The Challenge
Data fragmentation across applications creates compromising knowledge gaps between case teams managing matters and review teams examining client files in Relativity. Sharing files quickly and securely is key to keeping these teams aligned. However, most reviewers end up filling inboxes with emails and attachments or pausing production to batch files.
This creates the slow and cumbersome workflows that ThreadKM felt was antithetical to their mission – to provide lean, matter-centric chat and project management in a single application. Seeking an opportunity to improve document sharing in Relativity, but new to using the platform, the ThreadKM team approached Milyli to develop a simple feature that would allow Relativity users to send documents from the platform to ThreadKM with a simple "Push to ThreadKM" button.
The Solution
With extensive history developing in Relativity, Milyli built a custom frame and a document configuration option to prepare the data for transfer. (A custom pop-up activated by a right-click to access this feature was also developed.)
Additionally, while leading the development, Milyli allowed ThreadKM to project manage this effort – ensuring updates, issues, and questions were addressed between the two primary stakeholders (I.e., ThreadKM and Relativity). Now, not only can review teams send documents into ThreadKM with the click of a button, but the legal teams can use its native document search and commenting features to find and mark up those documents.
The Outcomes
New customers acquired within first month of deployment
Reduced number of emails to clear inboxes of confusing clutter
Drove up direct messaging, which reduced workflow length
Money saved and unique differentiator enhanced:
"Our goal was ambitious. We wanted the Relativity integration ready for LegalTech 2017. Fortunately, Milyli was up to the task, and they delivered the work ahead of schedule and under budget. ... The Relativity integration brings a new dimension to the ThreadKM experience.”
Dan Hauck, CEO of ThreadKM
ThreadKM provides innovative and class-leading solutions for lawyers seeking to transform their practice through efficiency and mobility. ThreadKM is the web-based, real-time legal knowledge management platform that allows law firms to securely and effortlessly build cases and work together. It combines the benefits of broad-based document and knowledge management with the precision of a purpose-built tool for lawyers. Now attorneys can stop wasting time "managing" documents and start building deeper insights about matters through better search and collaboration.
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“Working with third parties always introduces an element of risk, but working with Milyli was like working with an extension of our own team.
Dan Hauck, CEO of ThreadKM