Martindale-Hubbell Client Service Center User Guide. May 06, 2011

Transcription

1 Martindale-Hubbell Client Service Center User Guide May 06, 2011

2 Contents Using the information and tools on your Home page... 1 Lawyer biographies...2 What makes an effective professional biography?... 2 How do I add a new lawyer biography?... 3 How do I edit a lawyer biography?... 4 How do I delete a lawyer biography?... 5 How do I delete multiple lawyer biographies?... 6 How do I add a lawyer biography note?...7 How do I copy or move lawyer biographies?...8 Lawyer biography tabs... 9 Frequently asked questions about lawyer biographies Status Descriptions Lawyer images...14 Working with images How do I add a new lawyer image? How do I edit a lawyer image? How do I remove a lawyer image? Office Profiles...18 What are Office Profiles? How do I add an Office Profile?...19 How do I edit an Office Profile?...20 How do I remove an Office Profile?...21 How do I add an Office Profile note? Office Profile tabs Frequently asked questions about Office Profiles...26 Status Descriptions Firm Logo images Working with images How do I add a default firm logo? How do I add a custom firm logo to a specific office?...31 Articles...32 What are articles?...32 How do I add a new article?...33 How do I edit an article?...34 How do I unpublish an article? Article tabs Frequently asked questions about articles...38 Blogs...39 What are blogs and how can I use them effectively?...39 How do I create a blog post? How do I edit a blog post?...41 How do I remove a blog post?...42 Capabilities...43 What are capabilities? How do I edit capabilities? Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved i

3 Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved Diversity Profiles...45 What are Diversity Profiles? How do I edit Diversity Profiles?...46 Frequently asked questions about Diversity Profiles Group Profiles What are Group Profiles?...48 How do I add a Group Profile?...49 How do I edit a Group Profile? How do I unpublish a Group Profile?...51 Frequently asked questions about Group Profiles Patent Profiles What are Patent Profiles? How do I update a Patent Profile?...54 Practice Profiles What are Practice Profiles?...55 How do I update a Practice Profile? Reviewing, approving, and publishing changes The review and submission process...57 How do I view and publish changes? Frequently asked questions about publishing changes Managing users...60 User types...60 How do I add a new administrator?...61 Frequently asked questions about administration...62 Online traffic statistics How do I view online traffic statistics?...63 How to drive more online traffic Requesting Reports How do I view a detailed report of published changes?...65 How do I use the reports page accessed using the Tools menu? How do I use the reports area on the Home page?...67 Status Descriptions Unpublished edits How do I view and publish changes? Martindale-Hubbell Peer Review Ratings(SM)...70 What are Peer References?...70 How do I add a Peer Reference? How do I remove a Peer?...72 How do I submit Peer References? How do I distribute Peer References to lawyers?...74 Client Review Ratings What are Client Review References? How do I add a Client Reference? How do I edit a Client Reference?...77 How do I upload multiple Client References from a file? How do I submit Client References? How do I check the status of Client References? ii

4 How do I view and publish Client Review responses? Client Review tabs...82 The Bar Register of Preeminent Lawyers...86 What is The Bar Register of Preeminent Lawyers? How do I add a new Bar Register Practice Area listing? How do I edit a Bar Register Practice Area Listing? How do I publish my Bar Register Practice Area Listing?...89 Direct Call Service How do I access the Direct Call Service? My Web site How do I access Page Designer?...91 Preferred Results How do I access Preferred Results? How do I edit Custom Tag Lines and URLs?...93 How do I manage Default Tag Lines and URLs?...94 Law Firm Leads...95 Law Firm Leads overview...95 How do I view new leads? How do I manage my leads? How do I create a new lead?...98 How do I edit lead information? How do I print leads? How do I export leads? How do I delete leads? How do I generate reports on leads? How do I determine my ROI for leads? How do I set the priority of leads? How do I automatically assign leads to my associates? How do I refresh my leads view? Peer Review Ratings Toolkit What is the Peer Review Ratings (PRR) Toolkit? How do I download marketing materials? How do I download firm ratings icons? How do I download lawyer ratings icons? Managing your account How do I change my password? How do I access PowerInvoice? How do I renew my Martindale-Hubbell subscription? Signing in to the Client Service Center (CSC) How do I sign in to the CSC? What is the "Remember me" feature? How do I retrieve my password? About pop-up blockers and the Client Service Center Contacting LexisNexis Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved iii

5 Using the information and tools on your Home page The Client Service Center (CSC) Home page displays an overview of all the tools and features available to you in the CSC. The table below describes the features available on this page. Tip: In a hurry? The Quick Start Guide explains how to make the changes you'll do most frequently. In this area... Search My Firm My Toolbox Status Report You can: Locate a lawyer biography or office profile associated with your firm. Quickly access features needed to manage your lawyer and office profiles. You can access the same features by clicking Manage Profiles on the main navigation bar. See an overview of the most recent activity for your firm including a summary of unpublished edits. You can access a complete status report for lawyer biographies and office profiles by clicking the numeric links above the table. For more information about the meaning of a particular status, see Status Descriptions. Print Deadlines My Products Online Statistics Law Firm Leads Review print deadlines specific to your firm. Any changes to lawyer biographies or office profiles must be submitted in the CSC by date indicated to be included in the next print edition of the Martindale-Hubbell Law Directory. Access Martindale-Hubbell products purchased by your firm. Review a snapshot of impressions for your listing on either Lawyers.comSM or martindale.com over the last 3 months. Impressions are the number of times your listing appears on a search result page on a Martindale-Hubbell website. View your complete Web Statistics Dashboard to access more detailed reports. View a summary of leads for the previous week. The navigation area at the top of the Home page is repeated on every page in the CSC, and it contains the following links: Click this link... Sign Out My Account Site Map Help If you want to: End this session and exit the CSC. Change your password, access Power Invoice to manage billing, or view your firm name and contact information. View a complete list of all areas and tools available to you in the CSC. Access this help system. When you click the Help link, a list of the articles that apply to the area you are viewing appears. You can also find other information in the help by using the search box or clicking the Home or Index links. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 1

6 Lawyer biographies What makes an effective professional biography? Being a Martindale-Hubbell subscriber is an important way to reach potential clients. Your prospects use precise search terms to locate information about your firm, making a complete Professional Biography that details your firm's history and expertise fundamental to your success. The following information should be included in your Professional Biography to maximize your search-ability and to differentiate your firm from the competition: Firm Profile - Giving prospects an overview of your practice with a highly visible positioning statement helps them select your firm for review. Providing a customer-centric firm profile, and addressing the sensitive needs of your potential clients enhances your firm's appeal. Statement of Practice - Providing the full scope of the Practice Areas your firm represents gives prospects a complete picture of your services, and casts a wider net to attract more potential clients. Practice Areas - Specifying all relevant Practice Areas for each member of your firm provides a fundamental search base because Practice Areas are the most frequently used search terms and by far the most important way to increase your electronic search-ability. To view a full list of Practice Areas, visit Lawyer and Firm - Providing live addresses on Lawyers.comSM and martindale.com gives potential clients and colleagues a quick and easy way to communicate with your firm's lawyers. HotLink - Providing a link on your Professional Biography boosts traffic to your firm's website. Languages - Listing all languages spoken increases your potential client base. Firm-Wide Firm Size - Listing your firm's size increases the chances lawyers and other potential clients will locate your firm based on preferred firm size. Memberships - Demonstrating your lawyers' professional stature and community involvement enhances your firm's reputation. Reported Cases - Illustrating your firm's expertise by listing high profile or landmark cases highlights your firm's accomplishments. Representative Clients - Including a brief list of clients increases a prospect's confidence in your practice in general. When it comes to increasing your visibility on the Web, the more effective your firm information is, the more likely you are to be found on martindale.com, Lawyers.com, and in search results on the major engines. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 2

7 How do I add a new lawyer biography? 1. Click Manage Profiles > Lawyer Biographies in the top navigation menu. 2. Click the New button ( ). The New Profile page appears. 3. Complete the search form fields and search the Martindale-Hubbell Lawyer Directory to determine if the lawyer already exists in our records. 4. Review the search results and do one of the following: If the lawyer you searched for... Do this... Appears in the search results Does not appear in the search results Click Copy to New Biography next to the lawyer's name. Click the Start a New Biography link. 5. Enter information in the Lawyer Information, Education & Experience, and Biography tabs. To see a preview of the biography as it would appear to users, click the Preview link at any time. Important: Your changes are automatically saved when you move between tabs, but you can also save your work at any time by clicking the Save Draft link. If you make changes under a tab and leave the CSC without saving, your changes will be lost. Note: To ensure that the correct lawyer is added to your listing, you may not edit the Name or Year of Birth values with the first submission. You will be able to edit this information after the lawyer is added to your listing and its status changes to "Published". 6. Click Review and Approve at the bottom of the Biography tab when you have finished entering information. 7. Review the lawyer biography and do one of the following: If you want to... Do this... Go back and make changes to the biography Save your changes to publish later Publish Click Previous Step or any of the tabs. Click Finished - Publish Later. To publish these changes later, click Tools > Unpublished Edits. For more information, see How do I view and publish changes? Click Publish. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 3

8 How do I edit a lawyer biography? 1. Click Manage Profiles > Lawyer Biographies in the top navigation menu. 2. Click the name of the lawyer whose biography you want to edit. The Edit Profile page appears. 3. Edit the information about this lawyer under the Lawyer Information, Education & Experience, and Biography tabs. To see a preview of the biography as it would appear to users, click the Preview link at any time. 4. Click Review & Approve in the navigation area to the left of the page when you have finished entering information. 5. Review the lawyer biography and do one of the following: If you want to... Do this... Go back and make changes to the biography Save your changes to publish later Publish Click Previous Step or any of the tabs. Click Finished - Publish Later. To publish these changes later, click Tools > Unpublished Edits. For more information, see How do I view and publish changes? Click Publish. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 4

9 How do I delete a lawyer biography? 1. Click Manage Profiles > Lawyer Biographies in the top navigation menu. 2. Select the check box next to the lawyer whose biography you want to remove, then click the Delete button ( ). 3. Select the office locations that the lawyer should be removed from and select a reason for the removal. 4. Select the Please check the box to confirm your deletion request check box. 5. Do one of the following: If you want to... Remove the selected biography now Remove the selected biography later Do this... Click Delete. The biography you selected will be deleted. Click Mark for Deletion. You can publish this deletion request later by clicking Tools > Unpublished Edits. For more information, see How do I view and publish changes? Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 5

10 How do I delete multiple lawyer biographies? 1. Click Manage Profiles > Lawyer Biographies in the top navigation menu. 2. Select the check boxes next to the lawyers whose biographies you want to remove, then click the Delete button ( ). 3. Select a reason for the removal. 4. Select the Please check the box to confirm your deletion request check box. 5. Do one of the following: If you want to... Do this... Remove the selected biographies now Remove the selected biographies later Click Delete. The biographies you selected will be deleted. Click Mark for Deletion. You can publish this deletion request later by clicking Tools > Unpublished Edits. For more information, see How do I view and publish changes? Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 6

11 How do I add a lawyer biography note? If necessary, use notes to clarify your changes to lawyer biographies for Martindale-Hubbell editors. Note: If you want to add a note to a new lawyer biography, you must save it in the CSC first. 1. Click Manage Profiles > Lawyer Biographies in the top navigation menu. 2. Select the check box next to the lawyer to whose biography you want to attach a note, then click the Note to MH Editor button ( ). 3. Enter the note text in the Note box. 4. Click Add Note. Your note is saved, and it will be read by a Martindale-Hubbell editor when you publish your changes. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 7

12 How do I copy or move lawyer biographies? 1. Click Manage Profiles > Lawyer Biographies in the top navigation menu. 2. Select the check box next to up to 4 lawyers you want to move or copy to another location. 3. Do one of the following: If you want to... Associate these lawyers with a new location without changing their existing location Remove these lawyers from their current location and associate them with a new location Do this... Click the Copy button ( ). Click the Move button ( ). 4. For each lawyer you selected, specify a new office location and office directory heading under the To column. 5. For each lawyer you selected, specify the order in which his or her biography should appear among the other biographies at the new location under the Position the Biography column. 6. Click Save and Return to Biographies. The change will take effect the next time you publish these biographies. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 8

13 Lawyer biography tabs Lawyer Information tab The fields under this tab allow you to specify basic profile and contact information for a lawyer. The following fields are required: First and Last Name Year of Birth Position Office Location Office Directory Heading Important: Your changes are automatically saved when you move between tabs, but you can also save your work at any time by clicking the Save Draft link. If you make changes under a tab and leave the CSC without saving, your changes will be lost. See the table below for more information about the fields on this tab. Value Description Photo This section allows you to upload a lawyer photo that will display on martindale.com and Lawyers.comSM to increase the personalization of a profile. Photos will publish to martindale.com and Lawyers.com in about 1 hour. For more information, see Lawyer images. Blog Access Blogging is a free capability managed through the CSC available to all lawyers. Blog content is published to the Law Blog area accessed from the main navigation of Lawyers.com. A valid is required for a lawyer to have blog access. The will be used as the User ID when the lawyer signs into the CSC to blog. Once blog access is established, an will automatically be sent to the lawyer with their User ID and a temporary password. For more information, see Blogs. Year of Birth Office Directory Heading Providing a year of birth assists with the validation process that is done by Martindale- Hubbell to confirm the identity of lawyers. Each Office Profile includes a directory of all lawyers assigned to that particular office. The heading options provided in the drop-down list are the options available for the selected Office Location. You must select a heading for this new lawyer to appear under in the Office Profile Directory. If you do not see the correct heading, it must be first be added to the Office Profile before it can be selected here. Once this content has been entered for a new profile, it can no longer be edited from the lawyer biography. Changes can be made to the selected heading and position from the appropriate Office Profile. Position profile display in selected Office Directory Heading Each Office Profile includes a directory of all lawyers assigned to that particular office. In the previous drop-down list, you selected the heading to be used for this lawyer. In Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 9

