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A Tale of Two Law Firms

Once upon a time – or maybe just yesterday – there was a law firm. The people at the firm worked hard, but they spent a lot of time toggling between different applications to get their jobs done.

Where in the SharePoint library were those documents, again? How do I record time for this client? What was the trick to generating this particular report?

Because no one could ever quite remember everything (and most people were working remotely), large delays in important projects were common. Attorneys needed to wait for responses after sending questions and report requests to support staff. The support staff, in turn, submitted ticket after ticket to IT. With IT swamped, new hires often couldn’t get timely help or onboarding assistance.

Billable hours ticked away, and the firm couldn’t do anything about it.

Or, so they thought.

A Tale of Two Law Firms

Once upon a time – or maybe just yesterday – there was a law firm. The people at the firm worked hard, but they spent a lot of time toggling between different applications to get their jobs done.

Where in the SharePoint library were those documents, again? How do I record time for this client? What was the trick to generating this particular report?

Because no one could ever quite remember everything (and most people were working remotely), large delays in important projects were common. Attorneys needed to wait for responses after sending questions and report requests to support staff. The support staff, in turn, submitted ticket after ticket to IT. With IT swamped, new hires often couldn’t get timely help or onboarding assistance.

Billable hours ticked away, and the firm couldn’t do anything about it.

Or, so they thought.

 

 

Business As Usual Can Be Unusual

At a very similar law firm on the other side of the city, the status quo was much the same. Until, one day, that firm heard about a new tool called Termi.

Termi was like nothing they’d ever seen before. This little AI-enabled chatbot, sitting unobtrusively on a desktop, could serve as a personal data concierge for every user.

By chatting with Termi in plain English, users could ask questions and get information from connected applications, fast – all without ever having to actually open those applications.

What was Mr. Smith’s current WIP?

Termi could go into the finance system and look it up.

Would any conflicts prevent working with this new client?

Termi could check the CRM and find out.

Who on staff spoke French? What was the firm’s reimbursement policy? What happened in the last meeting with Mr. Taylor?

Infinite questions, one answer: Just ask Termi.

After a personalized demo from the charming and delightful Helm360 sales team, the firm made a decision: it was time to shake up their idea of “business as usual” and try something new.

And as their competitors across town continued to plod along, this firm welcomed Termi with open arms and took their first step into a new paradigm of work.

Removing Speed Limits

A few short weeks later, Termi was securely deployed and connected to all the firm’s business applications.

With Termi at their side – that is, on their digital toolbars – the attorneys were able to find the information they needed in seconds rather than hours or days.

Support staff used Termi to create reports in the blink of an eye that they shared, exported, and edited with ease.

Eager new hires quickly found onboarding decks and other how-to documents without ever having to wait on the help desk.

And the IT team, free from a never-ending queue of support tickets, could now focus on performing important updates, application maintenance activities, and data integrity checks.

Before long, the firm’s systems and processes were purring like a Ferrari engine.

 

Happily Ever After, And Beyond

With everyone in the firm getting answers and finding data much more quickly throughout the day, firm-wide time savings started to snowball and finance saw a big uptick in the bottom line.

Termi gave each and every department in the firm more time to serve their clients, and those clients became happier than ever. The increased level of productivity skyrocketed the team to a new level of success.

That law firm never looked back, and neither will yours.

Happily Ever After, And Beyond

With everyone in the firm getting answers and finding data much more quickly throughout the day, firm-wide time savings started to snowball and finance saw a big uptick in the bottom line.

Termi gave each and every department in the firm more time to serve their clients, and those clients became happier than ever. The increased level of productivity skyrocketed the team to a new level of success.

That law firm never looked back, and neither will yours.

Using ProLaw?
Termi for ProLaw comes with a dashboard for quicker, easier reports on demand.

 It’s not just the tool; it’s the intersection of the tool that Helm360 has created and their installed knowledge base. That’s the difference-maker. Helm360 has helped make my job easier.

Eric Oelzen, Executive Director

Helm360 played a critical role in helping us obtain data we were not able to produce ourselves in a timely manner. I would highly recommend Helm360 to others needing assistance with data extraction.

Beth Allie, Accounting Manager

In working with Helm360 I know that they’re of the highest caliber in terms of both knowledge and customer care. They’ve assembled one of the best consulting teams out there.

John Mahoney, Head of Financial Systems & Analytics

Need More Info?

Check out these blog posts to learn more about Termi, the #1 chatbot solution for legal, financial, and professional services firms.

Termi is changing the law firm paradigm. From easy reporting to on-the-go productivity, Termi makes it happen. Get the whole story here.

Helm360 Sales Director Sue Mikelsons interviews the firm’s Executive VP, Bim Dave, about the future of artificial intelligence in the legal industry.

Improving legal technology starts with the users in mind. That's why we've created Termi, the AI assistant designed to improve workflows and increase productivity within law firms.