Klinedinst Attorneys migrate document management to the iManage Cloud


  • Legal


  • California, US

iManage footprint

Klinedinst Attorneys serve clients across the western United States. Their litigators, trial attorneys, and transactional lawyers rely on fast access to relevant data to provide high-quality guidance and counsel to private clients and businesses. To make their document management strategy future-ready, the firm decided to migrate to a secure, reliable cloud solution.

The Business Challenge

The firm wanted to accelerate their cloud strategy by migrating to a robust and stable environment that met their security requirements while encouraging their attorneys to embrace new ways of working — to be confident, self-sufficient, and future-ready.

“We wanted to achieve greater stability, mobility, and improve co-authoring to help employees collaborate better,” recalls Joseph Escobio, CIO at Klinedinst.

The Solution

The Board of Directors was convinced by the solid business case that moving to the cloud was the best approach for the firm. The team did due diligence to assess internal systems and scope out the pre-requisites. Klinedinst also engaged a third-party partner to vet document management solutions to make sure the chosen platform met their security requirements.

“Reach out to your peers before any big transformation. You can talk to CIOs across the world who have similar challenges and requirements, and find out how they solved those problems,” advises Escobio.

Business outcomes

Adoption took off when lawyers realized how much easier life is with iManage.

“Employee feedback has been amazing. The mobile app is so convenient — people don’t want to pull out their laptop when they’re out or at home, but they’re clocking up extra billable hours by completing small tasks from their smartphone when they’re not at their desks,” says Escobio.

Looking Ahead

The team plans to quickly integrate Microsoft Teams and other heavily used applications to give attorneys a centralized digital workspace.​

Download the full case study below.

Klinedinst Attorneys Case Study

Klinedinst Attorneys Case Study

Learn how Klinedinst pursued a secure, reliable, future-ready document management strategy using iManage.

<strong>Joseph Escobio</strong>, CIO at Klinedinst

With iManage, we’re working faster, collaborating better, and we can give clients a quick summary of their case by looking in one system.

Joseph Escobio, CIO at Klinedinst


Months from kickoff to go-live