Case Management LifeCycle (4).pptx...
Transcript of Case Management LifeCycle (4).pptx...
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Ideas to Help Streamlinethe Case Management Lifecycle
Brian Lacy Hughes: Hubbard & Reed LLPMatt Van Ordstrand: Winston & Strawn
Jim Flynn: Winston & StrawnHolly Hanna: Microsoft
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Case Management
Hughes Hubbard and Reed
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Client / Matter Onboarding
Where it all begins
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Matter Teams
How do we control access?
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Document Repositories
Flexibility to work the way the teams want to work
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Additional Enhancements
Leveraging additional technologies to create added value
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Thank you
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SharePoint + Case Management in Microsoft’s LCA Department
Where we’ve been, where we’re at, and where we’re going
Holly HannaProgram ManagerBusiness & Technology Solutions, Microsoft Legal & Corporate Affairs
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Agenda
• Business Case• Challenges• Solution Demonstration• What’s Next
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ECM: Goal
Create Control ProtectCreate and organize content easily with the help of relevant discovered information
Manage content policy, information architecture and taxonomy
Reduce risk and manage compliance with centralized eDiscovery tools
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Business CaseRisk mitigation• Compliance-driven technology solutions• Information governance• Records retention & e-discovery
requirementsBusiness benefit• Collaboration with clients, partners, and each
other• Usable solutions that just work
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Challenges
Productivity & Technology IssuesProductivity & Technology Issues
• Challenges finding information and work products = productivity & cost impact
• Difficulty collaborating on matters• Attorneys want to practice law, not be SharePoint experts
Compliance & Security RisksCompliance & Security Risks
• No official electronic records repository• Critical documents stored locally• Limited ability to comply with retention & e-discovery
requirements
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Solutions
Team Site in a BoxTeam Site in a Box
• Store documents & email to SharePoint • Quick navigation to key content• Pre-tagging reduces metadata required from end user• Quick & easy collaboration using targeted site templates
Unified Records ManagementUnified Records Management• Retention schedule automation & SharePoint Record
Center scale• Integration with Iron Mountain Accutrac• Automated disposition approval & process
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Team Site in a BoxDemonstration
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Home Page – Patent Team
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Matter Site
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Drag and Drop Email into SharePoint from Outlook
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Matter Document Management
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Sorting Using Managed Metadata
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What’s Next?
Share
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O365 + SharePoint OnlineSocial Networking
Ask colleagues for expertise
Preview content inline
Follow relevant content and subject matter experts
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Matter-Centric Collaboration Sites
Collaborate on team projects with Site Mailboxes
Documents will automatically sync with Outlook client
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SharePoint Sync with Outlook
Common project inbox for use during project lifecycle
Documents sync with SharePoint project site
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eDiscovery
View breakdown of results and size statistics at-a-glance
Unified search query across Office platform
Reduce preservation set size with additional filters
Preview content prior to export
Multiple message types, including Lync
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Enterprise Content Management
Create Control ProtectCreate and organize content easily with the help of relevant discovered information
Manage content policy, information architecture and taxonomy
Reduce risk and manage compliance with centralized eDiscovery tools
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Upcoming EventsOctober 1, 2012 – Leveraging Technology to Defensibly Manage Electronic Records – Association of Corporate Counsel (ACC) Annual MeetingSeptember 23 – 25 – Records Management Sessions at ARMA 2012November 12-15 – Records Management and Document Management Discussions at SharePoint Conference 2012
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© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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 onthe 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.
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Case Management Life Cycle
August 30, 2012
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New Business Intake
• Automated system with detailed workflow• Dashboard overview showing status
– Secretarial access
– Managed by conflicts department
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Open Matter
• New Matter form
• Area of Law
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Open Matter
• Matter type• Assigns
proper Phase & Task codes
• Crucial for matter budgeting
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New Business Intake
• Email / Mobile approvals
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Matter Site
• Dynamic matter site created in SharePoint based intranet
• General landing page for all matter information from various systems– Overview– Experience– Financials– Time Keepers– Documents (DM system)
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Matter Site
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Matter Workspace
• Created on demand• Custom SharePoint doc libraries• Store items that don’t belong in DM
– Pleadings, correspondence, due diligence, etc
• Managed by associates and paralegals –maintained by staff
• Connect to SharePoint based extranets to share with clients
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Matter Workspace
• Matter workspace serves as “virtual file”
• Sharepoint libraries created for all record types
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Matter Workspace• Workflow – incoming/outgoing documents
distributed to team including Records and Docket
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Matter Workspace• Pleadings “folder”
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Matter Workspace Disposition
• Proposed Disposition Plan– Matter site “locked down” 90 days after matter
close– Retention review workflow integrated with Legal
Key RMS– Workspace contents destroyed 10 years from
matter close
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Contact Info
• Jim Flynn– [email protected]
• Matt Van Ordstrand– [email protected]
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THANK YOU!
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Hashtag#MIC2
#ILTA2012
Ideas to Help Streamlinethe Case Management Lifecycle
Brian Lacy Hughes: Hubbard & Reed LLPMatt Van Ordstrand: Winston & Strawn
Jim Flynn: Winston & StrawnHolly Hanna: Microsoft