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Customer story

Posternock Apell

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.

175+

Years combined experience

2

States served (NJ and PA)

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

Before Whale

Information scattered, everyone storing things differently

No uniform way of working across the firm

New hires could not reliably find what they needed

Answers meant interrupting a senior colleague

After Whale

Every policy, motion, and letter in one searchable place

Keyword search finds any document in seconds

New attorneys get up to speed across practice areas fast

The whole firm works from standardized work product

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.

As we've grown, onboarding and training became much more important because of efficiency. 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.

Search

Attorneys and paralegals find any motion, letter, or policy by keyword in seconds, with no need to ask a colleague.

Training flows

Automated onboarding sequences make sure new legal and support staff complete the right training in the right order.

CoPilot

All policies, procedures, and document templates are centralized, giving the whole firm standardized work product across every practice area.

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.

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