prolaw summit orlando, June 7 – 8 - Elite · prolaw summit • orlando, June 7 ... In 2003, Traci...

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prolaw summit • orlando, June 7 – 8

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vantage 2017 prolaW summiT • June 7 – 8 orlando

TABLE OF CONTENTSVanTage expo reception ..........2

prolaw Keynote ..........................2

Cpe credits ..................................2

VanTage passport .....................3

frederick K. W. day Keynote.......4

World Bicycle relief ....................5

VanTage insights and outlooks sessions .......................6

VanTage mobile app ................7

VanTage gala .......................... 8

Conference schedule summary ................................... 10

Hotel map ..................................11

Conference schedule ................ 12

sessions list .............................. 14

exhibitors/sponsors................. 20

VANTAGEAt Thomson Reuters Elite, we are focused on ensuring that our clients have a cohesive VANTAGE conference. You can trust you are experiencing the highest quality event in the industry. As part of this unity, each year we showcase new artwork designed exclusively for the conference.

This year’s design was created for us by Traci Daberko, a graphic designer and illustrator from Seattle, Washington. Traci began her graphic design career through some of Seattle’s top design agencies. As her career developed, she found a passion in illustrating her own design concepts. In 2003, Traci decided to go solo with her own graphic design and illustration business, now called DBRKO.

Through Traci’s compelling design and artwork, she has captured the aspiration of VANTAGE conferences in helping you connect, learn, and experience.

get ready to experience VanTage and gain the perspective you need to take your business and yourself to the next level!

VANTAGE WIRELESS NETWORKThe VANTAGE wireless network is available throughout the Hilton Orlando Conference area.

Network: VANTAGE Password: vantage1

VANTAGE PRESENTATIONS AND HANDOuTSCopies of most of the VANTAGE presentations can be found in the VANTAGE mobile app and on the Thomson Reuters Elite Community.

The Community is accessed via the Thomson Reuters Elite Support Portal. There you can download or print these materials.

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KeYnoTe and general session panel

2

PROLAW KEYNOTEJoin us to hear Thomson Reuters Elite Management discuss ProLaw’s momentum in the marketplace, its strategic direction as well as its future features and how these developments are likely to affect law professionals.

Wednesday, June 79:15 am – 10:30 amBonnet Creek salons Xi & Xii

VANTAGE ExPO RECEPTIONJoin us for the VANTAGE Expo Reception on Tuesday, June 6, from 5:30 pm to 7:30 pm in the VANTAGE Expo Hall. Stop by and visit your favorite Thomson Reuters partners and meet up with old and new friends. This year’s VANTAGE Expo Reception is made possible by the generous sponsorship of our friends at DW Reporting Ltd.

Tuesday, June 65:30 pm – 7:30 pmVanTage expo Hall, Ballroom foyer

CPE CREDITS

•AllsessionsatVANTAGEareCPE-accredited.

• ToobtainCPEcredits,youmust sign in and out at the beginning and end of each day at the CPE desk near the registration desk.

• Aftertheevent,anonlineaffidavitatthewebaddressbelowneedstobefilledouttocompletetheprocessandgettheearned CPE credits.

• CPEcreditsprovidedwilldependonattendanceandaffidavitconfirmation.Specificcreditsreceivedwillvarybasedonsession choices.

• please note: Focus groups, executive sessions, client meetings, meals, and social activities are not eligible for CPE accreditation.

• online affidavit: https://wlec.formstack.com/forms/2017elite.Deadlinetofillouttheonlineaffidavit:July 31, 2017

• Questions? Contact [email protected]

don’t forget your passportFind your VANTAGE PASSPORT in your conference bag and redeem the tickets at the VANTAGE Expo Hall for opportunities to win these fabulous gifts:

treasure ChestWin a $1,500 gift card!Sponsored by:

Vantage t-shirtredeem your ticket for a VanTage T-shirt!Sponsored by:

Vantage Beach towelredeem your ticket for a VanTage beach towel!Sponsored by:

Viva! Vantage prize drawingearn 1,000 points to play in the Viva! VanTage games and prize drawing!Sponsored by:

