Multinational Law Firm Automates Legal Data Governance with AI-Powered Control

A multinational legal and professional services firm sought a centralised solution to govern its growing volumes of sensitive, high-value data. With a 200-year legacy and operations spanning multiple platforms, the firm selected Castlepoint to automate data classification, retention, discovery and risk management across its enterprise systems. The objective was to strengthen compliance, build trust and improve operational efficiency.

The Challenge

The firm operates globally and manages large volumes of confidential, case-related and commercially sensitive information. With systems including Microsoft 365, iManage, AWS S3, Redshift and SQL, it required a unified platform that could classify, protect and dispose of data in line with legal obligations and internal policies. The goal was to simplify governance, mitigate risk and ensure long-term protection of legal and historical records.

The Solution

Castlepoint was deployed across both cloud and on-premises environments, covering M365, file shares, iManage, AWS S3, Redshift and SQL. The implementation was hosted in Castlepoint’s secure, onshore cloud and included a dynamic data catalogue that provided full visibility of information holdings. Classification was based not only on risk and sensitivity, but also on business value in the firm’s specific context.

The platform delivered:

  • AI-powered classification and retention across all systems
  • Automated sensitivity detection for legal and confidential data
  • Seamless integration with iManage for in-place governance
  • Compliance with disposal schedules and legal retention requirements
  • Enterprise-wide discovery, audit and reporting
  • Secure, agentless governance for both structured and unstructured systems

The Outcome

The firm now has a scalable, intelligent information governance framework that supports compliance, minimises risk and streamlines internal processes. Legal records are automatically managed in-place across all systems, reducing manual effort and improving visibility. The platform supports the preservation of critical legal content while ensuring sensitive data is governed in line with policy and client expectations.

Key results included:

  • 5,000 systems governed with artificial intelligence
  • 200 years of historical records preserved and protected
  • 20.1 million key phrases extracted from over 500,000 items
“Legal firms are under constant pressure to maintain confidentiality, minimise breach risk and manage data effectively. Castlepoint delivers all three with complete transparency and no disruption to how legal teams work.”
Rachael Greaves, Castlepoint CEO

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