Case Study: TD Bank achieves improved organization and faster reporting with Legal Files Software

TD Bank chooses Legal Files because of Lotus Notes integration and document management functionality

TD Bank’s corporate Legal Department needed a better way to organize matters, improve reporting and integrate with its existing Lotus Notes environment. After evaluating vendors, the department prioritized seamless Lotus Notes email integration and strong document management to support daily legal and HR work across the bank.

Legal Files was implemented to provide built-in Lotus Notes integration (archiving emails to matters), full document management with text search and categorization, and an easy-to-use, customizable matter management system. The result was faster work, better organization and reporting, centralized matter information with controlled access, support for a paperless goal, and strong user adoption across the team.

TD Bank

Paula Pagano

TD Bank