14 this step you can position the order in which the lawyer will appear under the selected heading. Once this content has been entered for a new profile, it can no longer be edited from the lawyer biography. Changes can be made to the selected heading and position from the appropriate Office Profile. Biography tab The fields under this tab allow you to specify practice areas, memberships, fellowships, cases, and other biographical information. Only the Practice Area field is required. Important: Your changes are automatically saved when you move between tabs, but you can also save your work at any time by clicking the Save Draft link. See the table below for more information about the fields on this tab. Value Area of Practice Description This section allows you to select the applicable practice areas and keywords to be associated with this profile. Practice areas and keywords are primary search criteria on Lawyers.comSM and martindale.com. Selecting all relevant practice areas can help increase online exposure. For each Practice Area, you may enter the percent of time, number of cases worked, and whether pro-bono work is done. This additional information is optional. Tip: If you add or remove Practice Areas for a lawyer, you may also wish to make updates to the Group Profile if one exists. When you add a practice area, first ensure that the correct region is selected, then either browse or search the list of predefined practice areas. If you can't find the practice area you are looking for, you can add a new one by typing the full name and clicking Add to My List. Tip: If you add a new practice area, you may also want to select additional practice areas from the predefined list. Selecting a predefined practice area will improve the profile's searchability on Martindale-Hubbell websites. To reorder practice areas, select one or more areas (holding down the Ctrl key to select multiple ones), then drag and drop the areas into the order you want, with the most important one at the top. Click the X next to a practice area to remove it from the list. Biography & Additional Information This section includes the main biography content for the profile as well as additional information to enhance a profile. Click a View Example link for samples of the information you may want to include in these fields, or for more information, see What makes an effective professional biography? Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 10

15 Note: Pro-bono Information, Hobbies and Interests and Social Networks only display on Lawyers.com. This information will not be published to martindale.com or to the printed directory. In addition, this information will not appear on an E- Proof. Education & Experience tab The fields under this tab allow you to specify information about a lawyer's educational background and professional experience. The following fields are required: Admitted Education Important: Your changes are automatically saved when you move between tabs, but you can also save your work at any time by clicking the Save Draft link. If you make changes under a tab and leave the CSC without saving, your changes will be lost. See the table below for more information about the fields on this tab. Value Additional Information Bar Roster Number Description This section provides additional information to enhance a profile. Click a View Example link for samples of the information you may want to include in these fields. The Bar Roster Number is your State Bar Membership Number. This information is used to verify status as an admitted attorney. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 11

16 Frequently asked questions about lawyer biographies How do I add a lawyer who does not appear in the search results? If you have searched for a lawyer but do not find him or her in the search results, click the Start a New Biography link. For more information, see How do I add a new lawyer biography? What does the red flag icon ( ) mean? This icon means that required information is missing from this lawyer's biography. This indicator may appear on the Lawyer Biography list or the Status page. Until the required information is added, this biography will not publish in your Martindale-Hubbell listings. For more information about editing a lawyer biography, see How do I edit a lawyer biography? I sent a lawyer his biography to edit, but he got an "expired link" message. What should I do? If the lawyer receives an "expired link" message when trying to update his Biography, re-send the link. What does the hour glass icon ( ) mean? This icon means that a lawyer link has been sent, but that the lawyer has not yet approved the listing. You can still publish a biography that is pending attorney approval, but doing so will cause the link to expire. My changes have a status of "Published", but they are in a slightly different format from the way I submitted them. Martindale-Hubbell editors review your requested changes and apply them according to style and format rules. Your changes may be re-organized to conform to these standards in order to maintain consistency throughout the Martindale- Hubbell directory. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 12

17 Status Descriptions The table below explains the statuses that may be associated with your changes in the CSC. Status Finished Marked for Move Marked for Deletion Saved Submitted Changes Complete Distributed Saved Published No Change Forwarded to Admin Returned to Coordinator Description Administrator or lawyer has completed all edits for the office/lawyer profile and indicated the profile is now ready for publishing. Administrator has moved the lawyer from one location to another, but has not yet published the change. Administrator has requested the removal of a lawyer, but has not yet published the change. Administrator saved edits for the office/lawyer profile. Administrator submitted edits to LexisNexis Martindale-Hubbell for updating. Note: This status will no longer be used after March Martindale-Hubbell processed the submissions and updated the profiles. Note: This status will no longer be used after March Administrator has used the Distribute link to the biography to the lawyer for review and editing. Lawyer has saved edits to the profile, but has not completed the work. Administrator has published edits to the profile. Lawyer has chosen to make no edits to the profile and the profile is ready for review and publishing by the administrator. Coordinator has sent the profile to the Administrator for approval and publishing. Administrator has returned the profile to the Coordinator for corrections or additional edits. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 13

18 Lawyer images Working with images You can use the CSC to upload and manage images. Your images will appear with your Office Profiles and Lawyer Biographies on martindale.com and Lawyers.comSM. The CSC has a built-in virus checker to ensure that all images are safe. Once you have uploaded your images into the CSC, it will take approximately one hour for them to appear on Martindale- Hubbell websites. You do not need to publish an Office Profile or Lawyer Biography in order for the image to be published. Note: Images in the CSC are not connected to images you may have on your lawyer home page. You can re-use images from your lawyer home page, but you must enter them separately into the CSC. Image requirements Requirement File Formats File Size Dimensions Description Graphics Interchange Format (*.GIF) JPEG (*.jpeg or *.jpg) - *recommended format for best quality Progressive JPEG (*.pjpeg) Portable Network Graphics (*.png) Images must be less than 4 megabytes (MB) in size. Firm Logos Height: Between 47 and 71 pixels Width: Between 205 and 270 pixels Lawyer Images Height: Between 90 and 200 pixels Width: Between 80 and 150 pixels Note: If your image is larger than the dimensions above, it will automatically be resized. Please be sure to preview your image. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 14

19 How do I add a new lawyer image? A lawyer image appears with the lawyer biography listing on martindale.com and Lawyers.comSM. You may store one photo per lawyer. Follow the steps below to add a new lawyer image: 1. Click Manage Profiles > Lawyer Biographies in the top navigation menu. 2. Click the name of the lawyer whose image you want to add. The Edit Profile page appears. Tip: If you want to add an image to a new lawyer, follow the steps under How do I add a new lawyer biography? until you reach the Lawyer Information Tab, then continue with the steps below. 3. Click the Add Photo link in the Photo area on the right side of the page. 4. Click the Browse button, locate the lawyer image file on your computer, then click Open. 5. Enter a caption in the Add Bio Line box. Click the View Example link for a sample input. 6. Click Save. Your photo is uploaded and attached to the lawyer's biography. It will appear on Martindale-Hubbell websites in approximately 1 hour. You do not need to publish the Lawyer Biography in order for the image to be published. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 15

20 How do I edit a lawyer image? 1. Click Manage Profiles > Lawyer Biographies in the top navigation menu. 2. Click the name of the lawyer whose image you want to edit. The Edit Profile page appears. 3. Click the Edit Photo link under the lawyer's current photo on the right side of the page. 4. Click the Browse button, locate the lawyer image file on your computer, then click Open. 5. Enter a caption in the Add Bio Line box. Click the View Example link for a sample input. 6. Click Save. Your photo is uploaded and attached to the lawyer's biography. It will appear on Martindale-Hubbell websites in approximately 1 hour. You do not need to publish the Lawyer Biography in order for the image to be published. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 16

21 How do I remove a lawyer image? 1. Click Manage Profiles > Lawyer Biographies in the top navigation menu. 2. Click the name of the lawyer whose image you want to remove. The Edit Profile page appears. 3. Click the Delete link under the lawyer's current photo on the right side of the page. 4. Click OK. The photo is removed from the lawyer's biography. It will be removed from Martindale-Hubbell websites in approximately 1 hour. You do not need to publish the Lawyer Biography in order for the change to take effect. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 17

22 Office Profiles What are Office Profiles? Your office profile is the firm-specific information that is displayed in the online and print versions of the Martindale- Hubbell directory. Office profiles correspond to a physical office location. They contain detailed information about your firm, including contact information and Lawyer Biographies. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 18

23 How do I add an Office Profile? 1. Click Manage Profiles > Office Profiles in the top navigation menu. 2. Click the New button ( ). The New Profile page appears. 3. Enter information about this office location under the Contact Information, Office Profile, Manage Office Directory, and Cross References tabs. To see a preview of the office profile as it would appear to users, click the Preview link at any time. Important: Your changes are automatically saved when you move between tabs, but you can also save your work at any time by clicking the Save Draft link. If you make changes under a tab and leave the CSC without saving, your changes will be lost. 4. Click Review & Approve at the bottom of the Cross References tab when you have finished entering information. 5. Review the office profile and do one of the following: If you want to... Do this... Go back and make changes to the profile Save your changes to publish later Publish Click Previous Step or any of the tabs. Click Finished - Publish Later. To publish these changes later, click Tools > Unpublished Edits. For more information, see How do I view and publish changes? Click Publish. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 19

24 How do I edit an Office Profile? 1. Click Manage Profiles > Office Profiles in the top navigation menu. 2. Click the office profile you want to edit. The Edit Profile page appears. 3. Edit the information about this lawyer under the Contact Information, Office Profile, Manage Office Directory, and Cross References tabs. To see a preview of the office profile as it would appear to users, click the Preview link at any time. 4. Click Review & Approve in the navigation area to the left of the page when you have finished entering information. 5. Review the office profile and do one of the following: If you want to... Do this... Go back and make changes to the profile Save your changes to publish later Publish Click Previous Step or any of the tabs. Click Finished - Publish Later. To publish these changes later, click Tools > Unpublished Edits. For more information, see How do I view and publish changes? Click Publish. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 20

25 How do I remove an Office Profile? 1. Click Manage Profiles > Office Profiles in the top navigation menu. 2. Select the check box next to the office profile you want to remove, then click the Delete button ( ). 3. Select a reason for the removal. 4. If you want to clarify this request, enter a note to the Martindale-Hubbell editors. Note: Any lawyer biographies associated with this office profile will also be deleted, unless you specify otherwise in this note. You can also move lawyer biographies to another office location before you delete an office. 5. Click Mark for Deletion or Delete. To publish this deletion request, click Tools > Unpublished Edits. For more information, see How do I view and publish changes? Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 21

26 How do I add an Office Profile note? If necessary, use notes to clarify your changes to office profiles for Martindale-Hubbell editors. Note: If you want to add a note to a new office profile, you must save it in the CSC first. 1. Click Manage Profiles > Office Profiles in the top navigation menu. 2. Select the check box next to the office profile to which you want to attach a note, then click the Note to MH Editor button ( ). 3. Enter the note text in the Note box. 4. Click Add Note. Your note is saved, and it will be read by a Martindale-Hubbell editor when you publish your changes. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 22

27 Office Profile tabs Contact Information tab The fields under this tab allow you to specify basic information about an office location, such as its name, location, and methods of contact. The following fields are required: Office Name City State ZIP/Postal Code Country Office Phone Important: Your changes are automatically saved when you move between tabs, but you can also save your work at any time by clicking the Save Draft link. If you make changes under a tab and leave the CSC without saving, your changes will be lost. See the table below for more information about the fields on this tab. Value Office Name Description Enter the office's name, year of establishment, and size. Former Firm Name If applicable, enter your firm's former name. This can be helpful to potential clients if your firm name has changed recently. Historical Name If applicable, enter a list of names that your firm has used in the past. You may include years with each name if you choose. Office Address & Contact Information Office Hours Logo Enter your office's location and ways in which the office can be contacted. You must enter information in at least one of the Building, Street, or P.O. Box boxes. Specify the hours that this location is open for business. You can provide a default logo for all locations and/or a single logo for a single office location. For more information, see Firm Logo images. Payment Information Select the forms of payment that this office location accepts. Office Profile tab The fields under this tab allow you to provide more detail about your office to prospective clients. Only the Statement of Practice field is required. Important: Your changes are automatically saved when you move between tabs, but you can also save your work at any time by clicking the Save Draft link. See the table below for more information about the fields on this tab. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 23