Viva! Vantage prize drawingearn 1,000 points to play in the Viva! VanTage games and prize drawing!Sponsored by:

slot Machine pull(Tuesday, Wednesday, and Thursday)a chance to win 1,000 points on your VanTage Chip Chase scorecard!Sponsored by:

slot Machine pull(Tuesday, Wednesday, and Thursday)a chance to win 1,000 points on your VanTage Chip Chase scorecard!Sponsored by:

the Vantage “all-in” puzzleParticipating Partners:

aaC, inc.advanced legalBellefield systems, llCClientpaydatolite solutionserisberg Consultingselect* associates, inc.Western union Business solutions

Logo - Knockout Inverted

Logo - Knockout

Logo - Full Colour

Bring your completed puzzle to the Enterprise Progression Desk or VANTAGE Casino Exchange Desk for a stamp worth 3,000 points on your Chip Chase scorecard!

4

frederiCK K. W. daY KeYnoTe

The power of Bicycles: How listening to Your end users is Key to Creating successful impact in Business and philanthropy

Frederick (F.K.) Day is a longtime Chicago businessman, entrepreneur and humanitarian. In 1987, Day, his brother Stan and some friends founded leading bicycle component supplier, SRAM Corporation. SRAM produceshigh-endbicyclecomponentsincludingdrive-trains,brakes,suspensionandwheels;brandsinclude RockShox, Avid, Truvative, Zipp and Quark. Today, SRAM operates 20 facilities in the uS, Europe and Asia and employs over 3,000 people. Driving annual revenues in excess of $600 million, SRAM is the largest bicycle component supplier in the uS and the second largest in the world.

In 2005, immediately following the Indian Ocean tsunami, Day and his wife Leah, with support from SRAMCorpandthebicycleindustry,foundedinternationalnon-profitWorldBicycleRelief.Theirfirstprogramdeliveredover24,000newbicyclestomen,womenandchildrenintsunami-impactedSriLanka.

Day leverages his and SRAM Corp’s bicycle experience and that of the Global Bicycle Industry to deliver large-scale,comprehensivebicycleprogramsindevelopingcountries.WorkinginpartnershipwithNGOs,corporations and government agencies, World Bicycle Relief executes bicycle programs that empower recipients to overcome the barriers of distance to healthcare, education and economic development.

Today, World Bicycle Relief employs over 100+ people in the uS, Asia and Africa, and runs or supports 6 bicycle assembly facilities in Angola, Kenya, Malawi, South Africa, Zambia

and Zimbabwe. To date, over 340,000 specially designed, locally assembled bicycles havebeendistributedandover1,600fieldmechanicshavebeentrained.In2010,

Day and World Bicycle Relief were named #12 on Barron’s list of the World‘s Top 25 Most Effective Givers. In 2015, Fast Company named World Bicycle Relief

among its’ Most Innovative Companies for organizations working on the continent of Africa.

In addition to his work in the bicycle industry, Day is actively involved witheducationandenvironmentalissues.Dayisalong-standingboardmember of his alma mater, The South Kent School in Western Connecticut. Day studied Economics at Wayne State university and attended Tulane university, majoring in Economics and Latin American Studies. Day was

awarded an honorary degree from Tulane in 2014.

DayismarriedtophotographerandWorldBicycleReliefco-founderLeahMissbachDay.TheylivetogetherinChicagowiththeirnine-year-oldson

Lincoln Ray Day.

Wednesday, June 7, 201712:45 pm – 1:30 pmBonnet Creek salons i – iX

Working in partnership with NGOs, corporations and government

agencies, World Bicycle Relief executes bicycle programs that

empower recipients to overcome the barriers of distance to healthcare,

education and economic development.

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World BiCYCle relief

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This year, Thomson Reuters Elite is proud to be supporting World Bicycle Relief, a global non-profitorganizationmobilizingpeoplethroughthePowerofBicycles.

