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SharePoint for Lawyer
Collaboration
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June 11, 2014
Thank you for being here today
Presenter:
Matt Van Ordstrand
Director, Practice & Client Services
Winston & Strawn LLP
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Lawyer Collaboration - Current state
Email - Primary
Everything else secondary
• Phone
• Lync
• Mobile SMS
• Document Management
• In Person Meetings
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Challenge:
Collaborate
Organize
Re-use
Make it as easy as email!!!
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SharePoint 2013 – Collaborative Features
Your Stuff Following Newsfeed Conversations Collaborate
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Your Stuff
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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
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Newsfeed
• Posts involving you based on
what you follow
• “Wall” similar to Facebook or
• Everyone Feed
• Mentions
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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
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Collaborate
Conversations at Client and Matter level Practice group conversations OneDrive for Business Communities Document co-authoring
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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
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Communities - Worksites
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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!!
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Collaboration in Practice Real Life Tales of Working Together
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M&As and
SeyfarthLean
Deploying SharePoint and Agile Project
Management to Augment Deal
Collaboration
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©2014 Seyfarth Shaw LLP
Approaching Transactions To Achieve
Our Clients’ Business Objectives
Seyfarth attorneys operate based on two key beliefs:
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©2014 Seyfarth Shaw LLP
SeyfarthLean Client Solutions
Group 2013 Innovative Law Firm
of the Year
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©2014 Seyfarth Shaw LLP
Workflow Improvement through Process
Mapping
CHANGE TO M&A
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©2014 Seyfarth Shaw LLP
Best-in-Class Web-Based
Collaboration
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©2014 Seyfarth Shaw LLP
Cross-Portfolio Document and
Diligence Management
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©2014 Seyfarth Shaw LLP
Monitor Financials for Portfolio or Individual Matters
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©2014 Seyfarth Shaw LLP
Aggregate Calendars
Across Deals
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©2014 Seyfarth Shaw LLP
Record Minutes of Project Stand
Up Meetings
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©2014 Seyfarth Shaw LLP
Circulate Notes to Enhance Team Unity
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©2014 Seyfarth Shaw LLP
Easily Find Important Deal
Contacts
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©2014 Seyfarth Shaw LLP
Centralized Tracking of
Diligence Item Statuses in Real
Time
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©2014 Seyfarth Shaw LLP
Log Issues to Share with
Clients
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©2014 Seyfarth Shaw LLP
Mobile-Friendly Design and
Access
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©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.
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We’ll now open it up for questions
Questions
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Thank You