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CASE STUDY #4: Attorney in Private Practice Takes In-House Counsel Position

Parties Junior partner in public securities practice in mid-size firm. Bills over 2,000 hours per year. Practice does not require travel, but approximately 25% of work done from home. Approximately 10% of work on own clients. Supervises approximately 3,000 hours of work per year by associates and paralegals. Shares assistant with three attorneys. Mid-cap public company with 5 lawyers in local office (not HQ). Attorneys share one administrative assistant.

Issues Legal department does not have law-specific software or document management system. Attorneys in four offices across the company need central document management system and appropriate collaboration platform.

Services Advise local office attorneys on web-based DMS and collaboration systems. Assist attorneys with configuration and implementation of test system. Following local office test, assist with development of specifications for expansion to all GC offices and deployment of business unit portals to establish central repository of legal documents and preparation of budget, business justification and authorization for system expansion. Consult with legal department and service provider to meet business and training requirements and usage processes.

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