Customer Success Story

How Posternock Apell is growing their legal firm

1 centralized knowledge base

+175 years combined legal experience

Highly specialized processes for the legal industry

How Posternock Apell is growing their legal firm with Whale

Robin Goldenberg is the Chief Operating Officer and the Co-Director of the Trust and Estates Department of Posternock Apell. With over 175 years of combined experience, the firm is committed to providing clients with exceptional legal representation in New Jersey and Pennsylvania. 

As the team has been growing, they were looking for a way to systematize their policies and procedures.

“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.”

GOLDENBERG-ROBYN-Posternock Apell

Robyn Goldenberg

Chief Operating Officer & Co-Director of the Trust and Estates Department

Finding a partner to help onboard and train

Posternock Apell team

The team at Posternock Apell had the following requirements:

✅ To find a standardized way of working

✅ To ensure that team members were able to access information through a search function

✅ To be more efficient in sharing their specialist policies and processes.

"As we've grown, onboarding and training became much more important because of efficiency. The result now is that everyone looks on Whale first!"

The firm is growing and with the team building their business practices and estate planning practices, they’re bringing in more specialist attorneys who require more knowledge.

As a result of implementing Whale, team members don’t have to spend time answering questions and new hires can simply find the information they need on Whale.

How does Whale help legal firms grow?

Once the team learned that they could search with a word, it became game changer because it really made it so easy.

Our new team members love it! There is a database of sample, motions or letters that they can just quickly take and use for their work. So that helps them learn the new maybe area of law for a paralegal or an attorney if they’re not familiar with it.

I think when people hear knowledge based systems, they think HR and they, maybe some operations. And while we do use it for both of those things, we do also use it as a repository for our legal information as well.

In utilizing Whale, the team has been able to deliver on;

“A knowledge-based system is not really intuitive for a lot of law firms they don’t really know what to do with it or how to use it, and so I would highly recommend this to a lot of law firms, especially if you have multiple practice areas, it’s a really great way to put all of your motions or pleadings or letters in one place so that the whole firm is using Standardized work product.”

Posternock Apell office

Robyn Goldenberg

Chief Operating Officer & Co-Director of the Trust and Estates Department

The best documentation and training solution for legal firms

Get your teams aligned faster with Whale.

The Challenge

With over 175 years of combined experience, Posternock Apell is committed to providing clients with exceptional legal representation in New Jersey and Pennsylvania. 

As the team has been growing, they were looking for a way to systematize their policies and procedures.

The Solution

Whale was implemented to make onboarding and training of legal and support staff easier. The team used training flows to automatically share information. In addition, team members were shown how to access information using the search function. 

Results

As a result of implementing Whale, the team at Posternock Apell has a more efficient way of working irrespective of where team members are. They’ve reduced the time and effort it takes to onboard new hires. They’ve also made it easier for legal staff to access information related to different parts of the practice.

Everyone on the team knows to look in Whale first!