Tag: custodian for legal

Repstor to Showcase Custodian for Legal™ at ILTACON 2019

  • The highly sought-after document, email and matter lifecycle management solution for law firms & corporate legal departments harnesses existing investments in Microsoft Office 365
  • The company has launched an integration with Microsoft Teams for internal and external collaboration
  • The software is a big hit in the US legal market due to the productivity & efficiency benefits of managing the complete matter lifecycle via software that teams already use every day
  • The prominent US event for the legal sector takes place August 18-22 in Orlando, Florida

Belfast, August 6th, 2019 – Repstor, the ECM and matter lifecycle management specialist, will continue to capitalize on high demand in the Americas for its legal sector solution, custodian for Legal™, with a booth at ILTACON 2019 – the premier US educational and networking event for the legal sector – next month, in Orlando, Florida.

Custodian for Legal, Repstor’s Office 365-based document, email and matter lifecycle management system, has proved a big hit with legal teams on both sides of the Atlantic. Its collaboration and document management capabilities, optimized for legal users, harness the familiar interface of Microsoft Outlook and other popular Office 365 applications including SharePoint and Teams, reflecting the way people instinctively communicate and share content with clients and colleagues.

Custodian for Legal has an impressive international client base comprising both law firms and internal corporate legal teams; it is also used by 5 of the top 10 global management consultancies. Repstor’s legal matter management business is expanding globally too, with a number of high-profile international appointments over the last year, particularly in the Americas.

Commenting on Repstor’s plans for ILTACON, Sheila Gormley, the company’s co-founder and director of Legal Solutions, said: “This is an important event in the North American legal calendar which we’re delighted to be attending. We’ve had an incredibly busy six months, featuring some impressive customer wins – we now have 170+ customers in more than 20 countries worldwide.” Sheila continues, “We have recently launched Repstor Mobile™ and just announced an integration to Microsoft Teams which delivers support for internal and external collaboration and adds information management capabilities. So we have a lot to demonstrate and talk about in Orlando.”

ILTACON runs August 18-22 at Walt Disney World Swan and Dolphin Resort in Orlando. Repstor will be showing Custodian for Legal at Booth #1204.

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AI automation leader Neota Logic announces integration with Repstor Custodian for Legal

Customers will see enhanced efficiencies in matter creation, automated document creation and client portal applications

July 24th, 2019 – Neota Logic, creator of the world’s leading no-code AI automation platform, and Repstor, the leading content management solution, have announced an innovative integration between their two products for the legal sector, which will revolutionise the matter creation and document automation process, and enhance client portal applications. The combined solution will be delivered by partner Transform Data International.

Matter creation process

For matters registered in a law firm’s practice management system (PMS), the combined proposition will automatically initiate an email to the responsible lawyer performing a risk assessment for client or matter intake. Depending on the outcome, the workflow will either initiate the additional approval request or create the client/matter directly in Repstor’s legal matter management solution, Custodian for Legal™. Users can then start working on the new matter seamlessly within the familiar Outlook interface. The Neota workflow will automatically save the risk assessment transcript, saving the results as a PDF file within the client/matter.

Document automation

Users will now be able to open a new Neota application dialogue within Outlook where important information is passed from the Repstor solution to Neota Logic. This means users can easily create complex contracts or other legal documents and automatically insert properties such as DocID, ClientID, MatterID, etc. Documents can be generated automatically in multiple languages and stored in Repstor Custodian for Legal dossiers in one go.

Client portal applications

The integration of Repstor Custodian for Legal with Neota Logic will allow law firms to embed Neota applications in SharePoint. This will enable users to provide their clients with self-service tools, such as data-breach advisors, document creation or request forms to request assistance with a new case and perform an online triage.

Commenting on the collaboration, Kim Massana, Neota Logic’s CEO, said, “We are thrilled to be working with Repstor on this exciting integration of our technology platforms. We envisage many areas where our combined technologies could have a dramatic effect in increasing efficiencies for professional services.”

Alan McMillen, CEO at Repstor, added, “We’re delighted to be working with Neota Logic. There is perfect synergy between our solutions which, combined, will produce end-to-end workflows that further transform efficiency for our clients through smart process automation.”

About Neota Logic

Neota is the world’s leading AI automation platform for professional services. Our revolutionary no-code app development software allows professionals to rapidly automate any aspect of their expert services and enjoy the benefits of improved productivity, client satisfaction and new opportunities. Neota offers its software and services to customers from its offices in New York, London and Melbourne.