28 Value Tagline Statement of Practice Description A tagline is a brief marketing statement (up to 240 characters) that differentiates your firm from others. Taglines display in search results on Lawyers.comSM and can help catch the eye of potential clients. Research done by Martindale-Hubbell has shown that firms with a relevant tagline get more clicks than those firms who list the default "Attorneys at Law" tag line. Your tag line should showcase your area of law, years of service or location and give potential clients a peek into your firm s offerings. The statement of practice is a list of the practice areas represented at this office location. It is searchable on LexisNexis, DVD, and Martindale-Hubbell websites. Click Add Practice Area in the bottom left corner of the Statement of Practice area. Selecting from the standardized list of practice areas will help improve your firm's searchability on Martindale-Hubbell websites, because these values are exact matches with terms used by the Martindale-Hubbell search engine. Once added, you may use the drag-and-drop feature to arrange the order in which the Practice Areas will appear. Use the Preview link in the left column to view a complete list of selected practice areas. Optionally, you may also specify if your firm practices pro-bono work in each of the practice areas. This information will be displayed on your firm's Lawyers.com profile. Additional Profile Information Enter additional information such as other locations, languages, spoken, clients, and alliances. Click a View Example link for samples of the information you may want to include in these fields. Note: Pro-bono Information and Accepted Legal Insurance Plans only display on Lawyers.com. This information will not be published to martindale.com or to the printed directory. In addition, this information will not appear on an E-Proof. Manage Office Directory tab The fields under this tab allow you to group and arrange lawyers under headings. For example, you could create headings called "Associates" and "Partners", move lawyers in this location under those headings, and then arrange those lawyers in the order in which you want them to appear in print and online listings. Important: Your changes are automatically saved when you move between tabs, but you can also save your work at any time by clicking the Save Draft link. If you make changes under a tab and leave the CSC without saving, your changes will be lost. If you want to... Add lawyers to this location Do this... Click Copy Profile to this Office Directory or Move Profile to this Office Directory. You can also move lawyers to an office location from the Lawyer Biographies page. For more information, see How do I copy or move lawyer biographies? Arrange lawyers under headings Drag lawyer names to move them from one heading to another or to re-arrange them underneath a heading. Tip: Use Ctrl-click to move multiple lawyer names at once. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 24

29 Add a new heading Click Add Heading. You can choose from a list of commonly used headings or add one of your own. Cross References tab The fields under this tab allow you to add searchable listings that refer to this office profile. None of the fields on this form are required. Important: Your changes are automatically saved when you move between tabs, but you can also save your work at any time by clicking the Save Draft link. If you make changes under a tab and leave the CSC without saving, your changes will be lost. See the table below for more information about the fields on this tab. Value City Cross Reference Firm Name Cross Reference Description City Cross References increase your exposure to clients who are searching by geographical location. Create a cross reference in a nearby city so that potential clients searching in that city will see that your office is located nearby. For example, if you are in the Elizabeth Office Profile, and you enter a city cross reference to Summit, someone who searches for Summit will see a cross reference to the Elizabeth office. A Firm Name Cross Reference can be useful if your firm's name has recently changed. For example, if your firm name changed from Cooper and White to White and Smith, enter a cross reference under your old firm name. When clients search for Cooper and White, they will see a cross reference to White and Smith. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 25

30 Frequently asked questions about Office Profiles What is a Cross Reference? A cross reference is a "signpost" that enhances your firm's exposure in Martindale-Hubbell print and electronic products. There are two types of cross references: City cross references appear in nearby cities. When a potential client searches for a firm in those cities, the cross reference will direct them to your Office Profile. Note: City cross references cannot be added in a city where your firm has a physical office. Name cross references can be useful if your firm's name has recently changed. This type of cross reference appears under your firm's former name in the same city as your Office Profile, and directs potential clients to your firm's new name. What is the difference between an Office Profile and a Cross Reference? An Office Profile corresponds to a physical office location. It contains detailed information about your firm, including contact information and Lawyer Biographies. A Cross reference is not an office location and has no personnel. It serves as a signpost to direct readers to your Office Profile. What if I don't want to show a Statement of Practice? The Statement of Practice is searchable online and on the Martindale-Hubbell Directory on CD-Rom. Omitting the Statement of Practice from your Office Profile can compromise your firm's visibility in these products. If the Statement of Practice field is left blank, you will be unable to publish your Office Profile. If you are sure that you do not want a Statement of Practice, enter None in this field. I created an office by mistake. How can I delete it? Note that an office marked (U.S. - Canadian) or (U.S. - International) is not a duplicate office. This is your firm's listing in the U.S. section of the Canadian or International directories. For help with deleting an office profile, see How do I remove an Office Profile? My firm has more than one office. Can I request an e-proof for all offices at once? No, you will have to request an e-proof for one location at a time. I can see my changes on martindale.com /Lawyers.com SM, but when I request an e-proof from the CSC, it doesn't seem to be updated. Publishing to martindale.com and Lawyers.com happens separately from updates to the e-proof. Therefore, your changes will appear on websites before they are available in the CSC. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 26

31 My changes have a status of "Published", but they are in a slightly different format from the way I submitted them. Martindale-Hubbell editors review your requested changes and apply them according to style and format rules. Your changes may be re-organized to conform to these standards in order to maintain consistency throughout the Martindale- Hubbell directory. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 27

32 Status Descriptions The table below explains the statuses that may be associated with your changes in the CSC. Status Finished Marked for Move Marked for Deletion Saved Submitted Changes Complete Distributed Saved Published No Change Forwarded to Admin Returned to Coordinator Description Administrator or lawyer has completed all edits for the office/lawyer profile and indicated the profile is now ready for publishing. Administrator has moved the lawyer from one location to another, but has not yet published the change. Administrator has requested the removal of a lawyer, but has not yet published the change. Administrator saved edits for the office/lawyer profile. Administrator submitted edits to LexisNexis Martindale-Hubbell for updating. Note: This status will no longer be used after March Martindale-Hubbell processed the submissions and updated the profiles. Note: This status will no longer be used after March Administrator has used the Distribute link to the biography to the lawyer for review and editing. Lawyer has saved edits to the profile, but has not completed the work. Administrator has published edits to the profile. Lawyer has chosen to make no edits to the profile and the profile is ready for review and publishing by the administrator. Coordinator has sent the profile to the Administrator for approval and publishing. Administrator has returned the profile to the Coordinator for corrections or additional edits. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 28

33 Firm Logo images Working with images You can use the CSC to upload and manage images. Your images will appear with your Office Profiles and Lawyer Biographies on martindale.com and Lawyers.comSM. The CSC has a built-in virus checker to ensure that all images are safe. Once you have uploaded your images into the CSC, it will take approximately one hour for them to appear on Martindale- Hubbell websites. You do not need to publish an Office Profile or Lawyer Biography in order for the image to be published. Note: Images in the CSC are not connected to images you may have on your lawyer home page. You can re-use images from your lawyer home page, but you must enter them separately into the CSC. Image requirements Requirement File Formats File Size Dimensions Description Graphics Interchange Format (*.GIF) JPEG (*.jpeg or *.jpg) - *recommended format for best quality Progressive JPEG (*.pjpeg) Portable Network Graphics (*.png) Images must be less than 4 megabytes (MB) in size. Firm Logos Height: Between 47 and 71 pixels Width: Between 205 and 270 pixels Lawyer Images Height: Between 90 and 200 pixels Width: Between 80 and 150 pixels Note: If your image is larger than the dimensions above, it will automatically be resized. Please be sure to preview your image. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 29

34 How do I add a default firm logo? A firm logo appears with your office profile listing on martindale.com and Lawyers.comSM. Follow the steps below to upload one logo to use on all office profiles. You can also add a customized logo for each office profile. 1. Click Manage Listings > Office Profiles in the top navigation menu. 2. Click any office in the list. The Edit Profile page appears. 3. Do one of the following: If you want to... Add a default logo for the first time Change a previously added default logo Do this... Click the Add Office Logo link in the Logo area. a. Click the Edit link in the Logo area. b. Select the No option next to Use default logo? c. Select the Yes option next to Add new or custom office logo? 4. Select the option (Square or Wide) that best describes the shape of your logo. 5. Click the Browse button, locate the logo image file on your computer, and then click Open. 6. Select the Set as new default office logo check box. 7. Click Save. You do not need to publish an office profile to publish the image. Your changes will appear on Martindale-Hubbell websites in approximately 1 hour. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 30

35 How do I add a custom firm logo to a specific office? A firm logo appears with your office profile listing on martindale.com and Lawyers.comSM. Follow the steps below to upload a custom logo to be used on a single office profile. You can also add a default logo to be used on any office profile for which you haven't defined a custom logo. 1. Click Manage Listings > Office Profiles in the top navigation menu. 2. Click the office for which you want to add a custom logo. The Edit Profile page appears. 3. Click the Add Office Logo link in the Logo area to the right of the page. 4. If you have previously added a default logo, select the No option next to Use default logo? 5. Select the Yes option next to Add new or custom office logo? Tip: If you don't want to display any logo for this location, select the No option instead, and then click Save. 6. Select the option (Square or Wide) that best describes the shape of your logo. 7. Click the Browse button, locate the logo image file on your computer, and then click Open. 8. Click Save. You do not need to publish an office profile to publish the image. Your changes will appear on Martindale-Hubbell websites in approximately 1 hour. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 31

36 Articles What are articles? Articles on martindale.com offer your firm a unique opportunity to: Demonstrate firm accomplishments and knowledge base Communicate information that can help potential clients evaluate your firm Lend credibility to your firm's record of achievement Increase the impact of your lawyer's profiles on martindale.com Supplement your firm's marketing efforts Visitors can access your firm's published articles in two ways: Through a Lawyer Locator search where an article icon indicates the presence of an article Through a custom search of our articles database in the Legal Articles section of martindale.com. Visitors can search by topic, industry or practice area, geographic area, article title, article keyword, date range, author, or firm name. Use the Articles page to add articles related to any number of industries and practice areas. Once submitted, your articles will be reviewed by Martindale-Hubbell editors (see the guidelines below) and then posted on martindale.com. Article Guidelines Valid content must be: Comprised of legal news or analysis Authored by the firm or lawyers within the firm At least two paragraphs long Published one article at a time The following types of content are invalid and will be declined: Press releases or self-promotional content Firm personnel or event announcements Articles written by third-parties that quote/interview/mention people in the firm Newsletters containing more than one article HTML-formatted content with graphics HTML-formatted content with hyperlinks to other sites that cannot be delinked without diminishing the integrity of the content The article format may be edited to fit martindale.com requirements. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 32

37 How do I add a new article? 1. Click Manage Profiles > Articles in the top navigation menu. 2. Click New. 3. Describe the article and provide Authors & Editors on the Article Information tab, then click Step 2 - Article. 4. Click Preview to see how the article will appear to users. 5. Do one of the following: If you want to... Save the article and edit it later Publish the article for publication Do this... Click Save Draft. Click Publish. The article is processed and published on martindale.com. This process is complete when the Status column on the Articles page changes to "Published". Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 33

38 How do I edit an article? 1. Click Manage Profiles > Articles in the top navigation menu. 2. Select the check box next to the article you want to modify, then click Edit in the toolbar. Note: You may not edit Articles that have a status of "Pending". 3. Edit the information under the Article Information and Article tabs. 4. Click Preview to see how the article will appear to users. 5. Do one of the following: If you want to... Save the article and edit it later Publish the article for publication Do this... Click Save Draft. Click Publish. The article is processed and published on martindale.com. This process is complete when the Status column on the Articles page changes to "Published". Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 34

39 How do I unpublish an article? 1. Click Manage Profiles > Articles in the top navigation menu. 2. Select the check box next to the article you want to unpublish, then click Unpublish in the toolbar. Only articles that have a status of "Published" can be unpublished. Once unpublished, the article is no longer visible on martindale.com. After an article is unpublished, you can edit and resubmit it. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 35

40 Article tabs Step 1 - Article Information The fields under this tab allow you to provide the following kinds of information about the article: General Article Information Authors & Editors These fields are required: Title of Article Article Type General Article Information The fields in this section allow you to specify basic information about the article. The Title of Article and Article Type fields are required. Important: Your changes are automatically saved when you move between tabs, but you can also save your work at any time by clicking the Save Draft button. If you make changes under a tab and leave the CSC without saving, your changes will be lost. See the table below for more information about the fields in this section. Value Article Type Previous Publisher Display Date Country Description Select one of these types from the drop-down list: Legal Alert/Article White Paper Court Document Presentation Legal Form If the article was previously published in another publication, enter the name of that publication in this box. Otherwise, leave this box blank. If the article was previously published in another publication, enter the date of that publication in this box. Enter the date in one of the following formats: November 11, 2008 November 2008 Fall 2008 Fourth Quarter 2008 If the article pertains to the jurisdiction of a single country, state or province, select that jurisdiction from this drop-down list. If you select the United States or Canada, you can also select a state or province.) Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 36

41 Authors & Editors The fields in this section allow you to specify the people responsible for the article's content. This information is not required. Do one of the following to specify an author or editor for the current article: Enter the first few letters of the author/editor's last name in the Find & Add Lawyer box to select members of your firm associated with the article. When the author you were looking for appears, click Add. If the name you are looking for doesn't appear (e.g., for an author who is not a member of your firm), enter a name and title in the First Name, Last Name, and Title boxes. You can additional authors and editors who are not members of your firm by clicking Add another row. Step 2 - Article The fields under this tab allow you to provide the text of the article. These fields are required: Article Abstract Article (not required if you choose to upload the text of the article) Important: Your changes are automatically saved when you move between tabs, but you can also save your work at any time by clicking the Save Draft button. If you make changes under a tab and leave the CSC without saving, your changes will be lost. See the table below for more information about the fields on this tab. Value Article Abstract Article Attach Article Save Draft Publish Description Enter the first paragraph of the article in this box. Enter the text of the article in this box by typing it directly or by copying and pasting it from another source. Alternatively, you can upload an article in Microsoft Word (.doc) or PDF format using the Attach Article buttons. To upload an article in Microsoft Word (.doc) or PDF format: 1. Click the Browse button, locate the article file on your computer, and then click Open. 2. Click Upload File. The file is uploaded. Alternatively, you can enter the article text directly into the Article box. Click this button to save the article and edit it later. Click this button to submit the article for publication. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 37