Inruralandemergingregionsoftheworld,peoplestruggletomeettheirbasicneeds;vast distances and limited transportation options often prevent access to schools, clinics and markets. World Bicycle Relief has designed The Buffalo, a robust bicycle engineered specificallyforruralterrainandheavyloadrequirements.Todate,WorldBicycleReliefhasdistributed more than 340,000 specially designed Buffalo Bicycles to students, healthcare workersandentrepreneurs,andhastrainedmorethan1,600fieldmechanicsacrossAfrica, South America and Southeast Asia.

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Hear from f.K. day, founder of World Bicycle relief, during the guest keynote session “The Power of Bicycles: How Listening to Your End users Is Key to Creating Successful Impact in Business and Philanthropy” – Wednesday, June 7, from 12:45 pm to 1:30 pm, Bonnet Creek Ballroom I – Ix.

Visit the World Bicycle relief booth, located in the conference area, to see The Buffalo Bicycle and learn more about the Power of Bicycles.

Join us for the “awareness Walk”–aone-milewalkthatrepresentsjustaquarterofthetypicaldistance a child would have to walk to school. The walk will take place at 6:15 am on Thursday, June 8, in front of the Hilton Bonnet Creek Pavilion. All client attendees will receive 3,000 casino chips for use at the Viva! VANTAGE Gala dinner.

enter our fundraising raffle for your chance to win a $200 American Express gift card. use your raffle ticket found in your Passport and drop the ticket off at the World Bicycle Relief booth near registration.

There are multiple activities supporting World Bicycle relief during VanTage orlando, including:

For just $148*, a Buffalo Bicycle can provide a student with life-changing

access to education and opportunity. Together we can make a difference.

* Thomson reuters will match all funds raised towards this initiative. With every $74 donation, together, we will be able to buy a Buffalo Bicycle.

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VanTage insigHTs and ouTlooKs

Want to help your law firm run smarter? Jointheconversationwithyourpeersandotherthoughtleaderstodiscusswhatfirmsandcorporatelegaldepartmentsaredoingtopreparefor key challenges and opportunities on the horizon in the legal industry.

The Insights and Outlooks sessions will be facilitated by leaders from Thomson Reuters, who will share insights from Peer Monitor data and other sources regarding top trends. Each session will be attended by up to 40 of your peers, and the interactive format of these discussions provides you with a great opportunity to share and gain knowledge on topics of interest.

parTiCipaTe in a session of Your CHoiCe

Cloud on the Horizon Wednesday, June 7, 3:15 pm – 4:45 pmHamilton & indian RiveR

Over40%oflawfirmsexpectthataquarterormoreoftheirtechnologywillbeinthecloudin1–3years.Jointhissessiontofindouthowthecloudcanfitintoyourfirm’stechnology roadmap.

lean legal: evolution or revolution? thursday, June 8, 8:45 am – 9:45 am Hamilton & indian RiveR

Findouthowtoday’sfirmsarestreamliningprocessesandboostingrevenue.Thissessioncovershowcorporatelegaldepartmentsandlawfirmsarechangingproceduresandtechnology to cut costs and drive productivity and how fast this change is taking place.

The intelligent law firm thursday, June 8, 10:15 am – 11:15 amHamilton & indian RiveR

WhattypesofbusinessintelligencedoyourlawyersandC-levelsrelyonmosttoday?Come for a discussion on BI resources and the cost of missing timely and accurate data onyourfirm’sdecisionmakingandyourrevenue.

The lawyer’s Technology Wish list thursday, June 8, 11:30 am – 12:30 pm

Hamilton & indian RiveR

Whatunmettechnologyneedswillyourlawyersfacein2017?Whataboutinthreeyears?

Cyber security arms race thursday, June 8, 3:00 pm – 4:00 pmHamilton & indian RiveR

Preparing for major security risks—such as cyber terrorism, data privacy, and reputationalimpact—hasneverbeenmoreimportant.Howreadyisyourfirm?Comefindoutwhatittakestoovercometoday’ssecurityrisks.

Attend a session to earn extra chips for the Viva! VANTAGE event. Be sure to get your Chip Chase scorecard stamp!

7

VanTage moBile app

Download the VANTAGE mobile app to your iPhone, iPad, or Android device to be sure you have all the latest conference information.

