Next generation client collaboration and portfolio management system Confidential 2013 Innovative Project of the Year.

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Presentation transcript:

Next generation client collaboration and portfolio management system Confidential 2013 Innovative Project of the Year

©2014 Seyfarth Shaw LLP Quick Navigation to Your Portfolios ©2014 Seyfarth Shaw LLP 2

Best-in-Class Web- based Collaboration ©2014 Seyfarth Shaw LLP 12

©2014 Seyfarth Shaw LLP Work Product and Precedent Management ©2014 Seyfarth Shaw LLP 4

Access to White Papers, Publications, Newsletters, et al. ©2014 Seyfarth Shaw LLP 5

Financial Transparency ©2014 Seyfarth Shaw LLP 6

Assign Matter- specific Tasks to Responsible Parties ©2014 Seyfarth Shaw LLP 7

Aggregated Calendars ©2014 Seyfarth Shaw LLP 8

Practice-specific databases and custom applications

©2014 Seyfarth Shaw LLP Administrative Charges Housed and Tracked in Systematic Manner ©2014 Seyfarth Shaw LLP 10

©2014 Seyfarth Shaw LLP Easily Access Charge Status and Key Charge Metrics ©2014 Seyfarth Shaw LLP 11

©2014 Seyfarth Shaw LLP Advice and Counseling Captured in Structured Database ©2014 Seyfarth Shaw LLP 12

©2014 Seyfarth Shaw LLP13 Mitigate Risk by Reviewing Advice and Counseling Topics ©2014 Seyfarth Shaw LLP 13

©2014 Seyfarth Shaw LLP Capture Matter Information and Status in Central Repository ©2014 Seyfarth Shaw LLP 14

©2014 Seyfarth Shaw LLP Customized Notifications ©2014 Seyfarth Shaw LLP 15

Transaction Solution Center (TSC) Contract management through SeyfarthLink

©2014 Seyfarth Shaw LLP Transaction Solution Center (TSC) Goals Centralize the intake and distribution of transactions and matters Formalize and facilitate the interface between in-house resources and legal providers (including Seyfarth) Match the risk profile of a transaction more precisely to the level of review and legal provider Enhance visibility into the transaction status Capture data to facilitate continuous improvement ©2014 Seyfarth Shaw LLP 17

©2014 Seyfarth Shaw LLP Access a List of all Projects ©2014 Seyfarth Shaw LLP 18

©2014 Seyfarth Shaw LLP Enter Project Information for Triage and Assignment ©2014 Seyfarth Shaw LLP 19

©2014 Seyfarth Shaw LLP Reports Generated Automatically Based upon Project Data ©2014 Seyfarth Shaw LLP 20

Document Automation through SeyfarthLink Enhanced consistency and efficiency through web-based document assembly

©2014 Seyfarth Shaw LLP Complete an Online Interview to Populate the Document ©2014 Seyfarth Shaw LLP 22

©2014 Seyfarth Shaw LLP Access Completed Documents after Finishing the Interview ©2014 Seyfarth Shaw LLP 23

ACA Resource Center

©2014 Seyfarth Shaw LLP Financial awareness through matter management ©2014 Seyfarth Shaw LLP 25 Navigate to ACA Topics and Issues

©2014 Seyfarth Shaw LLP Financial awareness through matter management ©2014 Seyfarth Shaw LLP 26 ACA Knowledge Bank

©2014 Seyfarth Shaw LLP 27 Review Answers to Commonly Asked Questions

Seyfarth Survey Center Stay current on key points of law across relevant jurisdictions by building custom surveys

©2014 Seyfarth Shaw LLP Build Surveys, Create Notifications and Access Recent Updates ©2014 Seyfarth Shaw LLP 29

©2014 Seyfarth Shaw LLP ©2013 Seyfarth Shaw LLP 30 | Tailor Survey Contents to Your Business ©2014 Seyfarth Shaw LLP 30

©2014 Seyfarth Shaw LLP ©2013 Seyfarth Shaw LLP 31 | Produce and Save Surveys on Points of Law Relevant to You ©2014 Seyfarth Shaw LLP 31