42 Frequently asked questions about articles Why is my article status still "Pending"? Published articles are reviewed and indexed by Martindale-Hubbell before being published on martindale.com. An article with a status of "Pending" is still in the review and indexing process, which can last a few weeks. What does the article status "Declined by MH" mean? This status means that your article was declined by a Martindale-Hubbell editor. Most likely, this is because it did not meet our requirements for a legal article. For more information, see the "Article Guidelines" section in What are articles? Why can't I delete an article? You can only delete an article from the CSC after it has been unpublished. If you can't find the article you are looking for in the articles list, click the Manage Inactive/Archived tab. Why couldn't I upload my article file? There may be a problem with the article filename. Remove any spaces or special characters from the filename and try again. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 38

43 Blogs What are blogs and how can I use them effectively? A weblog, or blog, is a personal web page that is frequently updated with posts from its maintainer. The word "blog" can refer to the weblog itself, an individual post on the weblog, or the act of maintaining a weblog. Your firm can use the CSC to maintain lawyer blogs about legal topics related to their law practice. These blogs are published on Lawyers.comSM. Keep these tips in mind as you write your blog: Remember to enter a title for your blog posts. A blog is like an article; it has a title and a body. Blog entries are date- and time-stamped automatically when you first open the blog editor to compose the post. If you have updated a previously posted blog, and want to update the date and time as well, click the clock icon next to the Date field. The Blog editor is a "what you see is what you get" editor. This means that you can format your post in the editor exactly as you want it to look once it's published. Use the toolbar at the top of the Entry Body field to format your post. Rest your pointer on the buttons to see what each one does. You can also use the editor to add more advanced features to your blogs, like tables, hyperlinks or images. Blog posts are categorized by area of practice on Lawyers.com. To categorize your blog correctly, select the area of practice that best relates to the topic of your post. (If you want to post the blog in more than one category, you will need to create multiple copies of the same blog.) There is currently no spellcheck available for blog posts. Remember to proofread your post before publishing. There is a 4,000 character limit on blog posts. Use the CSC to add, edit, and remove blog posts. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 39

44 How do I create a blog post? 1. Click Manage Profiles > Blogs in the top navigation menu. 2. Click Edit next to a lawyer name. (The list contains only lawyers for whom blog access is enabled.) 3. Click Create a New Blog Post. The blog editor appears. 4. Enter a title and create your blog post in the editor. Rest your pointer on any of the items in the editor toolbar to view a description of their function. 5. Select a practice area in the Practice Areas drop-down list that relates to this blog post. The options in this dropdown list come from the lawyer's Biography listing. If the lawyer would like to blog on a practice area that is not listed, you can add additional practice areas to his or her biography. 6. Click Preview to see what your post will look like when it is published. 7. Do one of the following: If you want to... Save the blog post and edit it later Publish the blog post for publication Do this... Select Draft in the drop-down list at the top of the editor, then click the Save button. The post will remain in the CSC, visible only to you, until you decide to publish it. Select Publish in the drop-down list at the top of the editor, then click the Save button. The blog post will appear on Lawyers.comSM within 1 hour. Important: If you leave the blog editor without saving a draft or publishing, your blog post will not be saved. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 40

45 How do I edit a blog post? 1. Click Manage Profiles > Blogs in the top navigation menu. 2. Click Edit next to a lawyer name. (The list contains only lawyers for whom blog access is enabled.) 3. Click Edit next to the blog post you want to edit. The blog editor appears. 4. Enter a title and create your blog post in the editor. Rest your pointer on any of the items in the editor toolbar to view a description of their function. 5. Select a practice area in the Practice Areas drop-down list that relates to this blog post. The options in this dropdown list come from the lawyer's Biography listing. If the lawyer would like to blog on a practice area that is not listed, you can add additional practice areas to his or her biography. 6. Click Preview to see what your post will look like when it is published. 7. Do one of the following: If you want to... Save the blog post and edit it later Publish the blog post for publication Do this... Select Draft in the drop-down list at the top of the editor, then click the Save button. The post will remain in the CSC, visible only to you, until you decide to publish it. Select Publish in the drop-down list at the top of the editor, then click the Save button. The blog post will appear on Lawyers.comSM within 1 hour. Important: If you leave the blog editor without saving a draft or publishing, your blog post will not be saved. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 41

46 How do I remove a blog post? Blog posts can be removed from Lawyers.comSM, but they cannot be deleted entirely from the CSC. To remove a blog post from Lawyers.com: 1. Click Manage Profiles > Blogs in the top navigation menu. 2. Click Edit next to a lawyer name. (The list contains only lawyers for whom blog access is enabled.) 3. Click Edit next to the blog post you want to remove. The blog editor appears. 4. Select Draft in the drop-down list at the top of the editor, then click the Save button. The blog post will be deleted from Lawyers.com within 1 hour, but it will remain in the CSC, visible only to you. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 42

47 Capabilities What are capabilities? Clients and prospective clients use information on the firm's capabilities as one of the factors in their selection of outside counsel. Answering the questions on the Firm Capabilities page can help potential clients decide whether your firm meets their needs. This information will be displayed on Martindale-Hubbell websites. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 43

48 How do I edit capabilities? 1. Click Manage Profiles > Capabilities in the top navigation menu. 2. Select Yes or No from each drop-down list to answer the questions about your firm's capabilities. 3. Do one of the following: If you want to... Save your answers and finish the questionnaire later Publish your answers for display on Martindale- Hubbell websites Do this... Click Save. Click Publish. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 44

49 Diversity Profiles What are Diversity Profiles? Exhibit your firm's diversity leadership with in-depth descriptions of tactics and goals to recruit, retain, and promote minorities with Diversity Profiles on martindale.com. Law Firm Diversity Profiles will allow your firm to: Showcase your diversity initiatives with detailed descriptions of goals and tactics to recruit, retain, and promote minorities. Strengthen your competitive standing by communicating your firm s diversity initiatives to Martindale s audience of millions of buyers of legal services. Appear on the short list when corporate counsel and recruits refine searches to only include firms with diversity profiles. Lay out diversity goals and demonstrate commitment to diversity issues. Demonstrate management support for diversity. Stand out from the competition with a Diversity icon, which appears next to the firm's name whenever it appears in Martindale search results. Enhance the visibility of your diverse lawyers and staff. Use the CSC to add diversity profile information for display on martindale.com. The image below shows an example of how diversity profile information appears on martindale.com. For more information, see How do I edit Diversity Profiles? Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 45

50 How do I edit Diversity Profiles? 1. Click Manage Profiles > Diversity Profile in the top navigation menu. 2. Complete your firm's diversity profile by entering information under the Diversity Statement and Diversity Data tabs. After completing each tab, click Save to save your work without publishing, or click Publish to submit your your information for processing and publication to martindale.com. On this tab... Enter this information: Diversity Statement Diversity Data Your firm's diversity goals and initiatives Details about your organization's diversity makeup Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 46

51 Frequently asked questions about Diversity Profiles Do I need to enter diversity data for my firm? The fields under the Diversity Data tab are optional. However, if you enter diversity data, you must also enter information under the Diversity Statement tab. Why does my firm's diversity statement show up as plain, unformatted text? Your diversity statement may be missing formatting information. Edit your diversity statement again and format the statement using the controls in the editor field. When you are finished, click Publish to submit your your information for processing and publication to martindale.com Why does my firm's diversity statement show up with odd formatting? If you copied and pasted your diversity statement from an outside source such as Microsoft Word, unsupported formatting from the original document may produce undesirable results when displayed online. To correct this problem, strip out all of the formatting and start again with plain text: 1. Copy the badly formatted diversity statement and paste it into Windows Notepad. (Pasting the text into Notepad removes all of the formatting and leaves only the text.) 2. Copy the text from Notepad and paste it back into the CSC under the Diversity Statement tab. 3. Format the text as desired using the controls in the CSC editor. 4. Click Preview to see your changes, then click Publish to submit your your changes for processing and publication to martindale.com. Why don't I see the Preview or Publish buttons? Your browser may need to reload the page. Click Save on your current page, click another tab, then click the original tab again. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 47

52 Group Profiles What are Group Profiles? Web-only industry and practice area Group Profiles allow your firm to: Present a comprehensive profile of your firm's expertise by industry group or practice area. Target the way that corporate counsel evaluate law firms and their lawyers with expanded information about firm services, matter experience, group presentations, group seminars, and request for proposal (RFP) documents. Group Profiles also make it easier for corporate counsel and other potential clients to find your firm when conducting searches on martindale.com. A tab on the Lawyer Locator enables prospects to search by specific industry group or practice area. These searches yield shorter, more targeted results a clear advantage for both the user and the law firms that benefit from increased exposure. Industry and practice area group information is also quickly and easily accessible from the masthead of the firm listing. Use the CSC to add, edit, or remove group profile information for display on martindale.com. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 48

53 How do I add a Group Profile? 1. Click Manage Profiles > Group Profiles in the top navigation menu. 2. Click Add New Group Profile. The Group Profile editor appears. 3. Enter information about this group and its services under the Group Information tab and its 2 sub-tabs: General Information and Clients & References. These fields are required: Group Name Group Category Group Type Group Overview 4. Select 1 or more lawyers from your firm to be included in the group under the Personnel tab and its 2 sub-tabs: Personnel Selection and Sorting & Adding Headers. 5. Select 1 or more offices that are associated with the group under the Offices tab and its 2 sub-tabs: Choose Office and Review Contact Information. 6. Select the published articles that you want to associate with this group under the Articles tab. 7. Enter presentations, seminars, and RFP Documents that are associated with this group under the Events tab. The Events tab contains sub-tabs for each document type. 8. Enter jury verdicts, reported cases, and representative transactions that are associated with this group under the Matter Experience tab. The Matter Experience tab contains sub-tabs for different matter experience areas. 9. Click Preview to see how the group profile will appear to users. The preview is only available after all of the required fields are complete. 10. Do one of the following: If you want to... Save the group profile and edit it later Publish the group profile for publication Do this... Your changes are saved automatically. You can return to edit and submit this profile later by clicking Manage Profiles > Group Profiles. Click Publish. The group profile will be processed and published on martindale.com. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 49

54 How do I edit a Group Profile? 1. Click Manage Profiles > Group Profiles in the top navigation menu. 2. Click the Edit link next to the group profile that you want to edit. 3. Edit the information under the Group Information, Personnel, Offices, Articles, Events, and Matter Experience tabs. 4. Click Preview to see how the group profile will appear to users. The preview is only available after all of the required fields are complete. 5. Do one of the following: If you want to... Save the group profile and edit it later Publish the group profile for publication Do this... Your changes are saved automatically. You can return to edit and submit this profile later by clicking Manage Profiles > Group Profiles. Click Publish. The group profile is processed and then published on martindale.com. Note: If you are editing a previously published profile, your changes are not submitted to martindale.com until you click Publish. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 50

55 How do I unpublish a Group Profile? Follow the steps below to unpublish a group profile from martindale.com. An unpublished group profile is not visible to users, but it will still be accessible in CSC, where you can edit and publish it again. 1. Click Manage Profiles > Group Profiles in the top navigation menu. 2. Click the Unpublish link next to the group profile that you want to remove from martindale.com. The group is processed and then removed from martindale.com. You can still edit and/or publish this group profile in CSC. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 51

56 Frequently asked questions about Group Profiles Why can't I add a particular office to a group profile? An office may not be available to add to a Group Profile for one of the following reasons: No lawyers are listed in the office. You must first add a new lawyer or copy existing lawyers to this location. The office must be a full subscriber, showing a lawyer biography for at least one person at that location. Only lawyer biographies appear in Group Profiles, so non-subscribing and "masthead only" offices cannot appear in Group Profiles. What if I want to assign more than one Group Type to my Group Profile or add a Group Type that isn't in your list? The Group Type list contains the high-level Martindale-Hubbell Areas Of Practice/Industries. You must select one (and only one) Group Type from this standardized list. You can name your Group Profile anything you want. Why does my firm's Group Overview or Services Offered text show up with odd formatting? If you copied and pasted your text from an outside source such as Microsoft Word, unsupported formatting from the original document may produce undesirable results when displayed online. To correct this problem, strip out all of the formatting and start again with plain text: 1. Copy the badly formatted text and paste it into Windows Notepad. (Pasting the text into Notepad removes all of the formatting and leaves only the text.) 2. Copy the text from Notepad and paste it back into the CSC. 3. Format the text as desired using the controls in the CSC editor. 4. Click Preview to see your changes, then click Publish to submit your your changes for processing and publication to martindale.com Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 52

57 Patent Profiles What are Patent Profiles? The Patent Profile automatically lists all patent qualified lawyers at this office location. "Patent qualified" means the lawyer is registered to practice before the U.S. Patent and Trademark Office or licensed Patent Agent for Canada and United States. Note: This feature is only available if your firm has subscribed to it. Use the CSC to update your Patent Profile information. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 53

58 How do I update a Patent Profile? 1. Click Manage Profiles > Patent Profiles in the top navigation menu. 2. Click the Patent Profile you want to update. 3. Enter up to 10 client names in the Clients box. 4. Click Finished - Submit Later. Note: The Patent Profile is part of the office profile. When you are ready to publish the changes to this patent profile, publish the associated office profile from the Unpublished Edits page. For more information, see How do I view and publish changes? Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 54