• View sessions and build your agenda

• Connect with fellow VANTAGE attendees

• upload and view photos from the conference

• Provide feedback on sessions

infoAccess registration information, Learning Zone hours, Expo Hall opening, and more.

inteRactive flooR planLook up room locations easily with an interactive floor plan.

attendees Network directly with your peers in attendance. Finally, an easy onsite networking app has arrived!

pResentations View and save session materials like PowerPoint presentations and handouts.

social & pHoto sHaRinGGetup-to-dateconferenceeventnews,upload,view,and share photos directly from VANTAGE Orlando.

sessions & RatinGsPreview sessions, tutorials, and topic information –entirely searchable by track, room, or presenter. Provide feedback and ratings regarding session content.

confeRence BaGStore and save important conference content such as product brochures from an exhibitor, session presentations, and marketing collateral for future use.

sponsoRsView our participating conference sponsors, a key component of the overall success of our conference events.

exHiBitoR cataloGReaddetailedinformationandfindboothlocationof each exhibitor participating in our VANTAGE Expo Hall.

speakeRsPreview speaker information and biographies. Access presenter session assignments and provide ratings and feedback regarding presenters’ skill sets.

peRsonal pRoGRamCreateyourownpersonalschedulefilledwithyourmust-attendconferencesessions,events,and tutorials.

messaGinG and meetinG ReQUestsSend messages and meeting requests to other attendees for easy networking and connectivity at VANTAGE Orlando.

VanTage moBile app QuiCK referenCe guide

Scan QR code to download app.

8

VanTage galaVanTage gala

a conference badge or specially purchased ticket is required for access. all guests must be 21 and over.

VIVA! VANTAGEThursday, June 8, 20176:30 pm – 10:00 pmHilton Bonnet Creek Ballroom

vantage 2017prolaW summiT • June 7 – 8 orlando

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ViVa! VanTageJoin us as we celebrate the close of VANTAGE and the ProLaw Summit on Thursday, June 8, at 6:30 pm in the Hilton Bonnet Creek Ballroom.

When you’re ready to raise the stakes, Viva! VANTAGE is ready for you! From the moment you enter the ballroom,you’llbeimmersedinaplush,upscale,andlivelyatmosphere.Enjoyfinecuisine,refreshingcocktails,andtakepartinthehigh-stakesgameofyourchoice—Blackjack,Roulette,PokerorCraps.YoucanalsodancethenightawaytothesmoothsoundsofBlondeAmbition,currentlytouringnation-wide!

Access to the gala is included in all VANTAGE and ProLaw Summit registrations. Additional guest tickets, priced at $100, will be available for purchase via debit or credit card at the VANTAGE registration counter beginning Wednesday, June 8, starting at noon—quantities are limited.

grand priZe draWingGuests attending the Viva! VANTAGE gala dinner will receive a voucher for 25 playing chips upon entry. use your casino chips for table game play and earn tickets for prize drawing entry. The evening will conclude with drawings for these fabulous prizes:

• grand prize: $1500 American Express Gift Card

• second prize: $1000 American Express Gift Card, sponsored by OLAP Vision

• Third prize: $500 American Express Gift Card, sponsored by Peer Monitor

• fourth prize: Microsoft Surface Pro 4 (128 GB, 4 GB RAM, Intel Core i5)

• fifth prize: Deluxe Suite upgrade at the 2018 VANTAGE New York City user Conference.*

* upgrade is available starting on Sunday, June 17, 2018 – Thursday, June 21, 2018. Winner must book a regular room through the Thomson Reuters VANTAGE website (opening in November 2017). Prize is transferrable.

VanTage CHip CHase gameClients can earn additional casino chips by participating in the VANTAGE Chip Chase game during the week at the conference. Information and instructions about the Chip Chase game can be found in your conference bag or in the VANTAGE mobile app.

ONE MORE THING!All clients attending Viva! VANTAGE are automatically entered in the door

prize drawing. The lucky winner will walk away from the gala with a pair

of cutting edge, world class Bose headphones.


