Case Study: Patterson & Sheridan, L.L.P. achieves dramatically faster, standardized New Business Intake with Thomson Reuters Elite 3E and Metastorm BPM

3E Firm Enhances New Business Procedure With Metastorm

Patterson & Sheridan, L.L.P. is a mid-size intellectual property law firm with five regional offices that handles 300–400 new matters a month. The firm’s new business intake (NBI) was labor-intensive, involved too many approvers, struggled to keep invention attachments linked through conflicts checking and docketing, and routinely took weeks to complete — making NBI a mission-critical bottleneck for its patent prosecution practice.

Elite recommended and implemented Metastorm BPM integrated with ELITE 3E via web services and BizTalk to automate and reengineer the NBI workflow. The solution provides a single data-entry point, preserves attachments through conflicts and docketing, and automates matter setup and approvals; rolled out in phases, it standardized the process and cut turnaround from weeks to under a day, finishing eight hours ahead of SLA with more consistent data and faster processing.

Patterson & Sheridan, L.L.P