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Case Study

How Talbot Law Group Boosted Case Management Efficiency with Onit

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Case Management Challenges with Outdated Systems

Serving clients across Oklahoma in areas like auto accidents, workers’ compensation, and medical malpractice, Talbot Law Group needed a reliable, easy-to-use case management solution. Previous experiences with outdated or homegrown systems left the team frustrated and fragmented.

“We had a file management system no one used—it just didn’t work,” said Partner Danny Talbot. “We ended up relying on Outlook folders and Windows Explorer. It was inefficient and messy. You couldn’t trust the information you found or even find it in the first place.”

Talbot, familiar with Legal Files from a previous firm, recognized that a change was needed and began advocating for a modern solution.

Solution

After careful evaluation of available platforms, Talbot Law Group selected Legal Files, part of the Onit ecosystem, for its intuitive interface, centralized functionality, and powerful customization tools. The firm needed a system that could:

  • Consolidate calendars, contacts, emails, deadlines, and documents in one place.
  • Support multiple office locations and improve cross-team communication.
  • Streamline form-intensive case types like workers’ compensation.
  • Automate routine processes without requiring technical staff or external development.

Results and ROI

Onit’s Legal Files has become the firm’s all-in-one legal operations platform—delivering measurable improvements in productivity and case handling:

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Increased efficiency

Increased efficiency by centralizing all file-related content in one system.

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Improved collaboration

Improved collaboration across locations, enhancing responsiveness to clients.

Insights on Medtronic's legal operations transformation using Onit's ELM and CLM solutions, highlighting streamlined workflows and integrated capabilities.
Real-time access

Real-time access to calendars, case notes, and contacts, supporting streamlined casework.

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Automated document assembly

Automated document assembly, pulling 75–95% of data into workers’ comp forms—saving significant time.

“I open Legal Files when I walk in and don’t close it until I leave,” said Talbot. “Everything I need—calendar, contacts, documents, to-dos—is right there. It’s made my job easier and my client service faster.”

Tailored for Workers’ Compensation

With form-intensive workflows and strict tracking needs, workers’ compensation cases present unique challenges. Legal Files’ built-in document assembly tools and do-it-yourself custom window functionality proved ideal.

“We created custom windows to track weekly checks from insurers and to calculate disability rates based on wage input,” Talbot said. “We did it all in-house—no technical skills needed. It’s been a gamechanger for our practice.”

Advice for Others

Talbot shared his perspective on system selection: “Choose a solution that’s proven, supported by long-time users, and still innovative. Don’t just go with the cheapest option—you’ll likely pay for that decision later.”

About Talbot Law Group

Talbot Law Group is a client-focused firm serving individuals across Oklahoma in personal injury, workers’ compensation, and medical malpractice matters. With multiple offices and a growing caseload, the firm relies on Onit’s Legal Files to streamline operations, reduce inefficiencies, and deliver high-quality legal services with speed and consistency.