Switching to a new platform, especially one as powerful as RelativityOne, isn’t just a technical decision. It’s a shift in how legal teams work, collaborate, and manage risk. For one Am Law 100 firm, the move was about gaining more control over their cases in-house. However, making that happen required more than just implementing new software. It meant creating a clear path that everyone on the team could follow, no matter their technical background, enabling the team to embrace innovation, adopt smarter workflows, and confidently oversee their data and discovery processes.
The Challenge: A Skilled Legal Team Navigating a Learning Curve
One Am Law 100 firm aimed to improve its in-house matter management by transitioning to RelativityOne. Their legal operations team included both experienced legal technologists and attorneys. While they were experts in practicing law, they faced new challenges in understanding the architecture and automation features of a cloud-based platform. What they needed wasn’t just a service provider; they required a strategic partner—someone to meet them where they were and help bridge the gap between legal expertise and technical implementation.
The Solution: Simplify, Streamline, and Support
Working closely together, CDS implemented a custom solution through our CDS Vision platform focused on clarity, efficiency, and usability. The solution included: Tailored dashboards for data visualization and quick insights, automated workflows to eliminate repetitive tasks and streamline matter management, and a custom playbook that enabled their team, regardless of technical background, to onboard quickly and navigate RelativityOne with confidence. Our approach wasn’t about simply handing over a tool; it was about providing their team with a framework they could actually use—one that matched their pace, supported their goals, and helped them work smarter from day one.
The Impact: Confidence, Efficiency, and Real Results
While we’ve observed this trend with legal teams across various sectors, our consistent approach is to ensure our clients achieve their objectives and gain significant value from our solutions.
“Partnering with CDS has been a game changer. Their tailored solution, complete with intuitive dashboards, automated workflows, and a customized playbook, has empowered our team to manage complex matters on RelativityOne with greater confidence. This proactive, innovative approach is already delivering measurable cost savings and operational efficiency.” — Director of Litigation Practice Solutions, Am Law 100 Firm
Going Beyond: Making an Impact Across the Legal Landscape
Across our legal clients, CDS has observed how smart, thoughtful implementations can drive lasting change:
- Our Auto Archive solution has helped clients reduce storage by over 30%, cutting costs without sacrificing access.
- AI-assisted review workflows have cut review time by up to 85%, speeding up timelines while maintaining accuracy.
- Our top 10 clients from two years ago are still with us, and most have increased their engagement.
The Takeaway: Building Solutions Start with Strategic Partner
Whether it’s transitioning to a cloud platform or operationalizing advanced review techniques, success isn’t just about implementing technology; it’s about empowering teams. At CDS, we believe in teaching clients to fish: making powerful technology accessible through smart design and collaborative training, so legal professionals can focus on what they do best. When you trust the process and the partner behind it, real results follow.
To learn more about how CDS is using AI to drive real results for our clients, visit cdslegal.com or contact us at .
