Intapp case study: Nelson Mullins centralises matter management and content organisation in Microsoft Teams

Seeking Better Matter Support for Microsoft Teams

Nelson Mullins recently deployed Microsoft 365 and sought to use Microsoft Teams as its key to coordinating matter management, knowledge sharing, and client collaboration, all in one place. The firm’s IT team — which strives to stay 6 to 12 months ahead of the needs of its users — had already identified the transformative potential of Microsoft Teams before the COVID-19 pandemic struck. But Microsoft Teams’ lack of inherent support for matter-centric ways of working and organising content posed a problem. When the impacts of the pandemic triggered increased demand for people to work from home, activating the transition to Microsoft Teams became more urgent.

“We had been a Skype environment previously, and wanted to move to Teams for all aspects of communication anyway, having rolled out Microsoft 365 across the firm,” explained David Worth, Nelson Mullins’ CIO. “But the difficulty was that Teams doesn’t have matter-centricity built in. To get buy-in from our lawyers and prevent chaos as they tried to organise and find the right Teams for collaboration by client or matter, we needed a more intuitive and controlled user experience.”