Case Study: Lewis, Birch & Ricardo, LLC achieves instant, on-demand access to case files with DocuPhase

Lewis, Birch & Ricardo, LLC - Customer Case Study

Lewis, Birch & Ricardo, LLC, a litigation support firm in the legal industry, engaged DocuPhase to replace a paper‑dependent workflow with an Electronic Content Management / Document Management Core. LBR was burdened by massive paper volumes and binders, frequent transport of boxes for meetings, and the legal need to produce financial documents quickly to opposing counsel.

DocuPhase implemented its Document Management Core with an efficient scanning workflow, full‑text search, automated document routing and auto‑indexing, giving employees instant, concurrent and remote access to client files. The DocuPhase solution eliminated the need for physical binders, enabled electronic disaster recovery, allowed LBR to purge old case files to lower long‑term liability, and produced significant savings by drastically reducing copying and duplication costs while speeding document production.

Lewis, Birch & Ricardo, LLC

Michael Lewis

Managing Partner