CODGrid LLC partnered with a prominent legal firm to improve their document management processes using SharePoint Syntex. This case study highlights how our solution automated document classification and ensured compliance with legal standards.

The client is a leading legal firm managing a high volume of sensitive legal documents. They required an efficient system for classifying documents and ensuring compliance with legal regulations.

• Manual Document Classification: Time-consuming and error-prone classification processes.
• Compliance Issues: Difficulty in maintaining compliance with legal standards.
• Document Retrieval: Inefficient search and retrieval of documents.

• CODGrid LLC implemented SharePoint Syntex to automate the classification and tagging of legal documents. The solution utilized AI to categorize documents based on content, improving accuracy and compliance.

• SharePoint Syntex: For automating document classification and compliance.
• Microsoft 365: For integrated document management and collaboration.
• Power Automate: To create workflows for document processing and approvals.
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• Assessment: Analyzed the firm’s document management needs and compliance requirements.
• Configuration: Set up SharePoint Syntex to classify and tag documents automatically.
• Integration: Integrated the system with existing SharePoint libraries and workflows.
• Training: Provided training to staff on using the new system and features.
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• Automated Classification: Reduced manual effort and improved accuracy in document classification.
• Enhanced Compliance: Ensured documents met legal standards and compliance requirements.
• Efficient Retrieval: Improved document search and retrieval capabilities.
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• The implementation of SharePoint Syntex transformed the client’s document management processes by automating classification and ensuring compliance. The solution provided a more efficient and accurate system for handling legal documents.

   

• Reduced Labor Costs: Decreased manual classification efforts and associated costs.
• Lower Compliance Risks: Reduced the risk of non-compliance fines and issues.
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• Unlike traditional document management systems that rely heavily on manual classification, SharePoint Syntex offers advanced AI-driven automation. This approach provides a more accurate and efficient solution compared to generic or less advanced systems.