CASE STUDY AmLaw 100 Law Firm | United States
Epiq Centralizes and Digitizes key OCGs for improved delivery, streamlined processes and reduced errors
Client Need
A large AmLaw 100 law firm faced challenges in accessing and understanding the specific service expectations outlined in its 800 Outside Counsel Guidelines (OCGs):
- Guidelines covered various aspects such as ethics, data security, vendor management, and billing expectations.
- Guidelines were not centralized or codified, leading to ad hoc understanding and potential risks in client relationships and billing cycle times.
Epiq’s solution of centralizing and digitizing key terms from OCGs significantly improved service delivery, streamlined processes and reduced billing errors.
Client Solutions
- Epiq collaborated with the law firm to define 99 key terms across 5 obligation categories to be captured from the 800 OCGs.
- A 5-person review team, led by a project manager and team lead, flagged and tagged these terms and loaded the agreements into the client’s Intapp Terms instance.
- Phase 1 of the project was completed in under 60 days.
Why Epiq
- Epiq’s Legal Transformation Solutions group offered expertise in OCGs and data abstraction.
- Epiq leveraged cutting-edge processes and analytics to deliver an efficient solution.
Results and Benefits
The law firm now has a central database of OCG obligations easily accessible through streamlined, custom reporting.
Terms related were also incorporated into Intapp Terms, significantly reducing billing errors, invoice rejections, and improving revenue cycle times.
Following the OCG obligation audit, Epiq was engaged for a similar review of over 12,000 engagement letters.