Instantly Identify Client Matters Anywhere in Any System

Why Shinydocs - A Familiar Story of the Information Professional’s Struggle

Meet Andrea, Head of Technology Innovation at a large law firm.

Andrea knew her firm had a problem—one that couldn’t be solved through effort alone. Client matter information was scattered, duplicated, and increasingly risky. Despite having the right governance guardrails and well-defined processes in place, she faced a reality common across the legal industry: user behavior at scale is impossible to control.

Like most modern law firms, her organization relied on multiple repositories—SharePoint, file shares, iManage, and more—each serving an important business purpose. But this fragmented environment created two critical challenges:

1. Teams routinely copied and saved client matter files into repositories where they never should have lived.

2. Even when files were stored in the correct systems, they weren’t managed holistically—making it nearly impossible to defensibly dispose of information for retention schedules or privacy requests.

Andrea and her team tried everything. Manual reviews. Discovery tools. One-off cleanups. But no matter how hard they worked, new content would surface at the worst possible time—or remain hidden entirely—introducing risk, regulatory exposure, and inefficiency. The result? Ongoing compliance challenges and unnecessary friction in serving clients effectively.

Andrea faced a choice: continue deploying valuable team resources to manually chase down data, or find a way to automatically discover and manage client matter information—accurately, continuously, and at scale.

The decision was easy.

Shinydocs became the accelerator Andrea needed. In days—not months—she was able to uncover hidden client matter information across repositories and take action with confidence. Shinydocs enabled her to defensively dispose of data that should have been removed years earlier, while simultaneously surfacing valuable matter-related content that helped her teams work faster and serve clients more accurately.

The impact was immediate and measurable.

Users continued working the way they always had, in the tools and repositories they preferred. Behind the scenes, content became cleaner, more accurate, and properly governed. Compliance improved. Risk dropped. Efficiency increased.

Andrea didn’t change how her firm worked—she changed what was possible.

It provides instant proof of:

Cybersecurity

Stronger Productivity

Optimized Storage

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