Next Generation Conflicts Management

Liza Madden, Director of Marketing, AutonomyTracy Elmblad, Director of Applications, Development 

& Project ManagementM C h f l S l ADennis McCarthy, Director of Legal Solutions, Autonomy

Autonomy Provides Complete Legal

TechnologyTechnologyTechnologyTechnologyProductivityProductivityProductivityProductivityRegulations & RiskRegulations & RiskRegulations & RiskRegulations & Risk

New Business Intake & Conflict

Review

New Business Intake & Conflict

Review

Work in Progress & Collaboration

Work in Progress & Collaboration

Knowledge ManagementKnowledge

ManagementRetention &

ControlRetention &

ControlMatter CloseMatter Close Preservation

ObligationPreservation Obligation

ReviewReview

Business Process Business Process & Conflicts & Conflicts

ManagementManagement

Document & Email Document & Email ManagementManagement

Business Process Business Process & Knowledge & Knowledge ManagementManagement

Records & Policy Records & Policy ManagementManagement

Email/Content Email/Content Archiving & Archiving &

Business Process Business Process ManagementManagement

Legal Hold and Legal Hold and eDiscoveryeDiscovery

Autonomy Platform

Conflicts in the News - 2011

Conflict of interest stops many Howrey partners from joining R Cl 'partners from joining Winston & Strawn

Roger Clemens's Lawyer May Have Conflict From

Law firm addresses NFL

Pettitte Work

conflict of interest issue Ethics 20/20 Pitch: Law

Firms That Serve ‘S hi i d’ Cli

Fresh Details on Ki & S ldi ’

‘Sophisticated’ Clients Need Own Regulatory System

King & Spaulding’s DOMA Withdrawal

y

Cracking Conflicts AutomationInitiating a Search

Attorney fills in the form?Attorney remembers all parties?

Creating SearchTerms

Analyst remembers all search forms? (Alan vs. Allan)?Thesaurus includes all variations?

Searching Data sources thoroughly covered?Search results returned quickly?

ReviewingPDF or printout required for attorney review?g review?Are the comments auditable?

Report easy to read and viewable online?Reporting

Report easy to read and viewable online?Report fully configurable out of the box?

Advanced Conflicts Management

Before After

IDOL delivers precision into the Conflicts process

Typical conflicts search is:tropic*

Typical conflicts search is:tropic*

IDOL understands which hits are most

relevant!tropicana

IDOL understands which hits are most

relevant!tropicana

Tropicana

tropicanatropicana

Tropicana

Tropical Orange Juice

Tropics Pepsicola

Minute Maid / Coca-Cola/ Coca Cola

Key Differentiatorsy

• Single Vendor / Fully Integrated Solution– Uniquely engineered to integrate with WorkSite– Autonomy Suite – Single platform design for all solutions– No 3rd Party software – 100% Autonomy software

• Meaning Based Computing / IDOL – Advanced Understanding – Beyond keyword and Boolean search– Any content source – Find hidden risk in other repositories

T f i k M fl l k d d ’ l– True measure of risk – Many conflicts are overlooked in today’s solutions

• Unparalleled Process Flexibility – Full integration with Autonomy Process Automation and 3rd party workflow tools Full integration with Autonomy Process Automation and 3 party workflow tools

for New Business Intake– Reduced total cost of ownership – Single platform approach for all business

processes reducing IT support effort

PresenterPresenter

Tracy ElmbladDirector of Applications, Development & Project ManagementBingham McCutchen

Bingham is a global law firm focusing on financial services firmsand Fortune 100 companiesp

14 Offices (4 International)1,100 Lawyers2,100 Employees 

Purpose of ProjectPurpose of Project

• Further streamline the conflicts research andFurther streamline the conflicts research and resolution process– Reduce the number of zero value steps experienced with the current conflicts research and resolution process

Create efficiencies by allowing systems to perform– Create efficiencies by allowing systems to perform tasks that today are not captured via mechanized audit functionality

