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Customer story

How Posternock Apell standardized processes across a growing legal firm

Posternock Apell is a New Jersey and Pennsylvania law firm with over 175 years of combined experience. Robyn Goldenberg, Chief Operating Officer, wanted to systematize the firm’s policies and procedures as the team grew. The problem: everyone kept information in different places, there was no uniform way of working, and new hires had no reliable way to find what they needed.

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  • 4.8/5 on G2
  • SOC 2 certified
Posternock Apell team

Results at a glance

  • New attorneys

    Ramp without a senior colleague

  • 2

    States served (NJ and PA)

  • 175+

    Years combined experience

  • The challenge

    Everyone at the firm kept different things in different places, with no uniform way of working. The team needed one knowledge-based system where everything lived in a single place, easy to access, so everyone knew where to go. Finding information should not mean asking a colleague, especially as the firm brought in more specialist attorneys across business practices and estate planning.

    “We were looking for a way to systematize our policies and our procedures. Everyone had different things in different places and there really was no uniform way of working. We were looking for a knowledge-based system where we could put everything in one place so that it was easier to access and everyone knew where to go to find information.”

    Robyn Goldenberg · Chief Operating Officer

  • The solution

    How Whale solved it

    Once the team learned they could search by keyword, it changed everything. Finding a policy, motion, or letter that used to require asking someone now takes seconds. New team members use the database of sample motions and letters to get up to speed in unfamiliar areas of law, without leaning on a senior colleague. Whale also rolled out onboarding for legal and support staff through automated training flows, with search as the first stop, and that habit has stuck.

  • The results

    Standardized work product

    The whole firm now works from the same motions, pleadings, and letters, instead of everyone reinventing their own.

    • Faster onboarding

      New attorneys get up to speed across practice areas without relying on a senior colleague to answer every question.

    • One place to look first

      Search became the first stop for everyone, so the habit of asking around has been replaced by looking in Whale.

Before and after Whale

  • Before Whale: Information scattered, everyone storing things differently

    After Whale: Every policy, motion, and letter in one searchable place

  • Before Whale: No uniform way of working across the firm

    After Whale: Keyword search finds any document in seconds

  • Before Whale: New hires could not reliably find what they needed

    After Whale: New attorneys get up to speed across practice areas fast

  • Before Whale: Answers meant interrupting a senior colleague

    After Whale: The whole firm works from standardized work product

Customer proof

“The result now is that everyone looks on Whale first!”

Robyn Goldenberg · Chief Operating Officer

Key features used

The parts of Whale doing the heavy lifting.

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