The firm's document management was fragmented across shared drives, local folders, and an ageing DMS. Knowledge sharing between offices was poor, version control was unreliable, and the firm faced increasing pressure from clients around information security and governance.
Denim led the vendor evaluation process, shortlisting leading document management platforms before recommending the best fit based on the firm's Microsoft 365 ecosystem and enterprise security requirements. We managed the full implementation across three offices, including email filing configuration, security profiling, and integration with the firm's existing practice management system. A parallel deployment of a document comparison tool streamlined comparison workflows.
The firm now operates on a single, secure document management platform with consistent governance policies across all offices. Document retrieval times improved significantly, and the integrated comparison tool eliminated manual comparison processes.