Lawyer Offboarding: Auto-file 75% of Emails & Data into DMS

When a lawyer leaves, our system automatically files email messages and critical data into the document management system (DMS). This helps the law firm save important information in an accessible format and minimize risks associated with unattended data. New lawyers can quickly familiarize themselves with ongoing matters and have access to relevant information.

Customer usage data indicates that, on average, there are 7,750 unfiled emails per offboarding lawyer. By leveraging ZERO Lawyer Offboarding, law firms can potentially auto-file 75% of these emails, with only a fourth requiring manual review. The solution can be used during offboarding or even after the lawyer has left.

Key Features:

  • Automated filing of unfiled email and other data, with option for manual review
  • Enhanced compliance with data retention and information governance policies
  • Efficient knowledge transfer and continuity in case-related matters
  • Increased productivity of staff responsible for data management

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Learn how you can use AI to automate your offboarding procedure.