When Lathrop GPM set out to modernize its IP operations, the goal was clear: reduce risk, accelerate onboarding, and free its team from time-consuming administrative work. In partnership with Trexo Global, the firm transformed how it manages client intake, lateral transitions, and portfolio transfers cutting matter-opening time by an estimated 90% while improving data accuracy and team morale. This case study explores how strategic automation, paired with thoughtful workflow design, can drive measurable efficiency gains and elevate client service across an IP practice.