Inter Pipeline Gains More Time Back with Automated Entity Management

Learn how a one-woman paralegal team at Inter Pipeline, a mid-sized company with 20+ subsidiaries, uses Athennian to expedite and ease her entity management workload.

Challenge

As a mid-sized company with a small staff, keeping track of hard copy minute books and data was an overwhelming challenge. They were using an excel spreadsheet to manage their entities, which was a manual and inefficient process for monitoring filing deadlines. In addition, their calendar reminders and multiple data points were laborious and occasionally inconsistent. Further, their system lacked the sharing capabilities needed to collaborate not only with external firms, but internally as well and especially while working remotely.  

Action‍

Athennian’s team trained Inter Pipeline’s Senior Paralegal, Melody Gibson, on the entity management software, though Melody found it intuitive and easy to use on her own. Next, her designated Customer Success Manager introduced her to the online forum where she and other end-users can post feedback and ask questions.

Because Inter Pipeline lacked a reliable data source for migration, they opted to input their data themselves. This option included complete training with Athennian’s coding experts and continued, ongoing support, which was a tremendous asset to the Inter Pipeline team.

“[When coding,] I’ll start simple, and if I think it could be better, I can always reach out and get someone to take a look at it to see where I’m lacking.” - Melody Gibson, Senior Paralegal, Inter Pipeline‍

‍Result

After switching to Athennian, Inter Pipeline now has an efficient and reliable system for managing its entities. Melody appreciates Athennian’s support team and the transparency of the online forum, where she and other end-users can leave feedback that gets addressed and acted on. In addition, Athennian’s sharing capabilities allow for swift and streamlined collaboration with Inter Pipeline’s internal and external stakeholders.

In fact, a recent internal reorganization that required help from external counsel was made significantly more manageable because of Athennian’s accessibility features. Melody especially appreciates the virtual minute book feature and finds that having a single source of truth has saved her time and eased her workload.

“[Athennian] makes me look like a superhero because I can get information so quickly," says Melody Gibson, Senior Paralegal, Inter Pipeline.‍

‍Goals

• Find ease, accuracy, and accessibility by switching to virtual minute books.
• Ensure swift collaboration with external firms using reliable data and secure sharing capabilities.
• Find a cloud-based solution with a dedicated support team that hears user concerns and updates accordingly.
  

“My favorite feature of Athennian is definitely the virtual minute book. Being able to pull a folder, download the whole thing. It’s all organized and tabbed for me. To send that off and share it with people. That was the main thing I was looking for. That’s the best. I use it all the time.”

Why Athennian?

Melody at Inter Pipeline reported that she chose Athennian because, as a mid-sized company, affordability was essential to them. It also stood out to her among other entity management systems because of its ease of use and intuitive interface. Finally, she found Athennian to be the entity management software that offered the most expert support. She’s pleasantly “overwhelmed” by the number of designated support personnel she has met at the company already.