1. Scan with a Plan: Digitizing Content for Your ECM System Steve Irons, President DocSolid www.docsolid.com1

2. Agenda and Value Scanbition Panel discussions – Goals / Scanbition – Approach – Results Surveys Q&A Value: Why? How? ROI? www.docsolid.com2

3. Introductions - Panel www.docsolid.com3 PanelistFirmAttorneysOfficesScanbition Status Mike Shannon, CIO Dechert, LLP90026Advanced Louise Powell, US Project Mgr. Bus Trans Team Withers Bergman, LLP 76010Early Deb Rifenbark, CRM, Chief Records Officer Stinson Morrison Hecker, LLP 3118Starting Kathleen Jimenez, Data Mgmt. Admin. Orrick, Herrington & Sutcliffe LLP 1,10024None

4. ILTA Roadshow Survey …scan paper? …depend on the file room? …have an ambition for scanning? …then confessions… www.docsolid.com4

5. Witness Protection Program www.docsolid.com5

6. Witness Protection Program www.docsolid.com6 “ We turned on scanning at our copiers…folks use it when they want… …that’s our only plan.” “ Records storage grows every year… and we have no plan to stop it.” “ Using our electronic DMS… requires fetching the corresponding file folder.” “ Our file room is not backed up…”

7. Scanbition! Scanning is available, but… - file dependency remains -file storage grows -risk & inefficiencies continue www.docsolid.com7 You need an ambition, and plan for enterprise scanning… you need Scanbition!

8. Scanthropology www.docsolid.com8 No Scanning Casual Scanning Repetitive Scanning Scanarchy! Enterprise Scanning Scanbition!

9. Scanesthesia www.docsolid.com9 Put to sleep by Casual Scanning Side Effects: - file dependency remains -file storage grows -risk & inefficiencies continue Seek immediate treatment for file searches lasting longer than 4 hours!

10. 3 Scanbition Frameworks 1.Scan and Retire the File Room – Eliminate paper files and offsite storage – Inbound images scanned to the DMS for active use 2.Targeted Scan Capture – Scan and Retire the File Room for eager practices, city offices, cases only – Drive to firm-wide via successful results 3.Honor the Paper – Paper files available for active lifecycle – Retire the paper when matters close www.docsolid.com10

11. Audience Survey 1 www.docsolid.com11 Is scanning generally available…? Is the practice still dependent on paper files? Is there an enterprise scanning best practice, plan, ambition?

12. ILTA Survey 1 www.docsolid.com12 14% 41% 27% 9% 5% Has your firm established any initiatives to scan paper into your ECM system?

13. Panel 1 – Goals / Scanbition Previous state of scanning and paper records Impetus for serious scanning Goals / targeted ROI / Scanbition www.docsolid.com13

14. Audience Survey 2 Magic elves scanned all the firm’s paper last night – does your firm want to: – Shred – Continue using paper files – Defer to attorneys www.docsolid.com14

15. ILTA Survey 2 www.docsolid.com15 …If scanned into DMS, what would the firm do with the paper…? 14% 18% 36% 32%

16. Panel 2 - Approach How are you implementing enterprise scanning? What policies, procedures, staff, solutions and infrastructure is being used? www.docsolid.com16

17. Audience Survey 3 Primary benefit to scanning all paper to ECM? – Cost savings from space and storage reduction – Improved matter-centricity – Improved client service by faster access – Access to images from remote locations – Disaster preparedness / Business resumption www.docsolid.com17

18. ILTA Survey 3 www.docsolid.com18 …Primary benefit of scanning all paper to the ECM…? 36% 5% 36% 14% 9%

19. Panel 3 - Results Lessons learned (or learning) Benefits ROI www.docsolid.com19

20. Q&A www.docsolid.com20 ILTA questions?

21. Closing www.docsolid.com21 What is your Scanbition?

22. REFERENCE SLIDES Not in presentation www.docsolid.com22

23. 5 Keys for Enterprise Scanning 1.Distinguish between casual and productive scan capture methods 2.Use bar codes 3.Establish project and performance metrics 4.Build in process integrity and QC methods 5.Adoption, adoption, adoption www.docsolid.com23

24. Enterprise Scan Capture Firm-wide, make scanned paper part of the electronic matter file Turn on all scan devices User simplicity at the scan device Productivity for repetitive work Enterprise methods for: – Security – Process integrity – Integration with the firm’s application software – Retiring the paper www.docsolid.com24

25. ILTA Survey 4 www.docsolid.com25 …What is the greatest obstacle to ECM scanning…? 41% 23% 0% 27% 9%

26. “Shred” – the S word Retire – the paper Scan - Capture Integrate images w/ the DM & RM Audit-QC the scan capture process Apply records policy Retain selected paper records Shred Shred – one step of the process www.docsolid.com26 Shred! No Way!

27. Scanbition Framework Benefits www.docsolid.com27 1. Scan and Retire the File Room 2. Targeted Scan Capture 3. Honor the Paper Change Benefits Scan and Retire the File Room Targeted Scan Capture Honor the Paper No Scanbiton