This Am Law 100, West Coast firm has over 700 attorneys across 15 office locations. The firm had been in a lengthy relationship with its vendor for services provided for its back office, word processing, and MFD equipment at its 7 domestic locations. Over the past year, the firm had negotiated directly with the vendor in an attempt to reduce costs, improve contractual terms, and improve the current management team. Overall, the firm felt it had been overpaying for services received and that its contract was not up to market standards.

Based in Seattle, this 1,000+ attorney Am Law 50 firm with 16 US offices in 12 states, had expiring outsourcing contracts in place with two vendors in 6 of their offices. Nine of the firm’s other offices were staffed in-house with long term dedicated employees.

Headquartered in the Midwest, this 193-attorney law firm with 9 offices had just completed a
conversion to Thomson Reuters’ 3E. The next hurdle for firm leadership was the deployment of an
Information Governance (IG) program addressing both their paper and electronic records as well as
improving the firm’s off-site records storage contract. After meeting Rob Mattern at an industry
show and attending a number of Mattern information sessions focusing on implementable IG
polices and retention schedules, the firm selected Mattern to lead the analysis.

This AmLaw 100 firm based in Kansas City, Missouri has a nationwide practice with over 475 attorneys across all offices. The firm sought the expertise of Mattern to assist with its traditional outsourcing needs. While the firm was satisfied with their current provider, they sought to improve terms and reduce costs.

This NLJ 500 firm is comprised of more than 170 attorneys practicing from offices in Chicago, St. Charles, Rockford, and Woodstock, IL; Indianapolis, IN; St. Louis, MO; and Milwaukee, WI. The firm handles the transactional, labor and employment, and litigation needs of companies across the U.S.

Headquartered on the East Coast this Am Law 200 firm has 496 attorneys and 700 support staff across 21 offices. Leadership wanted to analyze renewal options for the firm’s managed services as well as options to refresh the MFD fleet for 8 of the firm’s offices.

Headquartered in Boston, Burns & Levinson LLP is a 125 attorney firm in 4 domestic offices. Firm leadership wanted to analyze the value of in-house versus outsourced services so Burns & Levinson could make the right decision to either continue to outsource and improve upon its outsourcing situation or to bring front and back office services in-house. In addition, the firm wished to refresh its MFD fleet.

Phelps Dunbar LLP, a 360-attorney firm based in New Orleans, was experiencing a challenge common to many firms: unnecessary fees, unrealistic rate increases, and unmet service levels of the firm’s offsite records storage service provider. At the time, Phelps was engaged with three (3) service providers to service storage needs for their five (5) offices across the south. Not only were there inefficiencies in managing multiple sites, but there were no economies of scale of which to take advantage.

This Philadelphia-based, AmLaw 100 firm has over 650 attorneys in 15 offices.

Historically, the firm's back office equipment decisions had been decentralized, providing a great deal of autonomy to each office to select equipment and service providers that best suited each offices’ needs.

Holland & Knight, an Am Law 100 firm with 24 locations and 650,000 cubic feet of off-site records storage, had consolidated their off-site holdings with a national provider. While leadership was generally pleased with the services of their selected provider, it was unclear how their current pricing and contract terms stood up against the marketplace.

This Am Law 100 firm with over 800 attorneys in 27 domestic offices was pleased with its outsourcing provider relationship which serviced the firm’s equipment for all 27 offices and labor for three of the office locations--the firm’s other 24 offices were staffed and managed in-house.