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How did they do it?

  • Created a custom workflow in less than one day to help a bank to match 3,000 unfiled documents to 400 contracts

A financial institution needed to complete an internal data management review within two months. They consulted Legility to assign 3,000 unfiled documents—collected over the years from acquired companies—to 400 unique contracts.

Legility built one source of information on the contracts, allowing the team to update the contracts while simultaneously linking all the relevant documents.

“Relativity’s speed and the flexibility of the platform made it the best solution for our client’s internal data management review. Building a single, comprehensive view of the contract information allowed us to quickly make connections and ensure accuracy, so our client felt confident completing the entire review in one platform.”
REBECCA CRONIN, Director of Technical Solutions

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