Martindale-Hubbell® Client Service Center User GuideMartindale-Hubbell® Client Service Center User...

Martindale-Hubbell® Client Service CenterUser GuideMay 06, 2011

Martindale-Hubbell® Client Service Center User Guide 05-06-2011

Copyright © 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved i

Contents

Using the information and tools on your Home page..................................................................................................... 1

Lawyer biographies..............................................................................................................................................................2What makes an effective professional biography?........................................................................................................... 2How do I add a new lawyer biography?........................................................................................................................... 3How do I edit a lawyer biography?................................................................................................................................... 4How do I add a lawyer biography note?...........................................................................................................................5How do I copy or move lawyer biographies?....................................................................................................................6Lawyer biography tabs...................................................................................................................................................... 7Frequently asked questions about lawyer biographies................................................................................................... 10Status Descriptions.......................................................................................................................................................... 11

Lawyer images....................................................................................................................................................................12Working with images....................................................................................................................................................... 12How do I add a new lawyer image?............................................................................................................................... 13How do I edit a lawyer image?....................................................................................................................................... 14How do I remove a lawyer image?................................................................................................................................. 15

Office Profiles.....................................................................................................................................................................16What are Office Profiles?................................................................................................................................................ 16How do I add an Office Profile?......................................................................................................................................17How do I edit an Office Profile?......................................................................................................................................18How do I remove an Office Profile?................................................................................................................................19How do I add an Office Profile note?............................................................................................................................. 20Office Profile tabs............................................................................................................................................................ 21Frequently asked questions about Office Profiles...........................................................................................................24Status Descriptions.......................................................................................................................................................... 26

Firm Logo images.............................................................................................................................................................. 27Working with images....................................................................................................................................................... 27How do I add a default firm logo?.................................................................................................................................. 28How do I add a custom firm logo to a specific office?....................................................................................................29

Articles.................................................................................................................................................................................30What are articles?............................................................................................................................................................30How do I add a new article?...........................................................................................................................................31How do I edit an article?.................................................................................................................................................32How do I unpublish an article?....................................................................................................................................... 33Article tabs....................................................................................................................................................................... 34Frequently asked questions about articles......................................................................................................................36

Blogs....................................................................................................................................................................................37What are blogs and how can I use them effectively?.....................................................................................................37How do I create a blog post?......................................................................................................................................... 38How do I edit a blog post?..............................................................................................................................................39How do I remove a blog post?........................................................................................................................................40

Diversity Profiles................................................................................................................................................................41What are Diversity Profiles?............................................................................................................................................ 41How do I edit Diversity Profiles?.....................................................................................................................................42Frequently asked questions about Diversity Profiles...................................................................................................... 43

Group Profiles.................................................................................................................................................................... 44


Copyright © 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved ii

What are Group Profiles?................................................................................................................................................44How do I add a Group Profile?.......................................................................................................................................45How do I edit a Group Profile?....................................................................................................................................... 46How do I unpublish a Group Profile?..............................................................................................................................47Frequently asked questions about Group Profiles.......................................................................................................... 48

Patent Profiles.................................................................................................................................................................... 49What are Patent Profiles?............................................................................................................................................... 49How do I update a Patent Profile?..................................................................................................................................50

Practice Profiles................................................................................................................................................................. 51What are Practice Profiles?.............................................................................................................................................51How do I update a Practice Profile?............................................................................................................................... 52

Reviewing, approving, and publishing changes............................................................................................................ 53The review and submission process...............................................................................................................................53How do I view and publish changes?............................................................................................................................. 54Frequently asked questions about publishing changes.................................................................................................. 55

Managing users..................................................................................................................................................................56User types........................................................................................................................................................................56How do I add a new administrator?................................................................................................................................57Frequently asked questions about administration...........................................................................................................58

Online traffic statistics...................................................................................................................................................... 59How do I view online traffic statistics?............................................................................................................................59How to drive more online traffic...................................................................................................................................... 60

Requesting Reports........................................................................................................................................................... 61How do I view a detailed report of published changes?.................................................................................................61How do I use the reports page accessed using the Tools menu?................................................................................. 62How do I use the reports area on the Home page?.......................................................................................................63Status Descriptions.......................................................................................................................................................... 64

Unpublished edits.............................................................................................................................................................. 65How do I view and publish changes?............................................................................................................................. 65

Martindale-Hubbell® Peer Review Ratings(SM)..............................................................................................................66What are Peer References?............................................................................................................................................66How do I add a Peer Reference?................................................................................................................................... 67How do I remove a Peer?...............................................................................................................................................68How do I submit Peer References?................................................................................................................................ 69How do I distribute Peer References to lawyers?...........................................................................................................70

Client Review Ratings....................................................................................................................................................... 71What are Client Review References?............................................................................................................................. 71How do I add a Client Reference?................................................................................................................................. 72How do I edit a Client Reference?..................................................................................................................................73How do I upload multiple Client References from a file?............................................................................................... 74How do I submit Client References?.............................................................................................................................. 75How do I check the status of Client References?.......................................................................................................... 76How do I view and publish Client Review responses?................................................................................................... 77Client Review tabs...........................................................................................................................................................78

The Bar Register of Preeminent Lawyers™....................................................................................................................82What is The Bar Register of Preeminent Lawyers™?.................................................................................................... 82How do I add a new Bar Register Practice Area listing?............................................................................................... 83


Copyright © 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved iii

How do I edit a Bar Register Practice Area Listing?...................................................................................................... 84How do I publish my Bar Register Practice Area Listing?..............................................................................................85

Direct Call Service............................................................................................................................................................. 86How do I access the Direct Call Service?...................................................................................................................... 86

My Web site........................................................................................................................................................................ 87How do I access Page Designer?...................................................................................................................................87

Preferred Results............................................................................................................................................................... 88How do I access Preferred Results?.............................................................................................................................. 88How do I edit Custom Tag Lines and URLs?.................................................................................................................89How do I manage Default Tag Lines and URLs?...........................................................................................................90

Law Firm Leads..................................................................................................................................................................91Law Firm Leads overview................................................................................................................................................91How do I view new leads?.............................................................................................................................................. 92How do I manage my leads?.......................................................................................................................................... 93How do I create a new lead?..........................................................................................................................................94How do I edit lead information?...................................................................................................................................... 95How do I print leads?...................................................................................................................................................... 96How do I export leads?................................................................................................................................................... 97How do I delete leads?................................................................................................................................................... 98How do I generate reports on leads?............................................................................................................................. 99How do I determine my ROI for leads?........................................................................................................................ 100How do I set the priority of leads?................................................................................................................................101How do I automatically assign leads to my associates?...............................................................................................102How do I refresh my leads view?................................................................................................................................. 103

Peer Review Ratings Toolkit...........................................................................................................................................104What is the Peer Review Ratings (PRR) Toolkit?........................................................................................................ 104How do I download marketing materials?.....................................................................................................................105How do I download firm ratings icons?.........................................................................................................................106How do I download lawyer ratings icons?.................................................................................................................... 107

Managing your account...................................................................................................................................................109How do I change my password?...................................................................................................................................109How do I access PowerInvoice™?................................................................................................................................110How do I renew my Martindale-Hubbell® subscription?............................................................................................... 111

Signing in to the Client Service Center (CSC)............................................................................................................. 112How do I sign in to the CSC?.......................................................................................................................................112What is the "Remember me" feature?.......................................................................................................................... 113How do I retrieve my password?.................................................................................................................................. 114About pop-up blockers and the Client Service Center..................................................................................................115

Contacting LexisNexis.....................................................................................................................................................116


Copyright © 2011 LexisNexis, a division of Reed Elsevier Inc. All rights reserved 1

Using the information and tools on your Home pageThe Client Service Center (CSC) Home page displays an overview of all the tools and features available to you in theCSC. The table below describes the features available on this page.

Tip:In a hurry? The Quick Start Guide explains how to make the changes you'll do most frequently.

In this area... You can:

Search My Firm Locate a lawyer biography or office profile associated with your firm.

My Toolbox Quickly access features needed to manage your lawyer and office profiles. You canaccess the same features by clicking Manage Profiles on the main navigation bar.

Status Report See an overview of the most recent activity for your firm including a summary ofunpublished edits. You can access a complete status report for lawyer biographies andoffice profiles by clicking the numeric links above the table.

For more information about the meaning of a particular status, see Status Descriptions.

Print Deadlines Review print deadlines specific to your firm. Any changes to lawyer biographies or officeprofiles must be submitted in the CSC by date indicated to be included in the next printedition of the Martindale-Hubbell® Law Directory.

My Products Access Martindale-Hubbell products purchased by your firm.

Online Statistics Review a snapshot of impressions for your listing on either Lawyers.comSM ormartindale.com® over the last 3 months. Impressions are the number of times your listingappears on a search result page on a Martindale-Hubbell website. View your completeWeb Statistics Dashboard to access more detailed reports.

Law Firm Leads View a summary of leads for the previous week.

The navigation area at the top of the Home page is repeated on every page in the CSC, and it contains the following links:

Click this link... If you want to:

Sign Out End this session and exit the CSC.

My Account Change your password, access Power Invoice to manage billing, or view your firm nameand contact information.

Site Map View a complete list of all areas and tools available to you in the CSC.

Help Access this help system. When you click the Help link, a list of the articles that applyto the area you are viewing appears. You can also find other information in the help byusing the search box or clicking the Home or Index links.



Lawyer biographies

What makes an effective professional biography?

Being a Martindale-Hubbell® subscriber is an important way to reach potential clients. Your prospects use precise searchterms to locate information about your firm, making a complete Professional Biography that details your firm's history andexpertise fundamental to your success.

The following information should be included in your Professional Biography to maximize your search-ability and todifferentiate your firm from the competition:

Firm Profile - Giving prospects an overview of your practice with a highly visible positioning statement helps themselect your firm for review. Providing a customer-centric firm profile, and addressing the sensitive needs of yourpotential clients enhances your firm's appeal.

Statement of Practice - Providing the full scope of the Practice Areas your firm represents gives prospects acomplete picture of your services, and casts a wider net to attract more potential clients.

Practice Areas - Specifying all relevant Practice Areas for each member of your firm provides a fundamental searchbase because Practice Areas are the most frequently used search terms and by far the most important way toincrease your electronic search-ability. To view a full list of Practice Areas, visit www.martindale.com/aop.

Lawyer email and Firm email - Providing live email addresses on Lawyers.comSM and martindale.com® givespotential clients and colleagues a quick and easy way to communicate with your firm's lawyers.

HotLink - Providing a link on your Professional Biography boosts traffic to your firm's website.

Languages - Listing all languages spoken increases your potential client base.

Firm-Wide Firm Size - Listing your firm's size increases the chances lawyers and other potential clients will locateyour firm based on preferred firm size.

Memberships - Demonstrating your lawyers' professional stature and community involvement enhances your firm'sreputation.

Reported Cases - Illustrating your firm's expertise by listing high profile or landmark cases highlights your firm'saccomplishments.

Representative Clients - Including a brief list of clients increases a prospect's confidence in your practice ingeneral.

When it comes to increasing your visibility on the Web, the more effective your firm information is, the more likelyyou are to be found on martindale.com, Lawyers.com, and in search results on the major engines.



How do I add a new lawyer biography?

1. Click Manage Profiles > Lawyer Biographies in the top navigation menu.

2. Click the New button ( ). The New Profile page appears.

3. Complete the search form fields and search the Martindale-Hubbell® Lawyer Directory to determine if the lawyeralready exists in our records.

4. Review the search results and do one of the following:

If the lawyer yousearched for...

Do this...

Appears in the searchresults

Click Copy to New Biography next to the lawyer's name.

Does not appear in thesearch results

Click the Start a New Biography link.

5. Enter information in the Lawyer Information, Education & Experience, and Biography tabs. To see a preview of thebiography as it would appear to users, click the Preview link at any time.

Important:Your changes are automatically saved when you move between tabs, but you can also save your work at anytime by clicking the Save Draft link. If you make changes under a tab and leave the CSC without saving, yourchanges will be lost.

Note:To ensure that the correct lawyer is added to your listing, you may not edit the Name or Year of Birth values withthe first submission. You will be able to edit this information after the lawyer is added to your listing and its statuschanges to "Published".

6. Click Review and Approve at the bottom of the Biography tab when you have finished entering information.

7. Review the lawyer biography and do one of the following:

If you want to... Do this...

Go back and makechanges to the biography

Click Previous Step or any of the tabs.

Save your changes topublish later

Click Finished - Publish Later. To publish these changes later, click Tools >Unpublished Edits. For more information, see How do I view and publish changes?