59 Practice Profiles What are Practice Profiles? The Practice Profile is an abbreviated firm listing in the print edition of the Martindale-Hubbell directory. It displays your firm's name, contact information, personnel list and a list of representative clients. The Practice Profile member list is generated automatically, and in most cases it does not require special editing, but you can use the CSC to change personnel and clients listed in the Practice Profile. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 55

60 How do I update a Practice Profile? 1. Click Manage Profiles > Practice Profiles in the top navigation menu. 2. Click the Practice Profile you want to update. 3. Click Remove Personnel to edit the list of lawyers. The Practice Profiles Personnel list appears. 4. Select the lawyers you want to remove in the Listed Lawyers column. 5. Click Add to move the lawyers you selected to the Unlisted Lawyers column. 6. Click Save. 7. Enter up to 10 client names in the Clients box. 8. Click Finished - Publish Later. Note: The Practice Profile is part of the office profile. When you submit changes to your Practice Profile, you will not be able to make any more changes to the corresponding office profile until its status changes to "Published". When you are ready to submit the changes to this practice profile, submit the associated office profile from the Unpublished Edits page. For more information, see How do I view and publish changes? Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 56

61 Reviewing, approving, and publishing changes The review and submission process You can publish your changes to Martindale-Hubbell by a single lawyer or office location, or you can publish multiple changes at once. Publishing offices or lawyers one at a time As you work, you can publish your changes one office or lawyer at a time. While you are editing an Office Profile or Lawyer Biography, Click Review & Approve in the navigation area to the left at any time to see your changes. If you are satisfied with the changes, click Publish to send your changes immediately. Publishing multiple changes at once You can save all your changes until you are finished editing, then publish them all at once. To do this, click Finished - Publish Later when you have finished editing an office profile or lawyer biography. Then, when you have finished all of your changes and are ready to send them, click Tools > Unpublished Edits. For more information, see How do I view and publish changes? General tips on reviewing and publishing changes If you are a Coordinator sending changes back to the Administrator, click Finished - Forward to Admin instead. The Administrator will complete the review and publishing process. Review your changes very carefully. Click the Highlight Differences link to highlight the changes you made in yellow. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 57

62 How do I view and publish changes? 1. Click Tools > Unpublished Edits in the top navigation menu. A list of all the changes you have saved but not yet published appears. 2. By default, the list contains all changes you have made. To view only changes to office profiles or biographies, select an option from the drop-down list. 3. If you want to add a note that clarifies any of your changes for Martindale-Hubbell editors, select the check box next to a change, click the Note to MH Editor button ( ), and complete the Add a Note form. 4. Select the check boxes next to the changes that you want to publish. 5. Click Publish ( ). The changes you selected will be available on Lawyers.com and martindale.com in about an hour. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 58

63 Frequently asked questions about publishing changes When should I publish my changes? It's your choice--you can publish your changes one at a time as you go, or you can publish multiple changes at once. For more information, see The review and submission process Do I have to publish my changes before signing out of the CSC? No. You can save your changes in the CSC and return to them later. Your changes will remain saved even if you sign out. If there are unpublished changes in the CSC when you click Sign Out, a message will remind you that you have unpublished changes. You can choose to save those changes for later, or to publish them before signing out. Why can't I select one of the check boxes on the Unpublished Edits page? If a check box is disabled, some required data is missing from the listing. Click the changed item to see what data needs to be entered before you can publish. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 59

64 Managing users User types You can use the different administrator types to control your users' access to office profiles and lawyer biographies in the CSC. To add one of these users, see How do I add a new administrator? User Type Administrator Users Location Administrators Location Coordinators Blog Users Description Have full access to features throughout the CSC, including office profiles and biographies. These users have the ability to approve, edit, and publish changes for all offices and lawyers. These users can also make changes to account administration settings. Handle only the locations that you assign to them. These users have the ability to approve, edit, and publish changes to office profiles and lawyer biographies for those locations only. In addition, Location Administrators can manage blog permissions and ratings-related content. Have the ability to edit and save listings at assigned locations, but will not be able to publish edits. Changes made by these users must be approved and published by a Location Administrator or an Administrator. Have access only to blog features in the CSC. These users can create new blog posts and edit/delete posts they have created. They cannot make changes to blog posts made by other blog users. Administrators can manage blog access from the Lawyer Biographies page. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 60

65 How do I add a new administrator? 1. Click Tools > Manage Users in the top navigation menu. 2. Click the Add Admin User button. The New User form appears. 3. Enter the new user's name and address. 4. Do one of the following: If you want to... Grant unlimited permissions to all products and services Grant customized permissions for individual products and services Do this... Select the All Permissions for All Products check box. Select permission levels under the Practice Groups, Articles, Diversity Profiles, and Biographies/Office Profiles options. For descriptions of each user type, see User types. Note: If you select the Location Coordinator option under Biographies/Office Profiles, you must also select an approver who can review and publish this user's changes. 5. Click Save. An is sent to the new user to notify them of their ID and password. For security reasons, the password is not visible to administrators. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 61

66 Frequently asked questions about administration What is an administrator? An administrator has full access to features throughout the CSC, including office profiles and biographies. Administrators have the ability to approve, edit, and publish changes for all offices and lawyers. They can also make changes to account administration settings. What is the difference between a Location Admin and a Location Coordinator? See the description of user types. Can I delete an administrator's account? To delete a user entirely, contact Martindale-Hubbell. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 62

67 Online traffic statistics How do I view online traffic statistics? 1. Click Tools > Online Traffic Statistics in the top navigation menu. 2. Click the Biographical Listing Statistics or Website & SEM Statistics tab. 3. Select the sites and activities you want to view in the Display Options area to the left. 4. Click the Update Page Display button to view a chart of the statistics you selected. 5. Click the Print button to print the currently selected statistics or click View/Print PDF to export them to a PDF file. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 63

68 How to drive more online traffic When it comes to increasing your visibility on the Web, the more robust your firm information is, the more likely you are to be found on martindale.com, Lawyers.comSM, and in search results from the major search engines. Below are a few suggestions to help you increase your exposure to potential clients: Enhancing Your Professional Biography Your firm's Professional Biography is the cornerstone of your presence in Martindale-Hubbell. It is extremely important to review the content of this listing to maximize your search-ability and ensure your firm is seen in the best light possible: Are all of your firm's practice areas represented in the Statement of Practice? Is your Office Profile customer-centric does it address the sensitive needs of your potential clients? Does your profile convey attributes of your firm that differentiate you from your competition? Do your firm's Lawyer Biographies demonstrate individual capabilities and practice areas covered? Your prospects use precise search terms to locate information about your firm, making a complete Professional Biography that details your firm's history and expertise fundamental to your success. Make Your Martindale-Hubbell Website Search Engine Friendly A Martindale-Hubbell website is the forum to communicate your firm's key strengths and professional experience. If you have a Lawyer HomePage/Plus, Premium Website or Custom Website, take advantage of the space available on your website to communicate: Your firm's goals (how do you help clients?) Background of the attorneys in your practice Recent cases/clients Articles written by your attorneys Community involvement Subscribers with a Martindale-Hubbell website get preferred placement and a meta tag (a tag used by Web search engines) that appears on Lawyers.com search results. Make sure that your firm's tag is eye-catching and properly represents your firm's abilities. More Ways to Improve Your Firm's Visibility Martindale-Hubbell offers a variety of cutting-edge tools from Custom websites and Search Placement Pro to Sponsorships on Lawyers.com all geared toward helping you grow your practice. Contact our representatives, who can help you tailor a program for your needs and budget. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 64

69 Requesting Reports How do I view a detailed report of published changes? From the reports page, you can get a more detailed report showing changes that were published. To generate a difference report: 1. Select one or more rows that have a status of "Published". Note: The row showing the initial Profile publication will not be selectable, as there is no prior version to compare to. 2. Click the Generate Difference Report button on the toolbar. The Difference Report will be displayed. On the Difference Report, you will see details provided for each published profile you selected. For each profile, you will see a list of changes; within this list of changes there is a "before" column (showing the data value before the Publish occurred) and an "after" column (showing the data that was published). Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 65

70 How do I use the reports page accessed using the Tools menu? The reports area allows you to view the difference between the most recent profile changes and the currently published profile(s). Select the check box next to the profile you want to view, then click Generate Difference Report. You can also: Filter by date range - By default, the list will show changes for the current month. To view another date range, use the From and To dates on the toolbar to enter your desired range. Filter by profile type - By default, the list will include both Biography and Office profiles. You can choose one or the other of these values from the drop-down list at the right side of the toolbar, if desired. Advanced Search - You can click the Search button on the toolbar to search for details of a particular lawyer or office, that is, by First Name, Last Name, Office Location, Status, and From and To Dates. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 66

71 How do I use the reports area on the Home page? In this area, you will see a list of profiles that have recently changed status for example, profiles that have recently had changes saved or published. In this area, you can: Click the number next to Biographies to view just the unpublished Laywer Biographies. Click the number next to Office Locations to view just the unpublished locations. Click the view all unpublished edits link to switch to the Unpublished Edits tab under the Tools menu. Click a column heading to sort the table by that column of information. From this list you can generate a detailed report of changes you have published. For more information about the meaning of a particular status, see Status Descriptions. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 67

72 Status Descriptions The table below explains the statuses that may be associated with your changes in the CSC. Status Finished Marked for Move Marked for Deletion Saved Submitted Changes Complete Distributed Saved Published No Change Forwarded to Admin Returned to Coordinator Description Administrator or lawyer has completed all edits for the office/lawyer profile and indicated the profile is now ready for publishing. Administrator has moved the lawyer from one location to another, but has not yet published the change. Administrator has requested the removal of a lawyer, but has not yet published the change. Administrator saved edits for the office/lawyer profile. Administrator submitted edits to LexisNexis Martindale-Hubbell for updating. Note: This status will no longer be used after March Martindale-Hubbell processed the submissions and updated the profiles. Note: This status will no longer be used after March Administrator has used the Distribute link to the biography to the lawyer for review and editing. Lawyer has saved edits to the profile, but has not completed the work. Administrator has published edits to the profile. Lawyer has chosen to make no edits to the profile and the profile is ready for review and publishing by the administrator. Coordinator has sent the profile to the Administrator for approval and publishing. Administrator has returned the profile to the Coordinator for corrections or additional edits. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 68

73 Unpublished edits How do I view and publish changes? 1. Click Tools > Unpublished Edits in the top navigation menu. A list of all the changes you have saved but not yet published appears. 2. By default, the list contains all changes you have made. To view only changes to office profiles or biographies, select an option from the drop-down list. 3. If you want to add a note that clarifies any of your changes for Martindale-Hubbell editors, select the check box next to a change, click the Note to MH Editor button ( ), and complete the Add a Note form. 4. Select the check boxes next to the changes that you want to publish. 5. Click Publish ( ). The changes you selected will be available on Lawyers.com and martindale.com in about an hour. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 69

74 Martindale-Hubbell Peer Review Ratings(SM) What are Peer References? Lawyers can request a peer review from Martindale-Hubbell by nominating references who have personal knowledge of their general ethics and legal ability in a specific area of practice. These references will be incorporated into the process along with other reviewers that are randomly selected by Martindale-Hubbell. A lawyer's Peer References may include: Lawyers in private practice outside their organization Judges Corporate Counsel For complete information on the ratings process, see the Peer Review Ratings guidelines and FAQs. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 70

75 How do I add a Peer Reference? 1. Click Ratings > Peer Review in the top navigation menu. A list of lawyers eligible for a Peer Review appears. To participate in the Peer Review process, a lawyer must be admitted to the bar for a minimum of 3 years. 2. Click the name of the lawyer for whom you want to nominate Peer References. Tip: If you don't see the lawyer you are looking for in the list, you can also use the Search tool or the A to Z filter. 3. Click the Nominate Peer button ( ). 4. Enter the peer's first name and last name. For more precise results, you can also select a type of reference (judge, corporate counsel, etc.) and enter a city, state, and/or country. 5. Click Search. Matching names from the Martindale-Hubbell database appear. 6. Do one of the following: If the peer you were looking for... Appears in the list Do this... Click the Add link next to the peer's name. The peer is added to the list of nominated peers for the attorney you selected. Note: If Martindale-Hubbell does not have an address on file for the peer you selected, you will be prompted to add one. If you don't know this peer's address, you may click the No, Continue button. Any references you submit without an address will receive the Peer Review request through the mail. Does not appear in the list Perform another search by clicking the Nominate Peer button ( ). Note: To participate in the Peer Review Rating process, the peer you nominate must be listed in the Martindale-Hubbell database. If you cannot find the peer you are looking for, they may not be part of the Martindale-Hubbell Legal Network. After entering at least 18 references for a lawyer, you can submit them. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 71

76 How do I remove a Peer? Note: After an individual reference is submitted, it cannot be edited or removed. 1. Click Ratings > Peer Review in the top navigation menu. A list of lawyers eligible for a Peer Review appears. To participate in the Peer Review process, a lawyer must be admitted to the bar for a minimum of 3 years. 2. Click the name of the lawyer who has Peer References that you want to remove. Tip: If you don't see the lawyer you are looking for in the list, you can also use the Search tool or the A to Z filter. 3. Select the check boxes next to the peers that you want to remove. 4. Click the Delete Peer button ( ). 5. Click Yes, Proceed & Delete All Selected Peers. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 72

