FoundationIP: Success with Clarivate & Crowell & Moring LLP

In the dynamic world of intellectual property (IP) management, leveraging cutting-edge technology is essential. Crowell & Moring LLP, a renowned law firm with a robust IP practice, recently made a significant leap by transitioning to the cloud-based system FoundationIP™, expertly guided by Clarivate™.

Read the full case study, here.

The challenge: From on-premise to cloud

When Crowell & Moring LLP merged with Brinks Gilson & Lione in 2021, they faced the significant challenge of unifying both firms under a single IP management system (IPMS). The goal was to put in place a modern and cohesive infrastructure across the newly formed entity.

There were two main objectives during the merger process:

Transition the Brinks team from an on-premise IPMS to FoundationIP.
Integrate a number of custom applications from both firms to FoundationIP without disrupting ongoing operations.

This required a solution that could handle the complexities of both firms’ existing systems. FoundationIP proved capable of successfully integrating the custom applications, data sets and workflows from both firms, ensuring a smooth transition and maintaining operational continuity.

The process: Clear communication and expert execution

The success of this initiative hinged on meticulous planning and clear communication. Mark Rolla, Director of Docketing, said: “[Clear communication] was critical to the success of the project. We could easily see where we were, what was next, and what was down the road.”

Weekly meetings and a shared project timeline management tool kept everyone aligned and on track throughout the project.

Key features and benefits

Implementing FoundationIP brought numerous advantages to Crowell & Moring LLP:

Customizable reports: Generating client-specific reports without manual intervention saved significant time and effort.
Bulk matter updates: This feature allowed the team to update hundreds or thousands of cases simultaneously, enhancing efficiency.
Report dashboards: Attorneys could access the latest data through personalized dashboards, reducing the workload on the docketing team.
Data verification tool: Ensuring the accuracy of data from external sources was crucial for client portfolio reviews.

Alice Juhasz, Manager of Docketing Solutions, praised the system’s user-friendliness: “We have found FoundationIP to be very intuitive, especially for attorneys and paralegals, who find it very easy to access information.”

The impact: A beneficial partnership

The collaboration between Clarivate and Crowell & Moring proved to be highly constructive. “We have formed a strong bond with Clarivate to meet our clients’ needs. It’s one cohesive team,” Rolla noted. This partnership not only facilitated a smooth transition but also enhanced the firm’s ability to serve its clients more effectively.

Juhasz added, “Clarivate provides the exceptional technology, services and people to our law firm, helping us better serve our clients.”

Successful implementation

The successful implementation of FoundationIP at Crowell & Moring is a testament to the power of collaboration and the importance of leveraging advanced technology in IP management. With Clarivate’s expertise and support, Crowell & Moring continues to deliver exceptional service to its clients, setting a new standard in the legal industry.

You can find out more about the Clarivate and Crowell & Moring collaboration here.

Explore our IP management solutions

The intellectual property you support and protect is unique. So are your ways of working. Clarivate offers a range of IP management software and administrative services tailored to your needs and processes. Discover why over 1,600 corporations and law firms choose Clarivate software to manage their IP.

If you’d like to learn more about our services or want to speak to a member of our team, reach out today.

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