About the client

Our client, SANDS, is a full-service commercial law firm operating across Norway with offices in Oslo, Trondheim, Bergen, Stavanger, Ålesund, Tromsø, and Tønsberg. With a team of over 180 lawyers, the firm provides clients with both local points of contact and seamless access to their extensive legal expertise and experience.

The challenge

Before switching to Templatise, SANDS relied on a legacy solution that presented multiple limitations:

• Slow performance that impacted the firm’s productivity.
• The system was difficult for users to navigate and utilize effectively.
• Deployment across the organization was time-consuming and challenging.
• Integration with internal and external systems presented issues.

The trigger for change

When the solution was scheduled for replacement by another outdated tool, SANDS recognized the need for a modern platform. Microsoft’s move towards M365 underscored the urgency to adopt a forward-looking, efficient solution.

The biggest problem and pain points

• Ensuring that lawyers and staff had access to up-to-date templates.
• Reducing time spent on “hard” parts of document management, such as integrating data from internal and external systems and registries.

The solution: why Templatise?

Implementation highlights

• User-friendly environment: Templatise’s intuitive interface within Microsoft Word made it easy to create, update, and manage templates.
• Seamless integration: the tool effortlessly connected with internal systems and external registries.
• Efficient deployment: rolling out Templatise across the organization was quick and painless.

Onboarding experience

• Minimal training required: a 20-minute introductory session was sufficient for users.
• Positive feedback: end-users found the solution intuitive and straightforward.

Overcoming Challenges

While Word’s complexity with templates posed initial hurdles, Templatise adapted well to various scenarios. Collaborative efforts resolved all challenges, ensuring compatibility with diverse templates.

Key benefits obtained

Ease of use:

• Simple for end-users and administrators.
• Quick adoption with minimal training required.

Efficient integrations:

• Supports seamless connections with CRM systems, registries, and internal tools.
• Empowered internal staff to configure integrations without vendor dependency.

Responsiveness:

• Quick turnaround for feature requests.
• Prompt and effective issue resolution.

Improved workflow:

• Eliminated reliance on outdated documents for creating new templates.
• Streamlined template creation and data integration processes.

Results achieved

• Higher adoption rate: Templatise’s intuitive design significantly increased usage compared to the previous solution.
• Improved efficiency: qualitative feedback highlights faster, more convenient document workflows.
• Enhanced autonomy: internal staff can manage configurations independently, reducing reliance on external vendors.