Case Study: Ulmer & Berne Expedites Client and Matter Intake with Aderant Expert File Opening

Ulmer & Berne Expedites Client and Matter Intake Process Using Automated Workflow Technology

Ulmer & Berne, a Midwest law firm with 176 attorneys across Cleveland, Chicago, Cincinnati, and Columbus, needed to replace a slow, paper-based client and matter intake process that required multiple approvals, signatures, and conflict checks. The manual workflow took weeks to complete and offered little visibility into where each file stood, delaying the firm’s ability to start billable work. Aderant helped the firm address this challenge with Expert File Opening.

Using Aderant Expert File Opening, Ulmer & Berne automated and streamlined its intake workflow, enabling parallel approvals, better tracking, mandatory data fields, and improved document sharing. The result was a drop in average file opening time from four days to less than 24 hours, along with better data accuracy, stronger policy enforcement, and reduced paper use and office supply costs.

Ulmer & Berne

Sam Shipley

Chief Information Officer