Next generation client collaboration and portfolio management system Confidential 2013 Innovative Project of the Year

Next generation client collaboration and portfolio management system

Confidential

2013 Innovative Project of the Year

©2014 Seyfarth Shaw LLP

Quick Navigation to Your Portfolios

©2014 Seyfarth Shaw LLP 2


Best-in-Class Web-based Collaboration



Work Product and Precedent

Management©2014 Seyfarth Shaw LLP 4


Access to White Papers, Publications,

Newsletters, et al.



Financial Transparency



Assign Matter-specific Tasks to

Responsible Parties



Aggregated Calendars


Practice-specific databases and custom applications


Administrative Charges Housed and Tracked in Systematic

Manner©2014 Seyfarth Shaw LLP 10


Easily Access Charge Status and Key Charge Metrics



Advice and Counseling Captured in Structured

Database



Mitigate Risk by Reviewing Advice and

Counseling Topics



Capture Matter Information and Status in Central Repository



Customized Notifications


Transaction Solution Center (TSC)Contract management through SeyfarthLink


Transaction Solution Center (TSC) Goals

• Centralize the intake and distribution of transactions and matters

• Formalize and facilitate the interface between in-house resources and legal providers (including Seyfarth)

• Match the risk profile of a transaction more precisely to the level of review and legal provider

• Enhance visibility into the transaction status

• Capture data to facilitate continuous improvement



Access a List of all Projects



Enter Project Information for Triage

and Assignment



Reports Generated Automatically Based

upon Project Data


Document Automation through SeyfarthLink

Enhanced consistency and efficiency through web-based document assembly


Complete an Online Interview to Populate

the Document



Access Completed Documents after

Finishing the Interview©2014 Seyfarth Shaw LLP 23

ACA Resource Center


Financial awareness through matter management


Navigate to ACA Topics and Issues


Financial awareness through matter management


ACA Knowledge Bank

©2014 Seyfarth Shaw LLP ©2014 Seyfarth Shaw LLP 27

Review Answers to Commonly Asked

Questions

Seyfarth Survey Center

Stay current on key points of law across relevant jurisdictions by building custom surveys


Build Surveys, Create Notifications and

Access Recent Updates©2014 Seyfarth Shaw LLP 29

©2014 Seyfarth Shaw LLP©2013 Seyfarth Shaw LLP 30 |

Tailor Survey Contents to Your Business


©2014 Seyfarth Shaw LLP©2013 Seyfarth Shaw LLP 31 |

Produce and Save Surveys on Points of Law Relevant to You
