Streamlining the Onboarding of New Clients and Matters

William F. Nagle, K2Director of Field Operations

Steve Held, Clarity ConsultingConsulting Director, Legal Solutions

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

K2 and Clarity Consulting in the Legal Sector Andrews Kurth* New Matter Intake Bingham McCutchen New Matter Intake, Document Production Bracewell & Giuliani Invoice Processing Gibson Dunn New Matter Intake Kelley Drye New Matter Intake Kilpatrick Stockton Client 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

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

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

K2 Business Process DesignSharePoint

UserK2 Power

User K2 Developer

K2 Business Process Execution

K2 Business Process Insight

K2 System and Product Interconnectivity

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

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

Transform Your Intake Process

BPMPOWERED

MATTER LIFECYC

LEINTEGRATE

D

UC/MOBILE

Manage complete matter lifecycleincluding quick checks, new matters, matter changes and close requests

Reduce Risk by ensuring firm-wide compliance and auditing decisions

New Matter Intake

Enterprise Class BPM enables complex, parallel workflows, reporting, delegation and work queues

Integrate with Core Firm Systems

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

Conflicts Financials

SharePoint

New Matter Intake

DM

BPMPOWERED

MATTER LIFECYC

LEINTEGRAT

ED

UC/MOBILE

Mobility and Unified Communications

Email Approvals

K2 Task List App

Lync

Workflow Processes

Dashboard

Rule MaintenaceReports

Inte

grati

on

Request Form

How the Pieces Fit Together

Finan

cialsConflicts

DMS

K2 Workflow Engine

K2 SmartObjects

SQL Server

SharePoint

IIS

© 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.