1. Relationships Are More Important Than Ever Before Enhance InterAction Investment with ERM / B2B Social Networking Richard Hermann Director of Sales- ContactNet International & Corporate Markets r.hermann@thomsonreuters.com 978.973.4442 (USA mobile)

2. In today’s economy… What is a more valuable asset than firm relationships? Would firm management take action if they knew that ~50% of firm relationships were NOT in a system? 2

3. 18 May 2009 ERM overview Statistics & Use Cases Integration with InterAction, Outlook, Portals Contact Collector Linked-in, Privacy, Firms already using ERM Open Q & A Demo & Usage scenarios (if time permits)

4. Why now? Law firm business model altered ECONOMIC CLIMATE A “relationship miss” is unacceptable Lawyers in your firm have adopted social networking already RAPID SHIFT in BUSINESS MODEL Increased competition ↑ Fewer deals and fees ↓ Traditional Marketing spend ↓ Proactive Business Development ↑ PARTNERS More active participation in Business Development Demanding that you do more, with less budget and fewer staff

5. What is ERM? “Google” for firm relationships Enterprise Relationship Management analyzes firm-wide internal data and uncovers key relationships without manual data entry or data maintenance. Leveraging the right relationships at the right time when pitching, retaining or expanding business. Leveraging the right relationships at the right time when pitching, retaining or expanding business.

6. ContactNet is ERM to uncover & leverage: 6 Who knows a person and how well (strength). Who knows knows a company and how well (strength). Firm relationships in a specific industry, location, or by title. Tremendous data for B2B social networking, CRM, KM. Can leverage with or without InterAction; zero data entry!

7. How does ContactNet work? Easy Access ContactNet Firm’s Data Sources Privacy Access Layer / Granular Configuration Options Blackberry Intranet IA/CRM Outlook Filtering Scoring Matching KM Portal Taxonomy firm firewall Address Books Email Traffic Patterns Electronic Calendar Others i.e. telephony Others, eg -CRM Elite/CMS Email Content Not Analysed

8. ERM will transform email patterns, large firm size and InterAction data challenges from a liability to an asset. 8

9. ERM immediately makes InterAction more valuable 27 ContactNetInterAction Manages relationshipsManages contacts Leverages email traffic Email not leveraged Automated accurate strength Manually entered strength 100% who knows whom Partial who knows whom Leverages all employee relationships Leverages only IA relationships Robust taxonomy No taxonomy DATA ENTRY NOT REQUIRED Requires data entry Data is more accurate every day Data degrades daily Data maintenance not required Heavy DCM processes Launched in weeks, no risk Longer project cycle

10. Enhance InterAction:  Add relationships to contacts in IA  Add relationship strength indicator to relationships in IA  Add contacts to IA companies Link to ContactNet for Access to:  Broader universe of companies and contacts for BD/marketing  Advanced searching and filtering  303,000 record taxonomy of global organizations & domains InterAction Integration – Key Benefits 10

11. Immediate Impact to IA 1,200 user firm using IA for 4 years ContactNet after 12 weeks InterAction Database Before ContactNet InterAction Database After ContactNet 157,402 “Knows” Relationships 157,402 “Knows” Relationships 324,270 “Knows” Relationships with Strength measurement 324,270 “Knows” Relationships with Strength measurement

12. ContactNet long term impact to InterAction 700 lawyers using IA for 5+ years 3.6x more relationships than IA alone

13. Usage Cases include: Top client retention and awareness –Enhance Relationship processes for service and cross sell –“Lonely” client reporting –Relationship “risk” reporting Mailing and event list enhancement Proactive Business Development Many uses cases RFP processes, new hire relationship integration, industry research, geographic planning, departing employees, deal and relationship origination, mergers, conflicts, etc. 13

14. Enhance InterAction See many more relationships that were previously not in IA …and understand Relationship Strength to each. …and understand Relationship Strength to each.

15. InterAction (Outlook UI) integration All relationships ranked by accurate Relationship Strength Understand the difference between strong useful relationships and old “contacts” from a business card entered years ago

16. Enhance a Lawyer’s Address Book 10 In every address book…

17. Launch Advanced ContactNet from InterAction For each company, allow users to launch ContactNet to see relationships to contacts who are not yet in InterAction.

18. Industry Analysis & Firm Relationships in an SIC code

19. Integrate Data into Client Program (via portals)

20. Email-only Relationship Capture into InterAction: via Contact Collector Weekly email of missing address book contacts… One click to add contacts with suggested name, title and contact information 50+% relationships are in email only; incents Lawyer to enter

21. Users are craving B2B social networking via Linkedin SJ Berwin = 303 Eversheds = 935 3i Group = 54 Simmons & Simmons = 500+ Clifford Chance = 2,187 Vantis PLC = 74 Morgan Cole = 63 Mills & Reeve = 89 BLP = 307 * Current employees using as of 16 May 2009 via Linkedin “current” employee search “While we’re all focused on this Twitter and Facebook stuff, firms are wondering how they’re going to be making money out of this. If you’re a business rather than a consumer, you’ll wonder what your sales and marketing staff will do with this stuff, apart from making idiots of themselves.” Silicon Republic May 5, 2009 Ed Thompson, Gartner VP, CRM Analyst 21

22. ERM growth from 1→ 50+ law firms 2006 2007 2008

23. Discussion & Action Demo if time permits? Lexis InterAction IQ – forthcoming product? –Product selection should be secondary to value/priority Hubbard One (Thomson Reuters Client Development) intro How exactly can ContactNet help your firm? –Validate use cases and statistics for your firm –Demonstration for your firm –Our expanded vision, competitive product advantages

24. Integrated Marketing Management The Business Development Suite is the only comprehensive, fully integrated suite of marketing and business development software for law firms.

25. Use Case – Forthcoming Reporting Relationship Risk, Lonely Client, Relationship Concentration