77 How do I submit Peer References? Tip: The steps below describe how to submit peer references from the main Peer Review page. You can also submit peer references from any individual lawyer's Nominated Peer List by clicking the Publish Peer Reference List for Review button. After a lawyer has at least 18 peer references, you can submit them to receive a Martindale-Hubbell Peer Review Ratings survey using or mail. If you have distributed Peer References to a lawyer for editing, the lawyer must click the Return Reference List to Administrator button before you can submit them on the lawyer's behalf. Note: After an individual reference is submitted, it cannot be edited or removed. 1. Click Ratings > Peer Review in the top navigation menu. A list of lawyers eligible for a Peer Review appears. To participate in the Peer Review process, a lawyer must be admitted to the bar for a minimum of 3 years. 2. Select the check boxes next to the lawyers whose peer references you want to submit. 3. Click the Publish Peer References button ( ). 4. Review the list of lawyers in the Publish Peer References list. If any of the lawyers you selected do not have enough references, have already been submitted, or have not finished editing their distributed peer references, their names are un-selected and dimmed in the list. 5. Click the Proceed to Publish button. Peer Review surveys are sent to the submitted references for the lawyers you selected, following a secondary validation by Ratings Support. The lawyers will be notified of their results in 4 to 6 weeks. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 73

78 How do I distribute Peer References to lawyers? The Distribute Peer References option s a link to lawyers that allows them to review, update, and submit their references in the CSC. Note: The distribution option for ratings and reviews is separate from the distribution option for lawyer biographies. 1. Click Ratings > Peer Review in the top navigation menu. A list of lawyers eligible for a Peer Review appears. To participate in the Peer Review process, a lawyer must be admitted to the bar for a minimum of 3 years. 2. Select the check boxes next to the lawyers whom you want to allow to review and update their own references. 3. Click the Distribute References button ( ). 4. Review and edit the recipient list in the To box. If any users in this list have an already submitted icon ( ) or a no address icon ( ), their peer references cannot be distributed at this time. 5. If desired, enter a personalized message to accompany the review link in the Personal Message box. Note: Your personal message will be inserted into the standard message. Click the View Sample link to see the standard message and where your personal message will be inserted. 6. Click the Distribute button. An is sent to the lawyers you selected, allowing them to edit and submit their peer references in the CSC. When they are finished, they can submit their references, or you can submit them on their behalf. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 74

79 Client Review Ratings What are Client Review References? Martindale-Hubbell Client Review provides in-house counsel, consumers, small businesses, and other buyers of legal services with client recommendations of a law firm's quality of legal representation, client service, and value for money. Client Review also includes recommendations by practice area, geography, and industry. Worldwide in scope, Client Review is completed by current and former clients of law firms on matters that are not pending. To participate in Client Review, enter your client references. Martindale-Hubbell will contact your nominated references to participate in Client Review for your firm. This feedback (which will be anonymous) will be aggregated and made available to you before being published on Martindale-Hubbell websites. A firm's client references may include: Companies/large corporations Small businesses Private individuals Other law firms There are 5 steps in the Client Review process: 1. You nominate 5 or more clients to participate. 2. Nominated clients complete a brief online survey to provide insight into a lawyer's and/or firm's communication ability, responsiveness, quality of service, and value for money, as well as an overall recommendation. 3. Validated reviews are aggregated and you are notified. 4. You review the results in the CSC and publish the ratings and associated details. 5. The results will be processed and then displayed on martindale.com and Lawyers.comSM within 1 hour. For more information and to view a sample survey and display, see the Client Review overview on. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 75

80 How do I add a Client Reference? Follow the steps below to nominate a person as a client reference. 1. Click Ratings > Client Review in the top navigation menu. 2. Click the Nominate Clients tab. 3. Click the Add New button. 4. Select the type of business that the individual you are submitting is associated with (Small Business, Law Firm, Private Individual, etc.). 5. Enter the reference's first and last names and click Go. Matching names from the Martindale-Hubbell database appear. 6. Do one of the following: If the person you were looking for... Appears in the list Does not appear in the list Do this... Click the Add link next to the name. Click the Add New Client Reference button. 7. Enter information about the reference. Fields marked with an asterisk (*) are required. 8. Click the Save and Close button. To review the status of references you have entered, see How do I check the status of Client References? After entering 5 or more references, you can submit them. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 76

81 How do I edit a Client Reference? You can edit the details of a client reference nomination that you previously submitted as long as its status is "Ready to Publish" or "Not Validated". 1. Click Ratings > Client Review in the top navigation menu. 2. Click the Nominate Clients tab. 3. Click the View/Edit link next to the reference you want to edit. 4. Edit the information about the reference. 5. Click the Save and Close button. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 77

82 How do I upload multiple Client References from a file? If you have a large number of client references, you can enter them in a spreadsheet and use the File Upload tool to submit them to the CSC. The spreadsheet file must be: In.csv format. Smaller than 1MB. In the Client References spreadsheet template. Note: If your file does not match the template, your references will not be uploaded. Download the template using the link above. After your Client References are entered into the spreadsheet template, follow the steps below to upload them. 1. Click Ratings > Client Review in the top navigation menu. 2. Click the Nominate Clients tab. 3. Click the Upload from File link. 4. Click the Browse button, locate the spreadsheet file on your computer, then click Open. 5. Click Upload From File. The client references in your spreadsheet appear in a table. If an error message appears, your file did not match the template. Make the corrections suggested in the message and try again. 6. If desired, edit or delete any of your uploaded references: If you want to... Do this... Change the details for a reference Remove a reference from the list Click the Edit link next to the reference, enter your changes, and click Save. Click the Delete link next to the reference. 7. Click Save. If one of your references is marked "invalid", required information is missing. Click the Edit link to provide the missing information and try again. Your references are saved automatically. To review the status of references you have entered, see How do I check the status of Client References? After entering 5 or more references, you can submit them. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 78

83 How do I submit Client References? You can can submit Client References after you have entered 5 or more of them. However, in order to ensure a greater level of response, we recommend you nominate and submit at least references. Follow the steps below to submit the references you have entered. Note: After you submit an individual reference, it cannot be edited or resubmitted for 12 months. 1. Click Ratings > Client Review in the top navigation menu. 2. Click the Nominate Clients tab. 3. Click the Publish button. Martindale-Hubbell will contact the references you nominated to complete a Client Review for your firm. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 79

84 How do I check the status of Client References? Follow the steps below to track the status of the references you've entered. After surveys are sent to the clients you nominated, you can view their responses. 1. Click Ratings > Client Review in the top navigation menu. 2. Click the Nominate Clients tab. 3. Review the status of your references: Status Description Ready to Publish Published for Validation Not Validated Validated The reference form has been completed and is ready for submission to Martindale- Hubbell to validate the contact details. You have submitted the reference to Martindale-Hubbell. The reference's contact information is now being validated so a Client Review survey can be sent. The validation process can take 3-5 business days. The contact information for this reference could not be validated. Click the View/Edit link to update the information and resubmit it to Martindale-Hubbell. The reference's contact information has been validated. Martindale-Hubbell will send surveys to your validated client references within 5-10 days. However, if any of the references you nominated were also nominated by other law firms, surveys will be sent to those individuals all at one time, within a month. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 80

85 How do I view and publish Client Review responses? Follow the steps below to view and publish feedback from your Client Review to Martindale-Hubbell websites. Note: Your firm has the option of displaying all or none of the Client Reviews. You cannot choose to display certain reviews and discard others. In addition, if you publish all reviews now and decide not to publish a future review, all reviews will be removed from Martindale-Hubbell websites. 1. Click Ratings > Client Review in the top navigation menu. 2. Review an overview of your status on the Overview tab, and click the Firm Reviews and Lawyer Reviews tabs to read detailed reviews. 3. Click the Approve and Publish button on the Firm Reviews and Lawyer Reviews tabs. The reviews are published to Martindale-Hubbell websites within 1 hour. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 81

86 Client Review tabs Overview tab The Overview tab displays high-level information about your Client Reviews. Statistics display for your Firm and Lawyer Reviews. Note: If you have auto publish turned off, once Client Reviews have been received for your firm, you will have up to 30 days to review your results in the CSC before they are published. You can also choose not to display the rating at all. If you choose not to publish an updated rating and review, any previously published rating and related details of the reviews will also be removed from Martindale-Hubbell websites. If you have auto publish turned on, no further action is required. Viewing Firm Review Status The following information is available for firm reviews: Item Status Total Reviews Total Published Reviews Total Not Published Reviews New Firm Rating Current Rating Description The display status of your firm's Client Review profile on Martindale-Hubbell websites: Published - The Client Review is currently displayed online. Not Published - The Client Review is not yet displayed online. Unpublished Due to Expiration - When new client responses are received, all Client Reviews are updated. You have 30 days to publish your updated Client Review. If you do not publish your updated Client Review within 30 days, your entire Client Review will be unpublished. You can republish it at any time. Unpublished - Your Client Reviews were previously displayed online, but have been unpublished at your request. The total number of Client Reviews your firm has received. This number includes published and not published reviews. The number of Client Reviews that are currently published online. The total number of Client Reviews not published online. These reviews require action from you before they can be published online. Your firm's rating, calculated from all reviews (both published and not published). Your firm's rating as it currently appears on Martindale-Hubbell websites. If your firm has new, unpublished reviews, this rating may be outdated. Click the View all firm ratings and feedback link to view all firm data and manage publication options for your Client Reviews. Viewing Lawyer Review Status The following information is available for lawyer reviews: Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 82

87 Item Total Reviews Total Published Reviews Total Not Published Reviews Highest Rated Lawyer Description The total number of Client Reviews your firm has received. This number includes published and unpublished reviews. The number of lawyers in your firm with published Client Reviews. The number of lawyers in your firm with Client Reviews not published online. These reviews require action from you before they can be published online. Displays the name, position, and rating of your firm's current highest rated lawyer. Click the View all lawyer ratings and feedback link to view full lawyer data and manage publication options for your Client Reviews. Firm Reviews tab The Firm Reviews tab displays all Client Reviews completed at the firm level. Firm Rating This Area... Client Review Rating Current Rating Contains this information: The firm's rating, calculated from all reviews (both published and not published). The information displayed includes: Total number of Reviews: The total number of Client Reviews the firm has received. This number includes published and not published reviews. % Recommended: The percentage of reviewers who indicated that they would recommend the firm. Date of last Client Review: The date of the most recently received Client Review for the firm. Show/Hide Rating Details: Click this link to show/hide data on Reviewer Types, Practice Areas, Rating Details, and Recommendation. The firm's Client Review rating as it currently appears on Martindale-Hubbell websites. If the firm has new, unpublished reviews, this rating may be outdated. The information displayed includes: Status: The display status of the firm's Client Review profile on Martindale-Hubbell websites: o o o o Published - The Client Review is currently displayed online. Not Published - The Client Review is not yet displayed online. Unpublished Due to Expiration - When new client responses are received, all Client Reviews are updated. You have 30 days to publish your updated Client Review. If you do not publish your updated Client Review within 30 days, your entire Client Review will be unpublished. You can republish it at any time. Unpublished - Your Client Reviews were previously displayed online, but have been unpublished at your request. Total Number of Reviews: The number of Client Reviews that are currently displayed online. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 83

88 % Recommended: The percentage of published reviewers who indicated that they would recommend the firm. If you do not have auto publish turned on, to publish the firm's Client Review Rating, click the Publish New Firm Rating button. The reviews are published to Martindale-Hubbell websites within 1 hour. If you have auto publish turned on, no further action is required. Note: Your firm has the option of displaying all or none of the Client Reviews. You cannot choose to display certain reviews and discard others. In addition, if you publish all reviews now and decide not to publish a future review, all reviews will be removed from Martindale-Hubbell websites. If want to remove previously published Client Review responses from Martindale-Hubbell websites, click Unpublish. All of your Client Review responses will be removed. You can continue to enter and submit client references and view responses in the CSC when your Client Review is unpublished, and you can republish your Client Reviews at any time by clicking the Publish New Firm Rating button. Client Feedback The Client Feedback area displays all of the additional feedback submitted by your references. You may choose to display some feedback on Martindale-Hubbell websites while choosing not to display others. Select the check boxes next to the feedback you want to display, then click the Publish Firm Feedback button. The reviews are published to Martindale-Hubbell websites within 1 hour. Note: You must publish your Client Review responses first before publishing client feedback. If you unpublish your Client Review responses, your client feedback will also be removed. Lawyer Reviews tab The Lawyer Reviews tab displays all lawyers in your firm who have received Client Reviews. Click a lawyer in the list to view and manage publication options for that lawyer's Client Review. Lawyer Rating The Lawyer Rating shows the full details of the selected lawyer's Client Review Rating. This Area... Client Review Rating Contains this information: The selected lawyer's rating, calculated from all reviews (both published and not published). The information displayed includes: Total number of Reviews: The total number of Client Reviews this lawyer has received. This number includes published and not published reviews. % Recommended: The percentage of reviewers who indicated that they would recommend this lawyer. Date of last Client Review: The date of the most recently received Client Review for this lawyer. Show/Hide Rating Details: Click this link to show/hide data on Reviewer Types, Practice Areas, Rating Details, and Recommendation. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 84

