Six jurisdictions,
one matter pipeline

The mobility team supports roughly three thousand two hundred transferees a year across six jurisdictions. Each country had its own external counsel, its own status spreadsheet, and its own definition of what "in progress" meant. The team learned a filing was at risk only when external counsel emailed.

The brief was not to replace external counsel — it was to give the in-house team one trustworthy view of every active matter, regardless of which firm was running point.

Each external firm gets scoped, audit-logged access to its matters via the Clara API. Status transitions are explicit and gated: a matter only moves from prepared-for-filing to filed when an in-house reviewer signs off. The signature, the timestamp, the document version, and the reviewer identity are all part of the matter record.

AI assistance is limited to summarizing inbound counsel updates and flagging missing documents against a per-jurisdiction checklist. No AI output enters a regulator-facing artifact without explicit human approval.

The team now operates one queue across six jurisdictions. Quarterly internal audit reviews used to take three weeks of reconciliation across vendor exports; they now take a single afternoon against the Clara matter audit log.

External counsel still own the legal work. The in-house team finally owns the system of record.