Case Study: Global Financial Services Company achieves centralized, scalable legal-request processing with DISCO Request

How a global financial services company modernized its legal response process with DISCO Request

Global Financial Services Company struggled with a chaotic, decentralized legal-request intake process—service of process, subpoenas, law enforcement and IP takedowns arrived via mail, portals, fax, email and aliases and had to be routed across four separate teams. The fragmented, paper-heavy system created visibility, auditability and scalability risks and made it difficult to track thousands of legal requests per month and distribute responsibility accurately.

DISCO implemented DISCO Request as a centralized, cloud-based source of truth, building custom workflows and API integrations (including with CT Corporation) and enabling the mailroom to scan and route requests directly into the platform. The DISCO team’s solution virtually eliminated manual intake, created auditable automated routing and acknowledgments, enabled a 24‑hour transition to remote work during COVID, reduced in-office staffing needs, and scaled to handle a more than 65% increase in tagged accounts (from ~23,000 to ~38,000) while managing thousands of requests monthly.