Case Study: Burke, Warren, MacKay & Serritella achieves scalable, secure cloud document management with NetDocuments

Burke, Warren, MacKay & Serritella - Customer Case Study

Burke, Warren, MacKay & Serritella, a Chicago law firm with 120+ users (about 70 attorneys and 50+ administrative staff), faced a decade of frustration with an on‑premises document management system that lacked usability, scalability, and easy administration. Seeking a cloud-based solution, the firm selected NetDocuments (Organize: NetDocuments, ndMail; Protect: Customer Managed Encryption Keys) to simplify management, improve security, and support growth.

NetDocuments, working with managed services partner Keno Kozie, delivered a true‑cloud DMS, migrated documents and metadata with high accuracy after just one or two transfers, and provided training that drove rapid adoption. As a result, Burke, Warren, MacKay & Serritella reduced on‑premises overhead, gained robust integrations (Office 365, Teams, email), and transitioned to 100% remote work during the pandemic with minimal disruption—improving collaboration, security, and scalability across the firm.

Burke, Warren, MacKay & Serritella

Anthony Moore

Director of IT