Case Study: McMillan achieves automated metadata scrubbing for all outbound files with WorkShare Protect Server

McMillan - Customer Case Study

McMillan, a leading Canadian business law firm founded in 1903 with over 550 staff and offices in Calgary, Toronto and Montréal, needed a reliable, server‑side way to remove metadata from documents sent outside the firm. Document security and client concerns about metadata required a solution that ran automatically across webmail and mobile devices without relying on user intervention; prior server attempts proved incompatible with McMillan’s mail infrastructure.

Workshare Protect Server delivered a background, server‑based metadata scrubber that was easy to install, configurable to preserve Track Changes and required custom properties, and compatible with the firm’s mail systems. The firm rolled it out firm‑wide, achieving clean, safe emailed files with no user action, minimal IT support, high availability and strong vendor responsiveness.

McMillan

Chris Duncan

IT Director, McMillan