89 Current Rating The selected lawyer's rating as it currently appears on Martindale-Hubbell websites. If the lawyer has new, unpublished reviews, this rating may be outdated. The information displayed includes: Status: The display status of this lawyer's Client Review profile on Martindale- Hubbell websites: o o o o Published - The Client Review is currently displayed online. Not Published - The Client Review is not yet displayed online. Unpublished Due to Expiration - When new client responses are received, all Client Reviews are updated. You have 30 days to publish your updated Client Review. If you do not publish your updated Client Review within 30 days, your entire Client Review will be unpublished. You can republish it at any time. Unpublished - Your Client Reviews were previously displayed online, but have been unpublished at your request. Total Number of Reviews: The number of Client Reviews for this lawyer that are currently displayed online. % Recommended: The percentage of published reviewers who indicated that they would recommend this lawyer. If you do not have auto publish turned on, to publish the lawyer's Client Review Lawyer Rating, click the Publish New Lawyer Rating button. The reviews are published to Martindale-Hubbell websites within 1 hour. If you have auto publish turned on, no further action is required. Note: Your firm has the option of displaying all or none of the Client Reviews. You cannot choose to display certain reviews and discard others. In addition, if you publish all reviews now and decide not to publish a future review, all reviews will be removed from Martindale-Hubbell websites. If want to remove previously published Client Review responses from Martindale-Hubbell websites, click Unpublish. All of your Client Review responses will be removed. You can continue to enter and submit client references and view responses in the CSC when your Client Review is unpublished, and you can republish your Client Reviews at any time by clicking the Publish New Lawyer Rating button. Client Feedback The Client Feedback area displays all of the additional feedback submitted by your references. You may choose to display some feedback on Martindale-Hubbell websites while choosing not to display others. Select the check boxes next to the feedback you want to display, then click the Publish Lawyer Feedback button. The reviews are published to Martindale-Hubbell websites within 1 hour. Note: You must publish your Client Review responses first before publishing client feedback. If you unpublish your Client Review responses, your client feedback will also be removed. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 85

90 The Bar Register of Preeminent Lawyers What is The Bar Register of Preeminent Lawyers? The Bar Register of Preeminent Lawyers helps lawyers, support staff, and other information professionals find the leading practitioners in a given location or practice area. It includes law practices that have earned the highest rating in the Martindale-Hubbell Law Directory and have been designated by their colleagues as preeminent in their field. Use the CSC to add, edit, and submit Bar Register practice areas for your firm's locations. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 86

91 How do I add a new Bar Register Practice Area listing? 1. Click My Products > Bar Register in the top navigation menu. 2. Select the office location to which you want to add a practice area listing in the Office Location drop-down list. 3. Click Add New Practice Area. 4. Select the practice area you want to add from the Select Practice Area drop-down list. 5. Click Save. After adding a practice area listing, you can edit and submit it. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 87

92 How do I edit a Bar Register Practice Area Listing? 1. Click My Products > Bar Register in the top navigation menu. 2. Select the office location that you want to edit in the Office Location drop-down list. 3. Click the Edit link next to the practice area listing that you want to edit. 4. Enter a list of clients associated with this practice area and this location in the Representative Clients box. 5. Click Edit Personnel. 6. Use the check boxes and the Add and Remove buttons to specify which lawyers at this location are listed for this practice area. 7. Click Save to save the list of lawyers. 8. Click Finished - Publish Later to save the changes you made to this practice area listing. When you have finished editing a practice area listing, you can submit it. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 88

93 How do I publish my Bar Register Practice Area Listing? Note: The Bar Register Practice Areas are part of the Office Profile. 1. Click Tools > Unpublished Edits in the top navigation menu. A list of all the changes you have saved but not yet published appears. 2. By default, the list contains all changes you have made. To view only changes to office profiles or biographies, select an option from the drop-down list. 3. If you want to add a note that clarifies any of your changes for Martindale-Hubbell editors, select the check box next to a change, click the Note to MH Editor button ( ), and complete the Add a Note form. 4. Select the check boxes next to the changes that you want to publish. 5. Click Publish ( ). The changes you selected will be available on Lawyers.com and martindale.com in about an hour. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 89

94 Direct Call Service How do I access the Direct Call Service? If the Direct Call Service is part of your Martindale-Hubbell subscription, you can use the CSC to access your account at Ingenio (our Direct Call Service partner) and: View pay-per-call reporting Create new ads for additional practice area categories Change your existing ads Modify your monthly budget Follow the steps below to sign in to Ingenio. 1. Click My Products > Direct Call Service in the top navigation menu. 2. Click the click here link. A new window appears. 3. Enter your Ingenio user ID and password to sign in. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 90

95 My Web site How do I access Page Designer? Martindale-Hubbell offers diverse website solutions that can be tailored to your firm's needs. All Martindale-Hubbell websites offer 24/7 reliability and security and more than 135 years of proven legal marketing expertise. If you have a Martindale-Hubbell website, follow the steps below to access Page Designer, which allows you to add content and photos, modify your site design, and more. 1. Click My Products > My Web Site in the top navigation menu. All of your firm's websites are displayed in a list. 2. Click the website that you want to manage. The Page Designer tool opens. For more assistance with Page Designer, click a Page Designer Help link. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 91

96 Preferred Results How do I access Preferred Results? 1. Click My Products > Preferred Results in the top navigation menu. Your list of Preferred Results appears. 2. From the list of Preferred Results, you can do one of the following: If you want to... Do this... Edit a specific Preferred Result Manage default tag lines and URLs that can be applied to one or more Preferred Results View the URL associated with a specific Preferred Result Select a check box, then click the Edit Custom Tag Line & URL button (see How do I edit Custom Tag Lines and URLs?). Click the Manage Default Tag Line & URL button (see How do I manage Default Tag Lines and URLs?). Place your cursor over the URL icon in the row of the Preferred Result for which you wish to view the URL. Clicking the icon will launch the website in a separate browser. Tip: Use the column headings to easily sort the Preferred Results. Note: The Preferred Results page displays only those ads that you have purchased. Preferred Results will automatically be removed from this list when the contract for that ad expires. You cannot add or delete Preferred Results from the CSC - contact your sales representative if you would like to purchase additional Preferred Results. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 92

97 How do I edit Custom Tag Lines and URLs? 1. Click My Products > Preferred Results in the top navigation menu. Your list of Preferred Results appears. 2. Select the Preferred Result you want to edit by either one of these methods: Select a check box, then click the Edit Custom Tag Line & URL button. Click the Area of Practice, City, or State link for the Preferred Result you want to edit. The Edit Tag Line and URL form appears. Note: If either your tag line or URL is blank, this means that custom information was not provided at the time of purchase, so the information currently being displayed on Lawyers.com is from your Office Profile tag line. Adding a Tag Line and URL in the CSC will override the Office Profile tag line information. 3. Enter or modify the Tag Line text that you want to have appear in your Preferred Results. Click the Spell Check button to help catch any spelling mistakes. Tip: You can click the View Example link if you need assistance composing your text. You can also select the Use Default Tag Line option if you have a default value already set up. (To learn more about default tag lines, see How do I manage Default Tag Lines and URLs?.) 4. Enter or modify the URL that will appear in your Preferred Results. Tip: You can select the Use Default URL option if you have a default value already set up. 5. Click the Test URL link to make sure the URL has been entered correctly and that it goes to the desired destination. 6. Click the Save button. Your changes will be published to Lawyers.com within 24 hours. Note: The Preferred Results page displays only those ads that you have purchased. Preferred Results will automatically be removed from this list when the contract for that ad expires. You cannot add or delete Preferred Results from the CSC - contact your sales representative if you would like to purchase additional Preferred Results. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 93

98 How do I manage Default Tag Lines and URLs? 1. Click My Products > Preferred Results in the top navigation menu. Your list of Preferred Results appears. 2. Select the Tag Lines and URLs you want to manage by either one of these methods: Click the Manage Default Tag Line & URL button without selecting any specific Preferred Results. Select one or more check boxes, then click the Manage Default Tag Line & URL button. The Manage Default Tag Line and URL form appears. 3. Enter the Default Tag Line text that you want to have appear in your Preferred Results. Tip: Click the Spell Check button to help catch any spelling mistakes. 4. Select the Preferred Results that you want to Apply default Tag Line to using the check boxes or the Select all link. 5. Enter the URL that you want to use for your Preferred Results. 6. Click the Test URL link to make sure the URL has been entered correctly and that it goes to the desired destination. 7. Select the Preferred Results that you want to Apply default URL to using the check boxes or the Select all link. 8. Click the Save button. Your changes will be published to Lawyers.com within 24 hours. Note: The Preferred Results page displays only those ads that you have purchased. Preferred Results will automatically be removed from this list when the contract for that ad expires. You cannot add or delete Preferred Results from the CSC - contact your sales representative if you would like to purchase additional Preferred Results. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 94

99 Law Firm Leads Law Firm Leads overview What are Law Firm Leads? Leads are new client opportunities. Leads may be generated by your Martindale-Hubbell listings, your website, a telephone call, a drop-in visit, or any number of other ways. What is the Law Firm Leads Manager, and how do I access it? The Law Firm Leads Manager provides advanced tools that help you identify and manage leads, moving them from opportunities to clients. Law Firm Leads Manager is accessed by selecting Tools > Law Firm Lead Manager. For more information about the Law Firm Leads Manager, see this tutorial. How do leads get into the Law Firm Leads Manager? Leads come from three sources: - generated by the "Contact Us" form on your Lawyers.comSM listing, martindale.com listing, or on your firm's website Telephone - generated by the Call Tracking Numbers Important: An "Unknown" caller name signifies that the call acme from an individual with a blocked or "Private" number Manual entry - generated by you when a potential client visits your office in person or contacts your firm through some other means In Law Firm Leads Manager, each lead can receive a priority score, according to rules that you determine. For example, you can automatically assign a high priority to all leads from a particular area of practice or from a particular geographic location. You can also automatically assign a lead to a member of your firm according to area of practice or geographic location. What are some of the tasks I can do using Law Firm Leads Manager? You can view and print leads generated by your listings on Lawyers.com and martindale.com. You can also: Create a new lead Assign leads and promote them to client status Export leads Delete leads Edit lead information Generate reports on leads Determine ROI on leads Set the priority of leads Automatically assign leads to associates Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 95

100 How do I view new leads? 1. Select Tools > Law Firm Lead Manager in the top navigation menu. 2. Review the leads listed on the Law Firm Leads tab. Your current leads (who haven't been promoted to clients or deleted) appear in this list. Leads are displayed in groups of 10, 25, 50, or 100, as you choose. Use the navigation controls under the list to view all of the leads available: 3. After viewing new leads, you can do any of the following: Refresh the list of leads (new leads are added constantly) Print leads Assign leads and promote them to client status Create a new lead Export leads Delete leads Edit lead information Generate reports on leads Determine ROI on leads Set the priority of leads Automatically assign leads to associates Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 96

101 How do I manage my leads? 1. Click Tools > Law Firm Lead Manager in the top navigation menu. The Law Firm Leads tab is activated. 2. Review the leads listed. Your current leads (who haven't been promoted to clients or deleted) appear in this list. 3. Do one or more of the following: If you want to... Do this... Assign the lead to an associate a. Select the check box for the lead you want to assign to someone. b. Click the Edit button in the tasks toolbar. c. Select an associate from the Assigned To drop-down list. d. Click the Save Updates link in the left-hand navigation area. e. Click the Return to Lead Manager button. Tip: You can also automatically assign leads to associates based on practice area. Set a follow-up action and date a. Click the Edit button in the tasks toolbar. b. Select an action from the Action drop-down list in the Next Action area. c. Click inside the Follow Up Date box to view a calendar, then click a date to select it. d. Click the Save Updates link in the left-hand navigation area. e. Click the Return to Lead Manager button. Assign a priority to the lead a. Click the Edit button in the tasks toolbar. b. Select a priority from the Priority Score drop-down list. c. Click the Save Updates link in the left-hand navigation area. d. Click the Return to Lead Manager button. Tip: You can also automatically assign a priority to leads based on practice area or geographic location. Promote the lead to client a. Select the check box next to a lead. b. Click the Promote to Client button in the tasks toolbar. The lead you selected is changed into a client. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 97

102 How do I create a new lead? 1. Click Tools > Law Firm Lead Manager in the top navigation menu. The Law Firm Leads tab is activated. 2. Click the New button ( ) in the tasks toolbar. The New Lead form appears. 3. Enter information about the new lead's name, contact information, source, and priority on the Lead Information form. Tip: Select secondary lead sources as often as possible. For example, a client may report that she found your firm in the yellow pages, but she may also note that she has seen your advertisements on TV and had a friend who recommended you. If you record all of the sources that your leads mention, you will have more detailed information to draw on when determining which of your firm's marketing investments are paying off. 4. Click the Step 2 - Additional Details button. 5. Enter information about the business and area of practice connected to this lead. 6. Click the Step 3- Lead Activity button. 7. Select a follow-up action and date, and if desired, assign the lead to an associate. 8. Click the Save and Close Lead button. The new lead is added to the list under the Law Firm Leads tab. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 98

103 How do I edit lead information? 1. Click Tools > Law Firm Lead Manager in the top navigation menu. The Law Firm Leads tab is activated. 2. Select a check box next to a lead. 3. Click the Edit button in the tasks toolbar. 4. Edit the information about this lead using the resulting pages. 5. Click the next step button at the bottom right of the page. The changes you made are saved once you click either the Save and Close Leads button from the Lead Activity page OR the Save Updates link to the left. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 99

