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California Legal Services Firm Migrates 3,000 Historical HR Documents
Solution Description:
Managing complex legal matters requires precision and focus, but a California based legal services firm found its HR operations slowed by thousands of historical employee records. With 3,000 HR documents spread across multiple platforms, the HR team was trapped in a M.E.S.S (Manual Efforts & SpreadSheets) that pulled attention away from client work.
Sensitive employee records including W2s, W4s, I-9s, confidentiality agreements, and personnel files required careful handling, yet manual processes made the transition slow and risky.
TAP Innovations implemented its proprietary and secure Historical Document Migration Solution™, automating the migration of all historical HR files into the firm’s target HCM system. Smart workflows ensured accuracy, strengthened security, and eliminated manual effort.
"Excellent work. You are doing the heavy lifting for us. Thanks!"
- Director of Information Security & Compliance, legal services firm
Watch TAP Innovation Solutions in action!
Challenge:
The organization faced growing challenges managing HR records during system transitions:
- Manual document handling that consumed valuable staff time
- Compliance risk from scattered and incomplete historical records
At 5 minutes per document, manually migrating 3,000 records would require 250 staff hours. At $25 per hour, that equals more than $6,250 in labor costs.
TAP Innovations replaced manual processes with secure automation, reducing risk while accelerating compliance readiness.
Accounts: Confidential
Website: Confidential
Number of Locations: 8
Number of Employees: 130
Industries: Legal
Solution
"Managing HR files felt like preparing thousands of trial exhibits without a paralegal."
That frustration disappeared once automation took over. Employee records are now centralized, accurate, and securely stored within the HCM system.
Business Wins:
- Saved more than 250 staff hours and over $6,000 in labor costs
- Improved compliance readiness with complete and accessible records
- Freed staff to focus on client service instead of paperwork
The firm can now focus on delivering strong legal outcomes while HR operations run efficiently and securely behind the scenes.
Learn more about TAP’s Historical Document and Data Migration Solution here.
Digital Tools:
APIs, SSIS, C#, Python, Selenium, SQL Server, Web Services, App Service, Azure Functions, Robotic Process Automation (RPA), SFTP Servers/Clients
Integrated Systems
Categories: HCM
Brands: UKG, Paylocity
