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Legal Operations Case Study

Brasher Law Firm Modernizes Document Management with SharePoint Migration

Inevia helped Brasher Law Firm migrate its legal documents from Dropbox to SharePoint while preserving its client-based and matter-based document structure.

Primary Result Achieved
100%

Document repository migrated

The Challenge

Brasher Law Firm used Dropbox as its primary repository for legal documents. Its document storage was closely connected to Clio, where opening a new matter automatically created the corresponding Dropbox folder.

The firm wanted to move its documents to Microsoft SharePoint Online and make greater use of Microsoft 365. The migration needed to preserve its existing client and matter structure while accommodating SharePoint permissions, naming conventions and access requirements.

Brasher also worked with both Company and Individual clients, which required different folder structures and naming rules. The new environment therefore had to support these requirements without adding manual work for employees.

The Methodology

Inevia migrated Brasher's document environment to SharePoint and configured it around the firm's existing client and matter structure.

01

Document Migration

Existing documents were migrated from Dropbox to Microsoft SharePoint Online, bringing the firm's document repository into its Microsoft 365 environment.

02

Client and Matter Structure

SharePoint folders were structured around Company and Individual clients, with matter folders organized beneath the appropriate client folders.

03

Permissions and Access

SharePoint permissions and access controls were configured to support appropriate document access across the firm's environment.

04

Training and Handover

The Brasher team received SharePoint permissions training, technical documentation and handover guidance for ongoing administration.

The Outcomes

The migration gave Brasher Law Firm a more centralized document environment while preserving the matter-based organization its team already relied on.

  • Centralized document repository: Legal documents were moved from Dropbox to SharePoint Online within the firm’s Microsoft 365 environment.
  • Structured client and matter records: Documents were organized using defined structures for Company and Individual clients.
  • Controlled document access: SharePoint permissions and access controls were configured for the new repository.
  • Continuity with existing processes: The new environment preserved the firm’s client- and matter-based document organization.
  • Foundation for automation: The SharePoint structure supported automated folder creation from Clio.

“The idea of migrating documents for thousands of clients securely, accurately, and without slowing down our current work was an overwhelming idea. I didn’t know if it could be done. Inevia made it seem easy and we had no downtime during work hours. It was a huge success.”

– Christina Correia | Office Manager, Brasher Law Firm