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Next generation client collaboration and portfolio management system Confidential 2013 Innovative Project of the Year

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Next generation client collaboration and portfolio management system

Confidential

2013 Innovative Project of the Year

©2014 Seyfarth Shaw LLP

Quick Navigation to Your Portfolios

©2014 Seyfarth Shaw LLP 2

©2014 Seyfarth Shaw LLP

Best-in-Class Web-based Collaboration

©2014 Seyfarth Shaw LLP 12

©2014 Seyfarth Shaw LLP

Work Product and Precedent

Management©2014 Seyfarth Shaw LLP 4

©2014 Seyfarth Shaw LLP

Access to White Papers, Publications,

Newsletters, et al.

©2014 Seyfarth Shaw LLP 5

©2014 Seyfarth Shaw LLP

Financial Transparency

©2014 Seyfarth Shaw LLP 6

©2014 Seyfarth Shaw LLP

Assign Matter-specific Tasks to

Responsible Parties

©2014 Seyfarth Shaw LLP 7

©2014 Seyfarth Shaw LLP

Aggregated Calendars

©2014 Seyfarth Shaw LLP 8

Practice-specific databases and custom applications

©2014 Seyfarth Shaw LLP

Administrative Charges Housed and Tracked in Systematic

Manner©2014 Seyfarth Shaw LLP 10

©2014 Seyfarth Shaw LLP

Easily Access Charge Status and Key Charge Metrics

©2014 Seyfarth Shaw LLP 11

©2014 Seyfarth Shaw LLP

Advice and Counseling Captured in Structured

Database

©2014 Seyfarth Shaw LLP 12

©2014 Seyfarth Shaw LLP 13

Mitigate Risk by Reviewing Advice and

Counseling Topics

©2014 Seyfarth Shaw LLP 13

©2014 Seyfarth Shaw LLP

Capture Matter Information and Status in Central Repository

©2014 Seyfarth Shaw LLP 14

©2014 Seyfarth Shaw LLP

Customized Notifications

©2014 Seyfarth Shaw LLP 15

Transaction Solution Center (TSC)Contract management through SeyfarthLink

©2014 Seyfarth Shaw LLP

Transaction Solution Center (TSC) Goals

• Centralize the intake and distribution of transactions and matters

• Formalize and facilitate the interface between in-house resources and legal providers (including Seyfarth)

• Match the risk profile of a transaction more precisely to the level of review and legal provider

• Enhance visibility into the transaction status

• Capture data to facilitate continuous improvement

©2014 Seyfarth Shaw LLP 17

©2014 Seyfarth Shaw LLP

Access a List of all Projects

©2014 Seyfarth Shaw LLP 18

©2014 Seyfarth Shaw LLP

Enter Project Information for Triage

and Assignment

©2014 Seyfarth Shaw LLP 19

©2014 Seyfarth Shaw LLP

Reports Generated Automatically Based

upon Project Data

©2014 Seyfarth Shaw LLP 20

Document Automation through SeyfarthLink

Enhanced consistency and efficiency through web-based document assembly

©2014 Seyfarth Shaw LLP

Complete an Online Interview to Populate

the Document

©2014 Seyfarth Shaw LLP 22

©2014 Seyfarth Shaw LLP

Access Completed Documents after

Finishing the Interview©2014 Seyfarth Shaw LLP 23

ACA Resource Center

©2014 Seyfarth Shaw LLP

Financial awareness through matter management

©2014 Seyfarth Shaw LLP 25

Navigate to ACA Topics and Issues

©2014 Seyfarth Shaw LLP

Financial awareness through matter management

©2014 Seyfarth Shaw LLP 26

ACA Knowledge Bank

©2014 Seyfarth Shaw LLP ©2014 Seyfarth Shaw LLP 27

Review Answers to Commonly Asked

Questions

Seyfarth Survey Center

Stay current on key points of law across relevant jurisdictions by building custom surveys

©2014 Seyfarth Shaw LLP

Build Surveys, Create Notifications and

Access Recent Updates©2014 Seyfarth Shaw LLP 29

©2014 Seyfarth Shaw LLP©2013 Seyfarth Shaw LLP 30 |

Tailor Survey Contents to Your Business

©2014 Seyfarth Shaw LLP 30

©2014 Seyfarth Shaw LLP©2013 Seyfarth Shaw LLP 31 |

Produce and Save Surveys on Points of Law Relevant to You

©2014 Seyfarth Shaw LLP 31