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Repstor Continues to Impress Legal Teams Globally with its Intuitive Solution

  • Sales of Repstor Custodian for Legal™ are soaring as companies globally realize they can transform legal matter lifecycle management capitalizing on their existing O365 investments
  • International Air Transport Association is among the latest customer signings
  • The Top 10 Deloitte Fast 50 Company will attend CLOC Vegas May 14-16

Belfast, UK – May 15th, 2019 – Repstor, the ECM software and matter management specialist, will respond to surging global demand for its corporate legal matter lifecycle management solution for Office 365, custodian for Legal™, by attending the 2019 Corporate Legal Operations Consortium event in Vegas on May 14-16

International Air Transport Association (IATA), the trade association for the world’s airlines headquartered in North America, is among the latest corporations to embrace the software. It is using the software to transform legal matter management across three time zones.

Announcing the purchase in March, Dane Clapson, Assistant General Counsel at IATA, said, “Like a lot of legal teams, we wanted to find better ways to work together and collaborate amongst colleagues.” Although IATA has only just rolled out the software, Dane reports that he has seen hours of duplication eliminated from legal work now colleagues have a clear line of sight across what matters have been referred to the legal department.

Other enthusiastic enterprise customers including Lockton Insurance, Westpac in New Zealand; Frasers Property in Australia; Miral, an asset management company in the UAE; UK National Grid, UK Power Network and Queen’s University in Belfast, Northern Ireland.

At National Grid in the UK, the custodian for Legal rollout was so successful it was entered into The Lawyer Awards 2018, for Most Innovative Use of Technology. Group Head of Legal Operational Excellence, Mo Ajaz, has praised the system’s support for easy collaboration: “There’s improved visibility of where things are and what is happening, and people are retrieving matter-related content easily,” he said.

Significantly, custodian for Legal was developed in collaboration with Eversheds Sutherland Consulting (where it is branded ES/Unity™), a close partner and customer of Repstor. First-hand legal input into the development of the product has cemented its impact for clients.

The software’s collaboration and document management capabilities, optimized for legal users and accessible directly via the familiar interface of Microsoft Outlook, reflect the way people instinctively work. Custodian for Legal’s functionality spans:

  • Client Instruction / Request / Allocation / Triage management
  • Matter-centric document & email management
  • Intuitive collaboration (including external collaboration)
  • Matter Lifecycle Management
  • Management information Reporting
  • Information security
  • Offline and mobile working

Earlier this year, Repstor further bolstered its Americas presence in response to growing demand for custodian for Legal, with new senior appointments in the territory.

Drop by the Repstor booth #96 at CLOC.

London Law Firm Anthony Gold Chooses Repstor Custodian for Legal™

The O365-based software, which benefits from the familiarity of Outlook, will restore order to email filing, enhance remote collaboration and provide more granular content security

Belfast, February 19th, 2019 – Repstor, the ECM software and matter management specialist, has announced that Anthony Gold, the UK200 London-based law firm, has chosen custodian for Legal™ to enhance matter management with its intuitive, Outlook-based approach to email and document management.

Anthony Gold employs around 170 people across three locations in London, and at least half of its fee-earners and partners work flexibly from home at least some of the time – a critical factor in retaining top talent. The firm has turned to custodian for Legal from Repstor to make remote collaboration easier, and to reduce the time being lost daily to email filing.

“Filing and email management are a huge consumer of time, because of the sheer volumes of messages transmitted each day in relation to client matters,” explains David Marshall, a partner at the firm. “They have to be stored in the correct client spaces, but this was taking longer each day.”

Custodian for Legal appealed because it reflects the way people naturally work within Outlook, while ensuring that emails and their attachments are stored in the right locations. “It’s very intuitive, so correct email filing is something users will be able to do almost without thinking,” he says. “As a non-techie, I was particularly impressed with how easy to use the software is without special training. This will make a huge difference in ensuring everyone uses it routinely.

“Better still, the software makes fuller use of our existing Outlook 365 investment – cloud space we have already paid for – which makes custodian for Legal a very economical option,” he adds.

Anthony Gold will roll out the new software in stages over the next six months so it can build on each practice group’s experiences. “It’s a pragmatic installation plan, which we liked,” David says.

In due course, the firm wants to make use of shared workplaces with clients, so legal teams can collaborate and share documents with clients securely online. “The discrete security options with custodian for Legal are very useful,” David notes. “It means we can lock down individual matters or practice groups, so only certain people can access the content.” Other plans include linking the software to document production and work with documents.

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Repstor Wins Over the US Legal Sector with its No-Fuss Transformation of Matter Management Using Everyday Software

• The US legal market sees major growth as firms see the benefits of organising and interacting with case files and matter correspondence via existing software platforms
• New strategic appointments pre-empt rising demand as new client signings surge
• The Top 10 Deloitte Fast 50 Company will attend the US’s largest legal conference in New York later this month

Belfast, January 11th, 2019 – Repstor, the ECM software and matter management specialist, has announced two new strategic appointments in the US to capitalise on high demand for its legal sector solution, custodian for Legal™, in the Americas.

