What We've Done
Confidentiality is crucial. Managing access to content is a key reason in choosing Triad.
We have delivered connectivity and integration capabilities through SharePoint solutions.
HFW needed to facilitate search and navigation to content for their user community.
Clients
What We Do
Legal firms often operate a number of systems such as practice management, document access control, knowledge management and CRM. This can create problems for users trying to locate information.
Triad has demonstrated that Microsoft SharePoint can be used to create intranet portals giving easier and more up to date access to data.
For example Triad's NMI (New Matter Intake) solution framework enables us to deliver SharePoint sites for law firms which integrate with their Practice Management Systems. Users can create a new matter through an
interface in SharePoint and the matter will automatically be created in Elite. Users can then add documents or calendar events and tag them against the relevant matter. Permission management within SharePoint is used to ensure that access to matter data can be limited to the relevant users.
The NMI solution framework has recently been extended for a law firm in a dual branded Extranet solution. This enables the law firm clients to enter the summary details of new matters themselves and to view a subset of the associated documents and events.

