Tag: Transform Data

Tax Law Firm, Atlas, Transforms Client, Matter and Project Management with Custodian for Legal™

  • Dutch business software specialist, Transform Data International, introduced Atlas to Repstor Custodian for Legal™
  • ‘Clients’ and ‘Projects’ in the Custodian for Legal system are tightly aligned with Microsoft Dynamics 365©

Belfast, February 5th ,  2020 – Repstor, the ECM software and matter management specialist, today unveiled its latest flagship European customer, Atlas, an independent tax law firm in the Netherlands, which has transformed its approach to business with Custodian for Legal.

Following the formation of a strategic alliance with Tiberghien, another leading tax law firm with a strong presence in Belgium and Luxembourg, it became critical that teams across this powerful network needed to collaborate effectively and efficiently, both internally between different geographical locations, and externally with clients.

The companies therefore wanted to consolidate all client, matter and project management information, document management and activity notes on a shared platform common to all legal and tax professionals. They needed an intuitive, easy-to-use system: one that would feel comfortable and familiar to professionals and administrators, rather than require a departure from the way they already worked.

Dutch business software specialist, Transform Data International, introduced Atlas to Custodian for Legal, a collaboration and matter management solution from Repstor. The software has been specifically designed to meet the needs of legal teams, with capabilities for every aspect of client, matter and broader project management. Easily integrated with Office 365©, it runs natively within the platform, to deliver high performance in a way that feels natural and familiar to users.

The new platform also enables teams to further reduce internal email communication, as incoming matter-related messages can be filed directly into relevant dossiers for immediate access and sharing information. Moreover, advanced Search functionality provided via the Office 365 tool, Qwickr, allows users to search a large set of files with ease, and quickly refine, sort and group results, saving valuable time that might otherwise be spent looking for information.

At the same time, Transform Data has connected Custodian for Legal to Microsoft Dynamics© using its Qonnector synchronisation tool, so that when data is added or amended in Dynamics 365, updates are automatically reflected in Office 365/Custodian for Legal.

“Our collaboration has worked very efficiently. Transform Data has undertaken many projects of this nature and is able to bring to bear best practices from other implementations. This made it very easy for us to design the system,” comments Dennis Ruzius, operations manager at Atlas. “The project team worked hard to implement this solution in a short timeframe, which has resulted in a close and committed relationship between our two organisations.”

“We are delighted to introduce Atlas to our growing family of European customers in the legal sector,” adds Sheila Gormley, Director of Business Development at Repstor.  “It is a great demonstration of how our Custodian for Legal software can transform communications to deliver numerous substantial organisational and administrative benefits.”

Download the Atlas case study here

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Atlas transforms client, matter and project management with Custodian for Legal from Transform Data

Atlas is an independent tax law firm in the Netherlands, with its office in the city centre of Amsterdam.

Branded under the name T/A International, the growing business has entered into a significant strategic partnership with Tiberghien, another leading tax law firm with a strong presence in Belgium and Luxembourg. Combined, the two firms have formed an impressive tax network across Benelux, providing access to more than 100 dedicated tax lawyers across three jurisdictions, via offices spanning Amsterdam, Eindhoven, Antwerp, Brussels, Ghent, Hasselt and Luxembourg.

To maximise the potential and performance of this powerful market proposition, it is critical that teams across this powerful tax law network can collaborate effectively and efficiently, both internally between different geographical locations, and externally with clients.

Dutch business software specialist, Transform Data International, introduced Atlas to Repstor’s Custodian for Legal™. The software has been specifically designed to meet the needs of legal teams, with capabilities for every aspect of client, matter and broader project management. Easily integrated with Office 365, it runs natively within the platform, to deliver high performance in a way that feels natural and familiar to users.

Click HERE to read the full case study. 


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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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Make content search even Qwickr: a new Transform Data tool

Repstor’s mission, along with our partners, is to make content management and compliance as easy and intuitive as possible, driving benefits without disrupting the way people work.