Logo - Knockout

Logo - Full Colour

second prize sponsor

third prize sponsor

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registrationTuesday 3:00 pm – 5:00 pmWednesday 8:00 am – 5:00 pmThursday 8:00 am – 3:00 pm

prolaw KeynoteWednesday 9:15 am – 10:30 am

guest speaker KeynoteWednesday 12:45 pm – 1:30 pm

sessionsWednesday 11:00 am – 12:00 pm 1:45 pm – 2:45 pm 3:15 pm – 4:15 pm 3:15 pm – 4:45 pm 4:30 pm – 5:30 pm

Thursday 8:45 am – 9:45 am 10:15 am – 11:15 am 11:30 am – 12:30 pm 1:30 pm – 2:30 pm 3:00 pm – 4:00 pm 4:15 pm – 5:15 pm

expo HallTuesday 10:00 am – 7:30 pmWednesday 9:00 am – 5:00 pmThursday 9:00 am – 3:00 pm

learning ZoneWednesday 9:00 am – 5:30 pmThursday 9:00 am – 3:00 pm

EVENTS

Tuesday5:30 pm– 7:30 pm

vantaGe expo Reception VANTAGE Expo Hall, Ballroom Foyer (business casual attire)

Thursday6:30 pm– 10:00 pm

viva! vantaGe Gala dinner Hilton Bonnet Creek Ballroom (business casual attire)

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ConferenCe sCHedule summarY

CONFERENCE SuMMARY

Office

BONNET CREEK BALLROOM FLORIDIAN BALLROOM

JacksonIndian River

Salon I Salon IV Salon VII Salon X

Salon II Salon V Salon VIII Salon XI

Salon III Salon VI Salon IX Salon XII

Salon A Salon D Salon J

Salon B Salon E Salon K

Salon C Salon F Salon L

Alachua Baker Bay

Bradford Brevard Broward

Citrus

Collier

Columbia

Flagler Gilchrist Hamilton

Manatee

HILTON ORLANDO BONNET CREEK MEETING ROOMS

Salon G

Salon I

Salon H

Bonnet Creek Pavilion

De Soto

Duval

Dade

Dixie

Escambia

Lake NassauOrange

Palm Beach Sarasota

Taylor Union

1111

HoTel map

Office


JacksonIndian River







Alachua Baker Bay


Citrus

Collier

Columbia


Manatee


Salon G

Salon I

Salon H


De Soto

Duval

Dade

Dixie

Escambia

Lake NassauOrange

Palm Beach Sarasota

Taylor Union

Office


JacksonIndian River







Alachua Baker Bay


Citrus

Collier

Columbia


Manatee


Salon G

Salon I

Salon H


De Soto

Duval

Dade

Dixie

Escambia

Lake NassauOrange

Palm Beach Sarasota

Taylor Union

n Registration and vantaGe casino exchange desk

n World Bicycle Relief desk

n meals/keynotes

n thursday lunch

n sessions

n learning Zone

n vantaGe expo Hall

n progression desk

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ConferenCe sCHedule

TuESDAY, JuNE 6, 20173:00 pm – 5:00 pm registration

5:30 pm – 7:30 pm VanTage expo reception Sponsored by DW Reporting Ltd

WEDNESDAY, JuNE 7, 20178:00 am – 5:00 pm registration

8:30 am – 9:15 am Breakfast BonneT CreeK salons Xi & Xii

9:15 am – 10:30 am prolaw Keynote and roadmap BonneT CreeK salons Xi & Xii

10:30 am – 11:00 am expo Hall Break Sponsored by Select* associates, Inc.

