Case Study: Shulmans LLP achieves true cloud document management and firm-wide adoption with NetDocuments

True Cloud Document Management for Business Transformation at Shulmans

Shulmans, an innovative corporate law firm based in Leeds, faced a paper-heavy working model, ballooning off-site storage and a need to improve client service, compliance and flexible working. To address this they chose NetDocuments’ cloud document management platform (netdocuments) to replace network-filed matters and enable a true cloud-first approach.

NetDocuments implemented a phased, firm-wide rollout and tailored features (e.g., Saved Search/profile date) while supporting training and change management. The result: the whole firm was live within three months and now 150 users (including 80 lawyers) use NetDocuments daily with 100% adoption; compliance tasks that once required 10 boxes of paper for audits now need only half a box, and secure link-sharing, faster access, improved collaboration, reduced email traffic and easier AML processes have materially streamlined operations.

Shulmans LLP

Mel Bulmer

Head of Operational Excellence