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Goulston & Storrs Embraces Template Management

By Nancy MacDonald

Goulston & Storrs is an Am Law 200 firm with offices in Boston, New York, Washington, DC, and Beijing. The firm has nearly 200 lawyers who work across multiple disciplines including real estate, corporate, litigation and private client and trust practices. Teamwork and delivering exceptionally high levels of client service are at the core of the firm's approach. As a result, the firm has achieved leading industry rankings from Chambers USA, BTI's A-Team for Client Service and Best Lawyers in America.

The firm is always looking to improve service delivery, and in 2014, we were struggling with a template management solution that was falling far short of what the firm wanted. There were mounting frustrations with a system that would not let us easily manage our various letter, memo and fax templates (among others) in-house, in an efficient, tech-forward and overall common sense manner. Our mission was straightforward: find a template application that the firm could manage and freely use on its own without external help and that meets the latest technology and software versions (e.g., mirrors our Microsoft Office roll-outs). Lastly, although we wanted a 'DIY' tool of sorts, we sought out a responsive and helpful technology partner that, when in need, would jump in and help us regain a business-as-usual environment

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