm’s data.

A 360° view of the good, the bad, and where they became great.

We began working with Pond Lehocky’s stakeholder team to understand key functions in their business, examining them closely. Through interviews and exercises, we identified 5 key processes and mapped out their existing workflow in visual diagrams. Then, we created a series of requirements within each process area and defined metrics for measuring success.

With this high-level information, Brio inspected steps of each process and spoke with those responsible for executing them. Through these conversations, we married input from stakeholders and other employees, tweaking existing processes and creating new ones.

Workflow that’s standardized, documented — and ready to integrate.

Brio used this input to document these new processes. This was passed on to Pond Lehocky’s internal team and the developers handling migrating matters to the cloud.

For each process, we created detailed documentation that laid out it’s:

  • Workflow
  • Business Logic
  • Decision Trees
  • Key Performance Indicators
  • Reports
  • Helper Processes
  • Integrations

Let the migration begin!

After careful review and buy in from all teams, the project shifted to development. The Brio team expanded, adding developers to handle migrating matters, implementations, and integrations on the new cloud-based matter management system. Their work continues today — check back for results when the project goes live.

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