Legal Matter Task Management & Reporting in SharePoint and Office 365

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1 Legal Matter Task Management & Reporting in SharePoint and Office 365

2 Why Gig Werks Be it in the Cloud with Office 365 or on premise, Gig Werks has delivered targeted and focused business solutions for departments and industries, built on Microsoft SharePoint. A Microsoft Gold Partner since the firm s beginning in 2001, our tradition of excellence has resulted in Gig Werks winning numerous awards - including four prestigious Microsoft Partner excellence awards Microsoft Awards and Recognition Virtual Technology Specialists for the Microsoft New York Enterprise Group 5 Time Microsoft SharePoint Technical Excellence Partner Award Winner Approved Vendor of Microsoft Legal and Corporate Affairs Group (LCA) Invited into the Partner Evidence Program for SharePoint 2007, 2010, 2013 & 2016 Deep Industry Experience in: Legal Firms & Departments, Architecture/Engineering/Construction AEC, Facilities Management, Financial Services, Healthcare/Pharmaceutical & Professional Services ProjectReady for Legal Software as a Service solution built for the particular needs of Legal Firms and Departments. Integrates with SharePoint & The Microsoft Cloud Drives Control, Visibility & Collaboration across all your matters and documents Solutions Include ProjectReady Matter Management ProjectReady Viewer

3 Gig Werks Legal Expertise Gig Werks has worked with numerous Legal clients, developing deep industry expertise delivering solutions that drive compliance, collaboration, unification of line of business systems and business process automation. This has resulted in Gig Werks being selected as one of the first certified Systems Integrators of the Microsoft Legal and Corporate Affairs Group (LCA). Unified Search Throughout Enterprise Secure File Transfer Our Legal Solution Expertise Includes: Document Comparison Redline, Redact & Markup Content Document Management e-discovery Records Management Reporting & Business Intelligence Matter Management Document & Contract Generation Compliance & Security Line of Business Integration

4 Applications & Packaged Solutions ProjectReady TM Matter Management Engine ProjectReady Viewer SharePoint & Office 365 Staging & Development Workshop SharePoint Business Solution Planning Premium Advisory Services Plan Nintex Installation & Configuration Quick Start Compliance Approval Workflow Quick Start

5 ProjectReady Provides Unique database and data capture extending SharePoint far beyond its native capabilities Manage tasks across thousands of Matters Reporting on all documents and status Automation of document tagging and description Manage and maintain security for internal and external communications Governed self-service creation of Matter Collaboration & Management sites Leverage SharePoint & the Microsoft Cloud for: Cost Effective Storage, Hosting & Scalability Document Management Document Versioning Collaboration & Co-Authoring On-Premise Support & Integration: Leverages SharePoint both onpremise and in the cloud Process, access & utilize local file system data Integrate into Document Management & ERP Systems Including: Documentum OpenText HP Autonomy Microsoft AX Dynamic creation of navigation as matters are created Rich integration to critical line of business systems Browser based redlining and redaction of over 350 file types - No Software Install Necessary Anywhere & Any Device

6 ProjectReady Matter Management The ProjectReady Matter Management Engine provides an intuitive end user experience ensuring security, reporting, collaboration and management across all your Matters. Task & Resource Management across all matters our database provides simple, easy, automated real-time management of matter tasks, resources & utilization. (Today s Demonstration) Create collaborative spaces for your matter on demand, driven by the business user Designed to integrate data from across all the systems that drive your matter Work simultaneously on documents with other attorneys or clients, & easily track changes with automatic version control Matter Dashboard for clear visibility to what you need across all your projects and tasks Intuitive end user experience to ensure advanced security and reporting across all your Matters Easily set site security and permissions for internal & external collaboration Automation of metadata and governance best practices enhancing search Coherent and consistent information architecture through pre-configured site taxonomy Archiving of Matter sites with ease

7 ProjectReady Document Control ProjectReady Document Control makes internal and external collaboration easy with on-demand delivery of documents and advanced workflows built-in to uphold standards for controlling documents and ensure conformance so that contractual demands are met. Control thousands of documents across thousands of projects Microsoft Outlook Integration to manage matter s Establish enterprise communication standards that are consistent, reliable, repeatable and easily adopted Assemble packages with a simple wizard and shopping cart experience Secure and governed sharing of information made simple and managed directly by authorized business users Rich and comprehensive reporting across all communications delivered to the desktop or on your mobile device Track and know the status of key deliverables from one project or across thousands of projects with a few clicks of a mouse Ensure automatic delivery and auditable receipt of project documents sent to clients and vendors via and the web

8 ProjectReady Viewer The ProjectReady Viewer allows for the secure viewing, markup, redlining and redaction of over 350 different document types in full fidelity from anywhere and with any device. View over 350 different document types all in the browser with no client side software install Convert to PDF from right inside the browser, individually or in bulk Use with any device Touch responsive Add comments and search within comments Advanced in-document search functionality search text within image and Comments Markup, add and remove content with easy to use Redlining, Annotation and Redaction features. Sign documents automatically Automatically redact information based on your business rules

9 Demonstration Matter Task, Resource & Utilization Management Neil Barkhina Chief Technology Officer

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