Case Study: Ingersoll Rand achieves transparent, tech-enabled outside-counsel management with Anaqua

Ingersoll Rand - Customer Case Study

Ingersoll Rand, a global industrial company, faced growing problems with outside law firms that lacked transparency, timely reporting and technology know-how—issues that led them to move more than a third of their patent portfolio away from underperforming firms. The company realized it needed a rigorous interaction process and set clear expectations for outside counsel around trust, communication, technical capability and strategic insight after discovering firms that could not provide basic status updates or metrics.

To address this, Ingersoll Rand required firms to adopt client workflows and modern docketing technology (preferably Anaqua), provide clear escalation paths and contribute strategic portfolio insight beyond routine filings. The result was tighter control and better oversight of IP work, stronger partnerships with tech-savvy firms that could integrate into their systems, and a higher standard for outside counsel engagement—summed up by their insistence that firms either follow their processes or not work for them.

Ingersoll Rand

Tim Melchior

Senior Legal Operations Analyst, Ingersoll Rand