Doculogix, LLC. PTS (Project Tracking System) Know your business …stay informed

What is PTS? Designed by Litigation Support Vendors for Litigation Support Vendors, DocuLogix PTS helps you run your business efficiently, effectively, & profitably. Designed by Litigation Support Vendors for Litigation Support Vendors, DocuLogix PTS helps you run your business efficiently, effectively, & profitably. One place for all the critical information you need to build a strong, profitable organization. One place for all the critical information you need to build a strong, profitable organization.

Why did we develop PTS? As law firm clients requested more complex services, the market changed. Tracking these complex projects became extremely challenging. As law firm clients requested more complex services, the market changed. Tracking these complex projects became extremely challenging. Used as a tool to motivate and bonus employees creating a strong profitable organization. Used as a tool to motivate and bonus employees creating a strong profitable organization. Used as a tool to encourage our customers to utilize additional service offerings. Used as a tool to encourage our customers to utilize additional service offerings. Used as a tool to capture lost revenue. Used as a tool to capture lost revenue. Because lost / unbilled revenues which are captured are 100% profit. Because lost / unbilled revenues which are captured are 100% profit.

How was PTS created? PTS was created over a 3 year period by recognizing that there was a better way of tracking jobs than spreadsheets and paper PTS was created over a 3 year period by recognizing that there was a better way of tracking jobs than spreadsheets and paper Designed by actual production employees and feedback on what helps them on the front line Designed by actual production employees and feedback on what helps them on the front line Currently in Version 6.2 Currently in Version 6.2

What’s in PTS? Job Tracking Job Tracking Firms / Clients / Case Tracking Firms / Clients / Case Tracking Time Clock Time Clock Incredible Reports Incredible Reports Forensics / Evidence Tracking Forensics / Evidence Tracking Customer Portal Customer Portal Manage Multiple Locations Manage Multiple Locations

Job Tracking Manage Deadlines Manage Deadlines See real-time status of all projects in house along with their due date and time See real-time status of all projects in house along with their due date and time Project Progress Project Progress See whether project milestones / checkpoints will be met; (this data can also be viewable by your customers) See whether project milestones / checkpoints will be met; (this data can also be viewable by your customers) Budget Tracking Budget Tracking Establish a budget for projects and receive notification prior to budget being exceeded Establish a budget for projects and receive notification prior to budget being exceeded

Job Tracking (continued) Collect Billing Information Collect Billing Information Keep all the billing information for each project in one place and have the system calculate and summarize Keep all the billing information for each project in one place and have the system calculate and summarize Notifications Notifications Set up notifications that automatically send your sales staff an when their project is complete; Also receive a notification before a project deadline is missed Set up notifications that automatically send your sales staff an when their project is complete; Also receive a notification before a project deadline is missed

Job Tracking (continued) Electronic File Cabinet Electronic File Cabinet Upload documents like proposals, s or other correspondence that need to be stored on a project or case Upload documents like proposals, s or other correspondence that need to be stored on a project or case Profitability and Efficiency Reporting Profitability and Efficiency Reporting Pull reports with a click of a button to find out average run times, project labor cost, who’s done what, when, and net profit based on cost Pull reports with a click of a button to find out average run times, project labor cost, who’s done what, when, and net profit based on cost

Firms / Clients / Cases Firm & Client Information Firm & Client Information Keep all information in one place and make accessible to your whole team Keep all information in one place and make accessible to your whole team Case Level Tracking Case Level Tracking Track all projects at the case level regardless which individual orders the work; All information is in one place Track all projects at the case level regardless which individual orders the work; All information is in one place Service Agreement Tracking Service Agreement Tracking Establish service agreements for monthly or annual invoicing, and receive a reminder to invoice the client (especially useful for hosting, FMs, etc. Establish service agreements for monthly or annual invoicing, and receive a reminder to invoice the client (especially useful for hosting, FMs, etc.