Repstor has expanded its sales team in the region with two established names in legal content management software, Robert Swan and Robert Scroggs. Robert Swan, who joined Repstor as VP Sales, Legal Solutions for the Americas in late 2018, and is based in the Greater Atlanta area, will focus on building the company’s legal market penetration in the region. He is assisted by Robert Scroggs as pre-sales technical consultant, who is based between Tampa, Florida and St Petersburg.

Robert Swan was previously VP of Legal Technology at IST Management Services, and his career to date has spanned a range of content management and legal technology roles with major industry players. Robert Scroggs is an experienced business analyst, who has also amassed enviable experience at document management and workflow technology companies, including iManage.

Repstor’s latest strategic recruitment drive follows the appointment of Dr. Petri I. Salonen as General Manager for the Americas, a year ago. Over the last 12 months he has been building a channel for Repstor in the Americas region and growing enterprise sales. Robert Swan and Robert Scroggs will extend that effort specifically to the legal sector in the region.

Custodian for Legal, Repstor’s Office 365-based matter and knowledge management system, has struck a chord with legal teams on both sides of the Atlantic. Its collaboration and document management capabilities, optimised for legal users, harness the powerful and familiar interface of Microsoft Outlook and other Office applications, reflecting the way people instinctively interact and share information and documents with clients and colleagues.

The software is used worldwide by law firms and internal corporate legal teams, and by 5 of the top 10 global management consultancies. Recent new wins include law firm McAllister Olivarius, and the legal department of medical device manufacturer Terumo Europe.

Repstor’s legal matter management business is growing globally too. Last summer the company appointed a new Principal Consultant for its Legal & Professional Services division in Europe. Leigh Smith joined from global law firm Eversheds Sutherland.

To capitalise on Repstor’s growing profile in the Americas, the company will be exhibiting at the LegalTech Show in New York later this month. Repstor will join 9,000 industry associates and 400 exhibitors from January 29-31 at the US’s largest and longest-standing legal technology event. Repstor will host booth #119 at the event at the New York Hilton in the centre of the city.

The announcements are the latest in a run of achievements for Repstor which made the top 10 listings in the 2018 Deloitte Technology Fast 50. The annual awards celebrate indigenous Irish technology companies that have demonstrated exceptional growth.

Commenting on Repstor’s continued plans for international expansion, especially in the legal sector, Alan McMillen, the company’s CEO, said: “We’ve optimised solutions for this market, which we know well. It has been clear for some time now that, by harnessing legal teams’ existing software platforms rather than expecting them to implement completely new systems, we have met a previously untapped need. With a focused team in place, we foresee enormous potential.”

The latest career opportunities at Repstor are detailed on the Careers Page of the company website. For more information please contact careers@repstor.com.

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Repstor Gets Ready for the LegalTech Show in New York

The Top 10 Deloitte Fast 50 Company will join 9,000+ industry associates and 400 exhibitors on January 29 to January 31 in New York City for the USA’s largest legal conference.

Belfast, December 19th , 2018 – Repstor, the company that helps businesses exploit their SharePoint and Office 365 investments for matter lifecycle management has today announced that it is to exhibit at the LegalTech Show in New York.

MEDIA ADVISORY:

Running January 29 through Jan 31 at the New York Hilton, Midtown the event is the world’s largest and longest running tradeshow for legal technology.

What: Join Repstor on booth #119 at the upcoming Legaltech show 2019. The event provides a forum to network, exchange ideas, and leverage the expertise of all sides of the legal profession.

When: January 29-Jan 31.

Where: New York Hilton, Midtown 1335 Avenue of the Americas, New York, New York, 10019

Throughout the three-day event, Repstor’s matter management, SharePoint and Office365 experts will be on hand to discuss your matter lifecycle management challenges, offering insights and advice into how your organization could see business benefit from addressing such challenges through the exploitation of SharePoint and Office365.

To learn more about our matter lifecycle solution, custodian for legal™ please visit here.

To register for the event, visit here

 

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Custodian for Legal enhances the integration, profile & perceived value of Terumo Europe’s legal department

Another great success story from our partner Transform Data, whose customer Terumo Europe has implemented custodian for legal for matter and knowledge matter management.

Custodian for Legal enhances the integration, profile & perceived value of Terumo Europe’s legal department.

Click HERE to read the full case study. 

