Ultimus, Inc., developer of one of the most widely-deployed business process management software suites in the world, and Elegrity, Inc., maker of Law Business Management System (LBMS)^®, have an established partnership designed to create innovative business-focused technology solutions. The Ultimus Adaptive BPM Suite solution coupled with Elegrity’s LBMS^® provides predictability and control for client’s business processes, ultimately driving operational savings.

“Our partnership with Ultimus provides our clients with efficient automation, ubiquitous access to meaningful information, and a stable, reliable system that offers business continuity,” said Tony Carcamo, VP of Corporate Strategy and Business Development, Elegrity. “All of these things combine to help our clients become true Process-Centric Enterprises.”

Gordon & Rees, a national law firm headquartered in San Francisco, is one great example of how this partnership has helped support a business-focused organization mitigate risk, while at the same time, drive operational savings. Founded in 1974, Gordon & Rees has become a dynamic presence with more than 350 attorneys in sixteen offices throughout the United States. The firm wanted to improve its business intake and case lifecycle processes to improve efficiency, respond faster to clients and effectively create a streamlined workflow to handle the increasing amount and complexity of business intake due to firm growth. The firm utilized a manual process that resulted in duplicative data entry into multiple systems, an arduous, time-consuming approval process, and a multitude of back-and-forth e-mail communications for all new clients and/or matter brought into the firm.

Elegrity worked with Gordon & Rees to determine the best plan of action to meet their business requirements. With Ultimus BPM Adaptive Suite as the business process management engine, Elegrity implemented LBMS^®, providing a fully-customized and automated solution as the firm’s new business intake process.

“LBMS has allowed us to be more responsive and perform business functions better,” said Jane Omahen Risk Management, Gordon and Rees. "We have experienced dramatic operational savings since implementing the solution. Elegrity's LBMS^® system streamlined our business intake process and automated many manual and paper-intensive tasks. It has made a significant difference in the time to take in new business while helping to ensure consistently-applied firm policies, accuracy in data across systems, paper reduction and completed approval cycles.”

Leveraging the sophisticated systems integration capabilities of the Ultimus-LBMS^® solution, the Gordon & Rees New Business Intake application automatically defaults key information from the accounting system, such as timekeeper rates and expense information, providing further time-savings while simultaneously increasing accuracy of information gathered. The system automatically enforces the proper authorizations and approvals required before it progresses to the next step in the process. Online copies of related documents can be attached in the system, eliminating the need for filing and physically storing paper documentation.

“By aligning the best practices of both BPM and the legal industry, our partnership addresses the unique needs of a market that has been relatively underserved to date with regards to innovative business-focused solutions,” said Kyle Moll, Director, North American Channel Development, Ultimus. “The project with Gordon & Rees has been so successful to date, that Elegrity is not only duplicating this model, but extending the capabilities of the solution for other legal clients.”

About Gordon & Rees LLP

Founded in 1974 in San Francisco, Gordon & Rees has become a dynamic presence with more than 350 attorneys in sixteen offices. Our growth has been fueled by a reputation for success and an unfailing commitment to excellence. Gordon & Rees has the experience and the expertise to achieve results and meet the needs of our clients. Our objective is to develop long-term client relationships and to exceed expectations by employing the components of creative problem solving, unwavering responsiveness, and use of the most modern technology. These components, combined with effective lawyering and hard work, bring results.

About Elegrity

Since its founding in 1998, Elegrity’s mission has been to empower global organizations to achieve their potential through the development and delivery of elegant technology-based business solutions. Elegrity’s value-based approach to understanding customers’ true business objectives enables the delivery of solutions that boost customers’ business through enhanced collaboration, increased revenue and cash flow, implicit compliance with regulations, and thorough enterprise risk management and mitigation.

Elegrity’s Law Business Management System (LBMS)^®, introduced in 2006, provides unparalleled Client/Matter Lifecycle Management capabilities by combining industry-proven best practices for true risk mitigation with the power of enterprise class technology to deliver a proven, extensible and agile solution to the Legal Industry.

About Ultimus

Ultimus has automated more business processes than any other BPM vendor worldwide. Ultimus Adaptive BPM Suite has enabled companies to accelerate their performance goals at every stage of corporate growth. The Ultimus Suite’s SOA-based broad integration tools combined with a rapid deployment model have generated outstanding results for customers and partners alike.

Ultimus’ award-winning technology seamlessly adapts to people, systems and change. Utilized by more than 1,900 customers worldwide, Ultimus provides solutions to organizations such as DHL, Microsoft, Daimler, Perdue Farms, Chevron, Tulane University, Compassion International, Sony, Pfizer, Citigroup, Charles Schwab, Noor Islamic Bank, Frito Lay and AT&T. Ultimus is headquartered in North America, and has additional offices in Latin America, Europe, Asia, the Middle East and Australia. For more information, visit www.ultimus.com.