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A Thomson Reuters Elite Case Study
Kean Miller LLP, a 125‑lawyer Louisiana law firm, needed to modernize a cumbersome, paper‑based New Business Intake process that required duplicate data entry, slow manual approvals, and excessive paper use. Business Process Analyst Vicki Lee led an initiative to automate intake while advancing the firm’s green objectives and enforcing consistent firm policies.
The firm implemented Enterprise Process Manager integrated with its Enterprise systems to automate intake, conflicts checks, approvals, and matter setup, enabling single data entry, electronic signatures, and integrated time and billing. The result: intake processing is 3–4× faster (new matters can be set up in a day), accuracy and policy compliance improved, risk was reduced, paper usage dropped, and new reporting capabilities were gained — with firm‑wide rollout and further workflow automations planned.
Vicki Lee
Business Process Analyst