THRIVE WITH CLIENT & MATTER MANAGEMENT PROVEN ANSWERS TO DRIVE PERFORMANCE, QUALITY, AND CONSISTENCY

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1 THRIVE WITH CLIENT & MATTER MANAGEMENT PROVEN ANSWERS TO DRIVE PERFORMANCE, QUALITY, AND CONSISTENCY

2 2 Unify The Entire Matter Lifecycle

3 The legal market has evolved. Has your matter management technology kept up? When you have multiple offices and practice groups and a market that demands flexible pricing options, it makes sense to move forward to a technology that can meet your needs for a thriving future. Market changes and challenges over the past several years have shown in sharp relief how important it is to be able to manage your matters efficiently and collaboratively. There is steeper competition, less money in the marketplace, and higher demands from clients for more communication and transparency. There is no room for siloed information, inefficient processes, misfiled or incorrect documents, or inconsistent work product. Lawyers and executives need to be able to correctly plan and manage a matter from beginning to end, and be responsive to clients increasing expectations for 24/7 access to relevant information. Client & Matter Management from Thomson Reuters Elite is designed to ensure you keep matters organized and on track for their entire lifecycle. Client & Matter Management provides your firm with a single version for client and matter information. You gain tools to help you build and monitor projects so your teams can collaborate easily, communicate with clients transparently, and manage the overall matter process with a minimum of start-up time. A critical component of our Enterprise Business Management Solution, Client & Matter Management built on MatterSphere, an intuitive, integrated front-office system designed specifically for the legal industry provides you with tools to manage matters from all angles. Now you can finally have a consistent work product and more efficient task processing, all within a collaborative, integrated environment that can be accessed from the familiar Microsoft Office suite on your desktop and from your smartphone or tablet. ONE DATABASE THAT CENTRALIZES ALL MATTER MANAGEMENT Enhanced collaboration enables your practice groups to work as one and to manage matters across their entire lifecycle Automated matter workflow and tracking improves efficiency and productivity Communication, matter tracking, and document management/assembly tools keep you on top of your matters and give your clients a predictable and transparent service Dedicated client portal empowers your clients through secure 24/7 access to their ongoing cases, driving client satisfactionand minimizing non-billable time challenges confronting modern law firms Disparate systems result in an inconsistent work product Inefficient workflow processes Siloed information results in a disorganized, incomplete picture of a given matter Client and lawyer expectations to have case information available to them at any time and from anywhere 3

4 4 MATTER MANAGEMENT TO DRIVE MATTERS COMPLETELY

5 MATTER MANAGEMENT TAILORED FOR EACH USER Client & Matter Management provides a single screen through which to access all information regarding a matter, including s, client details, documents, appointments, time recording records, and task management. Client & Matter Management is the first truly intuitive, fully integrated front-office system for legal and professional services firms that is built entirely within the familiar Microsoft Office environment. Lawyers can easily manage clients, matters, and all associated details, employing the same Office tools and familiar interface they use all day long. Since matter-related information is woven into your Office applications, all actions, documents, and s can be easily created, accessed and stored directly within Outlook, Word, and Excel. All matter data are instantly accessible via a single click within the familiar Office environment. With the efficient organization of distributed data, multiple applications, electronic documents, and , the filing process is simplified while productivity improves. At the core of the Client & Matter Management functionality is a central repository that enables users to associate all documents, s, tasks, and contacts to a matter for easy access, sharing, and retrieval. You can view and manage day-to-day activities, upcoming tasks, case information, and all related documents for each and every matter that you and your team are working on. The centralized Command Center gives users a cockpit view of their workload. Storing and accessing client and matter information becomes easy and efficient and, with all documents and s being linked back to the matter for which they were generated, you can rest assured that nothing gets lost. Individually oriented interfaces give personalized dashboards so users in your firm s finance, legal, or administrative departments see all pertinent information on their dashboards. The Client & Matter Management technology is built completely on Microsoft.NET from the ground up. This design minimizes end-user training, has rapid adoption rates, and enables professionals to access information without having to open yet another software application. Your IT department can now spend less time rekeying from one silo of information to another and more time focusing on delivering desktop value. Matter Management Benefits Access the data you need anytime, anywhere, from any Windows desktop, Web browser, smartphone, or tablet Organize and automate case and matter management, streamlining matter workflow and increasing quality and efficiency Gain control over information management and ensure client satisfaction and confidence Reduce multiple data points and redundancy Collect, share, and utilize practice intelligence for maximum team effectiveness Easily guide staff to consistently deliver the highest standard work product in accordance with defined best practices 5

