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eSentio Technologies’ consultants are industry leaders with a vast amount of experience and legal IT expertise.  We understand the business of law firms, and work in concert with the firm’s technology leaders to develop a strategic framework to address the complex issues they face, including technology planning and assessments, system and vendor analysis and selection, project planning and management, staffing and organizational consulting, business continuity planning, and hands-on implementation services.

At eSentio, we provide practical, results-oriented advice and consulting. We have assisted numerous national and international law firms in becoming more profitable, productive and competitive through the effective application of technology. In addition, we spend substantial time and resources researching and familiarizing ourselves with emerging technologies that might be applicable in the law firm environment.

The nation’s leading law firms are turning to consultants who understand both the business side of law firms, as well as the cutting edge technologies available in the marketplace.  Our consultants will help you identify and define your firm’s technology needs, and then assist you in implementing the appropriate strategies to improve your business processes, leverage your resources, and increase your profitability.

Strategic Technology Planning

eSentio has substantial expertise in the legal technology arena.   Our consultants will conduct a detailed assessment of your firm’s current technology investments, work with you to identify your firm’s needs, and suggest a strategic technology plan based upon sound business reasoning, taking your leadership, users and clients into account.

eSentio’s professionals understand not only the technology and the technology issues facing law firms, but the business of law firms as well. We will ensure that all of your firm’s needs and objectives are addressed during the planning process whether they are a focused on client specific issues, budgeting and cost management, new technologies, vendor selection, staffing or a multitude of other concerns.

Business Continuation Planning

eSentio is the industry thought leader for Business Continuation Planning (BCP). Our seasoned, experienced consultants have provided BCP services to many of the nation’s top law firms, taking into account the way the firm works, client service, and time tested methodologies.  Our two-pronged approach develops your overall plan, while concurrently addressing the firm’s immediate vulnerabilities.
eSentio clients can expect their overall plan to be a firm-wide initiative covering all aspects of the law firm including technology, accounting, HR, and records management. Our professionals understand that Business Continuation Plans will differ for each firm depending on your firm’s location and number of offices, the technology you are using, and your firm’s culture.  Our consultants will work with you to develop a scope for your project that will be appropriate for your firm, including how best to organize the project in an efficient and cost effective manner.  

Records Management Services

eSentio provides a broad range of comprehensive records and information management services. These services can be combined in whole or leveraged according to our client’s specific issues and needs.

General Analysis and Operations

• Workflow and process evaluation
• Records Managment System selection and evaluation
• Procedure design and implementation
• Management and staffing analysis
• Technology review and planning
• Production benchmarks and metrics
• Third-party vendor analysis
• Conflicts workflow, report design, and best practices consulting
• New Business Intake workflow assessment, design, automation, and implementation

Strategic Assessment

• Alignment of strategy, values and mission
• Policy review and development
• Retention and disposition policies

Knowledge Management Services

At eSentio , we provide practical, results oriented knowledge management consulting, and we recognize that each firm has unique needs and will require customized solutions.  Our goal is to assist you in becoming more profitable, productive and competitive by maximizing your firm’s internal and external know-how to speed professional development, increase efficiency, retain top personnel, and foster an environment of knowledge creation and sharing. 
We will identify your firm’s requirements by leading you through three phases:

• Understanding the breadth and depth of your firm’s current know-how and resources with a thorough knowledge assets audit.
• Identifying gaps in know-how and defining solutions to meet those needs.
• Effectively organizing both internal and external knowledge resources to aid in the retrieval of know-how.

At eSentio, we view Knowledge Management as an integral part of a firm’s overall business process strategy.  As such, we will help you identify all relevant know-how repositories including work product, internal and external legal research tools, expertise locators, client relationship management and business intelligence, practice and matter management, records management, and litigation support tools.  We then assist clients in identifying solutions to create better return and value on their current assets.  Finally, we identify organizational and retrieval solutions that best meet the needs of each firm’s practice group structure and workflow requirements.

CRM Services

eSentio understands the importance of Client Relationship Management (CRM) systems to law firms.  Our consultants work with leading law firms to ensure that their CRM is being utilized to its full potential.  We work with firms to leverage their CRM solutions by ensuring that they are integrated with the firm’s existing systems and processes.

In many cases, a firm’s existing CRM may not have the necessary flexibility or functionality, and therefore may be falling short of the firm’s expectations.  Our consultants will examine your current system and assess your needs, and then offer a comprehensive strategy designed to leverage your technology to its full potential and ultimately meet your goals.
Additionally, eSentio partners with leading solution providers that offer CRM solutions specifically tailored for law firms. With these strong partnerships, eSentio is helping firms meet their CRM needs and fully realize the potential of their investment.

See eSentio Business Partners for more information.

IT Staff and Organization

eSentio’s consultants will define and assist you in implementing the most effective technology organizational model for your firm, including the appropriate use and mix of internal and external resources, staffing size for the technology function, and recommendations for your technology related policies. Our assessment will define the level of centralization vs. decentralization of your firm’s technology function. It will also review issues that are often overlooked such as how the technology function relates to the management of your firm, the staffing requirements for best meeting the expectations of your users and your clients, and how to best position your staffing resources to meet the challenges of technology as it evolves with your practice.

Matter Lifecycle Management

eSentio’s consultants have extensive large law firm experience in managing the matter lifecycle.  Our professionals will assist your firm through all of the components in managing your firm’s matter, including conflict checks, collaboration, close out, distribution information, and deletion information. 

Litigation Services

eSentio is dedicated to providing highly experienced, committed and resourceful consultants to create and implement innovative strategies and effective and efficient solutions in direct response to your electronic discovery and related litigation challenges across the entire spectrum of the EDRM landscape.

Whether your requirements stem from the desire to be proactive in developing cost effective litigation readiness and information management strategies or stem from post-event challenges such as appropriate technology and staffing, dedicated case management, or workflow and best practices methodology development and implementation, we are focused on creating and implementing solutions that will meet your needs.

Our consultants are industry thought leaders and are dedicated to providing knowledgeable, versatile and consistent support to our clients.   Our services include: