Insightful Interaction: Collaborating with Clients through SharePointBob Beach, Director, SharePoint Practice, Hubbard OneKevin Kelly, Director of Marketing and Business Development, Parker PoeSteve Fletcher, CIO, Parker Poe

It’s not about SharePoint…

…It’s about collaborating with clients

So, What’s My Point?

1. Every law firm has collaboration technology, yet…

2. …The technology is not the collaboration

What is Collaboration Anyways?

• Lawyer perspective:

– Sharing documents related to cases

• Law firm perspective:

– Same, but maybe also including sharing documents/research not

related to a specific case

• Client perspective:

– Same, but also including easier access to billing history, and

increasingly matter status, financial progress and budgets/actuals

What does Google Say?

And, What about our Industry?

• 2010 ILTA Survey

“49% of respondents utilize SharePoint internally for collaboration, while

24% use it as a collaboration tool for client communications.”

• What about Hubbard One OneView Extranet?

“Extranets offer a secure location for attorneys to collaborate with

clients; share documents, contact information, time and billing

matters and more.”

Request Site

Intranet Users Administrators Extranet Users

Approve Site

Approve

Invited Users

Receive

Email Invite

Receive

Approval

Login

View/Edit

Document(s)

Share

Document(s)

Approve

Document

Request New

Password

Reset

Password

Technology has been great for Efficiency…

…But efficiency is not collaboration

Will the *REAL* Collaboration Please Stand Up?

• “Breaking down barriers”

• “A shared experience”

• “A common purpose with the client”

• “Doing something together that we can’t do separately”

• “Educating each other”

“Too often, businesses focus on making it on

their own. In fact, the secret of being

indispensable is making it together.” – Seth

Godin

There is REAL Value Here

• Differentiation

• Extend the value proposition on your legal services

• Institutionalize the client relationship / become “sticky”

How does this kind of Collaboration happen?

Transparency of knowledge