Publish Click Publish.



How do I edit a lawyer biography?


2. Click the name of the lawyer whose biography you want to edit. The Edit Profile page appears.

3. Edit the information about this lawyer under the Lawyer Information, Education & Experience, and Biography tabs.To see a preview of the biography as it would appear to users, click the Preview link at any time.

4. Click Review & Approve in the navigation area to the left of the page when you have finished entering information.

5. Review the lawyer biography and do one of the following:


Go back and makechanges to the biography







How do I add a lawyer biography note?

If necessary, use notes to clarify your changes to lawyer biographies for Martindale-Hubbell® editors.

Note:If you want to add a note to a new lawyer biography, you must save it in the CSC first.


2. Select the check box next to the lawyer to whose biography you want to attach a note, then click the Note to MH

Editor button ( ).

3. Enter the note text in the Note box.

4. Click Add Note.

Your note is saved, and it will be read by a Martindale-Hubbell editor when you publish your changes.



How do I copy or move lawyer biographies?


2. Select the check box next to up to 4 lawyers you want to move or copy to another location.

3. Do one of the following:


Associate these lawyerswith a new location withoutchanging their existinglocation

Click the Copy button ( ).

Remove these lawyersfrom their current locationand associate them with anew location

Click the Move button ( ).

4. For each lawyer you selected, specify a new office location and office directory heading under the To column.

5. For each lawyer you selected, specify the order in which his or her biography should appear among the otherbiographies at the new location under the Position the Biography column.

6. Click Save and Return to Biographies.

The change will take effect the next time you publish these biographies.



Lawyer biography tabs

Lawyer Information tab

The fields under this tab allow you to specify basic profile and contact information for a lawyer. The following fields arerequired:

First and Last Name

Year of Birth

Position

Office Location

Office Directory Heading

Important:Your changes are automatically saved when you move between tabs, but you can also save your work at any time byclicking the Save Draft link. If you make changes under a tab and leave the CSC without saving, your changes will belost.

See the table below for more information about the fields on this tab.

Value Description

Photo This section allows you to upload a lawyer photo that will display on martindale.com®

and Lawyers.comSM to increase the personalization of a profile. Photos will publish tomartindale.com and Lawyers.com in about 1 hour.

For more information, see Lawyer images.

Blog Access Blogging is a free capability managed through the CSC available to all lawyers. Blogcontent is published to the Law Blog area accessed from the main navigation ofLawyers.com.

A valid email is required for a lawyer to have blog access. The email will be used as theUser ID when the lawyer signs into the CSC to blog. Once blog access is established,an email will automatically be sent to the lawyer with their User ID and a temporarypassword.

For more information, see Blogs.

Year of Birth Providing a year of birth assists with the validation process that is done by Martindale-Hubbell® to confirm the identity of lawyers.

Office Directory Heading Each Office Profile includes a directory of all lawyers assigned to that particular office.The heading options provided in the drop-down list are the options available for theselected Office Location. You must select a heading for this new lawyer to appear underin the Office Profile Directory. If you do not see the correct heading, it must be first beadded to the Office Profile before it can be selected here.

Once this content has been entered for a new profile, it can no longer be edited from thelawyer biography. Changes can be made to the selected heading and position from theappropriate Office Profile.

Position profile display inselected Office DirectoryHeading

Each Office Profile includes a directory of all lawyers assigned to that particular office.In the previous drop-down list, you selected the heading to be used for this lawyer. In



this step you can position the order in which the lawyer will appear under the selectedheading.

Once this content has been entered for a new profile, it can no longer be edited from thelawyer biography. Changes can be made to the selected heading and position from theappropriate Office Profile.

Biography tab

The fields under this tab allow you to specify practice areas, memberships, fellowships, cases, and other biographicalinformation. Only the Practice Area field is required.

Important:Your changes are automatically saved when you move between tabs, but you can also save your work at any time byclicking the Save Draft link.


Value Description

Area of Practice This section allows you to select the applicable practice areas and keywords to beassociated with this profile. Practice areas and keywords are primary search criteria on

Lawyers.comSM and martindale.com®. Selecting all relevant practice areas can helpincrease online exposure.

For each Practice Area, you may enter the percent of time, number of cases worked, andwhether pro-bono work is done. This additional information is optional.

Tip:If you add or remove Practice Areas for a lawyer, you may also wish to make updatesto the Group Profile if one exists.

When you add a practice area, first ensure that the correct region is selected, then eitherbrowse or search the list of predefined practice areas. If you can't find the practice areayou are looking for, you can add a new one by typing the full name and clicking Add toMy List.

Tip:If you add a new practice area, you may also want to select additional practice areasfrom the predefined list. Selecting a predefined practice area will improve the profile'ssearchability on Martindale-Hubbell® websites.

To reorder practice areas, select one or more areas (holding down the Ctrl key to selectmultiple ones), then drag and drop the areas into the order you want, with the mostimportant one at the top. Click the X next to a practice area to remove it from the list.

Biography & AdditionalInformation

This section includes the main biography content for the profile as well as additionalinformation to enhance a profile.

Click a View Example link for samples of the information you may want to includein these fields, or for more information, see What makes an effective professionalbiography?



Note:Pro-bono Information, Hobbies and Interests and Social Networks only display on Lawyers.com. This informationwill not be published to martindale.com or to the printed directory. In addition, this information will not appear on an E-Proof.

Education & Experience tab

The fields under this tab allow you to specify information about a lawyer's educational background and professionalexperience. The following fields are required:

Admitted

Education



Value Description

Additional Information This section provides additional information to enhance a profile. Click a View Examplelink for samples of the information you may want to include in these fields.

Bar Roster Number The Bar Roster Number is your State Bar Membership Number. This information is usedto verify status as an admitted attorney.



Frequently asked questions about lawyer biographies

How do I add a lawyer who does not appear in the search results?

If you have searched for a lawyer but do not find him or her in the search results, click the Start a New Biography link.For more information, see How do I add a new lawyer biography?

What does the red flag icon ( ) mean?

This icon means that required information is missing from this lawyer's biography. This indicator may appear on theLawyer Biography list or the Status page.

Until the required information is added, this biography will not publish in your Martindale-Hubbell® listings. For moreinformation about editing a lawyer biography, see How do I edit a lawyer biography?

My changes have a status of "Published", but they are in a slightly different format from the way Isubmitted them.

Martindale-Hubbell editors review your requested changes and apply them according to style and format rules. Yourchanges may be re-organized to conform to these standards in order to maintain consistency throughout the Martindale-Hubbell directory.



Status Descriptions

The table below explains the statuses that may be associated with your changes in the CSC.

Status Description

Finished Administrator or lawyer has completed all edits for the office/lawyer profile and indicatedthe profile is now ready for publishing.

Marked for Move Administrator has moved the lawyer from one location to another, but has not yetpublished the change.

Marked for Deletion Administrator has requested the removal of a lawyer, but has not yet published thechange.

Saved Administrator saved edits for the office/lawyer profile.

Submitted Administrator submitted edits to LexisNexis Martindale-Hubbell for updating.

Note:This status will no longer be used after March 2011.

Changes Complete Martindale-Hubbell processed the submissions and updated the profiles.


Distributed Administrator has used the Distribute link to email the biography to the lawyer for reviewand editing.

Saved Lawyer has saved edits to the profile, but has not completed the work.

Published Administrator has published edits to the profile.

No Change Lawyer has chosen to make no edits to the profile and the profile is ready for review andpublishing by the administrator.

Forwarded to Admin Coordinator has sent the profile to the Administrator for approval and publishing.

Returned to Coordinator Administrator has returned the profile to the Coordinator for corrections or additionaledits.



Lawyer images

Working with images

You can use the CSC to upload and manage images. Your images will appear with your Office Profiles and Lawyer

Biographies on martindale.com® and Lawyers.comSM. The CSC has a built-in virus checker to ensure that all images aresafe.

Once you have uploaded your images into the CSC, it will take approximately one hour for them to appear on Martindale-

Hubbell® websites. You do not need to publish an Office Profile or Lawyer Biography in order for the image to bepublished.

Note:Images in the CSC are not connected to images you may have on your lawyer home page. You can re-use imagesfrom your lawyer home page, but you must enter them separately into the CSC.

Image requirements

Requirement Description

File Formats Graphics Interchange Format (*.GIF)

JPEG (*.jpeg or *.jpg) - *recommended format for best quality

Progressive JPEG (*.pjpeg)

Portable Network Graphics (*.png)

File Size Images must be less than 4 megabytes (MB) in size.

Dimensions Firm LogosHeight: Between 47 and 71 pixels

Width: Between 205 and 270 pixels

Lawyer ImagesHeight: Between 90 and 200 pixels


Note:If your image is larger than the dimensions above, it will automatically beresized. Please be sure to preview your image.



How do I add a new lawyer image?

A lawyer image appears with the lawyer biography listing on martindale.com® and Lawyers.comSM. You may store onephoto per lawyer. Follow the steps below to add a new lawyer image:


2. Click the name of the lawyer whose image you want to add. The Edit Profile page appears.

Tip:If you want to add an image to a new lawyer, follow the steps under How do I add a new lawyer biography? untilyou reach the Lawyer Information Tab, then continue with the steps below.

3. Click the Add Photo link in the Photo area on the right side of the page.

4. Click the Browse button, locate the lawyer image file on your computer, then click Open.

5. Enter a caption in the Add Bio Line box. Click the View Example link for a sample input.

6. Click Save.

Your photo is uploaded and attached to the lawyer's biography. It will appear on Martindale-Hubbell® websites inapproximately 1 hour. You do not need to publish the Lawyer Biography in order for the image to be published.



How do I edit a lawyer image?


2. Click the name of the lawyer whose image you want to edit. The Edit Profile page appears.

3. Click the Edit Photo link under the lawyer's current photo on the right side of the page.

4. Click the Browse button, locate the lawyer image file on your computer, then click Open.

5. Enter a caption in the Add Bio Line box. Click the View Example link for a sample input.

6. Click Save.

Your photo is uploaded and attached to the lawyer's biography. It will appear on Martindale-Hubbell® websites inapproximately 1 hour. You do not need to publish the Lawyer Biography in order for the image to be published.



How do I remove a lawyer image?


2. Click the name of the lawyer whose image you want to remove. The Edit Profile page appears.

3. Click the Delete link under the lawyer's current photo on the right side of the page.

4. Click OK.

The photo is removed from the lawyer's biography. It will be removed from Martindale-Hubbell® websites in approximately1 hour. You do not need to publish the Lawyer Biography in order for the change to take effect.



Office Profiles

What are Office Profiles?

Your office profile is the firm-specific information that is displayed in the online and print versions of the Martindale-

Hubbell® directory. Office profiles correspond to a physical office location. They contain detailed information about yourfirm, including contact information and Lawyer Biographies.



How do I add an Office Profile?

1. Click Manage Profiles > Office Profiles in the top navigation menu.

2. Click the New button ( ). The New Profile page appears.

3. Enter information about this office location under the Contact Information, Office Profile, Manage Office Directory,and Cross References tabs. To see a preview of the office profile as it would appear to users, click the Preview linkat any time.

Important:Your changes are automatically saved when you move between tabs, but you can also save your work at anytime by clicking the Save Draft link. If you make changes under a tab and leave the CSC without saving, yourchanges will be lost.

4. Click Review & Approve at the bottom of the Cross References tab when you have finished entering information.

5. Review the office profile and do one of the following:


Go back and makechanges to the profile







How do I edit an Office Profile?


2. Click the office profile you want to edit. The Edit Profile page appears.

3. Edit the information about this lawyer under the Contact Information, Office Profile, Manage Office Directory, andCross References tabs. To see a preview of the office profile as it would appear to users, click the Preview link atany time.

4. Click Review & Approve in the navigation area to the left of the page when you have finished entering information.

5. Review the office profile and do one of the following:


Go back and makechanges to the profile







How do I remove an Office Profile?


2. Select the check box next to the office profile you want to remove, then click the Delete button ( ).

3. Select a reason for the removal.

4. If you want to clarify this request, enter a note to the Martindale-Hubbell® editors.

Note:Any lawyer biographies associated with this office profile will also be deleted, unless you specify otherwise in thisnote. You can also move lawyer biographies to another office location before you delete an office.

5. Click Mark for Deletion or Delete. To publish this deletion request, click Tools > Unpublished Edits. For moreinformation, see How do I view and publish changes?



How do I add an Office Profile note?

If necessary, use notes to clarify your changes to office profiles for Martindale-Hubbell® editors.

