k2 and clarity consulting in the legal sector
TRANSCRIPT
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.