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Terumo Europe Implements Custodian for Legal for Matter and Knowledge Management

MAASTRICHT, 9th October 2018 – Transform Data International has today announced that Custodian for Legal™ has been selected by the legal department of medical device manufacturer Terumo Europe as its matter and knowledge management system.

Terumo Europe’s Legal department greatly values the service it delivers across the company’s business units, believing it to be the basis for successful collaboration. As Custodian for Legal is implemented on top of the existing Microsoft Office 365 environment, this delivers a broad range of functionalities such as advanced search capabilities as well as the highest levels of security. At this moment, the legal department of Terumo Europe has implemented Custodian for the following key applications:

Matter Management: All matters and related documents and e-mails from the Legal department will be organised and saved inside custodian and are available to end-users via the familiar interface of Microsoft Outlook.

Knowledge Management: All relevant documents, articles, templates and guidelines will be categorised in the new system to make sure relevant knowledge is accessible anytime, online and offline to the legal users.

Custodian for Legal is a collaboration and document management solution, based on the Repstor product suite and utilises the powerful and familiar interface of Microsoft Outlook and other Office applications to ensure the highest level of user-adoption. Custodian for Legal is used worldwide by firms and companies including Eversheds Sutherland, Boels Zanders & ForFarmers.

Rob Kubben, Managing Partner at Transform Data says: “We are delighted to add Terumo Europe to our customer base and to see how our Custodian for Legal solution, combined with Office 365, will fulfil all the needs of the legal department and other departments across the business.”

Speaking of the decision to select Transform Data International and Custodian for Legal, Sarah Wijns, General Counsel at Terumo Europe commented: “We have evaluated Transform Data International’s solution and it appears to fit perfectly with the needs from our own department and the needs of the various business units within the company.” Sarah continues, “Custodian for Legal addresses our needs around business partnering and the management and information sharing.”

About Terumo Europe

Terumo Europe is a core player in the EMEA* healthcare market and provides best in class quality products and services meeting customer and regulatory requirements supported by an effective Quality Management System.

The EMEA headquarters are based in Leuven (Belgium). The European Distribution Centre is based in Genk (Belgium). Terumo Europe has production facilities in Leuven (Belgium) and in Liverpool (UK) with sales and marketing offices across the EMEA region.

Read the full customer success story here 

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Andrew McManus, IT Director at Eversheds Sutherland to share Microsoft 365 for Matter Management insights at British Legal Technology Forum

‘3 reasons to use Microsoft 365 to Automate Matter Management’ – British Legal Technology Forum – Innovation Stage – 10:50am – March 13th

February 9th, 2018 –Repstor, the company that helps law firms exploit their SharePoint and Microsoft 365 investments for matter lifecycle management, has today confirmed that Andrew McManus, IT Director at Eversheds Sutherland, a key Repstor client, is to present at this year’s British Legal Technology Forum (BLTF) in London. The event will take place on March 13th.

Andrew will speak at 10:50am on the Innovation Stage and his talk entitled ‘3 reasons to use Microsoft 365 to Automate Matter Management’ is sure to draw significant interest. Andrew’s talk will centre on how to get the best from Microsoft 365 to help simplify lawyers’ lives, encourage collaboration and provide clients with real time information.

A CIO with a track history in a diverse range of industries including Construction, Live Events, Professional Services and Legal Services, Andrew has overhauled the technology platform at Eversheds Sutherland and led the development of a totally new set of digital solutions and capabilities. In previous roles Andrew has also delivered major system and infrastructure projects servicing some of the world’s largest and busiest Arenas and Exhibition Centres as well as the technology behind a major element of the Olympic Park catering service during the London 2012 Olympics. As an experienced CIO, Andrew has a particular interest in how fast moving technology platforms can totally revolutionise the client experience and quality of operations in any organisation.

Andrew is no stranger to Microsoft 365 or indeed Repstor. Two years ago Eversheds Sutherland selected Repstor’s custodian for legal to enable it to exploit Microsoft 365 for matter management and the relationship and project success has gone from strength to strength.

Commenting on Andrew’s involvement at BLTF 2018, Sheila Gormley, Repstor’s Director of Business Development, said, “It is testament to the strength of our relationship with Eversheds Sutherland that Andrew is presenting at this year’s British Legal Technology Forum. He is a much experienced speaker and has great insight and experience to share with other law firms and legal departments alike.”

The 2018 British Legal Technology Forum, Europe’s largest legal technology conference and exhibition, will take place on Tuesday, 13th March at London’s Old Billingsgate. Some 1,200 visitors from the world of law, legal technology and IT security are expected to attend, to debate and discover the systems, strategies, processes and platforms that will drive law firms and legal businesses into the next decade and beyond.

Register to attend here