Note:If you want to add a note to a new office profile, you must save it in the CSC first.


2. Select the check box next to the office profile to which you want to attach a note, then click the Note to MH Editor

button ( ).

3. Enter the note text in the Note box.

4. Click Add Note.

Your note is saved, and it will be read by a Martindale-Hubbell editor when you publish your changes.



Office Profile tabs

Contact Information tab

The fields under this tab allow you to specify basic information about an office location, such as its name, location, andmethods of contact. The following fields are required:

Office Name

City

State

ZIP/Postal Code

Country

Office Phone



Value Description

Office Name Enter the office's name, year of establishment, and size.

Former Firm NameIf applicable, enter your firm's former name. This can be helpful to potential clients ifyour firm name has changed recently.

Historical NameIf applicable, enter a list of names that your firm has used in the past. You mayinclude years with each name if you choose.

Office Address & ContactInformation

Enter your office's location and ways in which the office can be contacted. You mustenter information in at least one of the Building, Street, or P.O. Box boxes.

Office Hours Specify the hours that this location is open for business.

Logo You can provide a default logo for all locations and/or a single logo for a single officelocation.

For more information, see Firm Logo images.

Payment Information Select the forms of payment that this office location accepts.

Office Profile tab

The fields under this tab allow you to provide more detail about your office to prospective clients. Only the Statement ofPractice field is required.

Important:Your changes are automatically saved when you move between tabs, but you can also save your work at any time byclicking the Save Draft link.




Value Description

Tagline A tagline is a brief marketing statement (up to 240 characters) that differentiates your firm

from others. Taglines display in search results on Lawyers.comSM and can help catch the

eye of potential clients. Research done by Martindale-Hubbell® has shown that firms witha relevant tagline get more clicks than those firms who list the default "Attorneys at Law"tag line. Your tag line should showcase your area of law, years of service or location andgive potential clients a peek into your firm’s offerings.

Statement of Practice The statement of practice is a list of the practice areas represented at this office location.It is searchable on LexisNexis, DVD, and Martindale-Hubbell websites.

Click Add Practice Area in the bottom left corner of the Statement of Practice area.Selecting from the standardized list of practice areas will help improve your firm'ssearchability on Martindale-Hubbell websites, because these values are exact matches

with terms used by the Martindale-Hubbell® search engine. Once added, you may usethe drag-and-drop feature to arrange the order in which the Practice Areas will appear.Use the Preview link in the left column to view a complete list of selected practice areas.

Optionally, you may also specify if your firm practices pro-bono work in each of thepractice areas. This information will be displayed on your firm's Lawyers.com profile.

Additional ProfileInformation

Enter additional information such as other locations, languages, spoken, clients, andalliances. Click a View Example link for samples of the information you may want toinclude in these fields.

Note:Pro-bono Information and Accepted Legal Insurance Plans only display on Lawyers.com. This information will notbe published to martindale.com or to the printed directory. In addition, this information will not appear on an E-Proof.

Manage Office Directory tab

The fields under this tab allow you to group and arrange lawyers under headings. For example, you could create headingscalled "Associates" and "Partners", move lawyers in this location under those headings, and then arrange those lawyers inthe order in which you want them to appear in print and online listings.



Add lawyers to this location Click Copy Profile to this Office Directory or Move Profile to this Office Directory.

You can also move lawyers to an office location from the Lawyer Biographies page. Formore information, see How do I copy or move lawyer biographies?

Arrange lawyers underheadings

Drag lawyer names to move them from one heading to another or to re-arrange themunderneath a heading.

Tip:Use Ctrl-click to move multiple lawyer names at once.



Add a new heading Click Add Heading. You can choose from a list of commonly used headings or add oneof your own.

Cross References tab

The fields under this tab allow you to add searchable listings that refer to this office profile. None of the fields on this formare required.



Value Description

City Cross Reference City Cross References increase your exposure to clients who are searching bygeographical location. Create a cross reference in a nearby city so that potential clientssearching in that city will see that your office is located nearby. For example, if you arein the Elizabeth Office Profile, and you enter a city cross reference to Summit, someonewho searches for Summit will see a cross reference to the Elizabeth office.

Firm Name CrossReference

A Firm Name Cross Reference can be useful if your firm's name has recently changed.For example, if your firm name changed from Cooper and White to White and Smith,enter a cross reference under your old firm name. When clients search for Cooper andWhite, they will see a cross reference to White and Smith.



Frequently asked questions about Office Profiles

What is a Cross Reference?

A cross reference is a "signpost" that enhances your firm's exposure in Martindale-Hubbell print and electronic products.There are two types of cross references:

City cross references appear in nearby cities. When a potential client searches for a firm in those cities, the crossreference will direct them to your Office Profile.

Note:City cross references cannot be added in a city where your firm has a physical office.

Name cross references can be useful if your firm's name has recently changed. This type of cross reference appearsunder your firm's former name in the same city as your Office Profile, and directs potential clients to your firm's newname.

What is the difference between an Office Profile and a Cross Reference?

An Office Profile corresponds to a physical office location. It contains detailed information about your firm, includingcontact information and Lawyer Biographies.

A Cross reference is not an office location and has no personnel. It serves as a signpost to direct readers to your OfficeProfile.

What if I don't want to show a Statement of Practice?

The Statement of Practice is searchable online and on the Martindale-Hubbell Directory on CD-Rom. Omitting theStatement of Practice from your Office Profile can compromise your firm's visibility in these products.

If the Statement of Practice field is left blank, you will be unable to publish your Office Profile. If you are sure that you donot want a Statement of Practice, enter None in this field.

I created an office by mistake. How can I delete it?

Note that an office marked (U.S. - Canadian) or (U.S. - International) is not a duplicate office. This is your firm's listing inthe U.S. section of the Canadian or International directories.

For help with deleting an office profile, see How do I remove an Office Profile?

My firm has more than one office. Can I request an e-proof for all offices at once?

No, you will have to request an e-proof for one location at a time.

I can see my changes on martindale.com®/Lawyers.comSM, but when I request an e-proof from theCSC, it doesn't seem to be updated.

Publishing to martindale.com and Lawyers.com happens separately from updates to the e-proof. Therefore, your changeswill appear on websites before they are available in the CSC.



My changes have a status of "Published", but they are in a slightly different format from the way Isubmitted them.

Martindale-Hubbell editors review your requested changes and apply them according to style and format rules. Yourchanges may be re-organized to conform to these standards in order to maintain consistency throughout the Martindale-Hubbell directory.



Status Descriptions


Status Description

















Firm Logo images

Working with images

You can use the CSC to upload and manage images. Your images will appear with your Office Profiles and Lawyer

Biographies on martindale.com® and Lawyers.comSM. The CSC has a built-in virus checker to ensure that all images aresafe.

Once you have uploaded your images into the CSC, it will take approximately one hour for them to appear on Martindale-

Hubbell® websites. You do not need to publish an Office Profile or Lawyer Biography in order for the image to bepublished.

Note:Images in the CSC are not connected to images you may have on your lawyer home page. You can re-use imagesfrom your lawyer home page, but you must enter them separately into the CSC.

Image requirements

Requirement Description

File Formats Graphics Interchange Format (*.GIF)

JPEG (*.jpeg or *.jpg) - *recommended format for best quality

Progressive JPEG (*.pjpeg)

Portable Network Graphics (*.png)

File Size Images must be less than 4 megabytes (MB) in size.

Dimensions Firm LogosHeight: Between 47 and 71 pixels


Lawyer ImagesHeight: Between 90 and 200 pixels


Note:If your image is larger than the dimensions above, it will automatically beresized. Please be sure to preview your image.



How do I add a default firm logo?

A firm logo appears with your office profile listing on martindale.com® and Lawyers.comSM. Follow the steps below toupload one logo to use on all office profiles. You can also add a customized logo for each office profile.

1. Click Manage Listings > Office Profiles in the top navigation menu.

2. Click any office in the list. The Edit Profile page appears.



Add a default logo for thefirst time

Click the Add Office Logo link in the Logo area.

Change a previouslyadded default logo

a. Click the Edit link in the Logo area.

b. Select the No option next to Use default logo?

c. Select the Yes option next to Add new or custom office logo?

4. Select the option (Square or Wide) that best describes the shape of your logo.

5. Click the Browse button, locate the logo image file on your computer, and then click Open.

6. Select the Set as new default office logo check box.

7. Click Save.

You do not need to publish an office profile to publish the image. Your changes will appear on Martindale-Hubbell®

websites in approximately 1 hour.



How do I add a custom firm logo to a specific office?

A firm logo appears with your office profile listing on martindale.com® and Lawyers.comSM. Follow the steps below toupload a custom logo to be used on a single office profile. You can also add a default logo to be used on any office profilefor which you haven't defined a custom logo.

1. Click Manage Listings > Office Profiles in the top navigation menu.

2. Click the office for which you want to add a custom logo. The Edit Profile page appears.

3. Click the Add Office Logo link in the Logo area to the right of the page.

4. If you have previously added a default logo, select the No option next to Use default logo?

5. Select the Yes option next to Add new or custom office logo?

Tip:If you don't want to display any logo for this location, select the No option instead, and then click Save.

6. Select the option (Square or Wide) that best describes the shape of your logo.

7. Click the Browse button, locate the logo image file on your computer, and then click Open.

8. Click Save.

You do not need to publish an office profile to publish the image. Your changes will appear on Martindale-Hubbell®

websites in approximately 1 hour.



Articles

What are articles?

Articles on martindale.com® offer your firm a unique opportunity to:

Demonstrate firm accomplishments and knowledge base

Communicate information that can help potential clients evaluate your firm

Lend credibility to your firm's record of achievement

Increase the impact of your lawyer's profiles on martindale.com

Supplement your firm's marketing efforts

Visitors can access your firm's published articles in two ways:

Through a Lawyer Locator search where an article icon indicates the presence of an article

Through a custom search of our articles database in the Legal Articles section of martindale.com. Visitors cansearch by topic, industry or practice area, geographic area, article title, article keyword, date range, author, or firmname.

Use the Articles page to add articles related to any number of industries and practice areas. Once submitted, your articles

will be reviewed by Martindale-Hubbell® editors (see the guidelines below) and then posted on martindale.com.

Article Guidelines

Valid content must be:

Comprised of legal news or analysis

Authored by the firm or lawyers within the firm

At least two paragraphs long

Published one article at a time

The following types of content are invalid and will be declined:

Press releases or self-promotional content

Firm personnel or event announcements

Articles written by third-parties that quote/interview/mention people in the firm

Newsletters containing more than one article

HTML-formatted content with graphics

HTML-formatted content with hyperlinks to other sites that cannot be delinked without diminishing the integrity of thecontent

The article format may be edited to fit martindale.com requirements.



How do I add a new article?

1. Click Manage Profiles > Articles in the top navigation menu.

2. Click New.

3. Describe the article and provide Authors & Editors on the Article Information tab, then click Step 2 - Article.

4. Click Preview to see how the article will appear to users.



Save the article and edit itlater

Click Save Draft.

Publish the article forpublication

Click Publish. The article is processed and published on martindale.com®. Thisprocess is complete when the Status column on the Articles page changes to"Published".



How do I edit an article?


2. Select the check box next to the article you want to modify, then click Edit in the toolbar.

Note:You may not edit Articles that have a status of "Pending".

3. Edit the information under the Article Information and Article tabs.

4. Click Preview to see how the article will appear to users.



Save the article and edit itlater

Click Save Draft.

Publish the article forpublication

Click Publish. The article is processed and published on martindale.com®. Thisprocess is complete when the Status column on the Articles page changes to"Published".



How do I unpublish an article?


2. Select the check box next to the article you want to unpublish, then click Unpublish in the toolbar. Only articlesthat have a status of "Published" can be unpublished. Once unpublished, the article is no longer visible onmartindale.com®.

After an article is unpublished, you can edit and resubmit it.



Article tabs

Step 1 - Article Information

The fields under this tab allow you to provide the following kinds of information about the article:

General Article Information

Authors & Editors

These fields are required:

Title of Article

Article Type

General Article Information

The fields in this section allow you to specify basic information about the article. The Title of Article and Article Typefields are required.

Important:Your changes are automatically saved when you move between tabs, but you can also save your work at any time byclicking the Save Draft button. If you make changes under a tab and leave the CSC without saving, your changes willbe lost.

See the table below for more information about the fields in this section.

Value Description

Article Type Select one of these types from the drop-down list:

Legal Alert/Article

White Paper

Court Document

Presentation

Legal Form

Previous Publisher If the article was previously published in another publication, enter the name of thatpublication in this box. Otherwise, leave this box blank.