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Key BenefitsKey Benefits

• Introducing the new “Autonomy ConflictsIntroducing the new  Autonomy Conflicts Manager” application to the current suite of Autonomy applications will:  – Improve the conflict search/resolution process through enhanced search functionality and data comparison

P id l ith l t “hit ” i kfl th– Provide lawyers with relevant “hits” via workflow thus enabling more expedient review and decision

– Contribute to the firm’s risk mitigation strategiesContribute to the firm s risk mitigation strategies

– Integrate solution with our Business Intake System (BiS)

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BackgroundBackground

• The project is sponsored by Risk Managementp j p y g

• Our current conflicts process has at least 19 steps to complete research & resolution

• Extremely labor intensive, time consuming

• Natural candidate for a better technology solution and workflowworkflow

• Moving to Autonomy’s Records Management solution at end of 2011

• Conflicts needed to migrate to a new solution as well

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DeliverablesDeliverables

• Compliance with Risk Management principles to mitigate p g p p grisk, simplify discovery process and engage in process improvement

Off i t th A t C fli t li ti &• Offer input on the new Autonomy Conflicts application & collaborate closely with Autonomy

• Migrate data from current system to Autonomy Conflicts g y yManager

• Install, test, pilot & deploy new Autonomy Conflicts M li iManager application

• Identify development required around the BiS and Conflicts integration points.

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Conflicts integration points.

Alignment to Firm StrategyAlignment to Firm Strategy

• Leverage new and improved technologies to increase our g p gagility in responding to and shaping our business environment.

• Forge stronger strategic partnerships with key vendors to• Forge stronger strategic partnerships with key vendors to ensure outstanding service and support, obtain economic advantage, and gain industry insights. 

• Educate our administrative organization on re‐engineering principles and techniques and implement an effective and p p q pongoing process improvement program to streamline key business functions.

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RequirementsRequirements

• 24x7 System Availabilityy y

• Support multitude of data sources– Elite, Data Warehouse, IRM, iManage, BiS

• Conflicts Manager had to be the “system of record” for parties (not originally in Autonomy Conflicts Manager roadmap)p)

• Ability to create groups & assign privileges

• Integration w/ Active Directory

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RequirementsRequirements

• Designate Conflicts “Search Types”g yp– New Client, New Matter, Laterial Hire, Preliminary, Pitch, Misc

• Create New Search Jobs & Parties from:– BiS Conflicts form

– Email Requests

– Lateral Hire Conflicts Check form

– Verbal requests

• Search Job Queues

S h Q i• Search Queries

• Search Results “Review” & “Quick Review”

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RequirementsRequirements

• External Corporate Family Database Integrationp y g

• Reporting

• Auditability

• Statistics & Metrics Capabilities

• Scalable

• Search powered by IDOL

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Proposed WorkflowProposed Workflow

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Proposed WorkflowProposed Workflow

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TimelineQ2 2010

AnalysisP R iProcess ReviewBuild vs. Buy recommendation

Q3 2010 – Q2 2011Purchase of Autonomy Conflicts Manager (Q3 2010)RequirementsDevelopment Usability

July/August 2011Installation & migration of dataInstallation & migration of dataTesting is expected for next 1‐2 monthsImplementation planned for Q4Integration with BiS planned for Q1 2012

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Integration with BiS planned for Q1 2012

ConflictsManager – RoadmapConflictsManager Roadmap• Faceted Navigation in Conflicts Report• Li k t i d t l tt • Links to waiver and engagement letters • Identifying parties with a recent resolution • Compare/Show Changes between Search ResultsCompare/Show Changes between Search Results• Improved Workflow for Search Requests• User Notifications and Subscriptions• Mobile Access to ConflictsManager

In Summary…

• Trusted and proven with the most demanding global customers

• Significant ROI while improving capabilities– Single Vendor / Fully Integrated Solution– Manage and control information while lowering costs

• Meaning based computing/IDOL is platform with vision li d t t i th f l fialigned as a strategic path for law firms– Language independent– Understands meaning– Any content source– Any content source

• Unparalleled Process Flexibility