Effective Client Collaboration

1. Effective Client Collaboration Harnessing the Power of Your Data Through SharePoint

2. Agenda • About Hubbard One • SharePoint Overview • SharePoint Integration Examples • Q&A Tyrel Schroeder tyrel.schroeder@thomsonreuters.com 403.460.5755

3. 3 Takeaways Today • SharePoint extends your Elite investment • Co-operation within TR partnership has produced an excellent integration experience for Elite data in SharePoint • Powerful client intelligence & team collaboration dashboards are available today with minimal effort

4. About Hubbard One 200 + Employees located in Chicago, Boston, Eagan, New York, London and Sydney Law firm Clients include 80% of AmLaw 100, 50% NLJ 250, 60% of Global 100 Leading provider of marketing, business development, and practice management software and solutions. Combines legal industry experience with cutting-edge software to help the world’s leading law firms unlock the power of information.

5. Hubbard One Product Offering Hubbard One provides specialized solutions for law firm marketing and business development professionals built on a firm wide platform for information sharing. • Web Marketing • Websites • Mini-sites • Blogs • Mobile Sites • Web Analytics • Business Development • Proposal Generation • Experience Management • Relationship Management • Competitive Intelligence • Contact Management • Email Marketing • Client Management • Intranets • Extranets • Portals • Enterprise Search INTEGRATED INFORMATION ANALYTICS

6. Intranet portals and dashboards Enterprise and federated search Extranet and private web OneView Web Parts and Controls Public web OneView Connectors Developer API and data feeds to custom or 3rd party applications Internal Content Sources External Content Sources

7. What is SharePoint?

8. SharePoint Foundation* Blogs Business Connectivity Services (BCS) Developer Dashboard Powershell Support Sandboxed Solutions Site Search Workflow *Not a complete list SharePoint Versions • SharePoint Server Standard* • Everything included in Foundation plus: • Audience Targeting • Federated Search • Managed Metadata Service • My Sites • Search Scopes • Web Analytics *Not a complete list

9. SharePoint Server Enterprise* All the features of Foundation and Standard plus: Access, Excel, and Word Services Business Data Web Parts Chart Web Parts Deep Refinement Thumbnails and Previews Tunable Relevancy Visual Best Bets *Not a complete list SharePoint Versions Continued

10. What About Office 365? • Microsoft’s relatively recent offering • Useful in certain scenarios • Certainly will be a staple and focus of Microsoft moving forward for the next version of SharePoint • PROS • Reduces hardware costs by moving to hosted environment • Accessibility for mobile or remote employees is enhanced • CONS • Reduces control over environment • Not free from errors

11. SharePoint as a Collaboration Tool • Varying levels of collaboration offered in SharePoint • Entry point typically team site • Team sites can revolve around clients, matters, prospects, committees • More advanced scenarios could involve blogs, discussion boards, SharePoint My Sites • Key for adoption is having a key champion and delivering valuable information

12. SharePoint as a Development Platform • SharePoint is designed to be extensible • Enhanced design is achieved through customizations to master pages and page layouts • Custom web parts can be purchased and implemented or developed in-house • Workflows using Windows Workflow Foundation (WF4) allows for development of simple to complex workflows • Simple workflows can include content approval, out of office requests, etc. • Advanced workflows can include check requisitions, new hires and matter intakes

15. SharePoint Statistics (Global) Source: 2010 Global 360 survey

16. SharePoint Statistics Continued Source: ILTA 2010 Technology Survey

17. SharePoint Statistics (Legal) Source: ILTA 2010 Technology Survey

18. Where is SharePoint Providing Value? • Targeted information to attorneys • Collecting client intelligence • Finding and organizing knowledge and experience • Connecting and sharing with clients Enabling law firms to operate more efficiently

19. OneView™ Suite with OneView™ Foundationand Client Center SHAREPOINT APPLICATIONS Search Results Custom Sites Analyzer / Apps Construct custom SharePoint sites, pages and applications Enhanced SharePoint and FAST search results Packaged client reporting, analysis, dashboards and team collaboration OneView™ Search OneView™ Connect Crawl and index integrated data across content sources Integrated content delivery via custom SharePoint pages, sites and apps from Elite and 3E, crm, dms, km, hr, news etc Internal Firm Systems Hubbard One Content Services OneView™ Foundation Data management infrastructure used to link internal firm systems with each other and improve with Thomson Reuters company & people content Synchronization with Hubbard One applications and other firm systems Hubbard One and Thomson Reuters content subscription and linking services INTEGRATED INFORMATION INFRASTRUCTURE

20. OneView Portal Applications (Partial List) • Extranet Workspaces & templates • Enterprise Search • RSS Feed Management • Links and Resource Management • Project Management Sites • Forms Repositories • Publishing & Collaboration • Line of Business App integration • Top Client Dashboards • Full replacement of legacy intranet • Matter centric Workspaces • Client Team sites • Firm Directory • News, Events and Calendar Management • Practice & Department sites • Financial Dashboards • External News Feeds • Partner Dashboards • KM & Knowledge banks

21. The “Information Value Chain” Deliver the “Perfect Taxi Cab Report” or “The Perfect Client Page” I’m meeting with Client XYZ in 10 minutes! Client Financials Public Records Matter History Legal Activity Contacts and Activities Competitive Intelligence Documents, Records, etc. News and Events Here’s all we know about Client XYZ!

22. New Generation of SharePoint-Powered Applications Comprehensive client and matter sites, dashboards, reports and analytics

23. My View – Personalized Attorney View My Notifications from Elite Firm News Rotator My Statistics from Elite Scorecard from Elite

24. Department Head View Department Financials from Elite Through OneView Charting Detailed Department Report with Drilldown from Elite

25. My Clients My clients from Elite Company profile from OVF Matter listing from Elite Contacts from ContactNet

26. My Matters Matter WIP Chart from Elite Through OneView Charting My Matters from Elite Matter WIP Report from Elite Matter AR Chart from Elite Through OneView Charting

27. Client Dashboard Fee Receipts from Elite Using OneView Charting Active Matters list from Elite Timekeeper list from Elite Client Relationships from ContactNet

28. Comprehensive On-Demand Profiles and Reports OVF provides the data needed to product rich “taxi-cab reports”, combining firm information with external competitive and market data

29. Next: Data Visualization and Analytics With the right data, visualization tools can simplify complicated analytics

30. Next: Data Visualization and Analytics More than web parts…combine all sources of data to provide insight and analysis …but first need to solve fundamental challenges around data quality and completeness

31. Next: Anytime, Anywhere Access to Intelligence Organizing business data first enables delivery through multiple “channels” for anywhere, anytime information access

32. Why Don’t We Do This on Our Own? • Elite is a financial platform, not a personalized portal infrastructure • Time / cost / risk • It is not easy – tremendous development effort • OneView is the proper, supported method • Experience of OneViewand Hubbard One team

33. Q & A