11:00 am – 12:00 pm

prolaW – general prolaW – general prolaW – fronT offiCe prolaW – BaCK offiCe

ProLaw Support Roundtable

flagler & gilCHrisT

ProLaw SSRS: Report Edits 101

floridian salon i

ProLaw Docketing for Your HR Needs

floridian salon H

Managing Your AR using ProLawFrontOffice

floridian salon g

12:00 pm – 12:45 pm lunch BonneT CreeK salons i – iX Sponsored by Wilson Legal Solutions

12:45 pm – 1:30 pm guest speaker Keynote BonneT CreeK salons i – iXThe Power of Bicycles: How Listening to Your End users Is Key to Creating Successful Impact in Business and Philanthropy

1:45 pm – 2:45 pm

prolaW – general prolaW – general prolaW – fronT offiCe prolaW – TeCHniCal

using the ProLaw Dashboard

floridian salon g

ProLaw Product Management Q&A

floridian salon H

Successfully Moving from ProLaw Legacy Pro Filing to .Net Pro Filing

floridian salon i

ProLaw Technical Roundtable

flagler & gilCHrisT

2:45 pm – 3:15 pm expo Hall Break

3:15 pm – 4:15 pm

prolaW – general prolaW – fronT offiCe prolaW – TeCHniCal prolaW – TeCHniCal

ProLaw Support Troubleshooting

floridian salon H

ProLawFrontOfficeRoundtable

flagler & gilCHrisT

ProLaw's Groupware Integration for Exchange Options and Best Practices

floridian salon g

Continuity Planning for ProLaw –Part I: Technical Review

floridian salon i

3:15 pm – 4:45 pm

insigHTs & ouTlooKs eBillingHuB

Cloud on the Horizon

HamilTon & indian riVer

BuildingaBettereBillingHub:Why?When?How? tutorIaL

floridian salon f

4:30 pm – 5:30 pm

prolaW – general prolaW – fronT offiCe prolaW – BaCK offiCe prolaW – TeCHniCal

understanding the uniqueness of ProLaw Querying

floridian salon H

Best Practices for ProLaw Conflicts Checking

floridian salon g

ProLawBackOfficeRoundtable

flagler & gilCHrisT

Continuity Planning for ProLaw – Part II: Customizations Inventory

and Concerns

floridian salon i


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THuRSDAY, JuNE 8, 20178:00 am – 3:00 pm registration

7:45 am – 8:30 am Breakfast BonneT CreeK salons i– iX

8:45 am – 9:45 am

insigHTs & ouTlooKs eBillingHuB prolaW – BaCK offiCe

Lean Legal: Evolution or Revolution?