Display Date If the article was previously published in another publication, enter the date of thatpublication in this box. Enter the date in one of the following formats:

November 11, 2008

November 2008

Fall 2008

Fourth Quarter 2008

Country If the article pertains to the jurisdiction of a single country, state or province, select thatjurisdiction from this drop-down list. If you select the United States or Canada, you canalso select a state or province.)



Authors & Editors

The fields in this section allow you to specify the people responsible for the article's content. This information is notrequired.

Do one of the following to specify an author or editor for the current article:

Enter the first few letters of the author/editor's last name in the Find & Add Lawyer box to select members of yourfirm associated with the article. When the author you were looking for appears, click Add.

If the name you are looking for doesn't appear (e.g., for an author who is not a member of your firm), enter a nameand title in the First Name, Last Name, and Title boxes. You can additional authors and editors who are notmembers of your firm by clicking Add another row.

Step 2 - Article

The fields under this tab allow you to provide the text of the article. These fields are required:

Article Abstract

Article (not required if you choose to upload the text of the article)

Important:Your changes are automatically saved when you move between tabs, but you can also save your work at any time byclicking the Save Draft button. If you make changes under a tab and leave the CSC without saving, your changes willbe lost.


Value Description

Article Abstract Enter the first paragraph of the article in this box.

Article Enter the text of the article in this box by typing it directly or by copying and pasting itfrom another source. Alternatively, you can upload an article in Microsoft® Word (.doc) orPDF format using the Attach Article buttons.

Attach Article To upload an article in Microsoft Word (.doc) or PDF format:

1. Click the Browse button, locate the article file on your computer, and then clickOpen.

2. Click Upload File. The file is uploaded.

Alternatively, you can enter the article text directly into the Article box.

Save Draft Click this button to save the article and edit it later.

Publish Click this button to submit the article for publication.



Frequently asked questions about articles

Why is my article status still "Pending"?

Published articles are reviewed and indexed by Martindale-Hubbell® before being published on martindale.com®. Anarticle with a status of "Pending" is still in the review and indexing process, which can last a few weeks.

What does the article status "Declined by MH" mean?

This status means that your article was declined by a Martindale-Hubbell editor. Most likely, this is because it did not meetour requirements for a legal article. For more information, see the "Article Guidelines" section in What are articles?

Why can't I delete an article?

You can only delete an article from the CSC after it has been unpublished. If you can't find the article you are looking for inthe articles list, click the Manage Inactive/Archived tab.

Why couldn't I upload my article file?

There may be a problem with the article filename. Remove any spaces or special characters from the filename and tryagain.



Blogs

What are blogs and how can I use them effectively?

A weblog, or blog, is a personal web page that is frequently updated with posts from its maintainer. The word "blog" canrefer to the weblog itself, an individual post on the weblog, or the act of maintaining a weblog.

Your firm can use the CSC to maintain lawyer blogs about legal topics related to their law practice. These blogs are

published on Lawyers.comSM.

Keep these tips in mind as you write your blog:

Remember to enter a title for your blog posts. A blog is like an article; it has a title and a body.

Blog entries are date- and time-stamped automatically when you first open the blog editor to compose the post. Ifyou have updated a previously posted blog, and want to update the date and time as well, click the clock icon next tothe Date field.

The Blog editor is a "what you see is what you get" editor. This means that you can format your post in the editorexactly as you want it to look once it's published. Use the toolbar at the top of the Entry Body field to format yourpost. Rest your pointer on the buttons to see what each one does.

You can also use the editor to add more advanced features to your blogs, like tables, hyperlinks or images.

Blog posts are categorized by area of practice on Lawyers.com. To categorize your blog correctly, select the area ofpractice that best relates to the topic of your post. (If you want to post the blog in more than one category, you willneed to create multiple copies of the same blog.)

There is currently no spellcheck available for blog posts. Remember to proofread your post before publishing.

There is a 4,000 character limit on blog posts.

Use the CSC to add, edit, and remove blog posts.



How do I create a blog post?

1. Click Manage Profiles > Blogs in the top navigation menu.

2. Click Edit next to a lawyer name. (The list contains only lawyers for whom blog access is enabled.)

3. Click Create a New Blog Post. The blog editor appears.

4. Enter a title and create your blog post in the editor. Rest your pointer on any of the items in the editor toolbar to viewa description of their function.

5. Select a practice area in the Practice Areas drop-down list that relates to this blog post. The options in this drop-down list come from the lawyer's Biography listing. If the lawyer would like to blog on a practice area that is notlisted, you can add additional practice areas to his or her biography.

6. Click Preview to see what your post will look like when it is published.



Save the blog post andedit it later

Select Draft in the drop-down list at the top of the editor, then click the Save button.The post will remain in the CSC, visible only to you, until you decide to publish it.

Publish the blog post forpublication

Select Publish in the drop-down list at the top of the editor, then click the Savebutton. The blog post will appear on Lawyers.comSM within 1 hour.

Important:If you leave the blog editor without saving a draft or publishing, your blog post will not be saved.



How do I edit a blog post?



3. Click Edit next to the blog post you want to edit. The blog editor appears.

4. Enter a title and create your blog post in the editor. Rest your pointer on any of the items in the editor toolbar to viewa description of their function.

5. Select a practice area in the Practice Areas drop-down list that relates to this blog post. The options in this drop-down list come from the lawyer's Biography listing. If the lawyer would like to blog on a practice area that is notlisted, you can add additional practice areas to his or her biography.

6. Click Preview to see what your post will look like when it is published.



Save the blog post andedit it later

Select Draft in the drop-down list at the top of the editor, then click the Save button.The post will remain in the CSC, visible only to you, until you decide to publish it.

Publish the blog post forpublication

Select Publish in the drop-down list at the top of the editor, then click the Savebutton. The blog post will appear on Lawyers.comSM within 1 hour.

Important:If you leave the blog editor without saving a draft or publishing, your blog post will not be saved.



How do I remove a blog post?

Blog posts can be removed from Lawyers.comSM, but they cannot be deleted entirely from the CSC. To remove a blogpost from Lawyers.com:



3. Click Edit next to the blog post you want to remove. The blog editor appears.

4. Select Draft in the drop-down list at the top of the editor, then click the Save button.

The blog post will be deleted from Lawyers.com within 1 hour, but it will remain in the CSC, visible only to you.



Diversity Profiles

What are Diversity Profiles?

Exhibit your firm's diversity leadership with in-depth descriptions of tactics and goals to recruit, retain, and promote

minorities with Diversity Profiles on martindale.com®.

Law Firm Diversity Profiles will allow your firm to:

Showcase your diversity initiatives with detailed descriptions of goals and tactics to recruit, retain, and promoteminorities.

Strengthen your competitive standing by communicating your firm’s diversity initiatives to Martindale’s audience ofmillions of buyers of legal services.

Appear on the short list when corporate counsel and recruits refine searches to only include firms with diversityprofiles.

Lay out diversity goals and demonstrate commitment to diversity issues.

Demonstrate management support for diversity.

Stand out from the competition with a Diversity icon, which appears next to the firm's name whenever it appears inMartindale search results.

Enhance the visibility of your diverse lawyers and staff.

Use the CSC to add diversity profile information for display on martindale.com.

The image below shows an example of how diversity profile information appears on martindale.com.

For more information, see How do I edit Diversity Profiles?



How do I edit Diversity Profiles?

1. Click Manage Profiles > Diversity Profile in the top navigation menu.

2. Complete your firm's diversity profile by entering information under the Diversity Statement and Diversity Datatabs. After completing each tab, click Save to save your work without publishing, or click Publish to submit your yourinformation for processing and publication to martindale.com®.

On this tab... Enter this information:

Diversity Statement Your firm's diversity goals and initiatives

Diversity Data Details about your organization's diversity makeup



Frequently asked questions about Diversity Profiles

Do I need to enter diversity data for my firm?

The fields under the Diversity Data tab are optional. However, if you enter diversity data, you must also enter informationunder the Diversity Statement tab.

Why does my firm's diversity statement show up as plain, unformatted text?

Your diversity statement may be missing formatting information. Edit your diversity statement again and format thestatement using the controls in the editor field. When you are finished, click Publish to submit your your information for

processing and publication to martindale.com®

Why does my firm's diversity statement show up with odd formatting?

If you copied and pasted your diversity statement from an outside source such as Microsoft® Word, unsupportedformatting from the original document may produce undesirable results when displayed online. To correct this problem,strip out all of the formatting and start again with plain text:

1. Copy the badly formatted diversity statement and paste it into Windows Notepad. (Pasting the text into Notepadremoves all of the formatting and leaves only the text.)

2. Copy the text from Notepad and paste it back into the CSC under the Diversity Statement tab.

3. Format the text as desired using the controls in the CSC editor.

4. Click Preview to see your changes, then click Publish to submit your your changes for processing and publicationto martindale.com.

Why don't I see the Preview or Publish buttons?

Your browser may need to reload the page. Click Save on your current page, click another tab, then click the original tabagain.



Group Profiles

What are Group Profiles?

Web-only industry and practice area Group Profiles allow your firm to:

Present a comprehensive profile of your firm's expertise by industry group or practice area.

Target the way that corporate counsel evaluate law firms and their lawyers with expanded information about firmservices, matter experience, group presentations, group seminars, and request for proposal (RFP) documents.

Group Profiles also make it easier for corporate counsel and other potential clients to find your firm when conductingsearches on martindale.com®. A tab on the Lawyer Locator enables prospects to search by specific industry groupor practice area. These searches yield shorter, more targeted results a clear advantage for both the user and the lawfirms that benefit from increased exposure. Industry and practice area group information is also quickly and easilyaccessible from the masthead of the firm listing.

Use the CSC to add, edit, or remove group profile information for display on martindale.com.



How do I add a Group Profile?

1. Click Manage Profiles > Group Profiles in the top navigation menu.

2. Click Add New Group Profile. The Group Profile editor appears.

3. Enter information about this group and its services under the Group Information tab and its 2 sub-tabs: GeneralInformation and Clients & References. These fields are required:

Group Name

Group Category

Group Type

Group Overview

4. Select 1 or more lawyers from your firm to be included in the group under the Personnel tab and its 2 sub-tabs:Personnel Selection and Sorting & Adding Headers.

5. Select 1 or more offices that are associated with the group under the Offices tab and its 2 sub-tabs: Choose Officeand Review Contact Information.

6. Select the published articles that you want to associate with this group under the Articles tab.

7. Enter presentations, seminars, and RFP Documents that are associated with this group under the Events tab. TheEvents tab contains sub-tabs for each document type.

8. Enter jury verdicts, reported cases, and representative transactions that are associated with this group under theMatter Experience tab. The Matter Experience tab contains sub-tabs for different matter experience areas.

9. Click Preview to see how the group profile will appear to users. The preview is only available after all of the requiredfields are complete.



Save the group profile andedit it later

Your changes are saved automatically. You can return to edit and submit this profilelater by clicking Manage Profiles > Group Profiles.

Publish the group profilefor publication

Click Publish. The group profile will be processed and published onmartindale.com®.



How do I edit a Group Profile?


2. Click the Edit link next to the group profile that you want to edit.

3. Edit the information under the Group Information, Personnel, Offices, Articles, Events, and Matter Experiencetabs.

4. Click Preview to see how the group profile will appear to users. The preview is only available after all of the requiredfields are complete.



Save the group profile andedit it later

Your changes are saved automatically. You can return to edit and submit this profilelater by clicking Manage Profiles > Group Profiles.

Publish the group profilefor publication

Click Publish. The group profile is processed and then published onmartindale.com®.

Note:If you are editing a previously published profile, your changes are not submitted tomartindale.com until you click Publish.



How do I unpublish a Group Profile?

Follow the steps below to unpublish a group profile from martindale.com®. An unpublished group profile is not visible tousers, but it will still be accessible in CSC, where you can edit and publish it again.


2. Click the Unpublish link next to the group profile that you want to remove from martindale.com.

The group is processed and then removed from martindale.com. You can still edit and/or publish this group profile in CSC.



Frequently asked questions about Group Profiles

Why can't I add a particular office to a group profile?

An office may not be available to add to a Group Profile for one of the following reasons:

No lawyers are listed in the office. You must first add a new lawyer or copy existing lawyers to this location.

The office must be a full subscriber, showing a lawyer biography for at least one person at that location. Only lawyerbiographies appear in Group Profiles, so non-subscribing and "masthead only" offices cannot appear in GroupProfiles.

What if I want to assign more than one Group Type to my Group Profile or add a Group Type that isn'tin your list?

