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CASE STUDY  Law Firm | United States

Epiq Fireman

Maynard Nexsen PC Boosts Efficiency Post-Merger With Unified Data System

Maynard Nexsen


EPIQ SOLUTION

Experience Management Expansion

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Client Need

  •  The newly merged firm wanted to integrate data across legacy firms into a single system, establish a centralized pitch tracking and proposal generation process, streamline business development activities, and standardize documentation under the new firm brand.

Client Solutions

  •  Implement a single system to access client, matter, and people data.
  •  Expand the existing implementation of Foundation to replace using spreadsheets for pitch tracking.
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  • Create a dynamic content library serving as a single repository for RFP responses, practice descriptions, and more.
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  • Enhance process efficiency, reporting, and data visibility.
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  • Build standardized templates to simplify the creation of client-facing materials.

Why Epiq

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  • Over 10 years experience working with Foundation and related technology.
  •  First integration partner for the Litera Foundation experience management platform.

This implementation provided the marketing team with a single system to generate proposals adhering to the firm’s new brand standards post-merger, driving process efficiency, and enhanced reporting.

— Tina Emerson
Chief Marketing Officer
Maynard Nexsen

Results and Benefits

Improving client and matter management data access.

Increasing user adoption month-over-month.

Enhancing collaboration, leading to business wins.

Creation of nearly 30 standardized templates for proposal generation.