Legito PowerUp 2025 Markel Case Study: Document Automation that Benefits Customers

When Markel set out to modernize how customers access legal documents, they didn’t just streamline internal processes – they reimagined the customer experience entirely. Working closely with Legito, Markel’s digital team built a powerful self-service portal that gives clients instant access to tailored legal documents, free of charge.

  • In this case study, Legito’s Paul Marlborough joins Rihanda Markram of Markel to share how a complex legacy document estate was transformed into a high-impact digital solution now used thousands of times each month.

Key Highlights

  • Customer-facing automation at scale:
    Markel Business Hub supports up to 5,000 users per month across 25,000+ monthly sessions.
  • High engagement & measurable value:
    Customers generate more than 250,000 document downloads per year, reducing friction and increasing satisfaction.
  • Large-scale document transformation:
    A legacy estate of 926 MS Word templates was converted into intelligent Legito templates.

Key Highlights

  • Cross-team collaboration:
    Joint session presented by Paul Marlborough (Legito) and Rihanda Markram (Markel), with Paul and Legito CRO Gary Eunson travelling to Rotterdam to record an in-depth feature for the conference.
  • Live introduction + Q&A:
    Paul presented the session live in Prague, highlighting the innovation and teamwork that made Markel’s customer portal possible.
PwC Director Tomas Fiala Testimonial for Legito - Highlighting exceptional collaboration.

Tomas Fiala

Director

Since 2018, we've been working with Legito technology in our Centre of Excellence, which provides document lifecycle management and document automation services across the PwC global network. Establishing a partnership with Legito is proof of the success we made with Legito internally.Explore More Success Stories

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PwC CTO Sony Varughese Testimonial for Legito - Highlighting exceptional collaboration.

Sony Varughese

Chief Technology Officer

Weekly meetings with Legito's Professional Services Team made the implementation and change management process collaborative and efficient - overall, an outstanding vendor partnership!

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Tawnya Gilreath Testimonial for Legito - CABB member's insights on valuable support and insights within the business brokerage industry.

Tawnya Gilreath

M&A Advisor, Director of Forms

Legito gives us the ability to take away things that create issues. It saves so much time, it is really awesome.Explore More Success Stories

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Galya Oster, ATRAFIN Testimonial for Legito - Endorsement of Legito's excellence from ATRAFIN's perspective.

Galya Oster

Emerging Market Trade Finance Specialists

Using Legito, we produce our documentation far more efficiently – greatly improving our speed, accuracy and control across the transaction lifecycle.Explore More Success Stories
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Legito Testimonial by Paul V. Saunder, Stewart McKelvey - Recognizing Legito's impact, shared by Stewart McKelvey's expert.

Paul V. Saunders

Chief Innovation Officer and Partner

We have used document automation in the past, but Legito was so much simpler, more straightforward and it was really geared towards the user's perspective.Explore More Success Stories
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Nel Pelle Testimonial for Legito - BAM Wonen Representative's Feedback on Streamlined Processes.

Nel Pelle

Sales Manager

Using Legito, we reduced our checking tasks from 20-50 minutes down to 5 minutes per single contract.Explore More Success Stories

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Jeremy Aber of Aber Law Firm Testimonial for Legito - Sharing the Value of Legito's Solutions.

Jeremy Aber

Software Attorney

As a software attorney, I have been looking for a very simple and super efficient way to build and manage contract templates for more than 20 years, and I just found it in Legito! All of the other ones look like they were built before the Internet.Explore More Success Stories
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Eli Cohen, RBI Private Lending, Testimonial for Legito - Recognizing Legito's pivotal role in our operations.

Eli Cohen

Chief Operating Officer

Using Legito, we are able to produce our loan documentation faster and more accurately than ever before. The efficiency gains are impressive and a game changer for our business.Explore More Success Stories
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