Case Study: TIAA achieves streamlined legal operations and 500% ROI with Onit

Transforming TIAA’s Law Department to Optimize Efficiency

TIAA, a financial services firm managing more than $1 trillion in assets, engaged Onit to transform its law department. Facing increasing product complexity and a need to rethink in‑house staffing, TIAA sought a committed technology partner to streamline matter management, e‑billing, vendor and internal resource management, and overall legal operations through better workflows and collaboration.

Onit deployed its Apptitude platform for matter management, e‑billing and business process management, creating configurable dashboards, collaborative workspaces, automated workflows and bots to provide real‑time visibility and fast iterative improvements. The Onit solution automated core processes and freed lawyers for higher‑value work—reporting a 500% ROI from bots—while improving vendor oversight, speeding change implementation and delivering measurable efficiency gains.

TIAA

Brad Rogers

Chief Operating Officer and Chief of Staff