NebDocs: Making Efficiency,

Profitability and Client Satisfaction Part of Your Practice

Tomas Suros, Chief Solutions Architect AbacusNext

Wednesday, October 9, 2019

Embassy Suites Hotel – La Vista Conference Center

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NebDocs OverviewMaking Efficiency, Profitability and Client Satisfaction Part of Your Practice

Tuesday, October 9, 2019

01. Overview of AbacusNext

A G E N D A

03. Overview of NebDocs

04. Summary

02. Document Creation Issues and HotDocs Market

05. Q&A

+Snapshot

ABOUTTurn-key Practice Management and Cloud Technology Solutions that deliver data integrity, cyber-security protection and ultimate performance

• Founded in 1983 and Headquartered in San Diego, CA • 30 years of service and more than 250,000 clients worldwide• 400+ Employees• Operations, Support team, and Data Centers in North America, Canada and UK• Providence Equity made a growth equity investment in Abacus in Q4 2015• Robust security and compliance policies:

✓ Five tiers of physical network and data security, information handling and data✓ Privacy protocols in accordance with NIST Standards✓ Geographically redundant SSAE 16-compliant, SOC 1-, 2- data centers

• Ranked among the fastest growing companies by Inc5000• CIO Awarded Most Promising Legal Technology Solution Provider• Cloud Computing Backup and Disaster Recovery Award• Cloud Computing Storage Excellence Award• Partnerships with SalesForce, Infusionsoft, Intuit, Fonality, Sophos, Microsoft – Office

365 and Skype for Business

PRODUCT

PORTFOLIO

Abacus Data Systems, Inc. Confidential. This document is for informational purposes only.

Document

Creation

Issues

Abacus Data Systems, Inc. Confidential. This document is for informational purposes only.

What is the most common process used to create a document?

1. Find prior version

2. Rename and Save as…

3. Modify

This process can cause major issues for legal professionals, including…

Errors of omission

Errors of inclusion

Reliance on memory

Missed items that should have been changed

Your starting document is compromised

You have multiple versions of a “standard” document

Why HotDocs?

6

Compliance and Risk Management

Standardization

Efficiency

Fonts

Headers and footers

Cross references and TOCs

AccurateAgile and Maintainable

AccessibleComprehensive

Branding

Ease of Use and Implementation

HotDocs

Document

Assembly

Abacus Data Systems, Inc. Confidential. This document is for informational purposes only.

HotDocs creates templates that can be used to shorten the time for

document preparation, ensure compliance / consistency and increase the

efficiency of your practice.

Take any

document or set of

documents used in

your firm or

business…

…and convert to an

intelligent, dynamic

template(s) with “variable

text” fields and active

logic (decision tree) that

conforms with each case

or client.

Data is entered into the

template(s) either

manually using a HotDocs

interview wizard, or

automatically via

integration with other

data sources

HotDocs then

“assembles” the finished

document set in seconds

Answer data can be

reused for

subsequent

document creation

HotDocs

Market

Abacus Data Systems, Inc. Confidential. This document is for informational purposes only.

1. Workflow efficiency tool

➢ Generate operational efficiency

➢ Deliver value for clients

➢ Mitigates risk

2. Publishing solution

➢ Content delivery system

➢ Cost reduction proposition

➢ Member benefit

3. A unique ecommerce platform

➢ Flexible subscription model

➢ Efficient payment process

➢ think “iTunes” for legal forms

HotDocs

Market

Stats

Abacus Data Systems, Inc. Confidential. This document is for informational purposes only.

HotDocs Market Metrics:

• 2.97M+ site visits

• 35 products, 9,100+ templates

• 9,000+ user licenses

• 3,390+ subscribers

• Demographics: 25-34 yrs: 25%, 35-44 yrs: 24%, 45-54 yrs: 22%

• State Bar Assoc. Association Publishers: AR, IA, IL, IN, MN, NE,

OH, SC (Q3) WI and NY

• City Bar Assoc. Association Publisher: Columbus (OH) Bar Assoc.

• Commercial publishers: LexisNexis, James Publishing, All-State

• Micropublishers: Noble Forms (Oregon), South Carolina Family Law,

Divorce Technologies (Colorado), Rocket Docket (NY)

NEBDOCS

SNAPSHOT

NEBDOCS

SNAPSHOT

• 621 templates

•Multiple practice areas

•Civil, Criminal, Family, Real Estate, Wills-POAS, …• Probate System V (included in subscription)

•Practice manuals

•MS Word and PDF format

•Annual, per person subscription

•Unlimited usage model

•NebDocs for New Lawyers (discount in 1st year)

HotDocs

Market

Sessions

2018-ytd

Nebraska

Abacus Data Systems, Inc. Confidential. This document is for informational purposes only.

3.7k sessions from:

NebDocs

Overview

Abacus Data Systems, Inc. Confidential. This document is for informational purposes only.

HotDocs

Market

Subscriber

Benefits

Abacus Data Systems, Inc. Confidential. This document is for informational purposes only.

• The only document assembly platform in the cloud offering:

- Authoritative content (array of legal templates from NSBA)

- Accurate and up-to-date content

- Accessible anytime, anywhere on any device

• Efficient (fast, accurate document creation)

• Generates time & cost savings

• Affordable: $199 /year ($16.58 per month or $0.55 per day)

• Increases accuracy, efficiency and reduces risk

Questions & Answers

Thank you!