Cochrane Sinclair Transforms it’s Document Management with MacroAgility

Date: | Author: Daniel Booter

A seamless migration that turned daily frustrations into lasting efficiency

Executive Summary

Cochrane Sinclair engaged MacroAgility to migrate from a legacy document management system to a modern, integrated platform. Their prior system slowed operations and frustrated end users. MacroAgility delivered a collaborative, user-focused implementation that made the transition smooth and intuitive. Since deployment, the firm has experienced faster document access, seamless Outlook and Word integration, and a more reliable foundation for growth

Client Background

Cochrane Sinclair LLP is one of Canada’s leading Indigenous led law firms, specializing in Indigenous and Aboriginal Law, Indigenous Economic and Social Development, and Public and Constitutional Law. The firm combines traditional legal practice with a mission of reconciliation, social justice, and advocacy for Indigenous rights across Canada

Challenges

  • Legacy system was slow, unstable, and difficult to use
  • Previous vendor migrations had failed, leaving the firm without a solution
  • Risk of downtime, data loss, and user frustration during transition

Problem Statement

Cochrane Sinclair’s prior document management system limited productivity and created daily friction. The firm needed a reliable, intuitive solution that fit naturally into how attorneys and staff already worked. After unsuccessful migrations with other vendors, the challenge was to not only replace the system but also ensure adoption and continuity without disruption

Solution

MacroAgility worked collaboratively with Cochrane Sinclair from the start, focusing on both technical requirements and the way staff operate day to day. The implementation was adapted to their workflows, ensuring minimal disruption. MacroAgility handled the platform migration, managed complex data sets, provided patient guidance, and offered live end user training in real time, something tutorials alone could not achieve

Results

  • Reliable document access, search, and integration where the prior system failed
  • Seamless Outlook and Word integration for daily work
  • Greater efficiency, less friction, and more confidence across the firm
  • Improved scalability and stronger security protections

Client Testimonial

“Working with MacroAgility was a very collaborative and supportive experience. From the very beginning, their team truly listened, not just to our technical requirements, but to the way our team works. They recognized that we, as end users, needed a solution that fit our day to day, and they adapted their approach to help us move from our previous system to a new platform in a way that felt intuitive and empowering. Our prior document management system presented challenges with speed, reliability, and ease of use, which impacted our operations. We knew we needed to move documents to a solution that provided exactly what we hoped for, better integration with tools like Outlook and Word, and an overall more seamless experience. We had approached other companies, and the transition to the new system was a difficult one without success.

When on board with MacroAgility, I was given the space to take charge, and that trust allowed me to flourish in a role that was both challenging and rewarding. Even during more complex processes, they were patient, took the time to reframe challenges, and explained concepts in clear, simple ways. That kind of patience and partnership made all the difference. MacroAgility’s nontraditional approach truly stood out. They helped us navigate the migration after the new platform was implemented, which was not easy, but they made it work. No other company we spoke to could solve this issue. Their collaborative, transparent process, combined with live end user training, took the burden off our team and provided support in real time, something tutorials alone could not offer.

Since moving to the new solution, we have seen major improvements in our day to day operations and collaboration. Everything that our prior system struggled with, the new platform handles smoothly, from document access to seamless integration with our everyday tools. The efficiency, scalability, and security improvements have been significant, making a real difference for our firm.”

– Tiffany Sjoblom, Cochrane Sinclair

 

Conclusion

Cochrane Sinclair’s partnership with MacroAgility achieved what prior attempts could not. By combining careful listening, collaborative design, and comprehensive migration and support, MacroAgility delivered a platform that is fast, reliable, and aligned with user workflows. The improvements in efficiency, scalability, and security are tangible, and the transition was executed with minimal pain.

For Cochrane Sinclair, MacroAgility proved that the right partner can turn a difficult migration into a lasting success, delivering both immediate efficiency gains and a platform built for the future

 

MacroAgility is a leader in providing fast, cost-effective delivery of iManage DMS. We provide iManage implementation, integration, and upgrade services, as well as iManage training, iManage support, and custom development and professional consulting services. Our mission is to provide inventive, customized DMS and enterprise content management solutions that firms can depend upon as sources of professional confidence for years to come.

For more information or to request a demonstration, please contact MacroAgility Systems at info@macroagilityinc.com or call 416-900-7801. Visit our website at www.macroagilityinc.com for further details.

 

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