Working Together for a Better eBillingHub Ecosystem

floridian salon f

How to use ProLaw to Handle Your unique Billing Arrangements

floridian salon g

prolaW – BaCK offiCe prolaW – TeCHniCal

ProLawAnalyticsforBackOffice

floridian salon H

ProLaw Reports Troubleshooting and Maintenance

flagler & gilCHrisT

Technical ProLaw .NET upgrade Considerations

floridian salon i

9:45 am – 10:15 am expo Hall Break

10:15 am – 11:15 am

insigHTs & ouTlooKs prolaW – general prolaW – fronT offiCe

The Intelligent Law Firm


ClientPay 2.0: Next Generation Payment Processing for Next Generation Law Firms

floridian salon K

ProLaw Document Automation

floridian salon i


Discover the Different Methods within ProLaw for Effective Time Tracking

floridian salon H

ProLaw SSRS: Report Expressions

flagler & gilCHrisT

Optimize Your ProLaw Database using Microsoft SQL Management Studio

floridian salon g

11:30 am – 12:30 pm

insigHTs & ouTlooKs prolaW – general prolaW – fronT offiCe

The Lawyer’s Technology Wish List


ARCS3: Implementing & Managing Financial Strategies

floridian salon K

GainEfficienciesUsingtheProLawEventsModule

floridian salon g


ProLaw Prebill and Statements: Troubleshooting, Automating, and Emailing

floridian salon i

ProLaw SSRS – Visual Basic for Reports

flagler & gilCHrisT

Cyber Security: The ultimate Collaboration

floridian salon H

12:30 pm – 1:15 pm lunch BonneT CreeK paVilion

1:30 pm – 2:30 pm

prolaW – general

ProLaw Agent: More than Meets the Eye

floridian salon g

New Outlook View: Attorney’s Direct Access to ProLaw Data

floridian salon H

The Myths & Realities of Time Entry: A Roundtable Discussion

floridian salon K

prolaW – fronT offiCe prolaW – TeCHniCal

ProLaw’s Document Searching and Full Text Indexing

flagler & gilCHrisT

Best Practices: ProLaw Technical Planning Stategies

floridian salon i

2:30 pm – 3:00 am expo Hall Break

3:00 pm – 4:00 pm

insigHTs & ouTlooKs prolaW – fronT offiCe prolaW – BaCK offiCe

Cyber Security Arms Race


Best Practices for ProLaw Custom Tabs

floridian salon g

using ProLaw’s Settlement Feature

floridian salon H


MyFavoriteProLawBackOfficeFeatures

floridian salon i

ProLaw Remote – Part I: Comparing ProLaw Mobile to ProLaw Portal from a Technical Perspective

flagler & gilCHrisT

4:15 pm – 5:15 pm

prolaW – general prolaW – fronT offiCe prolaW – fronT offiCe prolaW – BaCK offiCe

ProLaw Remote – Part II: Comparing ProLaw Mobile to ProLaw Portal

from an End user Perspective

flagler & gilCHrisT

Protect Your Practice with ProLaw Docketing

floridian salon H

ProLaw from an Attorney’s Perspective

floridian salon i

Designing ProLaw Statement Formats

floridian salon g

6:30 pm – 10:00 pm VanTage gala dinner BonneT CreeK salons i – iX

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sessions lisT

insights & outlooks

WEDNESDAY, JuNE 7, 2017

3:15 pm – 4:45 pm Cloud on the Horizon Hamilton & indian RiveR

THuRSDAY, JuNE 8, 2017

8:45 am – 9:45 am LeanLegal:EvolutionorRevolution? Hamilton & indian RiveR

10:15 am – 11:15 am The Intelligent Law Firm Hamilton & indian RiveR

11:30 am – 12:30 pm The Lawyer’s Technology “Wish List” Hamilton & indian RiveR

3:00 pm – 4:00 pm Cyber Security Arms Race Hamilton & indian RiveR

eBillingHub


3:15 pm – 4:45 pm BuildingaBettereBillingHub:Why?When?How? tutorIaL floRidian salon f


8:45 am – 9:45 am Working Together for a Better eBillingHub Ecosystem floRidian salon f


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prolaw – general


11:00 am – 12:00 pm

ProLaw Support Roundtable flaGleR & GilcHRist

ProLaw SSRS: Report Edits 101 floRidian salon i

1:45 pm – 2:45 pm

using the ProLaw Dashboard floRidian salon G

ProLaw Product Management Q&A floRidian salon H

3:15 pm – 4:15 pm ProLaw Support Troubleshooting floRidian salon H

4:30 pm – 5:30 pm understanding the uniqueness of ProLaw Querying floRidian salon H


10:15 am – 11:15 am ClientPay 2.0: Next Generation Payment Processing for Next Generation Law Firms floRidian salon k

11:30 am – 12:30 pm ARCS3: Implementing & Managing Financial Strategies floRidian salon k

1:30 pm – 2:30 pm

ProLaw Agent: More than Meets the Eye floRidian salon G

New Outlook View: Attorney's Direct Access to ProLaw Data floRidian salon H

The Myths & Realities of Time Entry: A Roundtable Discussion floRidian salon k

4:15 pm – 5:15 pm ProLawRemote-PartII:ComparingProLawMobiletoProLawPortalfromanEnd user Perspective

flaGleR & GilcHRist

LEARNING ZONEStopbytheLearningZoneforone-on-oneinstructionfromSubject Matter Experts for your Thomson Reuters solutions.

The Learning Zone is located in Floridian Ballroom C and open during the following hours:

Wednesday 9:00 am – 5:30 pm

thursday 9:00 am – 3:00 pm

please note: the learning Zone is closed during keynotes and lunches.

sessions lisT

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prolaw – front office


11:00 am – 12:00 pm ProLaw Docketing for Your HR Needs floRidian salon H

1:45 pm – 2:45 pm Successfully Moving from ProLaw Legacy Pro Filing to .Net Pro Filing floRidian salon i

