CAM Provisioning

CAM Provisioning

Cloud Systems Bring New Challenges

Firms who migrated their systems to the cloud are most likely saving CapEx and enjoying new flexibility. But moving to the cloud brings new challenges. Whether it’s iManage Cloud, Net Documents, Office 365, Kira, HighQ, Workshare Protect, or other options – there are some important questions that need to be addressed.

 

What are the hidden costs? How is cloud-hosted data tracked, managed, and secured? How much does it cost to manage? What are the security risks of storing and properly destroying client data? There needs to be a full inventory across all systems, and a simple way to secure and manage it all consistently; a missed system or mismatched security could mean significant liability.

 

Firms can increase headcount – or find a better way to holistically manage your cloud content.

New Systems, New Complexity

For many cloud services, client-matter metadata is limited. Matters created and housed in multiple systems without trackable metadata are a challenge to manage and govern. IT teams that relied on SQL for on-premises systems lose that in the cloud, making data management a challenge.

  • PROVISIONING
  • INTEGRATION

  • INFOGOV

  • DATA MANAGEMENT

  • SECURITY MANAGEMENT

  • COST ALLOCATION

  • METADATA CONSISTENCY

Connect Cloud Based Systems Securely

CAM Provisioning helps keep data accessible, usable, and secure

Unify the Directory  When data was housed in on-premises systems, IT teams relied heavily on the use of SQL to manage and integrate them inside the firewall. As applications and systems move to the cloud, this capability is lost, creating a critical data management gap.

This is further complicated when client-matter identifiers are, at best, optional metadata in cloud-platforms. If lawyers and other professionals provision matters in those systems without assigning appropriate client-matter numbers, firms won’t be able to properly track, manage, and govern them.

CAM displays a unified directory or file plan of all matters and engagements across a firm, including which cloud providers hold documents and client data. Firms can define profile metadata to track, and matters can be located via intuitive, full-text search.

Automate matter and engagement provisioning

Automated provisioning from time & billing, matter or practice management, HRIS, or any system of record

Ad hoc matter creation via configurable forms with integrated workflow and metadata

Optional automated workspace creation in each supported system as part of matter provisioning

Delegated deal room, due diligence, and eDiscovery

Workspace creation via intuitive templates

CAM uses rules-based, practice area-driven workspace naming conventions and creates multi-level folder structures in systems that support it. You can use templates to pre-define security rules, limiting access to subsets or supersets of users on any matter.

Consistent security management across all repositories

CAM gives firms the flexible security they need – enabling management at both the matter and workspace levels. You can add users quickly at whatever stage is appropriate or new employees to existing matters. CAM offers:

Security at both the matter and workspace levels

Granular support across multiple systems

The ability to grant access to new users at the appropriate time to new or existing matters

Automatic workspace updates as matters change

Matters change over time. Whether it’s a simple matter name change, client name change or a major update to the folder structure and security – CAM provides unified, automated management of all changes and updates.

Want to learn more about CAM?

Visit the Knowledge Center for client success stories and thought leadership.