MacroView DMF: Enabling SharePoint-based DM Solutions that Meet the Needs of Legal

1. MacroView DMF:Enabling SharePoint-based DM Solutions that Meet the Needs of Legal Noel Williams Founder & CEO James Hoare VP, Client Services

2. MacroView • Microsoft Gold Certified Independent Software Vendor • Document Management and Document Generation Solutions • Microsoft SharePoint and Microsoft Office • Headquartered Sydney Australia • Incorporated 1994 • Worldwide winner – MOSS Search Solutions Contest • Qualified lawyers on staff • How it started - Document Automation for law firms

3. MacroView Customers Law Firms • Baker Donelson (USA) • Baker McKenzie (Global) • Kinstellar (CEE) • Leydig Voit Meyer (USA) • Linklaters (UK / Global) • Poyner Spruill LLP (USA) • Trott & Duncan (Bermuda) • Winckworth Sherwood (UK) • Winston Strawn (USA)

4. MacroView Customers Legal Departments • Best Buy (Canada) • Blue Cross Blue Shield NC (USA) • Bankers Trust (Australia) • BUPA (Australia, UK) • Electronic Arts (USA) • Mountain States Employer Council (USA) • Susser Holdings (USA) • Westpac Bank (Australia)

5. MacroView Products Document and Email Management • MacroView DMF • MacroView DMF Professional for Law Firms • MacroView DMF Professional for Legal Departments • MacroView Message Document Generation • MacroView ClauseBank • MacroView Precedent

6. MacroView Objective • MacroView DMF Professional for Law Firms • MacroView DMF Professional for Legal Departments “ Enable DM solutions on the Microsoft SharePoint platformthat have the functionality, usability and volume handlingto provide a viable alternative to traditional DM systemsin a law firm or legal department.”

7. Outlook as the DM Desktop View and Navigate the DM Store from Outlook • New pane in Outlook enables browsing and searching the SharePoint DM store. • Formatted previews of files in SharePoint Email Filing • Drag and drop to save to ANY area in SharePoint. • Rule-based filing of sent emails. Attachment Handling • Profiling (metadata capture) as attachments are saved. • Rename attachment or save as a new version of an existing document. • Browse, search or right-click on a document to send it as a link or attachment.

9. Working in Microsoft Word • Open from SharePoint customization – automatic check out on open. • Custom Save As / Close - familiar to users coming from a traditional DM system. • Supports replacing a Major version as you save an edited document back to SharePoint. • Document ID and current version displayed in Word window caption. • Document footers are updated automatically to show Document Reference. • Profiling / metadata capture easier and more efficient than with a traditional DM system. • Private check-box streamlines setting of document level security

10. Working in Microsoft Word Demonstration based on implementation at Winston & Strawn LLP

11. Client Matter Centric Operation • Client / Matter site / library structure. • Matters tab lets you pick a Matter that exists in your Practice Management System – DMF will display the documents for the Matter. • Pending Matters option to support saving of documents in relation to new Matters. • Automatic metadata for Client and Matter. • Matters Search tab – search by Client, Matter, Document ID. • Automatic provisioning of new Clients and Matters in the DM store.

12. Matters Tab Integration Aderant / Elite DB SharePoint Content DB BCS Object Model layer BCS Entity Definition DMF web service Server Client DMF client KEY MacroView Microsoft Matters tab File list Client:Matter: Third Party

13. Matters Tab Integration - Prototype SharePoint Content DB Clients listMatters list BCS Entity Definition Object Model layer BCS DMF web service Server Client DMF client KEY MacroView Microsoft Matters tab File list Client:Matter: Third Party

14. Client Matter Provisioning SharePoint Content DB Aderant / Elite DB Custom List Definition New Client New Matter Object Model layer Event Handler New Matter Library New Client Site MacroView Provisioning API Server

15. Volume Handling • MacroView DMF does not change how documents or their metadata are stored by SharePoint, nor how SharePoint indexes documents for search. • MacroView DMF proven to work efficiently with large SharePoint document stores. • 30,000 Client Sites • 165,000 Matter Libraries • Over 3 Million documents • Purpose-built DMF web service (Patent Pending) is key to performance.

16. Volume Handling Video – MacroView DMF working with ATLAS large-scale SharePoint DM store.

17. Hybrid Cloud Support • MacroView DMF tree can display multiple Servers. • Move and copy documents between servers, preserving version history and metadata. • Support for all Authentication methods, including Claims-based, SSL, Integrated. • DMF v7.5 will support Client-only installs – e.g. Office 365 servers. • This will enable true hybrid cloud solutions.

18. Hybrid Cloud Support SharePoint Server SharePoint Server DMF web service DMF web service OnPremise Integrated DMF tree File list Server AServer BServer C Claims Hosted Client SharePoint Online Server Claims Office 365

19. MacroView DMF – Implemented Reality MacroView DMF is in Production use in Law Firms and Legal Departments in USA, Europe, UK, Bermuda and Australia,in some cases for over two years.

20. Kinstellar • Spinoff of Linklaters • Offices in Belgrade, Bucharest, Bratislava, Budapest, Istanbul and Prague • MacroView DMF user since 2009 – migrated from Documentum • Approximately 250 users “ The first thing that attracted us to MacroView DMF was its intuitive tree-view of SharePoint, available in Microsoft Outlook. Without that DMF tree-view our users would not be able to do their DM work effectively and efficiently in SharePoint.” Bobo (Bodgan) Ungereanu-ManoleIT Applications Support Manager

21. Susser Holdings • Convenience Stores, Petroleum Distribution • Headquartered Corpus Christi, TX • Legal Department a DMF Customer since 2009 “ We were very impressed with MacroView’s responsiveness, professionalism and reliability in helping us implement the MacroView DMF Professional Legal Pack. Our legal department is very satisfied with the finished product.” Chris Dial, Legal Counsel

22. Poyner Spruill LLP • 4 offices in North Carolina • Approximately 300 staff • MacroView DMF user since 2010 “ Our users appreciate how MacroView DMF provides a wide range of ways to view and interact with our SharePoint content stores. With MacroView DMF we were able to leverage our SharePoint investment beyond client portals, intranets and websites to more cost effectively facilitate practice and firm management.” Ellen Kinsinger, CIO

23. Winston Strawn • Headquartered in Chicago,15 offices across USA, Europe and Asia • Approximately 1,000 attorneys • SharePoint 2010 and FAST • MacroView DMF user since October 2010 • “ SharePoint has emerged as a viable and economical solution in the DM space. SharePoint 2010 coupled with MacroView creates a legal specific DM system with all of the elements required for a firm our size including custom document numbering, version control, true Outlook integration and custom handlers for the saving of documents in the Microsoft Office applications and Adobe Acrobat.” • Matt van Ordstrand, Senior Manager Practice Support Services

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