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Success Stories
The Challenge of Utilizing Institutional Knowledge
Law firms accumulate substantial institutional knowledge - client files, precedents, templates, legal doctrine, internal insights, etc. Yet this knowledge often remains locked in document management systems. Found Advisory needed a solution that could not only store this information but also actively find relevant insights during client work, transforming static documentation into dynamic analysis that helps to make strategic legal decisions.
The Solution - casepal SharePoint integration and intelligent knowledge utilization
With casepal, FoundAdvisory maintains a live connection to its SharePoint repositories, ensuring that casepal always has access to the firm's most current templates, precedents, and institutional knowledge without any manual uploads and all ofthis also with respect for client confidentiality and data privacy.
In combination with Agentic Legal Research, such synchronization creates comprehensive research anddata extraction capabilities within one casepal ecosystem that leverages both public legal sources and Found Advisory's expertise, surfacing relevantprecedents and insights exactly when needed.
“..the function where by casepal integrates with information in my SharePoint environment, allowing it to leverage specific information in the client file and also the knowledge in my knowledge database, such as templates and precedents, makes it a very useful tool.”, - says Frank
Impact and knowledge intelligence
Drawing on years of experience implementing legal technology at international firms, Frank has built a practice where institutional memory and domain-specific ArtificialIntelligence work in tandem.
Frank’s firm now focuses on what matters most - advising founders, closing deals, and thinking strategically - while casepal handles institutional recall and knowledge synthesis from the synced SharePoint environment.
“Although there are many competitors on the market, I believe that Casepal is currently one of those LegalTech service providers at the forefront.”