Case Study: Lewis, Birch & Ricardo boosts document access and cuts paper burden with onPhase Document Management

Lewis, Birch & Ricardo, LLC - Customer Case Study

Lewis, Birch & Ricardo, LLC, a premier litigation support services firm, faced significant challenges due to its paper-based document management system. Encumbered by physical binders and often needing to transport boxes of documents for meetings, the firm struggled to meet timely legal requirements for sharing files. To resolve this, they engaged vendor onPhase to implement an Electronic Content Management system.

The onPhase solution provided full-text search, automated routing, and auto-indexing, giving employees immediate digital access to all case files. This eliminated the need for physical binders, exponentially reduced copying costs, and provided a secure disaster recovery procedure. The managing partner stated the system provided significant savings and became a strategic advantage for the firm.

Lewis, Birch & Ricardo, LLC

Michael Lewis

Managing Partner