Next Generation Conflicts Management Liza Madden, Director of Marketing, Autonomy Tracy Elmblad, Director of Applications, Development & Project Management Dennis McCarthy, Director of Legal Solutions, Autonomy
Autonomy Provides Complete Legal Regulations & Risk Productivity Technology New Business Intake & Conflict Review Work in Progress & Collaboration Knowledge Management Retention & Control Matter Close Preservation Obligation Business Process & Conflicts Management Document & Email Management Business Process & Knowledge Management Records & Policy Management Email/Content Archiving & Business Process Management Legal Hold and ediscovery Autonomy Platform
Conflicts in the News - 2011 Conflict of interest stops many Howrey partners from joining Winston & Strawn Law firm addresses NFL conflict of interest issue Fresh Details on Ki & S King Spaulding s ldi DOMA Withdrawal Roger Cl R Clemens's ' Lawyer May Have Conflict From Pettitte Work Ethics 20/20 Pitch: Law Firms That Serve S hi i Sophisticated d Clients Cli Need Own Regulatory System y
Cracking Conflicts Automation Initiating a Search Attorney fills in the form? Attorney remembers all parties? Creating Search Terms Analyst remembers all search forms? (Alan vs. Allan)? Thesaurus includes all variations? Searching Data sources thoroughly covered? Search results returned quickly? Reviewing PDF or printout required for attorney review? Are the comments auditable? Reporting Report easy to read and viewable online? Report fully configurable out of the box?
Advanced Conflicts Management IDOL delivers precision into the Conflicts process Before After Typical conflicts IDOL understands search is: which hits are most tropic* relevant! tropicana Tropicana Tropicana Tropical Orange Juice Tropics Pepsicola Minute Maid / Coca-Cola Cola
Key Differentiators Single Vendor / Fully Integrated Solution Uniquely engineered to integrate with WorkSite Autonomy Suite Single platform design for all solutions No 3rd Party software 100% Autonomy software Meaning Based Computing / IDOL Advanced Understanding Beyond keyword and Boolean search Any content source Find hidden risk in other repositories True measure of risk Many conflicts are overlooked in today s solutions Unparalleled Process Flexibility Full integration with Autonomy Process Automation and 3 rd party workflow tools for New Business Intake Reduced total cost of ownership Single platform approach for all business processes reducing IT support effort
Presenter Tracy Elmblad Director of Applications, Development & Project Management Bingham McCutchen Bingham is a global law firm focusing on financial services firms and Fortune 100 companies 14 Offices (4 International) 1,100 Lawyers 2,100 Employees
Purpose of Project Further streamline the conflicts research and resolution process Reduce the number of zero value steps experienced with the current conflicts research and resolution process Create efficiencies by allowingsystems to perform tasks that today are not captured via mechanized audit functionality 8
Key Benefits Introducing the new Autonomy Conflicts Manager application to the current suite of Autonomy applications will: Improve the conflict search/resolution process through enhanced search functionality and data comparison Provide lawyers with relevant t hit hits via workflow thus enabling more expedient review and decision Contribute to the firm s risk mitigation strategies Integrate solution with our Business Intake System (BiS) 9
Background The project is sponsored by Risk Management Our current conflicts process has at least 19 steps to complete research & resolution Extremely labor intensive, time consuming Natural candidate for a better technology solution and workflow Moving to Autonomy s Records Management solution at end of 2011 Conflicts needed to migrate to a new solution as well 10
Deliverables Compliance with Risk Management principles p to mitigate risk, simplify discovery process and engage in process improvement Offer input on the new Autonomy Conflicts application & collaborate closely with Autonomy Migrate data from current system to Autonomy Conflicts Manager Install, test, pilot & deploy new Autonomy Conflicts Manager application i Identify development required around the BiS and Conflicts integration points. 11
Alignment to Firm Strategy Leverage new and improved technologies to increase our agility in responding to and shaping our business environment. Forge stronger strategic partnerships with key vendorsto ensure outstanding service and support, obtain economic advantage, and gain industry insights. Educate our administrative organization on re engineering principles p and techniques and implement an effective and ongoing process improvement program to streamline key business functions. 12
Requirements 24x7 System Availability Support multitude of data sources Elite, Data Warehouse, IRM, imanage, BiS Conflicts Manager had to be the system of record for parties (not originally in Autonomy Conflicts Manager roadmap) Ability to create groups & assign privileges Integration w/ Active Directory 13
Requirements Designate Conflicts Search Types New Client, New Matter, Laterial Hire, Preliminary, Pitch, Misc Create New Search Jobs & Parties from: BiS Conflicts form Email Requests Lateral Hire Conflicts Check form Verbal requests Search Job Queues Search hqueries Search Results Review & Quick Review 14
Requirements External Corporate Family Database Integration Reporting Auditability Statistics & Metrics Capabilities Scalable Search powered by IDOL 15
16 Proposed Workflow
17 Proposed Workflow
Timeline Q2 2010 Analysis Process Review Build vs. Buy recommendation Q3 2010 Q22011 Purchase of Autonomy Conflicts Manager (Q3 2010) Requirements Development Usability July/August 2011 Installation & migration ofdata Testing is expected for next 1 2 months Implementation planned for Q4 Integration with BiS planned for Q1 2012 18
ConflictsManager Roadmap Faceted Navigation in Conflicts Report Links to waiver and engagement letters Identifying parties with a recent resolution Compare/Show Changes between Search Results Improved Workflow for Search Requests User Notifications and Subscriptions Mobile Access to ConflictsManager
In Summary Trusted and proven with the most demanding global customers Significant ROI while improving capabilities Single Vendor / Fully Integrated Solution Manage and control information while lowering costs Meaning based computing/idol is platform with vision aligned as a strategic t path for law firms Language independent Understands meaning Any content source Unparalleled Process Flexibility