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In an effort to improve the client experience, Levenfeld Pearlstein established a goal of providing a customized portal to every new client at intake. The firm chose Aderant Drive to deliver premium, on-demand collaboration portals to virtually every client, regardless of size.
Treating every client as though they are part of a key client program has gone from a pipe dream to a reality.
The value of true client collaboration is more than just sharing documents. Levenfeld Pearlstein wants to expand its use of legal client portals to increase transparency and enhance client relationships. Creating collaboration portals and extranets can be time consuming and expensive, leading firms to be selective on which clients get a custom portal. Aderant Drive gives firms the power and resources to overcome these limitations by utilizing existing storage within their SharePoint® online environment and empowering just about anyone in the firm to create and deploy the portals themselves. Additionally, Aderant Drive has a large library of connectors that centralize disparate firm data, including document management systems (DMS), customer relationship management (CRM), financials and more. These unique connectors improve the sharing of, and collaboration on all client and matter-related information.
“Aderant Drive is a perfect solution for our growing needs,” said Eliot Levy, Manager of Process Improvement at Levenfeld Pearlstein. “It allows us to leverage our existing technology in Office 365® and SharePoint® to create custom portals for all clients. Delivering this type of premium service solidifies the client relationship, improves client satisfaction, and ultimately fosters retention.”
The real value of Aderant Drive is the speed and ease with which firms can propagate legal client portals. “The scalability of Drive is what makes it affordable,” continued Levy. “It takes literally less than five minutes to set up a client portal and anyone can do it. You enter a few simple data points and it’s done. Before, we had to rely on our IT department to configure and deploy every site – and it took a lot longer than five minutes per site. The savings in operational costs alone makes Drive worth the investment.”
“Levenfeld Pearlstein has always been a leader when it comes to investing in technology that increases the value of services they provide for their clients,” said Aderant Executive Vice President Chris Cartrett. “We’re pleased to help the firm deliver on their initiative to offer every client the white-glove treatment.”
Learn more about Drive here.
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