The Group Type list contains the high-level Martindale-Hubbell® Areas Of Practice/Industries. You must select one (andonly one) Group Type from this standardized list. You can name your Group Profile anything you want.

Why does my firm's Group Overview or Services Offered text show up with odd formatting?

If you copied and pasted your text from an outside source such as Microsoft® Word, unsupported formatting from theoriginal document may produce undesirable results when displayed online. To correct this problem, strip out all of theformatting and start again with plain text:

1. Copy the badly formatted text and paste it into Windows Notepad. (Pasting the text into Notepad removes all of theformatting and leaves only the text.)

2. Copy the text from Notepad and paste it back into the CSC.

3. Format the text as desired using the controls in the CSC editor.

4. Click Preview to see your changes, then click Publish to submit your your changes for processing and publicationto martindale.com®



Patent Profiles

What are Patent Profiles?

The Patent Profile automatically lists all patent qualified lawyers at this office location. "Patent qualified" means the lawyeris registered to practice before the U.S. Patent and Trademark Office or licensed Patent Agent for Canada and UnitedStates.

Note:This feature is only available if your firm has subscribed to it.

Use the CSC to update your Patent Profile information.



How do I update a Patent Profile?

1. Click Manage Profiles > Patent Profiles in the top navigation menu.

2. Click the Patent Profile you want to update.

3. Enter up to 10 client names in the Clients box.

4. Click Finished - Submit Later.

Note:The Patent Profile is part of the office profile.

When you are ready to publish the changes to this patent profile, publish the associated office profile from theUnpublished Edits page. For more information, see How do I view and publish changes?



Practice Profiles

What are Practice Profiles?

The Practice Profile is an abbreviated firm listing in the print edition of the Martindale-Hubbell® directory. It displaysyour firm's name, contact information, personnel list and a list of representative clients. The Practice Profile member listis generated automatically, and in most cases it does not require special editing, but you can use the CSC to changepersonnel and clients listed in the Practice Profile.



How do I update a Practice Profile?

1. Click Manage Profiles > Practice Profiles in the top navigation menu.

2. Click the Practice Profile you want to update.

3. Click Remove Personnel to edit the list of lawyers. The Practice Profiles Personnel list appears.

4. Select the lawyers you want to remove in the Listed Lawyers column.

5. Click Add to move the lawyers you selected to the Unlisted Lawyers column.

6. Click Save.

7. Enter up to 10 client names in the Clients box.

8. Click Finished - Publish Later.

Note:The Practice Profile is part of the office profile. When you submit changes to your Practice Profile, you will not beable to make any more changes to the corresponding office profile until its status changes to "Published".

When you are ready to submit the changes to this practice profile, submit the associated office profile from theUnpublished Edits page. For more information, see How do I view and publish changes?



Reviewing, approving, and publishing changes

The review and submission process

You can publish your changes to Martindale-Hubbell® by a single lawyer or office location, or you can publish multiplechanges at once.

Publishing offices or lawyers one at a time

As you work, you can publish your changes one office or lawyer at a time. While you are editing an Office Profile orLawyer Biography, Click Review & Approve in the navigation area to the left at any time to see your changes. If you aresatisfied with the changes, click Publish to send your changes immediately.

Publishing multiple changes at once

You can save all your changes until you are finished editing, then publish them all at once. To do this, click Finished -Publish Later when you have finished editing an office profile or lawyer biography. Then, when you have finished all ofyour changes and are ready to send them, click Tools > Unpublished Edits. For more information, see How do I viewand publish changes?

General tips on reviewing and publishing changes

Review your changes very carefully. Click the Highlight Differences link to highlight the changes you made inyellow.



How do I view and publish changes?

1. Click Tools > Unpublished Edits in the top navigation menu. A list of all the changes you have saved but not yetpublished appears.

2. By default, the list contains all changes you have made. To view only changes to office profiles or biographies, selectan option from the drop-down list.

3. If you want to add a note that clarifies any of your changes for Martindale-Hubbell editors, select the check box next

to a change, click the Note to MH Editor button ( ), and complete the Add a Note form.

4. Select the check boxes next to the changes that you want to publish.

5. Click Publish ( ).

The changes you selected will be available on Lawyers.com and martindale.com in about an hour.



Frequently asked questions about publishing changes

When should I publish my changes?

It's your choice--you can publish your changes one at a time as you go, or you can publish multiple changes at once. Formore information, see The review and submission process

Do I have to publish my changes before signing out of the CSC?

No. You can save your changes in the CSC and return to them later. Your changes will remain saved even if you sign out.

If there are unpublished changes in the CSC when you click Sign Out, a message will remind you that you haveunpublished changes. You can choose to save those changes for later, or to publish them before signing out.

Why can't I select one of the check boxes on the Unpublished Edits page?

If a check box is disabled, some required data is missing from the listing. Click the changed item to see what data needsto be entered before you can publish.



Managing users

User types

You can use the different administrator types to control your users' access to office profiles and lawyer biographies in theCSC. To add one of these users, see How do I add a new administrator?

User Type Description

Administrator Users Have full access to features throughout the CSC, including office profiles andbiographies. These users have the ability to approve, edit, and publish changes for alloffices and lawyers. These users can also make changes to account administrationsettings.

Blog Users Have access only to blog features in the CSC. These users can create new blog postsand edit/delete posts they have created. They cannot make changes to blog postsmade by other blog users. Administrators can manage blog access from the LawyerBiographies page.



How do I add a new administrator?

1. Click Tools > Manage Users in the top navigation menu.

2. Click the Add Admin User button. The New User form appears.

3. Enter the new user's name and email address.



Grant unlimitedpermissions to all productsand services

Select the All Permissions for All Products check box.

Grant customizedpermissions for individualproducts and services

Select permission levels under the Practice Groups, Articles, Diversity Profiles,and Biographies/Office Profiles options.

For descriptions of each user type, see User types.

5. Click Save.

An email is sent to the new user to notify them of their ID and password. For security reasons, the password is not visibleto administrators.



Frequently asked questions about administration

What is an administrator?

An administrator has full access to features throughout the CSC, including office profiles and biographies. Administratorshave the ability to approve, edit, and publish changes for all offices and lawyers. They can also make changes to accountadministration settings.

Can I delete an administrator's account?

To delete a user entirely, contact Martindale-Hubbell®.



Online traffic statistics

How do I view online traffic statistics?

1. Click Tools > Online Traffic Statistics in the top navigation menu.

2. Click the Biographical Listing Statistics or Website & SEM Statistics tab.

3. Select the sites and activities you want to view in the Display Options area to the left.

4. Click the Update Page Display button to view a chart of the statistics you selected.

5. Click the Print button to print the currently selected statistics or click View/Print PDF to export them to a PDF file.



How to drive more online traffic

When it comes to increasing your visibility on the Web, the more robust your firm information is, the more likely you are to

be found on martindale.com®, Lawyers.comSM, and in search results from the major search engines.

Below are a few suggestions to help you increase your exposure to potential clients:

Enhancing Your Professional Biography

Your firm's Professional Biography is the cornerstone of your presence in Martindale-Hubbell®. It is extremely important toreview the content of this listing to maximize your search-ability and ensure your firm is seen in the best light possible:

Are all of your firm's practice areas represented in the Statement of Practice?

Is your Office Profile customer-centric does it address the sensitive needs of your potential clients? Does your profileconvey attributes of your firm that differentiate you from your competition?

Do your firm's Lawyer Biographies demonstrate individual capabilities and practice areas covered?

Your prospects use precise search terms to locate information about your firm, making a complete Professional Biographythat details your firm's history and expertise fundamental to your success.

Make Your Martindale-Hubbell Website Search Engine Friendly

A Martindale-Hubbell website is the forum to communicate your firm's key strengths and professional experience. If youhave a Lawyer HomePage/Plus, Premium Website or Custom Website, take advantage of the space available on yourwebsite to communicate:

Your firm's goals (how do you help clients?)

Background of the attorneys in your practice

Recent cases/clients

Articles written by your attorneys

Community involvement

Subscribers with a Martindale-Hubbell website get preferred placement and a meta tag (a tag used by Web searchengines) that appears on Lawyers.com search results. Make sure that your firm's tag is eye-catching and properlyrepresents your firm's abilities.

More Ways to Improve Your Firm's Visibility

Martindale-Hubbell offers a variety of cutting-edge tools from Custom websites and Search Placement Pro toSponsorships on Lawyers.com all geared toward helping you grow your practice. Contact our representatives, who canhelp you tailor a program for your needs and budget.



Requesting Reports

How do I view a detailed report of published changes?

From the reports page, you can get a more detailed report showing changes that were published. To generate adifference report:

1. Select one or more rows that have a status of "Published".

Note:The row showing the initial Profile publication will not be selectable, as there is no prior version to compare to.

2. Click the Generate Difference Report button on the toolbar. The Difference Report will be displayed.

On the Difference Report, you will see details provided for each published profile you selected. For each profile, you willsee a list of changes; within this list of changes there is a "before" column (showing the data value before the Publishoccurred) and an "after" column (showing the data that was published).



How do I use the reports page accessed using the Tools menu?

The reports area allows you to view the difference between the most recent profile changes and the currently publishedprofile(s). Select the check box next to the profile you want to view, then click Generate Difference Report.

You can also:

Filter by date range - By default, the list will show changes for the current month. To view another date range, usethe From and To dates on the toolbar to enter your desired range.

Filter by profile type - By default, the list will include both Biography and Office profiles. You can choose one or theother of these values from the drop-down list at the right side of the toolbar, if desired.

Advanced Search - You can click the Search button on the toolbar to search for details of a particular lawyer oroffice, that is, by First Name, Last Name, Office Location, Status, and From and To Dates.



How do I use the reports area on the Home page?

In this area, you will see a list of profiles that have recently changed status – for example, profiles that have recently hadchanges saved or published. In this area, you can:

Click the number next to Biographies to view just the unpublished Laywer Biographies.

Click the number next to Office Locations to view just the unpublished locations.

Click the view all unpublished edits link to switch to the Unpublished Edits tab under the Tools menu.

Click a column heading to sort the table by that column of information.

From this list you can generate a detailed report of changes you have published.

For more information about the meaning of a particular status, see Status Descriptions.



Status Descriptions


Status Description

















Unpublished edits

How do I view and publish changes?










Martindale-Hubbell® Peer Review Ratings(SM)

What are Peer References?

Lawyers can request a peer review from Martindale-Hubbell® by nominating references who have personal knowledge oftheir general ethics and legal ability in a specific area of practice. These references will be incorporated into the processalong with other reviewers that are randomly selected by Martindale-Hubbell.

A lawyer's Peer References may include:

Lawyers in private practice outside their organization

Judges

Corporate Counsel

For complete information on the ratings process, see the Peer Review Ratings guidelines and FAQs.

http://www.martindale.com/ratings



How do I add a Peer Reference?

1. Click Ratings > Peer Review in the top navigation menu. A list of lawyers eligible for a Peer Review appears. Toparticipate in the Peer Review process, a lawyer must be admitted to the bar for a minimum of 3 years.

2. Click the name of the lawyer for whom you want to nominate Peer References.

Tip:If you don't see the lawyer you are looking for in the list, you can also use the Search tool or the A to Z filter.

3. Click the Nominate Peer button ( ).

4. Enter the peer's first name and last name. For more precise results, you can also select a type of reference (judge,corporate counsel, etc.) and enter a city, state, and/or country.

5. Click Search. Matching names from the Martindale-Hubbell® database appear.


If the peer you werelooking for...

Do this...

Appears in the list Click the Add link next to the peer's name. The peer is added to the list of nominatedpeers for the attorney you selected.

Note:If Martindale-Hubbell does not have an email address on file for the peer youselected, you will be prompted to add one. If you don't know this peer's emailaddress, you may click the No, Continue button. Any references you submitwithout an email address will receive the Peer Review request through the mail.

Does not appear in the list Perform another search by clicking the Nominate Peer button ( ).

Note:To participate in the Peer Review Rating process, the peer you nominate mustbe listed in the Martindale-Hubbell database. If you cannot find the peer you arelooking for, they may not be part of the Martindale-Hubbell Legal Network.

After entering at least 18 references for a lawyer, you can submit them.



How do I remove a Peer?Note:After an individual reference is submitted, it cannot be edited or removed.


2. Click the name of the lawyer who has Peer References that you want to remove.

Tip:If you don't see the lawyer you are looking for in the list, you can also use the Search tool or the A to Z filter.

