Building a Scalable Matter Profiling Program

This case study details the journey of an AmLaw 50 firm in developing a scalable Matter Profiling Program using Litera Foundation. The firm faced challenges due to rapid growth, including difficulties in tracking profiling activities, monitoring governance, and measuring progress across multiple offices and practice areas. The need for analytics to enhance oversight and empower users was emphasized. The solution involved implementing Litera’s Foundation to create a responsive profiling program that provided enterprise-wide visibility. Key features included custom dashboards for real-time tracking, executive summaries for leadership insights, and data visualizations for intuitive reporting. The program focused on metrics for program health and continuous improvement. The results showcased improvements in operational efficiency, strategic impact, and cultural shifts towards data-driven decision-making. The firm’s approach has evolved into a strategic engine that aligns with knowledge sharing and business growth, transforming institutional knowledge into a competitive advantage.