Onit Smart Process Apps. Designed for people. Built for change.

1. Onit Smart Process Apps.Designed for people. Built for change.

2. A New Era: Business Apps areRe-Inventing How High PerformingLaw Departments OperateTexas In-House Counsel Summit Thursday April 24, 2014 Paul Zengilowski, Onit

3. Agenda • Introduction • Paul Zengilowski, Onit • Legal Department Operations • Discussion of Business Process Apps • Practical Application – Case Study • Stasha Jain, ZS Associates • Closing Comments and Q&A

4. Today’s Topic: How to Leverage Business Apps to Improve Efficiency, Service and Quality Outcomes • Todays objective is two-fold: • Help you understand how thinking about process can enable you to work smarter not harder, do more with less and provide increasing levels of responsiveness, quality of work product and consistently better outcomes • Discuss how leading law departments are already using business Apps

5. Since 1978… • …law departments have invested hundreds of millions of dollars in automation: • Matter Management Systems • Spend Management Systems • Contract Lifecycle Management Systems • Project Management Systems

6. Virtually All Knowledge Work and Processes are Executed Outside These Systems • Email as the intake and “collaboration” platform • Word documents as the “forms” solution • Excel spreadsheets for tracking and reporting • SharePoint as the document repository • And these tools are simply breaking down…

7. Forrester Research on Smart process Apps

8. For Example… In 2010, Inside Counsel named HealthNow New York one of the years 10 most innovative law departments. "We weren't tracking assignments properly, and we weren't being responsive to customers," Sodaro says. "I felt we had to get rid of the black hole mentality regarding legal, and one way was to have a better way to track things coming in.”

9. Forrester Research on Smart process Apps

10. Forrester Research on Smart process Apps

11. Simple Solution – Onit

12. Simple Solution – Onit Submit

13. Simple Solution – Onit Submit Review & Approval

14. Simple Solution – Onit Submit Review & Approval Manage

15. Don’t Take My Word for It… Here's what Sodaro had to say about the results; "It eliminates the black hole issue. People get assignments in a more timely way. Work is distributed more evenly among attorneys. Turnaround times improved significantly. And clients can go in any time and see where their matters are."

16. ZS Associates Lean Legal at ZS: A Legal Process Re-Engineering Story Prepared for Texas Lawyer's In-House Counsel Summit April 24, 2014 ZS Associates | 847.492.3600 | www.zsassociates.com

17. Agenda • A Little About ZS • The Problem • The Process • The Solution

18. Background The ZS story • ZS Associates is a global sales and marketing consulting company started about 30 years ago by two professors at Northwestern University. We are a group of people focused on and expert in sales and marketing issues dedicated to client success. ZS is now in 11 countries with 20 offices and 2000 people. • The first attorney was hired in 2004, focusing initially on contracts. It quickly became obvious more help was needed and ZS hired roughly a person a year. • The legal team was focused on client contracting support and did not spend much time supporting internal initiatives.

19. The Problem The Problem….Growth in the business was leading to unrelenting demand for urgent legal services • Highly customized legal services: dedicated personnel to client teams • Did not seem sustainable given the high cost of delivery • Growing work loads leading to stressed lawyers • Expensive! The Legal team is a cost to the firm • Email was main communication method and everyone’s inbox was full • Legal team’s tracking tool – an excel tool -- was breaking and making it hard to track matters • Legal needs outside of the US caused us to hire attorneys in India and so the legal team needed to coordinate across multiple offices and time zones • Firm ethos – always seeking to lower internal costs

20. The Process The Process – ZS legal reinvented itself as ZS Lean Legal • Team meeting to define the problem and come up with a solution • positions • Developed Mission Statement • Sent out RFP to LPO providers and technology company • RFP presentations by finalists and selection of LPO and technology • Implement the solution by • Dedicating one person to work with LPO and one person to work with Onit • Developing playbook for LPO • Time • Rollout changes to firm • Gradual • Formal announcement • Training

21. The Solution The Solution: Restructure the group and adopt new methods of tracking work and communicating around matters • Restructure the group support different functions • Client Contracts - Data Privacy • Vendor Contracts - Legal Matters/Dispute Avoidance • HR - Intellectual Property • Corporate • Utilize LPOs for routine legal tasks and mark-ups • Develop offshore contracting support from our India office • Utilize RFPs for legal counsel to lower costs of outside counsel • Use new technology to track matters, improve workflow and assist in standardizing

22. Technology Solution - Onit The technology solution chosen: Onit • Easy, affordable and fun! • Two solutions or “Apps” were developed: • my legal requests app • Executed Contract app • “my legal requests” App • Work flow tool that routes requests to the correct attorney, LPO provider and other internal ZS work teams depending on the type of request • Users have a dashboard • Automated messages sent out • Virtual “electronic files” allow seamless support globally • Executed Contract App • Electronic repository of agreements • Light reporting • Fully connected to the underlying request resulting in the final contract

23. ZS Home Page for Onit Onit Home Page

24. How to Use “my legal requests” Step 1: my legal requests • Use “my legal requests” to engage the legal team. • Then click Next. Do not use for Confidential – for internal use only

25. How to Use “my legal requests” Step 2: Complete the Request Form • This is the request form. The fields marked must be completed in order to send the request. Confidential – for internal use only

26. How to Use “my legal requests” Step 2: Complete the Request Form • Select the type of request • Agreement is highlighted in this request Confidential – for internal use only

27. How to Use “my legal requests” Step 2: Complete the Request Form • If you are submitting an Agreement, Question, or Other Legal Issue, a field called Request Detail will appear. • In this example, select the correct response based on if the request is for a client (including TPAs) or a vendor. • ZS Software has its own category (at the bottom of the list) • Client agreement examples include:Confidentiality agreements Data Access Agreements (TPA) SOWs • Vendor agreement examples include:Microsoft, travel vendor, Epocrates, Olson

28. How to Use “my legal requests” Onit Dashboard – a dashboard of all matters

29. Onit Issue Screen

30. Conclusion The Result: Improved and expanded legal services • Turnaround times on agreements are faster • More agreements are being sent to the legal team for the contracts repository • Per hour cost to review and finalize contracts cut in half • New legal issues being addressed • Easier to find things • Transparency of status on legal matters for internal clients Our internal client feed back: “ZS’s legal team is a competitive advantage”