Baker Botts DocuDraft case study
May 2nd 2023
Baker Botts leverages their long-term relationship with Datolite Solutions to help transition the firm from Elite Enterprise to Aderant Expert.
Datolite - the Only Team with Extensive Design Gallery and DocuDraft Experience
Baker Botts L.L.P., a leading global law firm, chose to partner with Datolite Solutions to build the firm’s comprehensive billing templates. The decision was primarily due to Datolite being one of the only vendors with expertise in both Design Gallery as well as DocuDraft. Having a business partner that thoroughly understood both systems was critical to Baker Botts’ implementation plan as the ultimate goal was to replicate and optimize their proforma, bill and ebilling templates for both their domestic and international offices. The teams worked closely together to ensure the transition was a smooth one.
“We decided to partner with Datolite because of their extensive expertise in both our legacy software (Elite Design Gallery), and the software we were converting to (Aderant’s DocuDraft). However, what we got was a lot more than that. Our assigned project team from Datolite was extremely knowledgeable, continuously dedicated, professional, innovative, responsive and not to mention a lot of fun! Partnering with Datolite on our highly complex DocuDraft project was critical to our project’s success.”
Allie Tyler, Director of Financial Services, Baker Botts LLP
Since the firm worked exclusively with the Datolite team for all their Design Gallery billing template needs, a full analysis was completed and a plan was developed to ensure the same functionality existed after the conversion to DocuDraft.
Challenges Along the Way
Challenges are to be expected in any implementation project, but the Datolite team creatively overcame these and provided Baker Botts with unique customizations to compliment and extend the DocuDraft solution to its fullest.
The first step was to implement Datolite’s Distribution Service to take the documents generated by DocuDraft and move them to designated folders based on the firm’s criteria. Prebills were sent to the firms designated folder structure while their final invoices awaited the firm’s sweep process to move them to iManage, at the same time renaming the files in this folder.
The second step was using the Custom Append Application to collate all files to one file folder. The firm chose the criteria for the append service to prepare the collated files and generated one email for each client for each attorney which allowed them to distribute via email as they chose. This “one email” solution cut down on email traffic and allowed the timekeepers to be more efficient with their prebill review process.
“Through their DocuDraft add-ons, the Distribution Service and Custom Append Application, Datolite was able to enhance the functionality of our Aderant system and increase the value of our investment.” Allie Tyler, Director of Financial Services, Baker Botts LLP
Next Steps
Baker Botts has been live on Aderant Expert for over a year now and are actively engaged in Phase two which includes designing templates to reduce remaining manual processes and updating templates to leverage additional Aderant features the firm plans to take advantage of after their recent system upgrade.
Baker Botts L.L.P. is a leading global law firm with a network of 12 offices in Austin, Brussels, Dallas, Dubai, Houston, London, Palo Alto, Riyadh, New York, San Francisco, Singapore and Washington, D.C. Baker Botts was founded in 1840, and in its last fiscal year had gross revenue of over $752 million. Based on the firm’s experience and knowledge of its clients’ industries, it is recognized as a leading firm in the energy, technology and life sciences sectors. Its multidisciplinary approach and its ability to utilize the talents of its attorneys and legal staff in a cost-effective manner has given Baker Botts a solid reputation as a provider of efficient legal services.
” It has been a pleasure helping the firm with this transition and we look forward to being their go-to partner for all their template needs”,
Campbell Barrett, Managing Partner Datolite Solutions.
Datolite Solutions, global Leader in billing and business intelligence solutions for legal and professional services firms, are experts in template development, document and proforma automation, and business intelligence solutions.
Press Release
March 2nd 2023
Datolite Solutions Launches Dato-Care Team
If there’s one thing Datolite Solutions understood early on from their clients, it’s that being innovative and adaptable to their client’s needs will be paramount to building lasting relationships and technical partnerships with the world’s leading law firms. The recent launch of Datolite’s Dato-Care team is another example of further responding to clients’ needs to fuel their continued growth in the legal network.
Datolite understands that no matter the project size, consistency in the quality of work counts. To clients, even the smallest of projects can award impactful results that create efficiencies and add value to the firm’s bottom line. As a result, Datolite has always responded and adapted to the ever-evolving needs of its clients; the recent launch of the Dato-Care team is Datoite’s way of doubling down on the quality-over-quantity mentality in a market that seemingly follows the latter.
Legal Technical Consulting companies risk clients becoming frustrated when they need access to the resources required for simple changes. Excessive red tape and the lack of perceived value from others often cause unnecessary delays, which Datolite’s Dato-Care Team quickly addresses. The motto of this new division, providing clients with rapid and quality technical services for ad-hoc project requests.
