Dell Professional Services Fast Track to Matter Management Integrated Portal Solution for the Legal Desktop

Transcription

1 Dell Professional Fast Track to Matter Management Integrated Portal Solution for the Legal Desktop

2 In most firms, lawyers use many applications for each task Document management Intranet Time and billing CRM Litigation support Page 2

3 Work methods have changed over the past several years... Move from paper files to electronic More collaborative exchange with clients, partners, and co-counsel Rapid turn-around expected on complex deals Impact: Not just on how lawyers work, but also on how they view information Page 3

4 but not all first generation legal systems have kept up. Document management systems have a document centric view of the world Most firms use only a small fraction of the features of expensive document management platforms such as check-in/check-out and versioning is not integrated with documents Financial systems are disconnected from other applications Initial systems targeted research professionals, not fee earners Page 4

5 Fast Track to Matter Management Re-aligns the desktop to lawyers needs Creates a system that reflects the way lawyers work Provides a single point of access to a disparate collection of complex systems Focuses on the technology that lawyers need to perform their daily work such as communicating with clients and accessing multiple files and documents Leverages existing IT investments Page 5

6 Fast Track to Matter Management improves fee earner productivity with multiple views Matter centric: Everything I need to work on a matter Client centric: Everything I need to know about the client Practice group centric: Ensure that my practice helps matter teams deliver excellence efficiently and consistently Firm centric: What I need from and how I contribute to the firm Externally focused: Collaborative extranets for matters and clients Page 6

7 Fast Track to Matter Management Potential Usage Scenarios Matter home page with key information in one place: resources and applications, team members, key contacts, billing information, documents, Integration with existing applications document management, billing, records management, Single sign on for all relevant applications Secure client extranet/view of matter information Secure partner extranet/view of matter information Practice home pages notification of new and relevant content Universal search: by keywords, matter number, name Page 7

8 Dell/Microsoft Matter Management Portal Solution Lawyer s Desktop: SharePoint Portal Server 2003 Office 2003 (recommended) Extranets Legacy document management systems Expertise Location Time and Billing Litigation Support Additional documents managed by SharePoint Portal Server Financial Systems WorkSite Hummingbird DM Other application systems Page 8

9 Key Features and Benefits Consolidates access to information and applications and helps eliminate duplication Improves fee earner productivity with easy-to-use, searchable, and consistent access to internal information such as: forms, policies, procedures, HR and benefits, expertise, news and announcements, calendar, corporate directory Improves risk management by providing a holistic view of all matters on which an attorney is working Enables information to be presented in a variety of meaningful views including both internal documents in PC DOCS and in Exchange/Outlook Page 9

10 Key Features and Benefits (continued) Leverages existing investments in technology and business process such as Microsoft Office and Outlook Assists in the set up, prioritization and management of matters by aggregating the relevant matter information from multiple sources in a single place Future developments will provide additional critical client details and billing information in a single, holistic view Page 10

11 Lawyer s Desktop My Site Page 11

12 Matter Site Home Page Page 12

13 Matter Financial Summary Page 13

14 Financials - Attorney Details Page 14

15 Publish to Matter Each lawyer has a my site, which contains the documents they re working on. When a document is ready to be published, they simply need to right click on the document, and it automatically publishes it to the matter site. The system automatically populates all the matter-related metadata. Page 15

16 My Matters Page 16

17 Send via (internal) Page 17

18 Send via (external) Page 18