3. Select the check boxes next to the peers that you want to remove.

4. Click the Delete Peer button ( ).

5. Click Yes, Proceed & Delete All Selected Peers.



How do I submit Peer References?Tip:The steps below describe how to submit peer references from the main Peer Review page. You can also submit peerreferences from any individual lawyer's Nominated Peer List by clicking the Publish Peer Reference List for Reviewbutton.

After a lawyer has at least 18 peer references, you can submit them to receive a Martindale-Hubbell® Peer ReviewRatings survey using email or mail. If you have distributed Peer References to a lawyer for editing, the lawyer must clickthe Return Reference List to Administrator button before you can submit them on the lawyer's behalf.

Note:After an individual reference is submitted, it cannot be edited or removed.


2. Select the check boxes next to the lawyers whose peer references you want to submit.

3. Click the Publish Peer References button ( ).

4. Review the list of lawyers in the Publish Peer References list. If any of the lawyers you selected do not haveenough references, have already been submitted, or have not finished editing their distributed peer references, theirnames are un-selected and dimmed in the list.

5. Click the Proceed to Publish button.

Peer Review surveys are sent to the submitted references for the lawyers you selected, following a secondary validationby Ratings Support. The lawyers will be notified of their results in 4 to 6 weeks.



How do I distribute Peer References to lawyers?

The Distribute Peer References option emails a link to lawyers that allows them to review, update, and submit theirreferences in the CSC.


2. Select the check boxes next to the lawyers whom you want to allow to review and update their own references.

3. Click the Distribute References button ( ).

4. Review and edit the recipient list in the To box. If any users in this list have an already submitted icon ( ) or a no

email address icon ( ), their peer references cannot be distributed at this time.

5. If desired, enter a personalized message to accompany the review link in the Personal Message box.

Note:Your personal message will be inserted into the standard message. Click the View Sample Email link to see thestandard message and where your personal message will be inserted.

6. Click the Distribute button.

An email is sent to the lawyers you selected, allowing them to edit and submit their peer references in the CSC. Whenthey are finished, they can submit their references, or you can submit them on their behalf.



Client Review Ratings

What are Client Review References?

Martindale-Hubbell® Client Review provides in-house counsel, consumers, small businesses, and other buyers of legalservices with client recommendations of a law firm's quality of legal representation, client service, and value for money.Client Review also includes recommendations by practice area, geography, and industry. Worldwide in scope, ClientReview is completed by current and former clients of law firms on matters that are not pending.

To participate in Client Review, enter your client references. Martindale-Hubbell will contact your nominated references toparticipate in Client Review for your firm. This feedback (which will be anonymous) will be aggregated and made availableto you before being published on Martindale-Hubbell websites.

A firm's client references may include:

Companies/large corporations

Small businesses

Private individuals

Other law firms

There are 5 steps in the Client Review process:

1. You nominate 5 or more clients to participate.

2. Nominated clients complete a brief online survey to provide insight into a lawyer's and/or firm's communicationability, responsiveness, quality of service, and value for money, as well as an overall recommendation.

3. Validated reviews are aggregated and you are notified.

4. You review the results in the CSC and publish the ratings and associated details.

5. The results will be processed and then displayed on martindale.com® and Lawyers.comSM within 1 hour.

For more information and to view a sample survey and display, see the Client Review overview on .

http://www.martindale.com/xp/legal/About_Martindale/Products_and_Services/Client_Review/client_review.xml



How do I add a Client Reference?

Follow the steps below to nominate a person as a client reference.

1. Click Ratings > Client Review in the top navigation menu.

2. Click the Nominate Clients tab.

3. Click the Add New button.

4. Select the type of business that the individual you are submitting is associated with (Small Business, Law Firm,Private Individual, etc.).

5. Enter the reference's first and last names and click Go. Matching names from the Martindale-Hubbell® databaseappear.


If the person you werelooking for...

Do this...

Appears in the list Click the Add link next to the name.

Does not appear in the list Click the Add New Client Reference button.

7. Enter information about the reference. Fields marked with an asterisk (*) are required.

8. Click the Save and Close button.

To review the status of references you have entered, see How do I check the status of Client References? After entering 5or more references, you can submit them.



How do I edit a Client Reference?

You can edit the details of a client reference nomination that you previously submitted as long as its status is "Ready toPublish" or "Not Validated".



3. Click the View/Edit link next to the reference you want to edit.

4. Edit the information about the reference.

5. Click the Save and Close button.



How do I upload multiple Client References from a file?

If you have a large number of client references, you can enter them in a spreadsheet and use the File Upload tool tosubmit them to the CSC. The spreadsheet file must be:

In .csv format.

Smaller than 1MB.

In the Client References spreadsheet template.

Note:If your file does not match the template, your references will not be uploaded. Download the template using the linkabove.

After your Client References are entered into the spreadsheet template, follow the steps below to upload them.



3. Click the Upload from File link.

4. Click the Browse button, locate the spreadsheet file on your computer, then click Open.

5. Click Upload From File. The client references in your spreadsheet appear in a table. If an error message appears,your file did not match the template. Make the corrections suggested in the message and try again.

6. If desired, edit or delete any of your uploaded references:


Change the details for areference

Click the Edit link next to the reference, enter your changes, and click Save.

Remove a reference fromthe list

Click the Delete link next to the reference.

7. Click Save. If one of your references is marked "invalid", required information is missing. Click the Edit link toprovide the missing information and try again.

Your references are saved automatically. To review the status of references you have entered, see How do I check thestatus of Client References? After entering 5 or more references, you can submit them.

http://www.lexisnexis.com/help/lnpublisher/CR.csv



How do I submit Client References?

You can can submit Client References after you have entered 5 or more of them. However, in order to ensure a greaterlevel of response, we recommend you nominate and submit at least 15-20 references. Follow the steps below to submitthe references you have entered.

Note:After you submit an individual reference, it cannot be edited or resubmitted for 12 months.



3. Click the Publish button.

Martindale-Hubbell® will contact the references you nominated to complete a Client Review for your firm.



How do I check the status of Client References?

Follow the steps below to track the status of the references you've entered. After surveys are sent to the clients younominated, you can view their responses.



3. Review the status of your references:

Status Description

Ready to Publish The reference form has been completed and is ready for submission to Martindale-Hubbell® to validate the contact details.

Published for Validation You have submitted the reference to Martindale-Hubbell. The reference's contactinformation is now being validated so a Client Review survey can be sent. Thevalidation process can take 3-5 business days.

Not Validated The contact information for this reference could not be validated. Click the View/Editlink to update the information and resubmit it to Martindale-Hubbell.

Validated The reference's contact information has been validated. Martindale-Hubbell will sendsurveys to your validated client references within 5-10 days. However, if any of thereferences you nominated were also nominated by other law firms, surveys will besent to those individuals all at one time, within a month.



How do I view and publish Client Review responses?

Follow the steps below to view and publish feedback from your Client Review to Martindale-Hubbell® websites.

Note:Your firm has the option of displaying all or none of the Client Reviews. You cannot choose to display certain reviewsand discard others. In addition, if you publish all reviews now and decide not to publish a future review, all reviews willbe removed from Martindale-Hubbell websites.


2. Review an overview of your status on the Overview tab, and click the Firm Reviews and Lawyer Reviews tabs toread detailed reviews.

3. Click the Approve and Publish button on the Firm Reviews and Lawyer Reviews tabs.

The reviews are published to Martindale-Hubbell websites within 1 hour.



Client Review tabs

Overview tab

The Overview tab displays high-level information about your Client Reviews. Statistics display for your Firm and LawyerReviews.

Note:If you have auto publish turned off, once Client Reviews have been received for your firm, you will have up to 30 daysto review your results in the CSC before they are published. You can also choose not to display the rating at all. Ifyou choose not to publish an updated rating and review, any previously published rating and related details of thereviews will also be removed from Martindale-Hubbell® websites. If you have auto publish turned on, no further actionis required.

Viewing Firm Review Status

The following information is available for firm reviews:

Item Description

Status The display status of your firm's Client Review profile on Martindale-Hubbell websites:

Published - The Client Review is currently displayed online.

Not Published - The Client Review is not yet displayed online.

Unpublished Due to Expiration - When new client responses are received, all ClientReviews are updated. You have 30 days to publish your updated Client Review. Ifyou do not publish your updated Client Review within 30 days, your entire ClientReview will be unpublished. You can republish it at any time.

Unpublished - Your Client Reviews were previously displayed online, but have beenunpublished at your request.

Total Reviews The total number of Client Reviews your firm has received. This number includespublished and not published reviews.

Total Published Reviews The number of Client Reviews that are currently published online.

Total Not PublishedReviews

The total number of Client Reviews not published online. These reviews require actionfrom you before they can be published online.

New Firm Rating Your firm's rating, calculated from all reviews (both published and not published).

Current Rating Your firm's rating as it currently appears on Martindale-Hubbell websites. If your firm hasnew, unpublished reviews, this rating may be outdated.

Click the View all firm ratings and feedback link to view all firm data and manage publication options for your ClientReviews.

Viewing Lawyer Review Status

The following information is available for lawyer reviews:



Item Description

Total Reviews The total number of Client Reviews your firm has received. This number includespublished and unpublished reviews.

Total Published Reviews The number of lawyers in your firm with published Client Reviews.

Total Not PublishedReviews

The number of lawyers in your firm with Client Reviews not published online. Thesereviews require action from you before they can be published online.

Highest Rated Lawyer Displays the name, position, and rating of your firm's current highest rated lawyer.

Click the View all lawyer ratings and feedback link to view full lawyer data and manage publication options for yourClient Reviews.

Firm Reviews tab

The Firm Reviews tab displays all Client Reviews completed at the firm level.

Firm Rating

This Area... Contains this information:

Client Review Rating The firm's rating, calculated from all reviews (both published and not published). Theinformation displayed includes:

Total number of Reviews: The total number of Client Reviews the firm hasreceived. This number includes published and not published reviews.

% Recommended: The percentage of reviewers who indicated that they wouldrecommend the firm.

Date of last Client Review: The date of the most recently received Client Reviewfor the firm.

Show/Hide Rating Details: Click this link to show/hide data on Reviewer Types,Practice Areas, Rating Details, and Recommendation.

Current Rating The firm's Client Review rating as it currently appears on Martindale-Hubbell® websites.If the firm has new, unpublished reviews, this rating may be outdated. The informationdisplayed includes:

Status: The display status of the firm's Client Review profile on Martindale-Hubbellwebsites:

o Published - The Client Review is currently displayed online.o Not Published - The Client Review is not yet displayed online.o Unpublished Due to Expiration - When new client responses are received, all

Client Reviews are updated. You have 30 days to publish your updated ClientReview. If you do not publish your updated Client Review within 30 days, yourentire Client Review will be unpublished. You can republish it at any time.

o Unpublished - Your Client Reviews were previously displayed online, but havebeen unpublished at your request.

Total Number of Reviews: The number of Client Reviews that are currentlydisplayed online.



% Recommended: The percentage of published reviewers who indicated that theywould recommend the firm.

If you do not have auto publish turned on, to publish the firm's Client Review Rating, click the Publish New Firm Ratingbutton. The reviews are published to Martindale-Hubbell websites within 1 hour.

If you have auto publish turned on, no further action is required.


If want to remove previously published Client Review responses from Martindale-Hubbell websites, click Unpublish.All of your Client Review responses will be removed. You can continue to enter and submit client references and viewresponses in the CSC when your Client Review is unpublished, and you can republish your Client Reviews at any time byclicking the Publish New Firm Rating button.

Client Feedback

The Client Feedback area displays all of the additional feedback submitted by your references. You may choose todisplay some feedback on Martindale-Hubbell websites while choosing not to display others. Select the check boxesnext to the feedback you want to display, then click the Publish Firm Feedback button. The reviews are published toMartindale-Hubbell websites within 1 hour.

Note:You must publish your Client Review responses first before publishing client feedback. If you unpublish your ClientReview responses, your client feedback will also be removed.

Lawyer Reviews tab

The Lawyer Reviews tab displays all lawyers in your firm who have received Client Reviews. Click a lawyer in the list toview and manage publication options for that lawyer's Client Review.

Lawyer Rating

The Lawyer Rating shows the full details of the selected lawyer's Client Review Rating.

This Area... Contains this information:

Client Review Rating The selected lawyer's rating, calculated from all reviews (both published and notpublished). The information displayed includes:

Total number of Reviews: The total number of Client Reviews this lawyer hasreceived. This number includes published and not published reviews.

% Recommended: The percentage of reviewers who indicated that they wouldrecommend this lawyer.

Date of last Client Review: The date of the most recently received Client Reviewfor this lawyer.

