Berkshire Hathaway transportation subsidiary cuts eDiscovery costs and achieves company-wide ROI award through legal operations automation

As a major transportation subsidiary within the Berkshire Hathaway portfolio — with $22.5B in annual revenue and approximately 34,000 employees — this company's legal department managed a high volume of litigation, internal investigations, and transportation-specific claims. Without dedicated in-house eDiscovery expertise, the team depended heavily on outside counsel, surrendering visibility into costs, data security, and project timelines. A patchwork of legacy systems and manual workflows made it impossible to collect, process, and review information at scale. The result was unpredictable eDiscovery spend, fragmented data governance, and no clear path to operational maturity.

After a competitive selection process, the legal department chose Casepoint as its eDiscovery partner, deploying an end-to-end platform built around a single centralized data repository capable of supporting thousands of matters and users simultaneously. Casepoint's analytics and business intelligence capabilities replaced the fragmented legacy stack, enabling cross-workspace search, document reuse, and dynamic workspace provisioning. The team executed a custom API integration with the company's existing litigation management system to automate matter creation and workflow routing. A structured Train the Trainer program transferred platform expertise in-house, equipping the legal team to onboard new members and manage outside counsel independently — shifting the operating model from reactive dependence to proactive oversight.

The legal department earned a company-wide ROI award for cost management and operational improvement — a rare recognition reflecting measurable impact beyond the legal function itself. Key outcomes included:

• Cost reduction in eDiscovery spend through consolidated vendor relationships and reduced outside counsel reliance
• Legacy system consolidation into a unified Casepoint platform, eliminating redundant tooling and manual handoffs
• Full workflow automation including automatic matter creation, dynamic workspace provisioning, and document transfer across matters
• Improved data security and oversight, with in-house control replacing opaque outside counsel management

The team now handles surge demands independently, including training and supporting outside counsel when needed.

• Consolidation precedes automation: merging disparate eDiscovery systems into a single repository is the prerequisite for any meaningful workflow automation — fragmentation forecloses the option.
• Custom API integration is a force multiplier: connecting eDiscovery to a litigation management system unlocks automatic matter creation and data routing that manual processes cannot replicate at scale.
• Expertise transfer compounds ROI: a Train the Trainer model reduces long-term vendor dependency and gives in-house teams the confidence to manage outside counsel — not just use them.
• Recognition follows results: legal operations investments that demonstrably reduce costs earn credibility with business leadership, making future investment cycles easier to justify.