Consulting Services. Kiersted is proud to provide a. wide range of legal technology and. consulting services to meet the

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1 Consulting Services

2 Consulting Services Kiersted is proud to provide a wide range of legal technology and consulting services to meet the needs of our clients. As industry experts, our proficiencies include implementing and supporting matter management solutions, e-billing services, legal hold solutions and contract management systems. Whether you have your own system that requires updating, or you are choosing a new system to implement, we will work with you every step of the way. Our goal is to assist you in reducing risks, gaining efficiencies, and maintaining compliance. Find out why corporate legal departments of Fortune 1000 companies have benefited from our services for over 30 years. The verdict is in. Kiersted is the industry s trusted leader in legal technology consulting, giving you exceptional service throughout the life cycle of your matter management experience. From providing expert representation in vendor selection, to conducting due diligence in system implementation and integration, to following up with ongoing support, we re committed to your success. Let our expert consulting staff help with the following services: Requirement Analysis and Design System Implementations Support Services Legal Hold

3 Kiersted Services DOCUMENTATION: Your system configuration is unique, and as your legal technology consultant, we re uniquely positioned to understand and explain how it works. Following implementation of your new system, we ll create detailed documentation for your specific configuration, providing answers and support to your staff. TRAINING: It s one thing to have the best matter management system for your needs it s another to know how to use it. Kiersted can develop training materials to ensure confident and proficient users, and provide clear, engaging on-site sessions for your end users, or for your internal trainer. Requirement Analysis and Design As legal professionals, we provide personal service to every client and you deserve a solution tailored to address your unique requirements, taking into account best practices. We ll meet with your department experts to determine and document system requirements, including data fields, screen layouts, department workflows, and security considerations, and design a custom implementation strategy. System Implementation At Kiersted, we provide an advanced approach to system implementation, cleaning up and migrating legacy data, creating shortcuts to simplify processes, adding valuable reporting features, and incorporating best practices for optimal results. We also provide expert training, to instill confidence in your staff and ensure a seamless transition. Kiersted provides the following system implementation services: CONFIGURATION: Based on requirement documentation, we ll tailor the system to meet your needs. Support Services Today s technology and legal requirements are constantly changing and you need a legal technology partner you can trust to provide ongoing support for your long-term needs. At Kiersted, we offer software development, data conversion, system integration, reporting, portal communication, and tune-up services on an as-needed basis. CUSTOM DEVELOPMENT: Our technology experts can develop tools, applications, and enhancements to meet your software needs. Let us know how we can help with your next project. DATA CONVERSION: With growth comes change and Kiersted can help simplify transitions within your company. Our data conversion services make it simple to integrate data into your system. We prepare field-by-field mappings and analyze data to identify cleanup issues, using automated tools to reduce the time for both conversion and cleanup.

4 Kiersted Services counsel. Here are just a few of the innovative ways Kiersted clients are leveraging this powerful portal technology: Send contracts for review and approval. Facilitate and monitor employee training. Report and track compliance issues. Certify vendor requirements. Communicate with outside counsel. Track employee status and terminations. TUNE-UP: Even the best system eventually requires an occasional technology tune-up to continue operating at optimum performance. Before you decide to replace your system, let Kiersted help you save significant time and money with the following Tune-Up Services: > PRODUCT UPGRADES: We ll work within your infrastructure to perform upgrades, and provide updated documentation and training to help users get the most from new product features. > WORK PROCESS ENHANCEMENTS: At Kiersted, we believe in continuous improvement of technology and internal processes. Our experts will conduct interviews SYSTEM INTEGRATION: As you add or update enterprise systems and software packages, it s important that they work well with your existing system. Kiersted provides seamless integration and testing, to improve productivity and ensure consistent, optimal performance. REPORTING: Reporting needs constantly change and Kiersted can work with you to ensure your system continues to provide you with valuable information. From creating new reports, to converting to a data warehouse environment, to adjusting your reporting universe, our expertise can save you time and money. PORTAL COMMUNICATION: Enhanced communication is important and Kiersted can help you to share information inside or outside your corporation, including vendors and outside with your key personnel, to determine areas for improvement, and implement enhancements to strengthen and improve your work processes. > DATA ANALYSIS AND CLEANUP: A thorough data analysis and cleanup can help improve and maintain the integrity of your data, free up storage space, and speed up software performance. We ll perform an analysis to identify unused fields, cleanup duplicate records, identify and resolve data integrity issues, and archive old data within your system. > S Y S T E M P E R F O R M A N C E I M P R O V E M E N T S : If your system isn t performing at optimum levels, Kiersted can help. We ll conduct an analysis of your hardware and software performance, and implement recommended fine-tuning to ensure your system runs as smoothly and quickly as possible.

5 Kiersted: Legal Hold Experts Avoid risks, sanctions and fines with a repeatable, defensible legal hold strategy. Kiersted has demonstrated expertise in building and implementing solutions designed to meet specific needs and has a solid reputation as a leader in e-discovery technology. A comprehensive legal hold management system helps to ensure compliance with FRCP (Federal Rules of Civil Procedure) by providing a sound methodology and repeatable process. Legal Hold When it comes to legal hold compliance, a combination of best practices and reliable automation is your best defense. The potential risks stemming from inadvertent document destruction have never been more severe. Now more than ever, corporations have a responsibility to manage documents in a responsible way. Our team of legal hold experts will help with all the steps involved in supporting a successful legal hold strategy, and avoiding fines, sanctions and risks. Kiersted will partner with you to choose and implement a solution that delivers the following benefits: Leverage our years of experience with legal hold compliance and legal hold technology to ensure a repeatable and defensible process. We will make sure your system is designed to give you tight control over electronically stored information, ensure compliance with Federal Rules of Civil Procedure, and drive down e-discovery costs. Provide a full audit trail of notices, responses and reports. Automate reminders, acknowledgement notices, and escalation policies. Eliminate unnecessary data retention. Deliver consistent, accurate messaging with easy-to-use templates and automated fields. Conduct quick, cost-effective on-line custodial interviews. Reduce risk by streamlining communication and collection tracking within a single central location. Review summary reports and online statistics at-a-glance.

6 New Business Inquiries: Linda Gordon Vice President, Sales & Marketing ext. 306 Kiersted Systems, LP All rights reserved