Worksite Web 8.0 at Miller & Martin Roger Bonine IT Manager Miller & Martin PLLC

Overview About Miller & Martin Project goals and description Intranet design Matter workspaces Future plans Worksite wish list

About Miller & Martin Regional full-service firm Offices in Atlanta, Nashville, Chattanooga 170 attorneys - 385 users 15 IT employees – 2 developers 33 practice groups

Current Environment DeskSite 6.5 / WorkSite Server 8.0 1.1 million documents – single database Lotus Notes Custom Intranet (rarely used) Custom client/matter/contact database

How can we… Build an Intranet / Extranet platform that will actually be used (and useful)? Get our client and matter information to the attorneys and legal staff in a more accessible format? Get a handle on our ever-increasing e-mail volume? Do all of this in a way that will make things easier for our users?

Project Details Implement Exchange / Outlook 2003, MailSite 8, and Communications Server Replace existing Intranet with WorkSite Web 8 Automatically create workspace for each new matter, customized for the matter’s individual area of law Worksite + Outlook + Intranet = One System

Current Intranet Developed in-house Poor integration with existing systems Not designed for use as an Extranet Low rate of attorney participation

Worksite 8.0 Intranet Pages for each department, practice group, committee Leverages Worksite profile information and security model Content can be manipulated through familiar Windows clients

Matter Workspaces Goal: Central repository for all matter-related information Workspaces are created automatically by custom matter-opening software via call to the CreateWorkspace Web service Workspaces are highly customized; each matter type has its own template

Matter Workspaces (Cont.) Folder metadata is inherited from the workspace Each workspace Web page has a corresponding folder structure in the Win32 clients Custom connectors are used to integrate content from various systems

Project Status Attorneys have been very involved and very positive Interwoven has been very helpful as well Scheduled cutover date is Thanksgiving weekend Several extranets are being planned – billing has not been determined

Future Plans (Phase 2) Integration with CMS data (client bills, financial reporting) More connectors (LegalKey volume and subfile information, docketing, etc) Client and attorney pages Addition of records in paper files The sky’s the limit!

Worksite Web Wish List Easier ways to create templates – proper template inheritance Better Web calendar, task list, and discussion area controls, including integration with Win32 clients More Intranet-oriented controls Control for display of short news items Better stock ticker RSS viewer

Worksite Web 8.0 at Miller & Martin Contact Information: Roger Bonine IT Manager Miller & Martin PLLC rbonine@millermartin.com (423) 785-8393 Additional info: http://bonine.blogs.com/roger/2004/04/whew.html