How To Use Sharepoint For Legal Work

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Dora Poole
3 years ago
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1 SharePoint Like You Have Never Seen Before Nishan DeSilva, Senior Director, Business & Technology Solutions Sheryl Nolan, Senior Group Manager, SharePoint Solutions

2 Agenda Business Case Challenges Law Department Law Firm What's Next

Business case for SharePoint in legal Mitigate risk Deliver compliance-driven Establish an information governance plans Meet records retention and ediscovery requirements Business benefit

3 Business case for SharePoint in legal Mitigate risk Deliver compliance-driven Establish an information governance plans Meet records retention and ediscovery requirements Business benefit Increase effectiveness by sharing what we know, what we are doing and what we ve done in a collaborative manner Offer seamless collaboration with each other's, clients, and partners Usability simplified

4 Key SharePoint challenges Matter Centricity Security - Privilege Deny Search Management Scalability

We build constructive relationships, champion business integrity, and

5 About LCA LCA strives to be a valued partner demonstrating worldclass leadership in corporate and legal relations. We build constructive relationships, champion business integrity, and pioneer innovative solutions that earn the public's trust and build Microsoft's enduring value. TECHNOLOGY AWARDS 2010

6 Where The Journey Started Knowledge management Social and people search Document management Unified records management

7 Knowledge management Playbooks Lawyers updating content Simple publishing model using MS Word Global architecture Simple capture model

8 Knowledge management demo

9 Playbook Article

10 Authoring in Word

11 Social and search LCA Social Network Profile Skills and expertise Search & security Unified practice View

12 LCA Network Demo Personal profile Find colleagues Personal page

13 Document management Team site in a box Matter centric site navigation management Security & privileged deny Search and meta data Cloud collaboration

14 Document management demo

15 Matter-centric site

16 Unified Records Management Corporate RM program Retention schedule automation SharePoint record center scale Integration with Iron Mountain Accutrac Disposition

17 Unified Records Management Demo

18 Alpha State View

19 And the journey continues to the cloud Knowledge management Social and people search Document management Unified records management

20 Microsoft commitment - SharePoint for law firms Legal Tech NY 2012: John Frank, LCA DGC and VP, delivered the opening keynote. Microsoft Sponsored 3 Day Super Session TAP Program for O15: Help to get ISVs connected with the right people in Microsoft ILTA 2012: SharePoint Symposium in June in Chicago. ILTA Conference in August in DC CIO Roundtables: Regular updates for CIOs on SharePoint as a legal DMS

21 Legal Vertical report - version 1 More at //

22 Partner ecosystem

24 Partner case studies Winston & Strawn LLP has been running a SharePoint infrastructure since In June 2010, the firm acquired a new office, leading to a need to deploy a DMS very quickly. By leveraging Macroview s DMF product, they were able to onboard the data from the new office and leverage DMF s dragand-drop technology to integrate Outlook and SharePoint. Miller Johnson is a full-service law firm. They deployed a SharePoint-based lifecycle management solution leveraging Handshake s Management Director product, allowing attorneys to drag-and-drop folders from Outlook into SharePoint Financial Markets Lawyers Amsterdam (FMLA) a needed state-of-the art DMS that would allow them to run leanly and efficiently. By implementing Epona s DMSforLegal with SharePoint, they have a solution that helps them easily and efficiently manage their documents.

Partner case studies Duane Morris began looking for a new proposal generation system in 2011.

25 Partner case studies Duane Morris began looking for a new proposal generation system in They were looking for a comprehensive Experience Management solution that would enable them to record, organize, and analyze law firm activities. Their requirements were met in part of the ANSOR Legal Marketing Suite that is built on SharePoint and Office. The result is a system that generates proposals more quickly and improves collaboration and productivity. Abramson Smith Waldsmith LLP is one of California s leading personal injury practices. With Workshare Point, they have a solution that provides a seamless integration between Microsoft Outlook and SharePoint that transforms SharePoint into a central DMS where documents can be organized by client or matter To ensure a centrally-managed, secure, and easy-to use solution for accessing, syncing and viewing SharePoint-based documents while offline, Allens Arthur Robinson deployed the SharePoint ipad app and Colligo Briefcase Enterprise, as well as Colligo Administrator.

26 Agenda Business Case Challenges Law Department Law Firm What's Next

only Application logic decoupled to SharePoint Sandbox

27 SharePoint Development Common Development platform Full custom solutions/web parts Code agnostic Custom sandbox solutions only Application logic decoupled to SharePoint Sandbox solutions deployed to the cloud and Farm solutions deployed to onpremise

publishing LCA Admin LCA Tools or Publishing Site Content

28 Mobile Strategy Azure Blob storage Notifications Worker role Web Service End Point for data Web application to manage content publishing LCA Admin LCA Tools or Publishing Site Content Publishing Admin Console Corpnet Firewall Compliance App Immigration App Privacy App

collaboration, and Lync Online for real-time communications such as online meetings and video conferencing.

29 What s Next? Online versions of Exchange Online for managing and calendars, SharePoint Online for websites and collaboration, and Lync Online for real-time communications such as online meetings and video conferencing. January 30 marked the beginning of the Office 15 Technical Preview Includes simultaneous updates of cloud services, servers, and mobile and PC clients for Office, Office 365, Exchange, SharePoint, Lync, Project

30 Q&A

Out of the Box Business Intelligence and Reporting in SharePoint 2013

Out of the Box Business Intelligence and Reporting in SharePoint 2013 Today s Presentation Will Cover: About Gig Werks SharePoint 2013 Overview Demonstration & Discussion Excel Services Power View PowerPivot