1. Understanding the Legal Automation Market
Corporate Secretary & Matter Management Software

2. Agenda 1. Defining Legal Automation Products
2. Leading Products in the Marketplace
3. Key Benefits of Legal Automation
4. Introducing a New System to Users
5. Making a Purchase Recommendation
1. Defining Legal Automation Products

3. Defining Matter Management
Manage Corporate Legal Practice
MATTERS
CONTACTS
COSTS
DATES
Intellectual Property
Litigation
Employment
Transactions
Any type of matter!
Outside Counsel
Vendors
Budgets / Accruals
Projections
Allocations
Assigned Staff
Opposing Parties
Client Contacts
Courts
Business Units
Docketing
Contract Obligations
Registrations
Group Meetings
All law dept. dates

4. Matter Management Leaders
Mitratech
TeamConnect
& CLMS
Highly flexible
Toolkit oriented for maximum configuration
Enables complex business rules
Excellent financial management tool

5. Matter Management Leaders
LT Online
Lawtrac
Excellent collaboration tool
Very responsive customer service
Flexible system
Solid workflow components
Mitratech
TeamConnect
& CLMS
Highly flexible
Toolkit oriented for maximum configuration
Enables complex business rules
Excellent financial management tool

6. Matter Management Leaders
LT Online
Lawtrac
Excellent collaboration tool
Very responsive customer service
Flexible system
Solid workflow components
Corprasoft
Legal Desktop
Configurable without programming
Most mature web based product
Strong Microsoft partnership
Mitratech
TeamConnect
& CLMS
Highly flexible
Toolkit oriented for maximum configuration
Enables complex business rules
Excellent financial management tool

7. Matter Management Leaders
LT Online
Lawtrac
Excellent collaboration tool
Very responsive customer service
Flexible system
Solid workflow components
Corprasoft
Legal Desktop
Configurable without programming
Most mature web based product
Strong Microsoft partnership
Bridgeway
eCounsel
Configurable without programming
Excellent ease of use format
Integrates with Corporate Secretary product
Strong eBilling components
Mitratech
TeamConnect
& CLMS
Highly flexible
Toolkit oriented for maximum configuration
Enables complex business rules
Excellent financial management tool

8. Other Matter Management Players
Case & Point
Computer Law Systems
EAG
Law Base
Law Manager
Legal Files
Legal Edge
ProLaw
Serengeti Law
Tripoint

9. Key Benefits of Matter Mgmt
CUT COSTS
Establish approved O/C based on cost analysis
Identify vendor billing errors via automated invoice auditing and approval
Secure prompt payment discounts via improved billing procedures

10. Key Benefits of Matter Mgmt
CUT COSTS
Establish approved O/C based on cost analysis
Identify vendor billing errors via automated invoice auditing and approval
Secure prompt payment discounts via improved billing procedures
REDUCE RISK
Identify case trends
Make & justify decisions based on analysis of trends
Identify areas of preventive law
Provide centralized date and document repository

11. Key Benefits of Matter Mgmt
CUT COSTS
Establish approved O/C based on cost analysis
Identify vendor billing errors via automated invoice auditing and approval
Secure prompt payment discounts via improved billing procedures
REDUCE RISK
Identify case trends
Make & justify decisions based on analysis of trends
Identify areas of preventive law
Provide centralized date and document repository
IMPROVE
EFFICIENCY
Reduce invoice processing time Improve service to clients Automate redundant tasks (invoice approval; document creation) Share the burden (internal & external collaboration)

12. Matter Management Case Study
American subsidiary of German company
Matter management Project Initiatives
To create a centralized legal organization
Legal professionals are dispersed between 2 locations
To provide higher quality legal services to six separate operating groups at law firm rates
To develop a process for analyzing and improving results

13. Implementation of Initiatives
Case Study Continued
Implementation of Initiatives
Secure, web based access for all legal professionals
Accomplished secure collaboration between locations
Matter type specific configurations
Enabled unique use of the system by each functional area