Show/Hide Rating Details: Click this link to show/hide data on Reviewer Types,Practice Areas, Rating Details, and Recommendation.



Current Rating The selected lawyer's rating as it currently appears on Martindale-Hubbell® websites. Ifthe lawyer has new, unpublished reviews, this rating may be outdated. The informationdisplayed includes:

Status: The display status of this lawyer's Client Review profile on Martindale-Hubbell websites:

o Published - The Client Review is currently displayed online.o Not Published - The Client Review is not yet displayed online.o Unpublished Due to Expiration - When new client responses are received, all

Client Reviews are updated. You have 30 days to publish your updated ClientReview. If you do not publish your updated Client Review within 30 days, yourentire Client Review will be unpublished. You can republish it at any time.

o Unpublished - Your Client Reviews were previously displayed online, but havebeen unpublished at your request.

Total Number of Reviews: The number of Client Reviews for this lawyer that arecurrently displayed online.

% Recommended: The percentage of published reviewers who indicated that theywould recommend this lawyer.

If you do not have auto publish turned on, to publish the lawyer's Client Review Lawyer Rating, click the Publish NewLawyer Rating button. The reviews are published to Martindale-Hubbell websites within 1 hour.

If you have auto publish turned on, no further action is required.


If want to remove previously published Client Review responses from Martindale-Hubbell websites, click Unpublish.All of your Client Review responses will be removed. You can continue to enter and submit client references and viewresponses in the CSC when your Client Review is unpublished, and you can republish your Client Reviews at any time byclicking the Publish New Lawyer Rating button.

Client Feedback

The Client Feedback area displays all of the additional feedback submitted by your references. You may choose todisplay some feedback on Martindale-Hubbell websites while choosing not to display others. Select the check boxesnext to the feedback you want to display, then click the Publish Lawyer Feedback button. The reviews are published toMartindale-Hubbell websites within 1 hour.

Note:You must publish your Client Review responses first before publishing client feedback. If you unpublish your ClientReview responses, your client feedback will also be removed.



The Bar Register of Preeminent Lawyers™

What is The Bar Register of Preeminent Lawyers™?

The Bar Register of Preeminent Lawyers™ helps lawyers, support staff, and other information professionals find theleading practitioners in a given location or practice area. It includes law practices that have earned the highest rating in

the Martindale-Hubbell® Law Directory and have been designated by their colleagues as preeminent in their field.

Use the CSC to add, edit, and submit Bar Register practice areas for your firm's locations.



How do I add a new Bar Register Practice Area listing?

1. Click My Products > Bar Register in the top navigation menu.

2. Select the office location to which you want to add a practice area listing in the Office Location drop-down list.

3. Click Add New Practice Area.

4. Select the practice area you want to add from the Select Practice Area drop-down list.

5. Click Save.

After adding a practice area listing, you can edit and submit it.



How do I edit a Bar Register Practice Area Listing?

1. Click My Products > Bar Register in the top navigation menu.

2. Select the office location that you want to edit in the Office Location drop-down list.

3. Click the Edit link next to the practice area listing that you want to edit.

4. Enter a list of clients associated with this practice area and this location in the Representative Clients box.

5. Click Edit Personnel.

6. Use the check boxes and the Add and Remove buttons to specify which lawyers at this location are listed for thispractice area.

7. Click Save to save the list of lawyers.

8. Click Finished - Publish Later to save the changes you made to this practice area listing.

When you have finished editing a practice area listing, you can submit it.



How do I publish my Bar Register Practice Area Listing?Note:The Bar Register Practice Areas are part of the Office Profile.










Direct Call Service

How do I access the Direct Call Service?

If the Direct Call Service is part of your Martindale-Hubbell® subscription, you can use the CSC to access your account atIngenio (our Direct Call Service partner) and:

View pay-per-call reporting

Create new ads for additional practice area categories

Change your existing ads

Modify your monthly budget

Follow the steps below to sign in to Ingenio.

1. Click My Products > Direct Call Service in the top navigation menu.

2. Click the click here link. A new window appears.

3. Enter your Ingenio user ID and password to sign in.



My Web site

How do I access Page Designer?

Martindale-Hubbell® offers diverse website solutions that can be tailored to your firm's needs. All Martindale-Hubbellwebsites offer 24/7 reliability and security and more than 135 years of proven legal marketing expertise. If you have aMartindale-Hubbell website, follow the steps below to access Page Designer, which allows you to add content and photos,modify your site design, and more.

1. Click My Products > My Web Site in the top navigation menu. All of your firm's websites are displayed in a list.

2. Click the website that you want to manage. The Page Designer tool opens.

For more assistance with Page Designer, click a Page Designer Help link.



Preferred Results

How do I access Preferred Results?

1. Click My Products > Preferred Results in the top navigation menu. Your list of Preferred Results appears.

2. From the list of Preferred Results, you can do one of the following:


Edit a specific PreferredResult

Select a check box, then click the Edit Custom Tag Line & URL button (see How doI edit Custom Tag Lines and URLs?).

Manage default tag linesand URLs that can beapplied to one or morePreferred Results

Click the Manage Default Tag Line & URL button (see How do I manage DefaultTag Lines and URLs?).

View the URL associatedwith a specific PreferredResult

Place your cursor over the URL icon in the row of the Preferred Result for which youwish to view the URL. Clicking the icon will launch the website in a separate browser.

Tip:Use the column headings to easily sort the Preferred Results.

Note:The Preferred Results page displays only those ads that you have purchased. Preferred Results will automatically beremoved from this list when the contract for that ad expires. You cannot add or delete Preferred Results from the CSC- contact your sales representative if you would like to purchase additional Preferred Results.



How do I edit Custom Tag Lines and URLs?


2. Select the Preferred Result you want to edit by either one of these methods:

Select a check box, then click the Edit Custom Tag Line & URL button.

Click the Area of Practice, City, or State link for the Preferred Result you want to edit.

The Edit Tag Line and URL form appears.

Note:If either your tag line or URL is blank, this means that custom information was not provided at the time ofpurchase, so the information currently being displayed on Lawyers.com is from your Office Profile tag line. Addinga Tag Line and URL in the CSC will override the Office Profile tag line information.

3. Enter or modify the Tag Line text that you want to have appear in your Preferred Results.Click the Spell Check button to help catch any spelling mistakes.

Tip:You can click the View Example link if you need assistance composing your text. You can also select the UseDefault Tag Line option if you have a default value already set up.

(To learn more about default tag lines, see How do I manage Default Tag Lines and URLs?.)

4. Enter or modify the URL that will appear in your Preferred Results.

Tip:You can select the Use Default URL option if you have a default value already set up.

5. Click the Test URL link to make sure the URL has been entered correctly and that it goes to the desired destination.

6. Click the Save button. Your changes will be published to Lawyers.com within 24 hours.




How do I manage Default Tag Lines and URLs?


2. Select the Tag Lines and URLs you want to manage by either one of these methods:

Click the Manage Default Tag Line & URL button without selecting any specific Preferred Results.

Select one or more check boxes, then click the Manage Default Tag Line & URL button.

The Manage Default Tag Line and URL form appears.

3. Enter the Default Tag Line text that you want to have appear in your Preferred Results.

Tip:Click the Spell Check button to help catch any spelling mistakes.

4. Select the Preferred Results that you want to Apply default Tag Line to using the check boxes or the Select alllink.

5. Enter the URL that you want to use for your Preferred Results.

6. Click the Test URL link to make sure the URL has been entered correctly and that it goes to the desired destination.

7. Select the Preferred Results that you want to Apply default URL to using the check boxes or the Select all link.

8. Click the Save button. Your changes will be published to Lawyers.com within 24 hours.




Law Firm Leads

Law Firm Leads overview

What are Law Firm Leads?

Leads are new client opportunities. Leads may be generated by your Martindale-Hubbell® listings, your website, atelephone call, a drop-in visit, or any number of other ways.

What is the Law Firm Leads Manager, and how do I access it?

The Law Firm Leads Manager provides advanced tools that help you identify and manage leads, moving them fromopportunities to clients. Law Firm Leads Manager is accessed by selecting Tools > Law Firm Lead Manager.

For more information about the Law Firm Leads Manager, see this tutorial.

How do leads get into the Law Firm Leads Manager?

Leads come from three sources:

Email - generated by the "Contact Us" form on your Lawyers.comSM listing, martindale.com® listing, or on your firm'swebsite

Telephone - generated by the Call Tracking Numbers

Important:An "Unknown" caller name signifies that the call acme from an individual with a blocked or "Private" number

Manual entry - generated by you when a potential client visits your office in person or contacts your firm throughsome other means

In Law Firm Leads Manager, each lead can receive a priority score, according to rules that you determine. For example,you can automatically assign a high priority to all leads from a particular area of practice or from a particular geographiclocation. You can also automatically assign a lead to a member of your firm according to area of practice or geographiclocation.

What are some of the tasks I can do using Law Firm Leads Manager?

You can view and print leads generated by your listings on Lawyers.com and martindale.com. You can also:

Create a new lead

Assign leads and promote them to client status

Export leads

Delete leads

Edit lead information

Generate reports on leads

Determine ROI on leads

Set the priority of leads

Automatically assign leads to associates

https://csc.martindale.com/isbp/Video/LFL.htm



How do I view new leads?

1. Select Tools > Law Firm Lead Manager in the top navigation menu.

2. Review the leads listed on the Law Firm Leads tab. Your current leads (who haven't been promoted to clients ordeleted) appear in this list. Leads are displayed in groups of 10, 25, 50, or 100, as you choose. Use the navigationcontrols under the list to view all of the leads available:

3. After viewing new leads, you can do any of the following:

Refresh the list of leads (new leads are added constantly)

Print leads

Assign leads and promote them to client status

Create a new lead

Export leads

Delete leads

Edit lead information

Generate reports on leads

Determine ROI on leads

Set the priority of leads

Automatically assign leads to associates



How do I manage my leads?

1. Click Tools > Law Firm Lead Manager in the top navigation menu. The Law Firm Leads tab is activated.

2. Review the leads listed. Your current leads (who haven't been promoted to clients or deleted) appear in this list.

3. Do one or more of the following:


Assign the lead to anassociate

a. Select the check box for the lead you want to assign to someone.

b. Click the Edit button in the tasks toolbar.

c. Select an associate from the Assigned To drop-down list.

d. Click the Save Updates link in the left-hand navigation area.

e. Click the Return to Lead Manager button.

Tip:You can also automatically assign leads to associates based on practice area.

Set a follow-up action anddate

a. Click the Edit button in the tasks toolbar.

b. Select an action from the Action drop-down list in the Next Action area.

c. Click inside the Follow Up Date box to view a calendar, then click a date toselect it.

d. Click the Save Updates link in the left-hand navigation area.

e. Click the Return to Lead Manager button.

Assign a priority to thelead

a. Click the Edit button in the tasks toolbar.

b. Select a priority from the Priority Score drop-down list.

c. Click the Save Updates link in the left-hand navigation area.

d. Click the Return to Lead Manager button.

Tip:You can also automatically assign a priority to leads based on practice area orgeographic location.

Promote the lead to client a. Select the check box next to a lead.

b. Click the Promote to Client button in the tasks toolbar. The lead you selectedis changed into a client.



How do I create a new lead?


2. Click the New button ( ) in the tasks toolbar. The New Lead form appears.

3. Enter information about the new lead's name, contact information, source, and priority on the Lead Informationform.

Tip:Select secondary lead sources as often as possible. For example, a client may report that she found your firmin the yellow pages, but she may also note that she has seen your advertisements on TV and had a friendwho recommended you. If you record all of the sources that your leads mention, you will have more detailedinformation to draw on when determining which of your firm's marketing investments are paying off.

4. Click the Step 2 - Additional Details button.

5. Enter information about the business and area of practice connected to this lead.

6. Click the Step 3- Lead Activity button.

7. Select a follow-up action and date, and if desired, assign the lead to an associate.

8. Click the Save and Close Lead button.

The new lead is added to the list under the Law Firm Leads tab.



How do I edit lead information?


2. Select a check box next to a lead.

3. Click the Edit button in the tasks toolbar.

4. Edit the information about this lead using the resulting pages.

5. Click the next step button at the bottom right of the page.

The changes you made are saved once you click either the Save and Close Leads button from the Lead Activity pageOR the Save Updates link to the left.



How do I print leads?

When you are viewing a lead, you can print it by clicking the Print Lead button above the lead details. You can also printmultiple leads at the same time by following the steps below.


