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Streamlining the Onboarding of New Clients and Matters

Streamlining the Onboarding of New Clients and Matters . William F. Nagle, K2 Director of Field Operations. Steve Held, Clarity Consulting Consulting Director, Legal Solutions. Agenda. K2 and Clarity Consulting in the legal space K2 – the platform for processing solutions

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Streamlining the Onboarding of New Clients and Matters

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  1. Streamlining the Onboarding of New Clients and Matters William F. Nagle, K2 Director of Field Operations Steve Held, Clarity Consulting Consulting Director, Legal Solutions

  2. Agenda • K2 and Clarity Consulting in the legal space • K2 – the platform for processing solutions • How to move forward with K2 • New Matter Intake by Clarity Consulting

  3. K2 and Clarity Consulting in the Legal Sector • Andrews Kurth* New Matter Intake • Bingham McCutchenNew Matter Intake, Document Production • Bracewell & Giuliani Invoice Processing • Gibson Dunn New Matter Intake • Kelley Drye New Matter Intake • Kilpatrick StocktonClient Billing, Mark-Down Process, Attorney Bio/Resume, Site Management • Mayer Brown*New Matter Intake • Seyfarth Shaw* Legal Project Management • SNR Denton* New Matter Intake, Recruitment and Hiring process • Winston & Strawn* New Matter Intake • Venable New Matter Intake *Clarity Consulting engagements

  4. Why Automate? • Transform Manual Process • formalized and enforceable policies • system integration • ability to process in parallel • inherent reporting and audit trail • Improve Automated Process • utilize SharePoint as the application interface • integrate with conflicts management and accounting systems • expedite opening new client\matter numbers

  5. Why Automate with K2 on SharePoint? • Business Process Design • Business Process Execution • Business Process Insight • System and Product Interconnectivity • Process Administration

  6. K2 Power User K2 Developer K2 Business Process Design SharePoint User

  7. K2 Business Process Execution

  8. K2 Business Process Insight

  9. K2 System and Product Interconnectivity

  10. K2 Process Administration • Process versioning will roll-back • Centralized oversight with administrative manual override • Administrative process approval • Ability to update running processes • Granular security at process and task level

  11. How to move forward with K2? • For technical demonstrations, licensing and training contact K2 • www.k2.com • For solution demonstrations and proposals contact Clarity Consulting • legal.claritycon.com

  12. Transform Your Intake Process Enterprise Class BPM enables complex, parallel workflows, reporting, delegation and work queues New Matter Intake BPMPOWERED UC/ MOBILE MATTER LIFECYCLE INTEGRATED Reduce Risk by ensuring firm-wide compliance and auditing decisions Manage complete matter lifecycleincluding quick checks, new matters, matter changes and close requests

  13. Integrate with Core Firm Systems SharePoint Integrates with existing line-of-business systems • Leave your information where it is: integration with your existing systems (Elite, Aderant, LegalKey, Autonomy Conflicts, iManage, etc.) • Primary user experience and business rule configuration through familiar SharePoint interface Open matters more quickly by leveraging Lync and mobile access • Grant approvals through email and mobile apps • Embed presence, IM, email and voice into your business process New Matter Intake BPMPOWERED UC/ MOBILE MATTER LIFECYCLE INTEGRATED Conflicts Financials DM

  14. Mobility and Unified Communications K2 Task List App Lync Email Approvals

  15. How the Pieces Fit Together

  16. © 2011 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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