Thrivent Financial Streamlines Legal Operations with Onit Legal Files

As a Fortune 500 financial services organization with dual headquarters in Appleton, WI, and Minneapolis, Thrivent Financial needed a scalable legal operations platform to support its litigation team across offices. Previously, there was no centralized case management or workflow system in place—resulting in disjointed communication, missed deadlines, and inefficient processes.

“There was no calendaring or to-do list,” said Senior Paralegal Alayne P. Russom. “Everything was managed manually or over email, and things were forgotten. We needed a legal operations platform that would streamline collaboration and introduce consistency across both offices.”

Thrivent selected Legal Files, part of the Onit ecosystem, as its enterprise legal management solution. Legal Files enabled the litigation team to:

• Centralize case files, emails, contacts, to-dos, and deadlines across offices.
• Standardize naming conventions and workflows to improve consistency.
• Automate document generation and task routing.
• Digitally manage outside counsel invoices and approval processes.
• Build custom workflows and reporting dashboards for legal holds and internal collaboration.

“We took a phased approach—starting with email, to-dos, and calendars,” said Russom. “Once the team saw how well it worked, we added more features like document templates and routing.”