104 How do I print leads? When you are viewing a lead, you can print it by clicking the Print Lead button above the lead details. You can also print multiple leads at the same time by following the steps below. 1. Select Tools > Law Firm Lead Manager in the top navigation menu. 2. Select the check boxes next to the leads you want to print. 3. Click the Print Leads button in the tasks toolbar. The leads you selected appear in a new window, in a print-ready format. 4. Click your browser's Print button to print the leads. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 100

105 How do I export leads? Follow the steps below to export your leads to a comma separated values (.csv) file so you can work with them in Microsoft Excel. All fields of each lead record are exported. 1. Click Tools > Law Firm Lead Manager in the top navigation menu. The Law Firm Leads tab is activated. 2. Select the check boxes next to the leads you want to export. 3. Click the Export Leads button ( ) in the tasks toolbar. Your web browser prompts you to open or save the file. 4. Click Open to open the spreadsheet in Microsoft Excel (or your default spreadsheet program), or click Save to save the file to your computer. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 101

106 How do I delete leads? You cannot permanently remove leads from Law Firm Leads Manager, but you can delete them from the Leads listing, then view them later by selecting Deleted Leads from the drop-down list to the far right of the tasks toolbar. 1. Click Tools > Law Firm Lead Manager in the top navigation menu. The Law Firm Leads tab is activated. 2. Select the check boxes next to the leads you want to delete. 3. Click the Delete button in the tasks toolbar. 4. Select one or more reasons for deleting these leads, then click Continue. The leads you selected are removed from the list. Tip: You can recover a lead from the Deleted Leads list by selecting the lead's check box, then clicking the Restore button ( ) in the tasks toolbar. Restored leads are moved back to the Leads list. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 102

107 How do I generate reports on leads? 1. Click Tools > Law Firm Lead Manager in the top navigation menu. The Law Firm Leads tab is activated. 2. Select the type of report you want from the Reports drop-down list in the tasks toolbar: Report Name Description Qualified Leads Lead Conversion Lead Ranking Distribution of Leads by Source Distribution of Leads by Disposition Distribution of Active Leads by Age Return on Investment Calculation Deleted Leads Displays the leads that have been qualified, non-qualified, or abandoned Shows how many leads have been converted to customers each month Shows how many leads have been generated in each priority score Shows how many leads have been generated by each source Shows how many leads have been generated, promoted to clients, and deleted each month Shows how long ago the leads that are still on the Intake tab were generated. The leads are grouped into common date ranges like 0-7 days and 90 days or more. Compares your investment in the sources that generate leads to the revenue that the resulting clients bring to your firm. For more information, see How do I determine my ROI for leads? Displays the leads that have been deleted from the Law Firm Leads Manager. 3. If the report you selected requires it, specify a date range. Click inside the Start Date and End Date boxes to view a calendar, then click a date to select it. 4. Click Generate Report. The report you selected appears below the report controls. 5. If you want to print a copy of the report, click the Print Report link. 6. Click the Law Firm Lead Manager link in the top navigation area to exit the reports area. An additional System Audit tab is available once you are in the Reports area of the Law Firm Lead Manager. The System Audit report shows you how many times each associate has accessed Law Firm Leads Manager each day during the time period you specified. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 103

108 How do I determine my ROI for leads? The Law Firm Lead Manager Return on Investment report compares your investment in the sources that generate leads to the revenue that the resulting clients bring to your firm. Before you run the report, you must supply background information about your costs and the value of customers. 1. Click Tools > Law Firm Lead Manager in the top navigation menu. The Law Firm Leads tab is activated. 2. Select ROI Calculator from the Settings drop-down list in the tasks toolbar. 3. Enter your annual costs (in dollars) for each type of lead generator in the boxes under Martindale-Hubbell Lead Source Costs and Other Lead Source Costs. 4. Enter the gross value (in dollars) that an average customer brings to your firm in the Value of Client box. You can override this value for individual clients. 5. Click Save ROI Calculations. 6. If desired, override your default customer value by entering an amount in the Cost Value box under the Edit Lead page for each client that you want to analyze. For detailed steps, see How do I edit lead information? 7. Run the ROI Calculation report. The report will show the ROI for all leads that were promoted to clients in the date ranges you specify. For detailed steps, see How do I generate reports on leads? Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 104

109 How do I set the priority of leads? Follow the steps below to automatically assign a priority to leads based on their practice area or geographic location. You can override an automatically assigned priority by editing a lead. 1. Click Tools > Law Firm Lead Manager in the top navigation menu. The Law Firm Leads tab is activated. 2. Select Match Criteria from the Settings drop-down list in tasks toolbar. 3. The fields under the Match Criteria tab allow you to set priorities for: Areas of practice for leads from Lawyers.comSM Areas of practice for leads from martindale.com Geographic location, including full and partial ZIP codes and a radius (in miles) from the location 4. Do one of the following: If you want to... Add a new criterion Do this... a. Click the Add Location Match Score under one of the criteria categories. b. If you are adding a practice area criterion, select a new area of practice and a priority score. If you are adding a geographic criterion, enter all or part of a ZIP code, a radius from that location, and a priority score. c. Click the save icon ( ). Edit an existing criterion a. Click the Edit icon ( ) next to the criterion you want to change. b. Change the existing values in the criterion and/or change the matching priority score. c. Click the save icon ( ). Delete a criterion Click the delete icon ( ) next to a criterion. Set a default priority for all incoming leads Select a priority from the Set Default Score drop-down list at the top of the page. Note: If a lead matches multiple criteria, it is assigned the highest matching priority. 5. Click the Law Firm Lead Manager link in the top navigation area to exit this area. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 105

110 How do I automatically assign leads to my associates? Follow the steps below to automatically assign leads to an associate based on a lead's practice area. 1. Click Tools > Law Firm Lead Manager in the top navigation menu. The Law Firm Leads tab is activated. 2. Choose Default Assignment from the Settings drop-down list in the tasks toolbar. 3. Edit the list of associates to whom leads can be assigned: If you want to... Do this... Add a new associate a. Click the Add Assignment link under the Assignment List. b. Enter a new associate's name and address. c. Click the save icon ( ). Edit an existing associate a. Click the Edit icon ( ) next to an associate under an Assignment List. b. Edit the associate's name and/or address. c. Click the save icon ( ). Delete an associate Click the remove icon ( ) next to an associate under Assignment List. 4. Edit the criteria that determine which leads are assigned to an associate: If you want to... Do this... Add a new criterion a. Click the Add... link under Lawyers.com Practice Area Match Score or Martindale.com Practice Area Assignment. b. Select an area of practice and an associate to whom matching leads should be assigned from the new drop-down lists. c. Click the save icon ( ). Edit an existing criterion a. Click the Edit icon ( ) next to the criterion you want to change. b. Change the practice area and/or the matching associate. c. Click the save icon ( ). Delete a criterion Click the delete icon ( ) next to a criterion. 5. Click the Law Firm Lead Manager link in the top navigation area to exit this area. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 106

111 How do I refresh my leads view? 1. Select Tools > Law Firm Lead Manager in the top navigation menu. 2. Click the Refresh button in the tasks toolbar. The Law Firm Leads tab displays the most recent leads. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 107

112 Peer Review Ratings Toolkit What is the Peer Review Ratings (PRR) Toolkit? The Peer Review Ratings Toolkit allows you to download ratings icons that are specific to your firm and individual lawyers. You can use these icons on your website or in printed marketing materials, subject to terms and conditions. Sample Lawyer Rating Icon Sample Firm Rating Icon You can also download marketing templates for newsletters, press releases, client letters, and internal memos that announce the ratings your firm and lawyers have achieved. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 108

113 How do I download marketing materials? Follow the steps below to download templates (in Microsoft Word format) for marketing documents that help publicize the ratings your firm and lawyers have achieved. 1. Click My Products > Peer Review Ratings Toolkit in the top navigation menu. 2. Click Download Marketing Materials. 3. Locate the links to marketing templates under Select the Document Type to Download. The options include: Newsletter Press Release Client Letter Internal Memo 4. Right-click the link for the type of document you want, then click Save Target As from the shortcut menu. 5. Choose a location on your computer, then click Save. The document template is saved to the location you chose. Open the document in Microsoft Word to customize it with your firm's information. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 109

114 How do I download firm ratings icons? You can download custom rating icons for your firm and use them on your website, newsletter, business cards, or other marketing materials. Note: You must comply with the Peer Review Ratings Usage Guidelines when using firm ratings icons. 1. Click My Products > Peer Review Ratings Toolkit in the top navigation menu. 2. Click Download Firm Icons. 3. Select a background color for the icons: Light or Dark. Tip: When choosing a color, take into account the surrounding colors where you will place the icon. 4. Select an icon type and size: Format/Size GIF 200 Description 200 pixels wide, for use on a website: GIF pixels wide, for use on a website: GIF pixels wide, for use on a website: PNG Large, high quality icon for use in printed materials 5. Select the check box next to your firm name. 6. Click Generate Icons Now. After your request is processed, a menu appears with a link to your firm icon. 7. Right-click the Download Icon link, then click Save Target As from the shortcut menu. 8. Choose a location on your computer, then click Save. Your firm ratings icon is saved to the location you chose. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 110

115 How do I download lawyer ratings icons? You can download custom rating icons for any lawyer in your firm who has earned a Martindale-Hubbell rating. You can use these icons on your website, newsletter, business cards, or other marketing materials. Note: You must comply with the Peer Review Ratings Usage Guidelines when using lawyer ratings icons. 1. Click My Products > Peer Review Ratings Toolkit in the top navigation menu. 2. Click Download Lawyer Icons. 3. Select a background color for the icons: Light or Dark. Tip: When choosing a color, take into account the surrounding colors where you will place the icon. 4. Select an icon type and size: Format/Size GIF 200 Description 200 pixels wide, for use on a website: GIF pixels wide, for use on a website: GIF pixels wide, for use on a website: PNG Large, high quality icon for use in printed materials 5. Select the check box next to each lawyer for whom you want to generate ratings icons. 6. Click Generate Icons Now. After your request is processed, a menu appears with a link to the icons you selected. 7. Right-click the Download Icons link, then click Save Target As from the shortcut menu. 8. Choose a location on your computer, then click Save. If you selected multiple icons, the icons you selected are saved to the location you chose in a self-extracting ZIP file. If you only selected 1 icon, it is saved as a single image instead of as a ZIP file, and you can skip the rest of the steps below. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 111

116 9. Double-click the file you just saved. An extraction wizard appears. 10. Follow the steps in the wizard to extract the icons to a folder in a location you select. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 112

117 Managing your account How do I change my password? 1. Click the My Account link in the top, right corner of any page in the CSC. 2. Click the Change Password link. 3. Enter your current password in the Current Password box. 4. Enter your new password in the New Password and Re-Type New Password boxes. 5. Click the Change Password button. Your new password is saved, and you can use it the next time you sign in. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 113

118 How do I access PowerInvoice? Use the LexisNexis PowerInvoice Service to manage your Martindale-Hubbell account. With this service, you can: Receive and view your monthly invoice online Sign up for direct bill pay Make a payment electronically Track and view your payment history Opt out of receiving bills in the mail Follow the steps below to access PowerInvoice. 1. Click the My Account link in the top, right corner of any page in the CSC. 2. Click the PowerInvoice link. 3. Enter your PowerInvoice ID and password, then click Sign In. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 114

119 How do I renew my Martindale-Hubbell subscription? When it is time to renew your Martindale-Hubbell subscription, a reminder message appears on the CSC Home Page. To renew your subscription: 1. Click the renewal link to open the Subscription Renewal Form. 2. Complete the renewal form. Fields marked with an asterisk (*) are required. Note: The form will automatically enter your address. If you would like to use a different contact for subscription questions, enter a different address in the box. 3. If you have any other instructions regarding your renewal, enter them in the Special Instructions field. 4. When you are done, click the Publish button. Martindale-Hubbell will contact you regarding your subscription renewal. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 115

120 Signing in to the Client Service Center (CSC) How do I sign in to the CSC? 1. Go to 2. Enter your user ID. Your user ID is your address. 3. Enter your password. Your password is case sensitive and must contain 7 to 15 characters with at least one number (0-9) and one uppercase letter (A-Z). 4. Click Sign In. If you are not able to sign in successfully, please send to customer support or call , Option 2. Important: If you are new to the CSC, you may wish to take a quick tour to learn about the site navigation and common features. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 116

121 What is the "Remember me" feature? Select the Remember me check box on the sign-in form if you prefer not to type your ID and password each time you use the CSC. Your ID and password will be saved on your computer and automatically entered when you go to the sign-in form. Note: If you use more than one browser, you must select this option on each one. To maintain the security of your account, do not select this option if you are using a shared computer. To un-save your ID and password, clear the Remember me check box the next time you sign in. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 117

122 How do I retrieve my password? Follow the steps below if you have forgotten your password. 1. Go to 2. Click the Forgot your password? link. 3. Enter your address and click Publish. A new, temporary password is ed to you. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 118

123 About pop-up blockers and the Client Service Center Certain features of the CSC may be disabled by your pop-up blocker. To ensure that you can manage all of your subscribed services, disable your pop-up blocker while on the CSC site. Consult your pop-up blocker's documentation for specific instructions. Note: Pop-up windows are never used for advertising on the CSC. Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 119

124 Contacting LexisNexis Click the Contact Us link in the CSC, which opens an form to send an request. Or call Customer Relations: , x8869. Hours: Monday through Friday, 8:30 a.m. to 7:00 p.m. EST Copyright 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 120