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Multi-phase AdvoLogix case management tool implementation

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Service Provided Legal Modernization
Capabilities Utilized AdvoLogix

Our client, a state government agency focused on labor, industry, and workplace health and safety issues, was facing disparate systems, outdated technology, and no central way to manage – or rely on – data.

Client challenge

This state labor agency is made up of eight major divisions, some of which are comprised of several independent departments. Each department had developed their own systems and implemented their own technologies, which resulted in widely varying tools and data across the agency. For instance, the labor division used a very old and outdated software system; the legal division had no software system at all; the state occupational safety and health  division was using only the federal OSHA system. Each system had its own minimal reporting capabilities and its own document management tool with no document assembly features. Due to these inefficiencies, there was often a significant backlog of work.

Collaboration during AdvoLogix tool implementation.

Our solution

Because each division or department within the agency had unique process needs and software requirements, Turnberry recommended and implemented AdvoLogix in a four-year multi-phase approach across the 120-user organization. Although our client is not a law firm, Turnberry’s discovery and strategy work revealed that AdvoLogix, a legal enterprise management system, was the best solution for this government agency.

We implemented the application in phases: first the legal division, then the labor division, and then three distinct departments within the occupational health and safety division. Within this new system, document storage, process management, and data reporting are centralized. For the first time in the agency’s history, users in different divisions had access to the same system and were able to share processes, data, and results organization-wide.

Results

Across the organization, leaders saw two key results almost immediately: process efficiency and data quality. The AdvoLogix implementation streamlined and automated lengthy manual processes. The software also stores and reports data across divisions, including vital workplace data that the agency is required to report to the federal government. The sharing of cases across divisions where required is now done within one system and is automated. Due to increased productivity and automation the work backlogs improved significantly or were removed altogether, and the time to close a case has been dramatically reduced.

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