Microsoft Gold Certified Independent Software Vendor Document Management and Document Generation Solutions Microsoft SharePoint and Microsoft Office Headquartered Sydney Australia Incorporated 1994 Worldwide winner – MOSS Search Solutions Contest Qualified lawyers on staff How it started - Document Automation for law firms MacroView

MacroView Customers Law Firms Baker Donelson (USA) Baker McKenzie (Global) Kinstellar (CEE) Leydig Voit Meyer (USA) Linklaters (UK / Global) Poyner Spruill LLP (USA) Trott & Duncan (Bermuda) Winckworth Sherwood (UK) Winston Strawn (USA)

MacroView Customers Legal Departments Best Buy (Canada) Blue Cross Blue Shield NC (USA) Bankers Trust (Australia) BUPA (Australia, UK) Electronic Arts (USA) Mountain States Employer Council (USA) Susser Holdings (USA) Westpac Bank (Australia)

Document and Management MacroView DMF MacroView DMF Professional for Law Firms MacroView DMF Professional for Legal Departments MacroView Message Document Generation MacroView ClauseBank MacroView Precedent MacroView Products

MacroView DMF Professional for Law Firms MacroView DMF Professional for Legal Departments “Enable DM solutions on the Microsoft SharePoint platform that have the functionality, usability and volume handling to provide a viable alternative to traditional DM systems in a law firm or legal department.” MacroView Objective

Outlook as the DM Desktop View and Navigate the DM Store from Outlook New pane in Outlook enables browsing and searching the SharePoint DM store. Formatted previews of files in SharePoint Filing Drag and drop to save to ANY area in SharePoint. Rule-based filing of sent s. Attachment Handling Profiling (metadata capture) as attachments are saved. Rename attachment or save as a new version of an existing document. Browse, search or right-click on a document to send it as a link or attachment.

Working in Microsoft Word Open from SharePoint customization – automatic check out on open. Custom Save As / Close - familiar to users coming from a traditional DM system. Supports replacing a Major version as you save an edited document back to SharePoint. Document ID and current version displayed in Word window caption. Document footers are updated automatically to show Document Reference. Profiling / metadata capture easier and more efficient than with a traditional DM system. Private check-box streamlines setting of document level security

Demonstration based on implementation at Winston & Strawn LLP Working in Microsoft Word

Client Matter Centric Operation Client / Matter site / library structure. Matters tab lets you pick a Matter that exists in your Practice Management System – DMF will display the documents for the Matter. Pending Matters option to support saving of documents in relation to new Matters. Automatic metadata for Client and Matter. Matters Search tab – search by Client, Matter, Document ID. Automatic provisioning of new Clients and Matters in the DM store.

Matters Tab Integration Aderant / Elite DB SharePoint Content DB Object Model layer DMF web service DMF client BCS Matters tab File list Client: Matter: Server Client BCS Entity Definition MacroView Microsoft Third Party KEY

Matters Tab Integration - Prototype SharePoint Content DB BCS Entity Definition Object Model layer DMF web service DMF client BCS Matters tab File list Client: Matter: Server Client Clients list Matters list MacroView Microsoft Third Party KEY

New Client Site Client Matter Provisioning Aderant / Elite DB SharePoint Content DB Object Model layer MacroView Provisioning API Custom List Definition Server Event Handler New Matter Library New MatterNew Client

Volume Handling MacroView DMF does not change how documents or their metadata are stored by SharePoint, nor how SharePoint indexes documents for search. MacroView DMF proven to work efficiently with large SharePoint document stores.  30,000 Client Sites  165,000 Matter Libraries  Over 3 Million documents Purpose-built DMF web service (Patent Pending) is key to performance.

Video – MacroView DMF working with ATLAS large-scale SharePoint DM store. Volume Handling

Hybrid Cloud Support MacroView DMF tree can display multiple Servers. Move and copy documents between servers, preserving version history and metadata. Support for all Authentication methods, including Claims-based, SSL, Integrated. DMF v7.5 will support Client-only installs – e.g. Office 365 servers. This will enable true hybrid cloud solutions.

Hybrid Cloud Support DMF tree File list Server A Server B Server C Client SharePoint Server DMF web service SharePoint Online Server SharePoint Server DMF web service On Premise Hosted Office 365 Integrated Claims

MacroView DMF – Implemented Reality MacroView DMF is in Production use in Law Firms and Legal Departments in USA, Europe, UK, Bermuda and Australia, in some cases for over two years.

Spinoff of Linklaters Offices in Belgrade, Bucharest, Bratislava, Budapest, Istanbul and Prague MacroView DMF user since 2009 – migrated from Documentum Approximately 250 users “The first thing that attracted us to MacroView DMF was its intuitive tree-view of SharePoint, available in Microsoft Outlook. Without that DMF tree-view our users would not be able to do their DM work effectively and efficiently in SharePoint.” Bobo (Bodgan) Ungereanu-Manole IT Applications Support Manager Kinstellar

Convenience Stores, Petroleum Distribution Headquartered Corpus Christi, TX Legal Department a DMF Customer since 2009 “ We were very impressed with MacroView’s responsiveness, professionalism and reliability in helping us implement the MacroView DMF Professional Legal Pack. Our legal department is very satisfied with the finished product.” Chris Dial, Legal Counsel Susser Holdings

4 offices in North Carolina Approximately 300 staff MacroView DMF user since 2010 “ Our users appreciate how MacroView DMF provides a wide range of ways to view and interact with our SharePoint content stores. With MacroView DMF we were able to leverage our SharePoint investment beyond client portals, intranets and websites to more cost effectively facilitate practice and firm management.” Ellen Kinsinger, CIO Poyner Spruill LLP

Winston Strawn Headquartered in Chicago,15 offices across USA, Europe and Asia Approximately 1,000 attorneys SharePoint 2010 and FAST MacroView DMF user since October 2010 “ SharePoint has emerged as a viable and economical solution in the DM space. SharePoint 2010 coupled with MacroView creates a legal specific DM system with all of the elements required for a firm our size including custom document numbering, version control, true Outlook integration and custom handlers for the saving of documents in the Microsoft Office applications and Adobe Acrobat.” Matt van Ordstrand, Senior Manager Practice Support Services