Reduced time spent on each legal ticket by 2 days
Eliminated back-and-forth emails
Improved visibility and trust with Deal Desk and Sales
Branch Metrics is a privately held company that enables brands to build and measure engaging and relevant end-user ad experiences across all platforms, devices, and channels. Before implementing Streamline AI, Branch Metrics’ legal team manually managed requests from their Deal Desk. The Deal Desk input their requests into Google Sheets, then worked with the legal team to prioritize each request either during meetings or through emails. This manual process lacked key aspects both teams needed for effective collaboration: a centralized repository, metrics, and scalability. Branch Metrics found this process extremely inefficient, causing longer SLAs, confusion as to the right point of contact, lost information from emails, and a lack of visibility into the status of requests. Branch Metrics’ legal department turned to Daniel Michalek, the Legal Operations Manager, to find a solution to address this problem.
Branch Metrics chose Streamline AI to support and improve its legal service request process. With Streamline AI, Daniel found a scalable solution that allows the legal team to be more proactive business partners to the organization and prepare for future needs as the business scales.
Streamline AI’s no-code ease of use appealed to the company. They evaluated Salesforce Cases and Ironclad as potential solutions, but neither legal software solution fit the bill for their needs. Streamline’s ease of use and scalability appealed to the company. Salesforce Cases required significant resources to set up and maintain, and Ironclad didn’t offer case management and prioritization functionality.
The team quickly realized the following benefits of Streamline AI:
As a result of using Streamline AI, Branch Metrics was able to reduce the number of days spent on each ticket by over two days or nearly 60%. Their SLA allocated four days per ticket, and Streamline AI reduced that to 1.7 days per ticket. Branch Metrics also eliminated the emails the legal team received asking for status and updates, as this information is readily visible to stakeholders in the Streamline AI system.
Daniel shares the efficiencies realized with Streamline AI:
With Streamline AI, Branch Metrics’ legal team has improved collaboration with the Deal Desk team to get deals done faster, simpler, and more efficiently, setting up the company for long-term success.