So it’s great news that Transform Data has integrated its new Qwickr rapid content search tool with Repstor Affinity.

Qwickr enables users of our products to quickly locate or point colleagues to specific shared content, making it even easier to get on with the task in hand, from within Outlook.

It’s ideal for any team using Office 365, SharePoint or OneDrive for Business to save content.

Key features include:

• Instant previewing of commonly-used file types;

• Fast & unique preview functionality for emails;

• Special Grid View to filter, sort and group result sets;

• Full Microsoft Office integration to instantly open and edit files from search results or set/adjust document properties;

• The ability to save personal search actions for easy re-use;

• The ability to define and deploy specific company or departmental searches (Such as Contracts that are about to expire or Claim overviews);

• Re-run your searches since a specific time to instantly see what has changed in a specific period;

• Full support of SharePoint Search Scopes;

• Easy sharing of search results with colleagues via email.

Qwickr can also be configured to meet specific user requirements.

Commenting on the value of this targeted new search facility, Alan McMillen, Repstor’s CEO, said, “Transform Data shares our mission to make information workers’ lives easier and more productive, and Qwickr is the perfect example of this in action.”

“Being able to instantly find and point colleagues to specific content will save teams a lot of time and deter users from endlessly re-sending email attachments.

“This in turn will bring down the storage and network burden, and the risk of content duplication or the wrong versions of documents being called into play.”

To find out more, visit www.qwickr.eu

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. 

Want to know more about how Repstor can help you? Fill out the form below NOW and one of our team will be in touch with you shortly.



Legal Services Provider Halsten Implements Custodian for Legal

Working together on files in a safe and efficient manner

MAASTRICHT/AMSTERDAM, 18 January 2018 – Transform Data International has today announced that European legal services provider Halsten has selected and implemented Custodian for Legal as its Legal Dossier & Project Management system.

Halsten had for some time been seeking a solution to share documents in a user-friendly and secure manner with its client group, a group that consists mainly of legal departments. Halsten was also looking to automate file handling and archiving internally in its business. User adoption, optimal security and accessibility of employee and client data were key considerations.

Halsten has been working with Office365 for quite some time and was looking for a solution that fits seamlessly into their system. With Custodian for Legal, Halsten has a very secure, affordable and future-proof solution that gives online and offline access to all dossiers with minimal effort needed from IT Management.

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 Boels Zanders, Morris law, Eversheds Sutherland, Gunnercooke & KANA.

Roel Hakvoort, operations manager at Halsten Legal commented: “After a proof of concept, the end-user adoption turned out to be high and the system met all our needs. Custodian for Legal integrates seamlessly with Microsoft Outlook and other Office applications, enabling us to fully benefit from our investment in Office 365.”

Rob Kubben, managing partner at Transform Data added: “We are delighted to welcome Halsten to our customer base. A project like this shows once again that Custodian for Legal is not only suitable for large corporations but that also small and medium-sized companies can benefit from the functionality we have to offer.”

About Halsten
As a provider of legal services, Halsten acts as your external legal department. The team consists of corporate lawyers who have expertise and experience in various fields. Halsten works from its own locations in Amsterdam and Eindhoven and regularly at the locations of its clients throughout the Netherlands.

More information can be found at www.halsten.nl

About Transform Data International
Transform Data creates context based systems on the principle of “Business First, User First”. By prioritising business innovation and the end-user, Transform Data creates an environment that combines structured data, unstructured data and controlled activities within an intuitive user interface using renowned software products. Companywide adoption is the goal.
Transform Data provides solutions to many industries, but has a specific focus on professional and financial services organisations, law firms and legal departments. Transform Data’s solutions strengthen the adoption of Office365 and SharePoint. They ensure the optimal use of information within organisations. Transform Data helps organisations to optimize their employees’ total productivity by combining documents, tasks, workflows, external data and reports into one context based user interface.  More information can be found at: http://www.transformdata.eu/