2. Select the check boxes next to the leads you want to print.

3. Click the Print Leads button in the tasks toolbar. The leads you selected appear in a new window, in a print-readyformat.

4. Click your browser's Print button to print the leads.



How do I export leads?

Follow the steps below to export your leads to a comma separated values (.csv) file so you can work with them in

Microsoft® Excel®. All fields of each lead record are exported.


2. Select the check boxes next to the leads you want to export.

3. Click the Export Leads button ( ) in the tasks toolbar. Your web browser prompts you to open or save the file.

4. Click Open to open the spreadsheet in Microsoft Excel (or your default spreadsheet program), or click Save to savethe file to your computer.



How do I delete leads?

You cannot permanently remove leads from Law Firm Leads Manager, but you can delete them from the Leads listing,then view them later by selecting Deleted Leads from the drop-down list to the far right of the tasks toolbar.


2. Select the check boxes next to the leads you want to delete.

3. Click the Delete button in the tasks toolbar.

4. Select one or more reasons for deleting these leads, then click Continue.

The leads you selected are removed from the list.

Tip:You can recover a lead from the Deleted Leads list by selecting the lead's check box, then clicking the Restore button

( ) in the tasks toolbar. Restored leads are moved back to the Leads list.



How do I generate reports on leads?


2. Select the type of report you want from the Reports drop-down list in the tasks toolbar:

Report Name Description

Qualified Leads Displays the leads that have been qualified, non-qualified, or abandoned

Lead Conversion Shows how many leads have been converted to customers each month

Lead Ranking Shows how many leads have been generated in each priority score

Distribution of Leads bySource

Shows how many leads have been generated by each source

Distribution of Leads byDisposition

Shows how many leads have been generated, promoted to clients, and deleted eachmonth

Distribution of ActiveLeads by Age

Shows how long ago the leads that are still on the Intake tab were generated. Theleads are grouped into common date ranges like 0-7 days and 90 days or more.

Return on InvestmentCalculation

Compares your investment in the sources that generate leads to the revenue that theresulting clients bring to your firm. For more information, see How do I determine myROI for leads?

Deleted Leads Displays the leads that have been deleted from the Law Firm Leads Manager.

3. If the report you selected requires it, specify a date range. Click inside the Start Date and End Date boxes to view acalendar, then click a date to select it.

4. Click Generate Report. The report you selected appears below the report controls.

5. If you want to print a copy of the report, click the Print Report link.

6. Click the Law Firm Lead Manager link in the top navigation area to exit the reports area.

An additional System Audit tab is available once you are in the Reports area of the Law Firm Lead Manager. TheSystem Audit report shows you how many times each associate has accessed Law Firm Leads Manager each day duringthe time period you specified.



How do I determine my ROI for leads?

The Law Firm Lead Manager Return on Investment report compares your investment in the sources that generateleads to the revenue that the resulting clients bring to your firm. Before you run the report, you must supply backgroundinformation about your costs and the value of customers.


2. Select ROI Calculator from the Settings drop-down list in the tasks toolbar.

3. Enter your annual costs (in dollars) for each type of lead generator in the boxes under Martindale-Hubbell LeadSource Costs and Other Lead Source Costs.

4. Enter the gross value (in dollars) that an average customer brings to your firm in the Value of Client box. You canoverride this value for individual clients.

5. Click Save ROI Calculations.

6. If desired, override your default customer value by entering an amount in the Cost Value box under the Edit Leadpage for each client that you want to analyze. For detailed steps, see How do I edit lead information?

7. Run the ROI Calculation report. The report will show the ROI for all leads that were promoted to clients in the dateranges you specify. For detailed steps, see How do I generate reports on leads?



How do I set the priority of leads?

Follow the steps below to automatically assign a priority to leads based on their practice area or geographic location. Youcan override an automatically assigned priority by editing a lead.


2. Select Match Criteria from the Settings drop-down list in tasks toolbar.

3. The fields under the Match Criteria tab allow you to set priorities for:

Areas of practice for email leads from Lawyers.comSM

Areas of practice for email leads from martindale.com®

Geographic location, including full and partial ZIP codes and a radius (in miles) from the location



Add a new criterion a. Click the Add Location Match Score under one of the criteria categories.

b. If you are adding a practice area criterion, select a new area of practice and apriority score. If you are adding a geographic criterion, enter all or part of a ZIPcode, a radius from that location, and a priority score.

c.Click the save icon ( ).

Edit an existing criterion a. Click the Edit icon ( ) next to the criterion you want to change.

b. Change the existing values in the criterion and/or change the matching priorityscore.


Delete a criterion Click the delete icon ( ) next to a criterion.

Set a default priority for allincoming leads

Select a priority from the Set Default Score drop-down list at the top of the page.

Note:If a lead matches multiple criteria, it is assigned the highest matching priority.

5. Click the Law Firm Lead Manager link in the top navigation area to exit this area.



How do I automatically assign leads to my associates?

Follow the steps below to automatically assign leads to an associate based on a lead's practice area.


2. Choose Default Assignment from the Settings drop-down list in the tasks toolbar.

3. Edit the list of associates to whom leads can be assigned:


Add a new associate a. Click the Add Assignment link under the Assignment List.

b. Enter a new associate's name and email address.


Edit an existing associate a. Click the Edit icon ( ) next to an associate under an Assignment List.

b. Edit the associate's name and/or email address.


Delete an associate Click the remove icon ( ) next to an associate under Assignment List.

4. Edit the criteria that determine which leads are assigned to an associate:


Add a new criterion a. Click the Add... link under Lawyers.com Practice Area Match Score orMartindale.com Practice Area Assignment.

b. Select an area of practice and an associate to whom matching leads should beassigned from the new drop-down lists.


Edit an existing criterion a. Click the Edit icon ( ) next to the criterion you want to change.

b. Change the practice area and/or the matching associate.


Delete a criterion Click the delete icon ( ) next to a criterion.

5. Click the Law Firm Lead Manager link in the top navigation area to exit this area.



How do I refresh my leads view?


2. Click the Refresh button in the tasks toolbar.

The Law Firm Leads tab displays the most recent leads.



Peer Review Ratings Toolkit

What is the Peer Review Ratings (PRR) Toolkit?

The Peer Review Ratings Toolkit allows you to download ratings icons that are specific to your firm and individual lawyers.You can use these icons on your website or in printed marketing materials, subject to terms and conditions.

Sample Lawyer Rating Icon

Sample Firm Rating Icon

You can also download marketing templates for newsletters, press releases, client letters, and internal memos thatannounce the ratings your firm and lawyers have achieved.



How do I download marketing materials?

Follow the steps below to download templates (in Microsoft® Word format) for marketing documents that help publicize theratings your firm and lawyers have achieved.

1. Click My Products > Peer Review Ratings Toolkit in the top navigation menu.

2. Click Download Marketing Materials.

3. Locate the links to marketing templates under Select the Document Type to Download. The options include:

Newsletter

Press Release

Client Letter

Internal Memo

4. Right-click the link for the type of document you want, then click Save Target As from the shortcut menu.

5. Choose a location on your computer, then click Save.

The document template is saved to the location you chose. Open the document in Microsoft Word to customize it withyour firm's information.



How do I download firm ratings icons?

You can download custom rating icons for your firm and use them on your website, newsletter, business cards, or othermarketing materials.

Note:You must comply with the Peer Review Ratings Usage Guidelines when using firm ratings icons.


2. Click Download Firm Icons.

3. Select a background color for the icons: Light or Dark.

Tip:When choosing a color, take into account the surrounding colors where you will place the icon.

4. Select an icon type and size:

Format/Size Description

GIF 200 200 pixels wide, for use on a website:



PNG Large, high quality icon for use in printed materials

5. Select the check box next to your firm name.

6. Click Generate Icons Now. After your request is processed, a menu appears with a link to your firm icon.

7. Right-click the Download Icon link, then click Save Target As from the shortcut menu.

8. Choose a location on your computer, then click Save. Your firm ratings icon is saved to the location you chose.

http://www.martindale.com/xp/legal/About_Martindale/Products_and_Services/Peer_Review_Ratings/ratings.xml



How do I download lawyer ratings icons?

You can download custom rating icons for any lawyer in your firm who has earned a Martindale-Hubbell® rating. You canuse these icons on your website, newsletter, business cards, or other marketing materials.

Note:You must comply with the Peer Review Ratings Usage Guidelines when using lawyer ratings icons.


2. Click Download Lawyer Icons.

3. Select a background color for the icons: Light or Dark.

Tip:When choosing a color, take into account the surrounding colors where you will place the icon.

4. Select an icon type and size:

Format/Size Description




PNG Large, high quality icon for use in printed materials

5. Select the check box next to each lawyer for whom you want to generate ratings icons.

6. Click Generate Icons Now. After your request is processed, a menu appears with a link to the icons you selected.

7. Right-click the Download Icons link, then click Save Target As from the shortcut menu.

8. Choose a location on your computer, then click Save. If you selected multiple icons, the icons you selected aresaved to the location you chose in a self-extracting ZIP file. If you only selected 1 icon, it is saved as a single imageinstead of as a ZIP file, and you can skip the rest of the steps below.

http://www.martindale.com/xp/legal/About_Martindale/Products_and_Services/Peer_Review_Ratings/ratings.xml



9. Double-click the file you just saved. An extraction wizard appears.

10. Follow the steps in the wizard to extract the icons to a folder in a location you select.



Managing your account

How do I change my password?

1. Click the My Account link in the top, right corner of any page in the CSC.

2. Click the Change Password link.

3. Enter your current password in the Current Password box.

4. Enter your new password in the New Password and Re-Type New Password boxes.

5. Click the Change Password button.

Your new password is saved, and you can use it the next time you sign in.



How do I access PowerInvoice™?

Use the LexisNexis PowerInvoice Service to manage your Martindale-Hubbell® account. With this service, you can:

Receive and view your monthly invoice online

Sign up for direct bill pay

Make a payment electronically

Track and view your payment history

Opt out of receiving bills in the mail

Follow the steps below to access PowerInvoice.

1. Click the My Account link in the top, right corner of any page in the CSC.

2. Click the PowerInvoice link.

3. Enter your PowerInvoice ID and password, then click Sign In.



How do I renew my Martindale-Hubbell® subscription?

When it is time to renew your Martindale-Hubbell subscription, a reminder message appears on the CSC Home Page. Torenew your subscription:

1. Click the renewal link to open the Subscription Renewal Form.

2. Complete the renewal form. Fields marked with an asterisk (*) are required.

Note:The form will automatically enter your email address. If you would like to use a different contact email forsubscription questions, enter a different address in the Email box.

3. If you have any other instructions regarding your renewal, enter them in the Special Instructions field.

4. When you are done, click the Publish button.

Martindale-Hubbell will contact you regarding your subscription renewal.



Signing in to the Client Service Center (CSC)

How do I sign in to the CSC?

1. Go to http://csc.martindale.com.

2. Enter your user ID. Your user ID is your email address.

3. Enter your password. Your password is case sensitive and must contain 7 to 15 characters with at least one number(0-9) and one uppercase letter (A-Z).

4. Click Sign In.

If you are not able to sign in successfully, please send email to customer support or call 1-800-526-4902, Option 2.

Important:If you are new to the CSC, you may wish to take a quick tour to learn about the site navigation and common features.

http://csc.martindale.com

http://csc.martindale.com/pages/csccontactus.aspx

http://csc.martindale.com/Video/CSC.htm



What is the "Remember me" feature?

Select the Remember me check box on the sign-in form if you prefer not to type your ID and password each time you usethe CSC. Your ID and password will be saved on your computer and automatically entered when you go to the sign-inform.

Note:

If you use more than one browser, you must select this option on each one.

To maintain the security of your account, do not select this option if you are using a shared computer.

To un-save your ID and password, clear the Remember me check box the next time you sign in.



How do I retrieve my password?

Follow the steps below if you have forgotten your password.

1. Go to http://csc.martindale.com.

2. Click the Forgot your password? link.

3. Enter your email address and click Publish.

A new, temporary password is emailed to you.

http://csc.martindale.com



About pop-up blockers and the Client Service Center

Certain features of the CSC may be disabled by your pop-up blocker. To ensure that you can manage all of yoursubscribed services, disable your pop-up blocker while on the CSC site. Consult your pop-up blocker's documentation forspecific instructions.

Note:Pop-up windows are never used for advertising on the CSC.



Contacting LexisNexisClick the Contact Us link in the CSC, which opens an email form to send an email request.

Or call Customer Relations: 1-800-526-4902, x8869.

Hours: Monday through Friday, 8:30 a.m. to 7:00 p.m. EST

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