6 CUSTOMIZE TO FIRM AND CLIENT REQUIREMENTS The Client & Matter Management design environment employs methods familiar to users of Microsoft Visual Studio. Leveraging.NET technologies, developers can use C# or VB.NET scripting attached to events to create bespoke functionality. This tailors system behavior to the requirements of the business. Managing Partner: Our legal work product varies from lawyer to lawyer, impacting accuracy and quality. Client & Matter Management brings a unified response to all the requirements and unique situations facing a large firm, with the help of the software development kit (SDK). With SDKs, your firm can tailor Client & Matter Management to meet the unique requirements of your business and your clients, without the need for external IT consultants. Client & Matter Management also integrates with industry-leading third-party providers, so it fits right into your firm s unique software landscape. IT/Executive: We need a platform that provides flexibility so our practice areas can customize it to their workflow. Built on the robust Microsoft.NET platform, Client & Matter Management provides the flexibility to meet the specific needs of each user, role, and department. The interface reflects the normal work practices of professionals and enables users to fully process, track, manage, and analyze a file from beginning to end. Using the configuration toolkit provided with the platform, Client & Matter Management can be tailored to suit any user or department or a firm s wider needs. The interface is customized to the individual user, so each person sees toolbars and screens tailored to the tasks they need to perform. 6

7 ONE LOCATION FOR ALL MATTER INFORMATION The Milestone Management feature allows you to track targets and achieve dates and see every milestone required for a given matter. IT/Executive: I don t want disparate systems to manage client and matter information; our lawyers can t find the information they re looking for. Client & Matter Management hinges on a complete, one-point database that links naturally with your existing document management and back office systems for anytime, anywhere, and any device access, with complete security. This core capability provides a central repository that enables users to associate all documents, s, tasks, and contacts back to a matter for easy access, sharing, and retrieval. Integral to this single office approach is a system of electronic file folders containing all matter details. All client and matter information is stored under a unique matter number, reducing the risk of vital matter information becoming misfiled or lost. The platform can be deployed on a group-by-group approach within a firm, or it can be rolled out across multiple practice areas at once. This modular implementation method allows you to choose just the functions you want and add more as you need them. As your business evolves, so does Client & Matter Management easily, simply, transparently. 7

8 8 A SINGLE PLATFORM EASES CREATION AND COMMUNICATION

9 DOCUMENT MANAGEMENT AND ASSEMBLY MADE EASY Managing Partner: We need to provide our lawyers with document management software they will use. One of the most frustrating and time-consuming aspects of legal practice is creating, organizing, and tracking the myriad documents that are required for every matter. Client & Matter Management streamlines the creation, management, and storage of documents by providing a matter-focused view that allows access and organization for a variety of matter-related items all in one central location. This tool, embedded directly into your front-office working environment, is based on a system of electronic file folders that emulate physical file drawers and contain all matter details. Lawyers and staff save time and work more efficiently when able to use the familiar manila file approach to the management of electronic documents. Without relying on a single physical paper copy, firm members can collaborate on a matter across offices and eliminate the risks of relying on a hard copy. Document creation and management takes place within the Microsoft Office environment. Every document and Microsoft Outlook created is indexed, so they are fully searchable and automatically saved in the DMS (Document Management System) in their specific matter. Authorized users can preview Microsoft Word documents and shared Outlook s directly from within the matter-centric view, while all other document types are displayed in their native applications. Revision management, document versioning, and check-in/check-out features help you control the distribution and updating of matter documents, easing the editing process and enhancing the control and flow of corrections, updates, and status of each and every document. The Precedent Manager also streamlines document assembly, easing what can often be an onerous, timeconsuming task. With Precedent Manager, users have easy access to standard templates for documents, paragraphs, and clauses. No longer does a document have to be created from scratch. Default precedent templates used by the core system such as letterhead used for general correspondence, telephone notes, templates or financial statements are also available with a simple click. And because Client & Matter Management integrates with leading third-party legal form providers, standardized and up-to-date forms are always available in Precedent Manager. Executive: The capability must be able to integrate with our existing document management system. Client & Matter Management integrates fully with third-party document management systems, including Autonomy Worksite (imanage) and OpenText ECM (Hummingbird ), as well as the BigHand digital dictation system. It also is a key element of Workspace, an innovative integration platform from Thomson Reuters Elite that enables clients to access a range of Elite solutions and third-party products from desktop and mobile devices. UNLOCK A NEW LEVEL OF VALUE WITH WORKSPACE Workspace is a single interface that allows users to view matter management, financial management, and new business prospects all from one window. Workspace provides easy access to information, saving time and reducing costs. With MatterSphere integrated into Workspace, your client and matter management tools sync seamlessly with solutions such as 3E and Business Development Premier. 9

