Global Excel Case Study: How Onit Streamlined Legal Operations

As a global provider of cost containment, claims management, and medical assistance services, Global Excel Management Inc. supports over 360 corporate clients across 90+ countries. With more than 360,000 cases handled annually and over $1.9 billion in healthcare claims processed, the company’s legal team plays a critical role in managing compliance, contracts, and operational risk.

As Global Excel grew, so did the complexity and volume of legal matters, along with the accompanying documents and communications. The team faced challenges around centralized recordkeeping, matter tracking, and knowledge sharing. Without a unified system, it was difficult to manage legal workloads efficiently or maintain visibility across team activities. The need for a flexible, user-friendly solution became clear.

After evaluating multiple options, Global Excel selected Legal Files, part of the Onit ecosystem, for its seamless integration with Microsoft Office and its highly customizable platform. With support from their Information Systems team and Legal Files implementation experts, the company configured the system to align with their workflows and usage needs. Legal Files enabled the legal team to:

• Centralize legal matters, emails, and documentation in a single, accessible system.
• Easily file and retrieve emails and documents directly from Outlook.
• Track legal workloads, deadlines, and case progress with greater efficiency.
• Foster internal knowledge sharing and collaboration across the team.
• Leverage advanced search functionality to quickly locate key records.