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P E E R T O P E E R : I L T A ' S Q U A R T E R L Y M A G A Z I N E | W I N T E R 2 0 2 4
B Y S C O T T A N G E L O , J A R E D G U L L B E R G H ,
N A N C Y G R I F F I N G & M I C H A E L O W E N H I L L
MODERNIZING
LEGAL
WORKFLOWS
The Role of AI, Automation, and
Strategic Partnerships
A
s law firms transition
from exploring artificial
intelligence (AI) to
fully adopting and
implementing emerging
technologies, developing a deep
understanding of data and processes is
imperative. Buchanan Ingersoll & Rooney
PC recognized the value of partnering
with industry experts, like NetDocuments
and 3545 Consulting, to integrate AI-
powered tools into the firm's day-to-day
operations. Through this collaborative
process, Buchanan implemented
NetDocuments' PatternBuilder and App
Builder (powered by PatternBuilder
MAX) to integrate advanced document
automation and AI capabilities to
streamline processes and create
measurable efficiency improvements.
TURNING AMBITION INTO ACTION
In 2023, Buchanan Ingersoll & Rooney
PC faced the challenge of staying ahead
in a rapidly evolving legal industry.
Recognizing the increasing importance
of AI, automation, and data analytics, the
firm launched a bold five-year strategic
plan to transform its operations and
better serve client needs. This plan aimed
