Major U.S. law firm will save millions in storage costs with Nintex
Making the impossible possible
A major U.S. law firm with offices throughout the U.S., has long taken a technology-driven approach to scaling up its growth, controlling costs, and delivering ever-higher levels of client care. Following the adoption of a new client records retention policy, the firm turned its attention to one of the banes of almost all law firms: the costs and liabilities of file storage. The new policy allowed for the destruction of client records 10 years after a case is completed, pending client notification.
The firm developed an implementation plan for the new policy but leveraging just standard mail-merge functionality (using Excel) would take thousands of staff-hours and years to complete – until Nintex. Using Nintex Workflow and Nintex DocGen®, the firm automated the entire process of notifying clients – from finding qualifying files, generating client notification letters and envelopes, and tracking the process.