“We recognized that clients often struggle to find technical resources to assist them shortly after go-live. Consultants are often booked months out for larger projects, leaving little to no one to help with shorter engagements. This gap needed to be addressed and hence was the genesis for our Dato-Care team,” said Datolite Managing Partner Campbell Barrett.
Small yet essential requests such as changing bank details, addressing new positive pay requirements, or bespoke customizations for a high-profile client don’t require much time and therefore don’t yield a lot of billable hours. Unfortunately, these often critical client requests tend to fall through the cracks of the technical consulting industry. Datolite sees an opportunity to support its clients further and cater to these requests through its Dato-Care team.
This new team focuses entirely on smaller projects, typically less than 40 hours. Concentrating on these types of engagements gives the Dato-Care team far more flexibility with their time than traditional technical services teams. Moreover, with this agile approach, request turnaround time is faster when compared to conventional resourcing.
Datolite Solutions, pride themselves on providing innovative and adaptable client solutions like the launch of this new service division. They are trusted advisors to the world’s leading law firms, are experts in template development, document automation, and business intelligence solutions. The foundation of the Datolite team consists of the core of Kleinmundo, the original developer of the product that became Elite Design Gallery. Founded in 2014, Datolite Solutions is now the world’s largest and most experienced 3E Templates (Design Gallery), Paperless Proforma, DocuDraft and Document Studio (Whitehill) team, and official partners of Thomson Reuters and Aderant.
Press Release
January 27th 2023
Datolite Solutions, launches Business Intelligence consulting practice with key industry hires fuelled by client demand.
Datolite Solutions is excited to announce the launch a new Business Intelligence consulting practice with the key hires of industry experts Niall MacMillan and Sam Elrazek, who leads the practice as Director, Business Intelligence Consulting.
The launch of this new practice, which supplements the ever-growing Template and billing Workflow consulting practices, has been driven by client demand for unbiased software agnostic expertise, and furthermore existing clients (and software vendors) requesting support in this area from a single collaborative team, underpinned by the excellence service delivery methodology that the Datolite team is well-known for.
The key hires of Niall and Sam, collectively adds over 30 years knowledge of the successfully delivery of Business Intelligence solutions, supported by the evolving Microsoft data analytics platform, within the legal PMS eco-system and beyond.
“We are delighted to have launched this new consulting practice within our organization, as we seek to support our clients with their adoption and evolution of Business Intelligence within their organizations” says Pat Langlais, Managing Partner and Co-Founder.
“As a primarily services-driven organization, we pride ourselves on our ability to deliver first-class solutions, with client satisfaction at the heart of what we do. This continues to fuel our year-on-year growth, across all our KPI’s. It was clear from this client base than they required an extension of our services, into data analytics and business intelligence so we are very happy to have responded to their needs.” concludes Langlais.
Practice Director, Sam comments “We are thrilled to announce the launch of our new BI practice, which will provide our customers with the insights and data-driven decision making they need to stay ahead in today’s fast-paced business world. With our team of experts and state-of-the-art technology, we are confident that our BI solutions will give our clients a competitive edge and help them reach their goals more efficiently.”
“The addition of Niall and Sam to our team, and the launch of this practice immediately allows us to instantly service the growing needs of our clients and the legal industry as a whole, whilst continuing to partner with leading software providers. We’ve secured two industry superstars and I am very excited for this part of our growth. “ added Campbell Barrett, Managing Partner and Co-Founder.
Press Release - new hire announcement
November 30th 2022
Datolite Solutions growth accelerates again, adding another legal industry experienced leader to the organization.
Datolite Solutions is excited to announce the expansion of our Business Intelligence team with the hire of, legal Business Intelligence expert, Niall MacMillan. Niall has joined our growing Business Intelligence Consulting practice as the Manager, Business Intelligence Consulting Services. Based in London, Niall expands Datolite’s UK footprint.
Niall has a decade of experience helping clients become data driven in their decision making, transforming the data they hold into valuable and meaningful information. He brings his analytics, process optimisation and consulting expertise as well as his commitment to service excellence into his global leadership role here at Datolite.
With key hires such as Niall, Datolite is helping drive the evolution of the legal industry’s use of business intelligence.
Welcome Niall to the Datolite Consulting team!
Datolite Solutions, global Leader in billing and business intelligence solutions for legal and professional services firms, are experts in template development, document and proforma automation, and business intelligence solutions.
Press Release - new hire announcement
October 12th 2022
Datolite Solutions growth accelerates again, adding another legal industry experienced leader to the organization.
We are pleased to announce that Greg MacInnis has joined Datolite Solutions as the Director, Sales and Business Development. In May, in true Greg fashion, he hit the ground running representing Datolite at a Legal Conference only days after joining the organization. Greg is making his mark yet again in the legal technology world as he hasn’t stopped running since.
