From On-Prem Worldox to NetDocuments: Better Experiences, New Possibilities for 50-Lawyer Canadian Firm

Carbert Waite LLP is a midsize litigation law firm located in downtown Calgary, Alberta, with additional expertise in health law, employment law, mediation/arbitration, estate planning, and business law matters. The Canadian firm is known for providing clients with trusted insight and innovative solutions.

Carbert Waite had already begun shifting to the cloud by implementing Microsoft 365, and their practice management and accounting software had moved to a cloud suite. In late 2022, the firm made the switch from the on-premises Worldox document management system (DMS) to the NetDocuments cloud platform.

In this case study, Dylan Snowdon, Partner and Executive Committee member, shares insights into the firm’s journey, including:

  • Evaluation criteria and considerations, including on-premises hardware expenses, potential for improved efficiencies, an intuitive interface, and accessibility through mobile devices
  • Plans for a successful rollout and maximizing adoption – from communications to a pilot phase, training, and more
  • Quick wins, such as powerful search, flexible remote work, and support that delivers

Dylan explains, "That mobility piece, the ability to work remotely, not tied to a remote server — that has been a big improvement for our remote work."

Read the rest of their story and find out what projects are on the horizon.

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NetDocuments Carber Waite LLP case study discussing their migration to the NetDocuments #1 Cloud Platform.
Watch the 4 Minute Video Case Study
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