Insightful Interaction: SharePoint Client Collaboration
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Transcript of Insightful Interaction: SharePoint Client Collaboration
![Page 1: Insightful Interaction: SharePoint Client Collaboration](https://reader037.fdocuments.net/reader037/viewer/2022100523/554c358db4c905191f8b570a/html5/thumbnails/1.jpg)
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
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It’s not about SharePoint…
…It’s about collaborating with clients
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So, What’s My Point?
1. Every law firm has collaboration technology, yet…
2. …The technology is not the collaboration
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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
![Page 5: Insightful Interaction: SharePoint Client Collaboration](https://reader037.fdocuments.net/reader037/viewer/2022100523/554c358db4c905191f8b570a/html5/thumbnails/5.jpg)
What does Google Say?
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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.”
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![Page 8: Insightful Interaction: SharePoint Client Collaboration](https://reader037.fdocuments.net/reader037/viewer/2022100523/554c358db4c905191f8b570a/html5/thumbnails/8.jpg)
Technology has been great for Efficiency…
…But efficiency is not collaboration
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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”
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“Too often, businesses focus on making it on
their own. In fact, the secret of being
indispensable is making it together.” – Seth
Godin
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There is REAL Value Here
• Differentiation
• Extend the value proposition on your legal services
• Institutionalize the client relationship / become “sticky”
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How does this kind of Collaboration happen?
Transparency of knowledge