sharepoint for lawyer collaborationilta.personifycloud.com/webfiles/productfiles/1906553/... ·...

SharePoint for Lawyer

Collaboration

June 11, 2014

Thank you for being here today

Presenter:

Matt Van Ordstrand

Director, Practice & Client Services

Winston & Strawn LLP

Lawyer Collaboration - Current state

Email - Primary

Everything else secondary

• Phone

• Lync

• Mobile SMS

• Document Management

• In Person Meetings

Challenge:

Collaborate

Organize

Re-use

Make it as easy as email!!!

SharePoint 2013 – Collaborative Features

Your Stuff Following Newsfeed Conversations Collaborate

Your Stuff

Follow = Simple

Follow people, find people and click follow • Following someone allows you to see when they post a message to

everyone in their Newsfeed

Follow sites, navigate to site and click follow • Automatically follow practice group sites, home office, committee sites

and various admin departments

Follow Documents, doc library, doc preview, click follow • Notified on all future activity on a document

Newsfeed

• Posts involving you based on

what you follow

• “Wall” similar to Facebook or

LinkedIn

• Everyone Feed

• Mentions

Newsfeed = Conversations • “Wall” on new Intranet

homepage and Client Matter

dashboard

• Engage in Conversation on

Client sites, Matter sites,

Practice Group sites, Admin

pages, etc.

• @ mention groups – RFI’s

• Connected to Lync

Collaborate

Conversations at Client and Matter level Practice group conversations OneDrive for Business Communities Document co-authoring

OneDrive for Business Why:

• Law firm, DropBox = bad

• Users email themselves

documents for offline access

Key Benefits:

• Mobile access to documents

• Share documents internal and

external securely

• Sync entire libraries of

documents

• Maintain document integrity

with versioning

Communities - Worksites

Document Co-authoring

Multiple people in single document at same time Connected to Lync Associates book times to be in documents Communicate and collaborate, be more efficient Efficiency is good!!

Collaboration in Practice Real Life Tales of Working Together

14

15

16

17

18

19

20

21

22

23

24

25

26

M&As and

SeyfarthLean

Deploying SharePoint and Agile Project

Management to Augment Deal

Collaboration

©2014 Seyfarth Shaw LLP

Approaching Transactions To Achieve

Our Clients’ Business Objectives

Seyfarth attorneys operate based on two key beliefs:

©2014 Seyfarth Shaw LLP

SeyfarthLean Client Solutions

Group 2013 Innovative Law Firm

of the Year

©2014 Seyfarth Shaw LLP

Workflow Improvement through Process

Mapping

CHANGE TO M&A

©2014 Seyfarth Shaw LLP

Best-in-Class Web-Based

Collaboration

©2014 Seyfarth Shaw LLP

Cross-Portfolio Document and

Diligence Management

©2014 Seyfarth Shaw LLP

Monitor Financials for Portfolio or Individual Matters

©2014 Seyfarth Shaw LLP

Aggregate Calendars

Across Deals

©2014 Seyfarth Shaw LLP

Record Minutes of Project Stand

Up Meetings

©2014 Seyfarth Shaw LLP

Circulate Notes to Enhance Team Unity

©2014 Seyfarth Shaw LLP

Easily Find Important Deal

Contacts

©2014 Seyfarth Shaw LLP

Centralized Tracking of

Diligence Item Statuses in Real

Time

©2014 Seyfarth Shaw LLP

Log Issues to Share with

Clients

©2014 Seyfarth Shaw LLP

Mobile-Friendly Design and

Access

©2014 Seyfarth Shaw LLP

What We Leverage

• Currently using SharePoint 2010; migration to

SharePoint 2013 anticipated end of June

• Approximately 800 active Portfolio, Client, and Matter

sites

• In house team of 7 Software Engineers, 2 SharePoint

Architects, and 1 Graphic Designer involved in our

client-facing attorney collaboration efforts.

We’ll now open it up for questions

Questions

Thank You