1. Chris Zegers CIO Lowenstein Shy Alter Sr. Consultant ii3 Inc. Kick-off your KM Program with Enterprise Search Quick-Start Kathlyn Schweyer KRS Director Lowenstein Ali Shahidi Director of Knowledge Management Bingham McCutchen LLP Sponsored by:

2. About ii3 Trusted consultants to law firms Knowledge and information management solutions From strategic planning to practical implementation: Enterprise search, DMS, Portals and more www.ii3.com

3. Presentation Highlights KM is a competitive tool. KM tech is not just for large firms. Smaller firms should get in! Closer collaboration between CIOs and KM. Enterprise search - centerpiece of KM strategy. The least painful and highest return on KM. Your attorneys will love it!

4. About Lowenstein | 1 275 Attorneys, 3 Offices VC Tech, Funds, Life Sciences, Bankruptcy

5. About Lowenstein | 2 IT vision based on Firm vision of growth – Talent attraction and retention – Virtual office – Improve access to data – Agility

6. About KM in the firm | 1 IT and KM unification is natural progression consistent with change from technology-driven to data-driven practice

7. About KM in the firm | 2 Leverage who and what we know Improve the quality and efficiency of the services we provide to our clients The 5 Rs and KISS

8. Enterprise Search in Lowenstein | 1 Firm-wide interviews Prioritization of needs Inadequate DMS search and retrieval Firm growth and information overload

9. Enterprise Search in Lowenstein | 2 Focus on attorney-facing initiative Data normalization, NMI took a backseat Quick win in response to attorney feedback Pitched as resulting in improved client service Good first impression for KM in the firm

10. Preparations | 1 Restricted search to FileSite client-matter folders Vetted search vendors

11. Preparations | 2 We needed more than standard vendor demo Vetting of consultants Proceeding to a “deep” POC Infrastructure build-out before software purchase “Deep” POC Go/No Go Decision Point Firm Wide Pilot Rollout

12. Implementation | Technology Full-crawl with our 18m objects produced POC Extensive security testing and exclusions Resolved indexing, UI and functionality issues

13. Implementation | Pilot Log DB and Training materials Pilot of 12 attorneys + KRS + IT Pilot Feedback: names, concepts, field searching, confidential documents

14. Implementation | Adoption Marketing blitz – Posters, Mailings, Intranet Prioritized outstanding issues Rollout and Training to Firm Gamefication of search Monthly tips, webinars and individual training

15. Outcomes | Screen Sharing

16. Adoption and Feedback | 1 Search branded as OneSearch from poll of pilot users Priority was access through Outlook Fast response time, accurate, easy to use; filters

17. Adoption and Feedback | 1 87% adoption in 5 months; 73,000 searches IT Helpdesk service improved Partners can find needle in haystack Challenges: E-mail, sorting, field searching

18. Outcomes | Future | 1 Expertise and Matters Search-driven apps; workflow; collaboration Data normalization Integrating sources NMI Seamless access to resources

19. Outcomes | Future | 2 Context-specific information delivery Client driven Competitive Intelligence / Advantage Mobility Cloud Personalization Social media