Briggs and Morgan follows a practice philosophy that emphasizes concrete, practical legal solutions for its clients. The firm’s wide range of expertise can have attorneys working on up to 30 different active matters. As the workload and complexity of eDiscovery has grown, the firm realized that the existing technology was a barrier to meeting client expectations and outcomes.  

As part of a broad initiative to enhance client experience, they identified a need to transition from legacy software to a cloud-based, centralized eDiscovery strategy. The firm carefully researched options and ultimately deployed Casepoint as their primary eDiscovery platform. Scalability, advanced analytics, customer support, and platform configuration matched their long-term strategy to realize savings and optimize client experience.

Comprehensive Project Management and Training Streamlines Transition

To prepare for the transition from Summation and CaseMap, a detailed transition plan was developed for data and for user training.  Migrating data concurrently with implementation and user training minimized client impacts.  This included a comprehensive project plan to archive closed cases and systematically migrate data from live and new matters to Casepoint.  

Rapid user adoption was critical for the success of Briggs and Morgan’s eDiscovery modernization initiative.  Casepoint conducted several onsite training sessions with the firm.  The trainers discussed the benefits of switching platforms from multiple perspectives – including cost, workflows, and efficiency.  Our team provided hands-on assistance to the lawyers, litigation support teams, and paralegals so they could use and take advantage of rich features and analytics available in the new eDiscovery solution.

Centralized eDiscovery Strategy Lays Foundation for Long-Term Client Value 

Transparent Client Reports

Briggs invoices on a flat fee model, but it is important the client understands the totality of their data footprint and the costs. Casepoint integrates with Briggs’ project management information system. The output is a reporting format that incorporates detailed information about data volumes, types, usage, and other details from invoices that are generated automatically. That way, clients get a granular view of the value the firm provides.

Speed & 24/7 Service

“It’s not unusual that we need to get data out of our database and give it to an opposing party, with very little notice,” says Keuning, “and we might be here late getting the production prepared. It’s nice to know that we can hand it off to the Casepoint team and our people can go home. Casepoint can perform the work around the clock; we know the production will be accurate and we can have it at work the next day.”


“This is not something we take for granted. Casepoint doesn’t make assumptions. Their calculations and data volume estimates are always accurate,” says Keuning. “Also, over the years we’ve had a number of special requests – like exporting certain documents from the database – and the Casepoint team is always responsive. When our paralegals ask for something, they get exactly what they need.”


Since the initial migration, Briggs continues to build on the centralized eDiscovery strategy with Casepoint. This unique partnership hinges on a collaborative, long-term view and an eDiscovery platform that can scale and grow with new and unique firm requirements.

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The Casepoint team has become an extension of the firm. Influencing adoption  through regular training sessions. Our workflows have evolved with the introduction of their platform’s capabilities. Based on our input, they’ve made a number of subtle changes to their search function to make it work better. They’ve also improved the way the software organizes documents and tags, making it much more convenient and efficient for users. This kind of thing makes a big difference to us.

James Keuning

Director of Practice Support