10 TAILORED PORTAL FOR SECURE, EASY ACCESS FOR CLIENTS Built on HTML5, the MatterSphere Client Portal is highly customizable and configurable. The firm sets default permissions at the client, matter, and document levels to control what information portal users can view. These permissions come with override options so that the firm can tailor the portal to individual users. IT Exec: Our clients want anytime, anywhere access to information about their matters. When it comes to keeping up-to-date on their cases, today s clients expect more than s and telephone-tag voice messages. The MatterSphere Client Portal add-on allows you to provide a secure Web-based portal to your clients, giving them 24/7 secure access to the case data that you want to share. The Client Portal allows users to directly track progress and view details about matters, including any shared documents, and download point-in-time reports. Your clients can review and update their details online, thus removing one more non-billable administrative task. The portal can be used to share selected documents from the Document Management System, easing document collaboration between clients and their lawyers. By making collaboration and access on Web and mobile platforms an anytime, anywhere proposition, the Client Portal enhances client communication and confidence. You can set permissions to give clients and external collaborators access to files, allowing them to upload and download as needed for a complete and seamless teamwork environment. 10

11 ACCESS INFORMATION ON THE GO My Cases screen on the Client Portal displays a list of all the client s matters, allowing a client to get a quick overview of general information about each case. Your clients aren t the only ones who want 24/7 access to information about matters. Today s lawyers spend much of their time on the move, from meeting to meeting, and need tools to work the way they work tools that provide instant mobile access to key client and matter information. Elite Mobile makes it easy and uncomplicated for lawyers to view client and matter information from their mobile devices. Documents, contact information, and key performance indicators are all available from a smartphone or tablet. Lawyers can walk into meetings, prepared with all the client and matter management information and up-to-the-minute insights in hand. Clicking on an individual case takes the client to a screen with tabs for viewing details, reports, milestones and tasks, and documents. The Milestones & Tasks tab provides the client with details on the matter s standing. 11

12 STAY ON TRACK AND KEEP INFORMED Client & Matter Management from Thomson Reuters Elite provides you with tools to improve consistency, streamline workflows, reduce redundancy, and stay abreast of matter performance. Provide a more consistent, accurate, and quality work product Improve efficiency and productivity in your matter workflow processes Ensure that your staff is adhering to best practices Streamline document creation, management, storage, and assembly to increase efficiency and accuracy Enhance client satisfaction with the firm-configured Client Portal Promote lawyer efficiency with mobile access to the up-to-the-minute matter-related data they need Managing matters in an efficient, transparent, and consistent manner is a prerequisite to profitability. Yet finding an answer that encompasses all aspects of matter management in one solution hasn t been easy until now. Thomson Reuters Elite offers Client & Matter Management, a critical component of the Enterprise Business Management Solution, that finally gives firms a centralized remedy to eliminate siloed information and a measured project management tool to manage matters without surprises. Now you can improve client satisfaction and drive profitability without sacrificing quality and consistency. To learn more about Client & Matter Management from Thomson Reuters Elite, visit elite.com/cmm. For an interactive preview, scan this code with your smartphone. Thomson Reuters Elite Headquarters 800 Corporate Pointe Suite 150 Culver City, CA elite.com 2016 Thomson Reuters W US/3-16

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