See how firms put Sysero into practice
Discover how leading legal and professional services firms use our low-code platform to streamline workflows, automate documents, and improve client service.
Mills & Reeve
Cloud Migration & Document Production
The Challenge
Mills & Reeve needed to migrate their DMS to the iManage Cloud and replace a legacy macro-based template system with a modern solution by a hard deadline. Goals included increased efficiency for 1,400 staff, greater robustness and flexibility, and the ability for non-technical users to maintain templates.
The Solution
Sysero implemented a secure REST-based API connecting the AWS-hosted Sysero Cloud, Azure-hosted iManage, and internal systems. The team delivered 30 complex workflows accessible from 5 different applications (Word, Outlook, iManage, SharePoint, Matter Management) and introduced 'Smart Clauses' for automated data insertion.
The Benefits
After months of use by 1,000+ active staff, the firm achieved improved efficiency and productivity. The new system allows document creation from multiple environments, enables in-house teams to maintain templates without coding skills, and successfully met the critical migration deadline running in parallel with the DMS migration.
Spoor & Fisher Jersey
Trademark Enquiry Handling Workflow
The Challenge
Prior to its Sysero system, Spoor & Fisher Jersey's trademark formalities team handled a growing number of status update enquiries by referencing multiple systems and manually managing status updates by email. As enquiries increased, they needed a more streamlined way to work.
The Solution
Sysero built a robust workflow system integrated with Outlook. Users can select emails, add them to a queue, and process updates via a web interface. The system automatically searches the IP system, retrieves case info, and merges it into email templates for rapid responses.
The Benefits
The workflow has revolutionised client service with consistently improved response times. It boosts internal morale by making workload management easier. The firm is now planning to create additional workflows and expand adoption to other divisions.
Wedlake Bell
Supply Chain Management Workflow
The Challenge
The IP & Commercial team partners with major retailers to audit supply chains to mitigate risk. These audits require extensive due diligence on complex supply chains and timely reports, which was a time-consuming and complex process to manage manually.
The Solution
A new no-code application to automate supply chain audits. Lawyers can manage multiple deal sheets, automatically generate inspection reports, and collate evidence into a single case file. The document workflow enables lawyers to provide info via online forms to generate dynamic reports.
The Benefits
Significantly decreases time and complexity of managing multiple audits simultaneously. Lawyers can easily check status, make updates, and regenerate reports. It allows for filtering to analyse deals, providing clients with valuable insights.
Castrén & Snellman
Streamlining Service Delivery with Signe
The Challenge
The firm needed to streamline document drafting and effectively capture and manage collective know-how. They required a solution that could unify document generation, enable tailored clauses, and empower lawyers to work within Microsoft Word.
The Solution
C&S selected Sysero to build 'Signe', a document automation service. It automates high-profile documents like NDAs and Shareholder Agreements. Sysero's flexibility allowed them to handle complex workflows and customise the system to their unique requirements.
The Benefits
Transformed how lawyers use model documents, increasing efficiency and shifting time to value-added tasks. It minimises human error and improves risk management. In 2019, they launched Signe as a client-facing service to help clients generate their own agreements.
iManage
Partner & Implementation Portals
The Challenge
With a global network of partners, iManage needed a way to effectively share internal knowledge, ensure consistent onboarding, and streamline project initiations. Distributing documents via zip files was overwhelming and inefficient.
The Solution
Sysero powered three key portals: a Partner Portal for knowledge sharing, an Implementation Portal for generating project documentation, and a Cloud Services Portal for initiating new cloud projects with validated data.
The Benefits
Partners can quickly uncover relevant info and initiate projects from a central location. It ensures consistent onboarding for customers globally and streamlines interaction between partners and internal teams. iManage can easily build out new services as they grow.
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