Goldberg Segalla: ensuring global consistency and best practice document creation with BigHand Document Creation

As part of its commitment to providing its clients and colleagues with best practice counsel and cost-efficiency, Goldberg Segalla has implemented the centralized template automation and management platform, BigHand Document Creation.

Since 2001, Goldberg Segalla has grown from a handful of pioneering lawyers into an international team of over 1,000. With rapid growth underway, the firm was challenged with the overhead this placed on its document templates.

As Laura DeBlasi, Training Manager at Goldberg Segalla, explains: “At the time, we were manually creating a letterhead for each of our new offices, while also having to update the footer on existing letterheads which listed all of our locations.”

“From an operational perspective, this was not only hugely time-consuming, but we also wanted to reduce the risk of errors creeping in due to the incorrect cloning of documents. BigHand Document Creation was the perfect solution as it provided a single, centralized source that we could roll out across the entire firm, irrespective of location or function.”

Goldberg Segalla went live with the firm-wide implementation of BigHand Document Creation as part of an ambitious system overhaul that included a Microsoft Windows and Office upgrade, as well as its iManage practice management system. The solution is now well established as the go-to hub for all of Goldberg Segalla’s templates, from accounting, through to PowerPoint presentations, Word documents and pleadings.

“Advanced AutoText is something we’re particularly excited by,” says Ms DeBlasi. “It will enable us to maximize the use of our clause library across many of our practice groups and facilitate best practice by highlighting clauses that worked perfectly for a particular case and bringing that clause to the user, rather than them having to filter through historic documents.

“It will also further increase our operational efficiency with regard to engagement letters and document assembly. For example, users will be able to pre-select the jurisdiction, type of case and rate structure, and the document will assemble itself with minimal edits required, while also ensuring content is fully compliant.”

Ms DeBlasi concludes. “Compared to our historic way of working, the benefits are simply unquantifiable and the platform’s user friendliness truly facilitates our corporate ethos of cost-efficiency, collaboration and best practice.”