“We have reduced our footprint by 25% by eliminating most of the file cabinets. I haven’t had to retain any paper documents since we introduced MacroView.”
Patrick Fulton, Co-Founder and Attorney, Fulton, Devlin & Powers, LLC
Fulton, Devlin & Powers, LLC practices in the areas of workers’ compensation defence, insurance defence and subrogation. They represent the interests of insurance carriers, employers, and third-party administrators throughout Kentucky and Indiana.
In 2020, Fulton, Devlin & Powers, LLC aimed to improve efficiency and cost-effectiveness by transitioning to electronic filing.
The firm initially created file folders on their office server, but found that better remote access and email saving capabilities were necessary.
As a solution, the firm sought external software to automate the filing process while maintaining flexibility for adding data as needed. However, many available all-in-one solutions were disqualified due to high setup costs and monthly fees.
The firm ultimately opted for a SharePoint file document store with the goal of saving all files in a single database without segregation folders. This approach required extensive manual tagging and significantly slowed down the filing process, leading to frustration among employees.
Case and Matter
MacroView provided a solution to Fulton, Devlin & Powers, LLC’s need for data segregation by implementing MacroView Case and Matter with custom configuration. This solution leveraged the firm’s existing Microsoft investments and did not require additional costs for online file storage, backup, or closed file retention.
The firm found MacroView’s software to be an excellent fit as it allowed for easy selection of case types and sub-folders specific to each subject. This made initiating a file effortless, and impromptu updates were also possible. The software’s bare bones folder configuration paralleled the firm’s standard paper case files, making it easy for attorneys to navigate and locate information.
The time-efficiently retrieval of thousands of emails in the new file folders was facilitated by metadata. MacroView’s custom solution enabled automatic mandatory data tagging, with the option to add additional tags on an as-needed basis.
The existing file names did not have to change, but relevant keywords could be added to simplify the search for critical information. This made it easier to find and view correspondence, pleadings, and medical records, expediting the process of finding key documents for settlement authority and client status updates.
“It is hugely helpful if an attorney can capture metadata while filing essential emails. That makes the process faster.”