Case Study: Shulman, Rogers, Gandal, Pordy & Ecker P.A. achieves instant access to decades-old trust documents and faster client response with Upland Software (AccuRoute)

Shulman, Rogers, Gandal, Pordy, & Ecker P.A. - Customer Case Study

Shulman, Rogers, Gandal, Pordy & Ecker P.A. faced a common law‑firm problem: their Trusts & Estates files were locked away in safes or off‑site storage, forcing assistants to take 24–48 hours to retrieve paperwork and leaving attorneys with 48–72 hour turnaround times and significant non‑billable labor when clients or heirs called about long‑dormant matters.

The firm integrated Omtool’s AccuRoute with the iManage DMS, barcoded scan routing sheets and high‑speed scanning to convert 7,500 legacy files into searchable PDFs placed directly in matter folders. The result: instant access to decades‑old documents, response times reduced from days to minutes, large savings in non‑billable hours, improved client service and new business opportunities, with the approach now being extended to other departments.

Shulman, Rogers, Gandal, Pordy, & Ecker P.A.

Robert Baumgarten

CIO