How Caplin & Drysdale Modernized Its IT Environment Without a Costly Infrastructure Refresh

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Discover how a 160+ employee law firm transitioned from aging on-premises infrastructure to a managed cloud environment, reducing IT burden, improving flexibility, and positioning the firm for future growth. Based on a real-world client success story from Caplin & Drysdale.

Inside the case study you'll discover:

  • Why a traditional infrastructure refresh wasn’t the best long-term fit.
  • How the firm evaluated technology providers.
  • Benefits of reducing routine IT maintenance.
  • How attorneys gained secure, consistent access anywhere.
  • Insights for firms considering cloud modernization. 


"The alignment between what Helient was providing and what our firm wanted to accomplish was very strong. It was a unanimous agreement through the technology committee. "

Edward Terry - Caplin & Drysdale
Edward Terry
Information Services Manager, Caplin & Drysdale

Aging Infrastructure Was Limiting Future Options

While the firm's existing environment remained stable, aging hardware and application platforms made it harder to adopt new technologies and placed ongoing maintenance responsibilities on a small internal IT team. Caplin & Drysdale needed a strategy that would modernize operations while maintaining security, reliability, and support for specialized legal applications.
 

Working closely with Caplin & Drysdale, Helient Technologies delivered a cloud-first strategy that reduced infrastructure complexity, supported long-term growth, and enabled the firm to focus more resources on serving clients rather than managing technology. 

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Avoided a Costly Infrastructure Refresh

Shifted from aging on-premises systems to a modern cloud environment, eliminating the need for a major hardware investment.
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Reduced IT Management Burden

Transferred routine maintenance, patching, updates, and management from the firm's lean internal IT team.

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Enabled Secure Access Anywhere

Provided attorneys and staff with secure, consistent access to applications and data whether working in the office, at home, or on the go.
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Built a Foundation for Future Growth

Made it easier to adopt new technologies and support evolving business needs without being constrained by aging infrastructure.

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Why Law Firms Choose Helient

1

Proven Legal Industry Expertise

Built within the legal sector, Helient understands the compliance, security, confidentiality, and operational requirements that law firms face every day. 

2

Cloud & Infrastructure Modernization

Helient helps firms evaluate, modernize, and manage their technology environments, making it easier to adopt new tools, improve flexibility, and support future growth. 

3

Long-Term Technology Partnership

More than a service provider, Helient acts as a strategic advisor, helping firms make technology decisions that balance security, performance, cost, and business objectives.