Case Studies

Abramson Smith Waldsmith, LLP

Business Profile




A leader in the field of electronic case presentation needed an easy way to access, share and store documents efficiently, securely, and anytime from anywhere.


Workshare Point


Access to documents anytime, from anywhere Easily file in SharePoint Online, giving instant mobility Structured, secure environment Retain familiar Microsoft interface Access SharePoint without leaving Outlook


With more than 100 years of combined experience, the trial lawyers at Abramson Smith Waldsmith, LLP, have earned the firm’s reputation as one of California’s leading personal injury practices.

User Profile

The firm’s attorneys handle the full range of serious personal injury cases – including those involving defective products, dangerous drugs, catastrophic injuries, wrongful death, and litigation – against powerful companies and insurance companies. Partners hold leadership positions in key peer- reviewed organizations, including the International Academy of Trial Lawyers (IATL), the American College of Trial Lawyers (ACTL), the American Board of Trial Advocates (ABOTA), and the International Society of Barristers. Abramson Smith Waldsmith is listed in "Best Lawyers in America" and in San Francisco magazine’s “Super Lawyers” issue.

The Challenge

As leaders in the field of electronic case presentation, the firm is heavily invested in Microsoft Office-based technology, which enables its attorneys to efficiently display facts and evidence, highlight discrepancies in testimony, and clarify complex issues for juries. However, it has always been a challenge for the attorneys to access, share, and store documents efficiently and securely.

Because the firm’s attorneys constantly need access to Microsoft documents and worksheets, they wanted to store them in the cloud using Office 365 for easy, universal access. Given the highly sensitive nature of these legal documents, popular online storage solutions such as Dropbox were not secure enough to meet the firm’s needs. Another constraint was that the firm operates without full-time, in-house IT staff. Consequently, the attorneys needed a hosted solution that would outsource their server maintenance and keep the cost of ownership low.

Finally, as busy trial lawyers with a thriving practice, the firm’s attorneys needed a solution that was compatible with their Microsoft environment and did not require them to learn new tools. They had to stay productive using Microsoft Office both during and after the new technology rollout.

The Workshare Solution

With Workshare Point, the attorneys at Abramson Smith Waldsmith found the Microsoft-compatible solution their firm required. Workshare Point provides a seamless integration between Microsoft Outlook and SharePoint that looks like the familiar Microsoft interface. It transforms SharePoint into a central document management system in which users can access document libraries with just one click and easily organize documents by client or matter.

Workshare Point also provides a familiar user interface that allows easier SharePoint browsing when users open or save Microsoft documents. Control-folder views provide either a tree view or navigation capability. Users can even use FAST search technology within the browser.

Workshare Point supports integration with Workshare Professional, an application that provides integrated document comparison and version control. Workshare Professional also provides the capability to manage metadata inside of Outlook and Office applications for seamless document security.

The Benefits

Because Workshare Point integrates Microsoft SharePoint and Outlook, the firm’s users can now access SharePoint document libraries directly from Outlook. This enables them to drag and drop emails and attachments into SharePoint, preview email messages that are stored in SharePoint from within Microsoft Outlook, file emails on Send with one click, select multiple emails to file or delete, and track and manage incoming email more efficiently with suggestive filing.

By grouping all related documents and emails together, Workshare Point increases the firm’s control over documents, whether those documents are shared internally or distributed externally. It gives the attorneys the option to enforce filing and deletion of emails, further increasing document security, and eliminates reliance on traditional file shares.

Charlie Young, Abramson Smith Waldsmith outsourced IT director, said, “The productivity of our users will increase because they can now access SharePoint without leaving Microsoft Outlook. Workshare Point significantly improves the user experience by allowing users to share information contained in email and attachments without having to store it locally.”

Integration with Workshare Professional allows Abramson Smith Waldsmith to automate the removal or get real time alerts when email attachments contain leftover track changes, improper redaction of sensitive information, and hidden comments. It also allows them to convert email documents to PDF format for additional security. Using Workshare Professional, the attorneys at Abramson Smith Waldsmith can collaborate effectively on even the most complex legal documents and ensure that only the final approved version is distributed outside the firm.