Firms / Clients / Cases (continued) Hosted Database / FTP Tracking Hosted Database / FTP Tracking Track each customer’s User-ID and Password for hosted databases or FTP; Allow them to retrieve credentials by utilizing the PTS Customer Portal Track each customer’s User-ID and Password for hosted databases or FTP; Allow them to retrieve credentials by utilizing the PTS Customer Portal Pricing Management Pricing Management Assign 3 levels of pricing Assign 3 levels of pricing Standard pricing rate Standard pricing rate Firm wide pricing discount Firm wide pricing discount Case specific pricing discount Case specific pricing discount Pricing Approval Procedures Pricing Approval Procedures

Time Clock Employee Clock-In & Clock-Out Employee Clock-In & Clock-Out Hours and Labor Tracking Hours and Labor Tracking Employee Labor % Tracking Employee Labor % Tracking Employee Stack Rankings Employee Stack Rankings Vacation Approval Process Vacation Approval Process Allow employees who work from home, remote location, or customer’s site to Clock-In and bill for work done from the remote location. Allow employees who work from home, remote location, or customer’s site to Clock-In and bill for work done from the remote location.

Reporting Production Reporting Production Reporting Job Summaries Job Summaries Daily “Revenue Produced” Reports Daily “Revenue Produced” Reports Monthly “Revenue Produced” Reports Monthly “Revenue Produced” Reports Bonus Reports Bonus Reports Error Reports Error Reports Sales Reporting Sales Reporting Sales Person Activity Sales Person Activity Daily Sales Daily Sales “New Try-er” New Client / Customer Report “New Try-er” New Client / Customer Report Commission Reports / Top Line or Gross Margin Commission Reports / Top Line or Gross Margin Standard Pricing VS Actual Pricing Report Standard Pricing VS Actual Pricing Report What if wizard (in Design) What if wizard (in Design)

Reporting (continued) Management Reporting Management Reporting “Location Revenue” Reports “Location Revenue” Reports Produced, Invoiced, Pending Produced, Invoiced, Pending “Operator Revenue Produced” Reports “Operator Revenue Produced” Reports “Job Profitability” Reports “Job Profitability” Reports “Job Detail” Reports “Job Detail” Reports “Technical Time” Revenue Tracker “Technical Time” Revenue Tracker “Job Efficiency” Reports “Job Efficiency” Reports Time Clock Reporting Time Clock Reporting Time Clock Status Time Clock Status Time Cards with Approval Signature Time Cards with Approval Signature Time Activity Report Time Activity Report

Reporting (continued) Forensic / Evidence Reporting Forensic / Evidence Reporting Media Inventory Media Inventory Evidence Search Evidence Search By Case By Case By Job By Job By Evidence Number By Evidence Number Acquisition Efficiency Acquisition Efficiency Evidence Locker Inventory Evidence Locker Inventory Customizable Reports Customizable Reports We can build any report you would like for you We can build any report you would like for you Reports Wizard (future release) Reports Wizard (future release)

Forensics / Evidence Tracking Track all incoming and outgoing evidence Track all incoming and outgoing evidence Track Media Inventory Track Media Inventory Track Evidence Numbers Track Evidence Numbers Track Evidence Storage Locations Track Evidence Storage Locations Check Evidence in / out Check Evidence in / out Track Chain of Custody Track Chain of Custody Perform Conflicts Check Perform Conflicts Check

Customer Portal Provide your customers 3 levels of access to your PTS Provide your customers 3 levels of access to your PTS Litigation Support Managers (Super-User) Litigation Support Managers (Super-User) Attorney / Paralegal (Standard-User) Attorney / Paralegal (Standard-User) Accounts Payable User (Accounting-User) Accounts Payable User (Accounting-User) Gain access to Project Progress & Status Gain access to Project Progress & Status View past project information View past project information View Service Agreements View Service Agreements Retrieve hosted database or FTP credentials Retrieve hosted database or FTP credentials View unpaid invoices View unpaid invoices Download PDF version of Invoices Download PDF version of Invoices Print Statements Print Statements

Multiple Locations / Offices Share information across multiple locations / offices Share information across multiple locations / offices Track Projects across locations Track Projects across locations Allow multiple locations to collaborate on projects; allocate revenue and labor; collect all billing information in one place Allow multiple locations to collaborate on projects; allocate revenue and labor; collect all billing information in one place Corporate Level Reporting Corporate Level Reporting View revenues across all your locations View revenues across all your locations Stack rank all your locations Stack rank all your locations Review information by single or multiple locations Review information by single or multiple locations

Roadmap for Future Development… Collections Tracking System Collections Tracking System Invoicing & Quotations Invoicing & Quotations Proposal / RFI Wizard Proposal / RFI Wizard PO / Vendor Tracking PO / Vendor Tracking Build Data Conduit with Salesforce.com for CRM Build Data Conduit with Salesforce.com for CRM Electronic Work Orders Electronic Work Orders