James Menker
Customer Story
Holley & Menker, P.A.
Founded
2007
Firm Size
9 Staff
Prior System(s)
Local Drives
Customer Since
2017
Practice Area(s): Intellectual Property
Location(s): Atlantic Beach, FL, Solana Beach, CA
LexWorkplace Case Study
James Menker founded his law practice in 2007 with a focus on global Intellectual Property law. In the beginning the firm stored and managed documents on local hardware, but James foresaw that this would not be a secure or scalable solution for the long term.
LexWorkplace provides as a platform that is very straightforward in presentation and very intuitive to learn. It also provides enough customization options to fit your practice."
Before LexWorkplace
When first starting his practice, James Menker created documents in the Microsoft Office suite and Adobe, where documents lived (only) on each attorney’s local laptop hard drive.
James had the foresight to know that this mode of operation was not scalable, didn’t allow for collaboration with his growing team, and would not be secure.
This began James’ search for secure cloud-based tool to manage documents and email. The firm needed a robust document management platform, but what that would be accessible and easy for his firm to adopt.
The Solution
James found Uptime Legal, who helped him systematically move his law firm to the cloud.
With Uptime Legal’s help, James moved his client and matter data, documents and email to LexWorkplace.
Today, the Holley & Menker team works from multiple offices and from home, and rest easy knowing their data is available anytime, and kept ultra-secure.
Q&A With James Menker
What Was the Biggest Pain-Point You Were Looking to Solve When Evaluating Solutions?
“Unfortunately, we’ve lost data in the past from computer/laptop crashes. We needed a system that was backed up and kept our data secure.”
What Were Your Main Requirements When Evaluating New Systems?
“We needed a system that was cloud-based, that was easy for our whole team to use, and that was cost-effective.”
What Ultimately Led to Choose LexWorkplace for Your Firm?”
“LexWorkplace is simple, and we like that it’s not stuffed with needles features that we wouldn’t use.”
What LexWorkplace Features Have Improved Your Practice the Most?
“Having all files accessible at all times without the worries of data loss has been practice-changing, and significantly reduces my work stress.”
What Would You Say to Another Firm Looking for a Better Way to Manage Documents and Email?
“LexWorkplace provides as a platform that is very straightforward in presentation and very intuitive to learn. It also provides enough customization options to fit your practice.
Most importantly, LexWorkplace has a track record of reliability that would be difficult to top which greatly reduces concerns over the loss of important client files.”
Learn More About LexWorkplace
Considering LexWorkplace for your firm? We encourage you to learn more.