As a seasoned legal sales leader with over 20 years of expertise, Greg’s reputation, for being trustworthy and client centric, amongst top global law firms precedes him. Having held senior positions in fortune 500 companies in client relations, as well as, account and sales management, he has gained a comprehensive spectrum of technical knowledge along with invaluable insight into the technology trends of today and tomorrow.
Greg’s wealth of sales experience will be pivotal in continuing to strengthen the trusted partnerships with existing Datolite legal clients as well as attracting and onboarding new law firms into the Datolite client experience.
Greg is excited to bring to the forefront Datolite’s innovative service and product offerings while maintaining a “customer first” mentality.
Please join us in welcoming Greg to the team!
Datolite Solutions, global Leader in billing and business intelligence solutions for legal and professional services firms, are experts in template development, document and proforma automation, and business intelligence solutions.
Press Release - new hire announcement
October 5th 2022
Datolite Solutions is pleased to announce that Sam Elrazek has joined the team as Director, Business Intelligence Consulting.
As Datolite Solutions continues to grow and adapt to our clients needs, we are moving our Business Intelligence Consulting services to the next iteration. Datolite Solutions is pleased to announce that Sam Elrazek has joined our organization as the Director, Business Intelligence Consulting.
Sam is an expert in business intelligence products bringing over 17 years of progressive experience in Legal and Software Services. Sam has spent his career consulting, developing and implementing industry leading and innovative business intelligence solutions globally at over 50 firms including some of the world’s largest.
We look forward to Sam continuing to drive change in the world of Legal Business Intelligence at Datolite Solutions through his proven ability to develop cost saving, industry leading bespoke solutions.
Please join us in welcoming Sam to the team!
Datolite Solutions, global Leader in billing and business intelligence solutions for legal and professional services firms, are experts in template development, document and proforma automation, and business intelligence solutions.
Press Release - New hire announcement
September 28th 2022
Datolite Solutions is pleased to announce that Sue Kelly has joined the team as Director, Client Relations.
As the business continues to grow and evolve, we are looking forward to taking our “Customer First” approach to the next level with Sue on the team! Sue brings over 21 years of Sales and Customer Relations experience in the Legal and Professional Services industries, spending 14 years with Thomson Reuters Elite and 7 years with Whitehill Technologies.
Please join us in welcoming Sue to the team!
Datolite Solutions, global Leader in billing and business intelligence solutions for legal and professional services firms, are experts in template development, document and proforma automation, and business intelligence solutions.
Press Release
March 10th 2022
Datolite Solutions Exceeds Growth and Expansion Plans
Datolite Solutions has accomplished in a few years what many software and services companies find challenging: aggressive growth.
Since its inception in 2014, the idea of “Customer First” has always been a driving force behind Datolite. To succeed and grow that kind of culture you need the right individuals to allow the company to prosper. So, after solidifying its position as the global leader in legal billing templates and reporting solutions, it was time to look towards the future.
“We started working on an aggressive growth strategy back in March of 2020. The demand was there, but a key factor for us was attracting like-minded people from the industry who shared our passion for keeping the customer first,” said Datolite Managing Partner, Pat Langlais.
Since then, Datolite has seen its small organization of 13 people increase by 146%. Highlights of its phenomenal growth include:
- Integration of all key members from Output Solutions Group, the industry leader in Document Studio/Whitehill template services
- Acquired the Paperless Proforma resources from T4G becoming the exclusive partner to Thomson Reuters for Paperless Proforma services
- Increased 3E Templates service capacity by 87.5% over the past two years
- A Top-Tier Aderant Partner allowing the DocuDraft team to grow by 110%
- Launching an innovation team with dedication and focus on creating new products and solutions exclusively available to Datolite customers
- A new business intelligence and reporting division
- Year over year revenue growth from 59% in fiscal 2021 to a projected 31% in 2022
- Maintaining a 99% customer retention rate
“It’s exciting to be part of such a tremendous growth story, but for us, it’s more than just a business. We’ve maintained our 95% employee retention rate because we understand that you can’t take care of your clients if you don’t care for your staff. In addition, fostering a company culture that mimics the best parts of family continues to drive our employees to succeed,” said Campbell Barrett, Managing Partner.
About Datolite Solutions
Datolite Solutions, trusted advisors to the world’s leading law firms, are experts in template development, document and proforma automation, and business intelligence solutions. The foundation of the Datolite team consists of the core of Kleinmundo, the original developer of the product that became Elite Design Gallery. Founded in 2014, Datolite Solutions is now the world’s largest and most experienced 3E Templates (Design Gallery), Paperless Proforma, DocuDraft and Document Studio (Whitehill) team, and official partners of Thomson Reuters and Aderant.
Press Release
March 25th 2021
Datolite Solutions announces addition of Dan Wales as UK sales and growth advisor, via his legal-tech accelerator Oliella Partners.
Dan Wales - Oliella Partners
Datolite Solutions is excited to announce they have added Dan Wales to their team as a sales and growth advisor, via a partnership with his legal-tech accelerator Oliella Partners.
Dan has spent over fifteen years employed at large global law firms and founded DW Reporting in 2013 to meet law firms’ complex BI, reporting, pricing and financial data management needs, successfully scaling with a global client base and delivery team to BigHand in 2018. At BigHand, Dan was the influential driving force behind the creation of a new enterprise strategic sales and account management function that focused on the largest global law firms, achieving record results. Dan has led sales growth strategies for industry leading providers of productivity and profitability software, focused on UK Legal Top 100 and AMLAW 200.
“I’ve known Datolite’s founders, Pat and Campbell, since they were Kleinmundo and originally developed Elite Design Gallery. I have followed their growth journey from the beginning, and am absolutely delighted to be supporting them as they execute their next phase of growth. They have a significant market-leading presence in North American, providing consulting and development services across both Thomson Reuters and Aderant Proforma Workflow and Template Management Solutions and am looking forward to replicating that in the UK and beyond.” says Wales.
Patrick Langlais, Co-Founder, added “Datolite began as a Design Gallery services company as we were the original developers of the product that became EDG and the leaders in the market. In recent years, we’ve expanded to solutions in other products, while still focused on automated data transformation: Paperless Proforma, Reporting, DocuDraft, and Document Studio/Whitehill. Dan’s first-hand experience of growing legal tech companies along with his industry connections will be key component of our ability to execute on our growth strategy.”
“Dan is a proven entrepreneur who we have known for a very long time, we are thrilled that he is joining our team. We share the same vision, commitment to client success and growth aspirations which lay the foundations for an exciting future” said Campbell Barrett, Co-Founder.
About Datolite Solutions
Datolite Solutions, trusted advisors to the world’s leading law firms, are experts in template development, document and proforma automation, and business intelligence solutions. The foundation of the Datolite team consists of the core of Kleinmundo, the original developer of the product that became Elite Design Gallery. Founded in 2014, Datolite Solutions is now the world’s largest and most experienced 3E Templates (Design Gallery), Paperless Proforma, DocuDraft and Document Studio (Whitehill) team, and official partners of Thomson Reuters and Aderant.
About Oliella Partners
SUCCESS BREEDS SUCCESS – Providing entrepreneurial organisations with access to operational, product strategy and sales & marketing executive support.
Press Release
March 2nd 2020
Datolite Acquires paperless proforma Business from T4G Limited
T4G Limited, one of Canada’s top Applied Data companies and Best Workplaces™, and Datolite Solutions, information distribution specialists for the world’s top law firms, are pleased to announce that Datolite Solutions has acquired T4G’s Paperless Proforma business. This includes the dedicated and talented T4G professionals who have deep industry knowledge in the legal sector and have numerous synergies with Datolite’s existing business.
”At the heart of T4G is a commitment to our clients’ success and our employees’ careers. The alignment of T4G and Datolite’s industry expertise will ensure the continued success of Paperless Proforma’s customers and the employee team servicing them. – David Posluns, CEO, T4G
This is a move that aligns directly with T4G’s renewed focus on Applied Data and will serve its legal sector clients best by putting the business in the hands of legal specialists. As known and trusted advisors in the legal space, Datolite Solutions will continue to provide the highest level of service, from the top talent that the company is renowned for.
“Proven experts in Paperless Proforma customizations, the team from T4G brings over 65 years of experience in the legal industry. We are very excited to have them join Datolite Solutions.”
– Campbell Barrett, Director, Co-Founder, Datolite Solutions
T4G and Datolite are coordinating to ensure a smooth transition. Law firms with active Paperless Proforma projects will experience minimal disruption. The same consulting resources assigned to client projects before the acquisition will continue their work without disruption. Any project related questions can be directed to Jim Lafferty, Datolite’s Director of External Relations, [email protected].
T4G is a full-service Applied Data Company with offices across Canada. T4G helps organizations collect, organize, and apply data to drive growth and operate efficiently. They combine high-touch service with the right mix of advisory, design and development capabilities to create practical AI-infused applications and analytic solutions.
Datolite Solutions, trusted advisors to the world’s leading law firms, are experts in template development, document and proforma automation, and business intelligence solutions. The foundation of the Datolite team consists of the core of Kleinmundo, the original developer of the product that became Elite Design Gallery. Founded in 2014, Datolite Solutions is now the world’s largest and most experienced 3E Templates (Design Gallery), Paperless Proforma, DocuDraft and Document Studio (Whitehill) team, and official partners of Thomson Reuters and Aderant.
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