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The lifecycle of your Documents is the lifeblood of your Firm. Document Lifecycle Management is changed altogether when it’s based on SharePoint: New capabilities are enabled and powerful Office functions unlocked. Document Creation, Control, Cleansing and Collaboration take on new dimensions when SharePoint, Office and Microsoft’s Partners combine to make your firm more effectively meet client needs faster and with more confidence in their quality.
Do You Have Content Confidence?
Norm ThomasVice President of Business DevelopmentLitéra Corporation
Traditional Perspective of Structuring Legal Services
Document Managem
ent
Content Management
Case/Matter Management
Practice Management
Accounting IntegrationBilling & InvoicingBusiness IntelligenceCash Management
Lead ManagementReceipt Allocation Time Entry Workflow Controls
Client DatabaseConflict ManagementContact Management HR Management
Calendar Management Case & Client HistoryClient Web Interface Contact Management
System IntegrationLibrary ManagementMobile AccessMulti-Currency
Multi-Language Reporting Scheduling Split Billing
Corpus HistoryClient Web Interface Document Repository
Email ArchivingLibrary ManagementMobile Access
Records Management Relational Database Security
Creation & AuthoringCollaboration
Compound ComparisonFormat Conversion
Hidden Data CleansingContent Controls
Risk Perspective of Structuring Legal Services
Document Managem
ent
Content Management
Case/Matter Management
Practice Management
Practice Management
Case/Matter Management
Content Management
Document Managem
ent
Risk Perspective of Structuring Legal Services
Creation & AuthoringCollaboration
Compound ComparisonFormat Conversion
Hidden Data CleansingContent Controls
SharePoint and Collaborative Document Authoring
Synchronous editing, but multiple users also need to… …share input on a single live document and retain the
history of all edits and comments – even after the final document is completed.
…review multiple redlined versions of shared input to create one global document.
…incorporate all feedback into one document, open for collective view in real time.
Firms can improve accuracy, openness and productivity with robust and powerful software that integrates fully with Microsoft SharePoint, Word, and legacy document management systems.
What Businesses Collaborate About
Office and Compound Document ComparisonToday’s documents are no longer just text and tables; instead, they include a wide array of embedded objects and images, including… …Excel and Visio …ChemDraw/SmartDraw objects …jpg, gif, tiff, bmp and png images
Though Microsoft has added some comparison functionality, it doesn’t compare documents on a granular level. And, fast and effective comparisons of multiple versions of a Word document or between Word, PDF, and TIFF (faxed) documents are essential to attorneys.
Collaborative Authoring is a “must”
Source: CIBER Survey 14 December 2010
62% are going “off reservation” to collaborate… …and resorting to “consumer-grade” toolsout of necessity.
SharePoint and File Type Conversions
File sharing in email and unsecured Internet repositories has become common – and secure transfers of information demand formats beyond Microsoft’s own.
Yet to securely and quickly convert, for example, a Word file to a PDF for sharing with outsiders isn’t easy because the controls over metadata, notes, et cetera are obscure.
And, opening or converting PDF files is also difficult, especially for batch conversions or multiple file binding.
75% of knowledge workers interact with 6 or more documents a week.
93% of documents involve collaboration with two or more users
Collaboration Industry Research
SharePoint and Document Governance
As more people use mobile devices to access and share files, firms need tighter controls. 96% use devices for work 83% forward attachments from their device
Server-based metadata cleaning solution that includes mechanisms for central policy management and a patented unified platform for mail gateway including webmail and smart phone attachments. Also positions firm for Cloud adoption (e.g. – Office 365)
SharePoint and Document Templates
Document automation platform to streamline and standardize document creation and automation utilizing custom and pre-prepared templates. Create and manage letter, memo, fax, Certificate of
Service, Pleading and custom templates easily. Develop firm-wide styles and settings with no
programming required. Organize templates by user, security group and/or office location.
Allow attorneys to insert contact information from Outlook, CRM, or DMS applications into new documents, existing documents or templates.
Risk-Controlled Document Management
Practice Management
Case/Matter Management
Content Management
Document Managem
entCreation & AuthoringCollaboration
Compound ComparisonFormat Conversion
Hidden Data CleansingContent Controls
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted
to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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