Berkshire Hathaway (subsidiary)

For a Berkshire Hathaway subsidiary with significant claims litigation volume, eDiscovery was fully outsourced to outside counsel and third-party vendors — leaving the legal department with little visibility or control over costs, timelines, or workflows. Internally, the team relied on a patchwork of legacy applications that couldn't interoperate or share data, meaning every new matter required duplicating user onboarding and permissions from scratch. Serial litigation involving the same custodians and data sets couldn't reuse prior work product, forcing repeated collection and reprocessing. The fragmented infrastructure made accurate budgeting and workflow monitoring nearly impossible, creating operational chaos that carried real financial and reputational exposure for the department.

After a rigorous 31-criteria evaluation covering product capability, client service, integration requirements, and pricing, the department selected Casepoint's eDiscovery platform as its centralized solution. The implementation focused on three objectives: system scalability and data reuse, training and adoption, and process automation with custom integration. Casepoint worked directly with the client's IT and development teams to build a single central data repository, a custom SSO and dynamic-provisioning solution, and APIs enabling real-time system monitoring through an internal dashboard — embedding the platform into existing enterprise infrastructure. A 'train the trainer' onboarding model allowed the department to independently bring in-house teams and outside counsel onto the platform without sustained vendor dependency. Casepoint's analytics and business intelligence capabilities provided the visibility needed to track matter progress, manage budgets, and demonstrate measurable ROI.

The department now operates at enterprise scale under a single unified interface, surpassing adoption targets and earning formal recognition across the company:

• 230+ active users per month across in-house teams and outside counsel
• 270+ active workspaces managed concurrently
• 5+ terabytes of active-review data processed without re-collection or reprocessing across related matters

Multiple legacy systems were eliminated entirely. The claims litigation group won a prestigious company-wide award for cost management, vendor collaboration, and high return on technology investment — recognition significant enough that rollout to additional Berkshire Hathaway company groups was greenlighted ahead of schedule.

• A structured vendor evaluation (31 criteria, multi-step procurement) reduces implementation risk and builds internal stakeholder confidence before go-live.
• Data reuse across related litigation matters is one of the highest-ROI capabilities in eDiscovery — prioritize platforms that support it natively.
• Custom integrations (SSO, APIs, real-time dashboards) are not optional extras; they are what embeds a platform into enterprise workflows and makes ROI measurable.
• The 'train the trainer' model scales adoption without creating long-term vendor dependency — critical for large legal departments managing high matter volumes.
• Demonstrable cost savings and collaboration metrics are what convert a successful pilot into broader organizational rollout.