14. Implementation of Initiatives continued…
Case Study Continued
Implementation of Initiatives continued…
Centralized database
Allowed for streamlined reporting and analysis of data
Improved efficiency / accuracy in delivery service to clients
Implementation of eBilling
Reduced data entry time
Provided ability to more granularly analyze billing data

15. MATTER MANAGEMENT SYSTEM
QUESTIONS ABOUT
MATTER MANAGEMENT SYSTEM
USES AND/OR BENEFITS?

16. Other Case Studies
Pharmaceutical Company
Energy Company
Food Service Company

17. Defining Entity Management
Manage Corporate Records
STRUCTURE
ACTIONS
POSITIONS
DATES
Organizational Charts
Entity Ownership
Jurisdictional Incorporations and Qualifications
Directors / Officers
Committees
Historical & Current
Some Executive Compensation
Bylaws
Annual Meetings
Securities
Jurisdictional Registrations
Filings
Corporate Meetings
Elected / Retired Dates
All corporate dates

18. Entity Management Leaders
Bridgeway
Secretariat
Only provider with integrated entity and matter management systems
Excellent ease of use features
Most mature US product

19. Entity Management Leaders
Datacare
Global Corporate Manager
Most efficient in global entity management
Large blue chip client base
Fully web based
Very robust functionality
Bridgeway
Secretariat
Only provider with integrated entity and matter management systems
Excellent ease of use features
Most mature US product

20. Entity Management Leaders
Transcentive
World Records
Strong in equity plan administration
Combines stock option and entity management
Datacare
Global Corporate Manager
Most efficient in global entity management
Large blue chip client base
Fully web based
Very robust functionality
Bridgeway
Secretariat
Only provider with integrated entity and matter management systems
Excellent ease of use features
Most mature US product

21. Key Benefits of Entity Mgmt
CUT COSTS
Decrease time spent repeating tasks
Free valuable resources for other tasks
Create / Protect integrity of corporate data

22. Key Benefits of Entity Mgmt
CORPORATE
COMPLIANCE
More accurate, centralized data
Sarbanes-Oxley & other securities features
Management of jurisdictional registrations
CUT COSTS
Decrease time spent repeating tasks
Free valuable resources for other tasks
Create / Protect integrity of corporate data

23. Key Benefits of Entity Mgmt
CORPORATE
COMPLIANCE
More accurate, centralized data
Sarbanes-Oxley & other securities features
Management of jurisdictional registrations
CUT COSTS
Decrease time spent repeating tasks
Free valuable resources for other tasks
Create / Protect integrity of corporate data
IMPROVE
EFFICIENCY
Quick search of corporate history / current information Print screens, exports to other programs & valuable reports Automate redundant tasks (global retire; document creation) Share the burden - internal collaboration

24. “Selling” a System Internally1
Develop a project team
Get the users involved
To the USERS 2
Evaluate the “Now” 5
Conduct systematic ranking of products
User Involvement
Text 3
Document department requirements 4
Evaluate products against requirements
Text

25. Documenting Requirements
Evaluating the “Now”
Documenting Requirements
These comments from your interviews become requirements for the system. Priorities help you rank the requirements.

26. Collecting Existing Documents
Evaluating the “Now”
Collecting Existing Documents
Collect tools users currently utilize in a documents binder for reference during implementation.

27. Weighted Product Ranking Grid
Evaluating Products
Weighted Product Ranking Grid

28. “Selling” a System Internally
To MANAGEMENT 2
Evaluate the “Now” 3
Document department requirements 4
Evaluate products against requirements 5
Conduct systematic ranking of products
Do your homework!
Compile your data
Current issues
Requirements
Evaluation criteria
Ranking
Cost / Benefit analysis
How long for it to pay for itself?

29. Questions?
Contact info:
Office: