Case Study: Finkelstein & Partners achieves 24/7 secure, device-agnostic access to case files with Upland Software's FileBound

Law Firm Delivers Superior Service with Easy Access to Case Files

Finkelstein & Partners is New York State’s largest personal injury law firm with 300+ employees and 17 offices across three states. The firm’s mid‑1990s document management system was outdated and couldn’t provide the fast, integrated access attorneys and clients needed; Finkelstein & Partners required a modern solution that worked across devices, integrated with case management and office applications, and supported business continuity during a large data transition.

With Tallega Software’s help the firm implemented Upland’s FileBound, migrating more than 6 million documents and integrating with Outlook, Word, the firm’s case management system and litigation tools. The result: immediate, device‑agnostic access for attorneys and secure 24/7 client access via the website, streamlined mail distribution and e‑filing, and improved efficiency and responsiveness across all offices.

Finkelstein & Partners

Susan Roe

CTO