3:15 pm – 4:15 pm ProLawFrontOfficeRoundtable flaGleR & GilcHRist

4:30 pm – 5:30 pm Best Practices for ProLaw Conflicts Checking floRidian salon G


10:15 am – 11:15 am ProLaw Document Automation floRidian salon i

11:30 am – 12:30 pm GainEfficienciesUsingtheProLawEventsModule floRidian salon G

1:30 pm – 2:30 pm ProLaw's Document Searching and Full Text Indexing flaGleR & GilcHRist

3:00 pm – 4:00 pm Best Practices for ProLaw Custom Tabs floRidian salon G

4:15 pm – 5:15 pm

Protect Your Practice with ProLaw Docketing floRidian salon H

ProLaw from an Attorney’s Perspective floRidian salon i

prolaw – Back office


11:00 am – 12:00 pm ManagingYourARUsingProLawFrontOffice floRidian salon G

4:30 pm – 5:30 pm ProLawBackOfficeRoundtable flaGleR & GilcHRist


8:45 am – 9:45 am

How to use ProLaw to Handle Your unique Billing Arrangements floRidian salon G

ProLawAnalyticsforBackOffice floRidian salon H

10:15 am – 11:15 am Discover the Different Methods within ProLaw for Effective Time Tracking floRidian salon H

11:30 am – 12:30 pm ProLaw Prebill and Statements: Troubleshooting, Automating, and Emailing floRidian salon i

3:00 pm – 4:00 pm

using ProLaw’s Settlement Feature floRidian salon H

MyFavoriteProLawBackOfficeFeatures floRidian salon i

4:15 pm – 5:15 pm Designing ProLaw Statement Formats floRidian salon G


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prolaw – Technical


1:45 pm – 2:45 pm ProLaw Technical Roundtable flaGleR & GilcHRist

3:15 pm – 4:15 pm

ProLaw's Groupware Integration for Exchange Options and Best Practices floRidian salon G

Continuity Planning for ProLaw – Part I: Technical Review floRidian salon i

4:30 pm – 5:30 pm Continuity Planning for ProLaw – Part II: Customizations Inventory and Concerns floRidian salon i


8:45 am – 9:45 am

ProLaw Reports Troubleshooting and Maintenance flaGleR & GilcHRist

Technical ProLaw .NET upgrade Considerations floRidian salon i

10:15 am – 11:15 am

ProLaw SSRS: Report Expressions flaGleR & GilcHRist

Optimize Your ProLaw Database using Microsoft SQL Management Studio floRidian salon G

11:30 am – 12:30 pm

ProLaw SSRS – Visual Basic for Reports flaGleR & GilcHRist

Cyber Security: The ultimate Collaboration floRidian salon H

1:30 pm – 2:30 pm Best Practices: ProLaw Technical Planning Stategies floRidian salon i

3:00 pm – 4:00 pm ProLawRemote-PartI:ComparingProLawMobiletoProLawPortalfromaTechnical Perspective

flaGleR & GilcHRist

eXHiBiTors/sponsors

1818

VanTage eXpo Hall HoursTuesday, June 6 10:00 am – 7:30 pmWednesday, June 7 9:00 am – 5:00 pmThursday, June 8 9:00 am – 3:00 pm

eXHiBiTor BooTH

AAC, Inc. 40

Advanced Legal 2

Afinety,Inc. 3

BellefieldSystems,LLC 31

CenturyLink 4

Chrome River Technologies 42

ClientPay 29, 30

CoreTech Leasing 10

Datolite Solutions 9

Decision Pace 27

DocsCorp 1

DW Reporting Ltd. 7

Element55 38

Erisberg Consulting 17

Global Exchange 15

Helm360 36

Hyperion Global Partners 20

Intapp 16

Intelliteach 12

eXHiBiTor BooTH

Iridium Technology LLC 21

MiniSoft Inc. 26

NetDocuments 14

nQueue 19

Nuance Document Imaging 41

OLAP Vision 22, 45 (demo booth)

oneFG Consulting, LLC 8

Peer Monitor 35

ProCirrus Technologies 6

PS|Ship 39

Qorus Software 37

Select* Associates, Inc. 32

Source Consulting Group 23, 24, 25

The Quimera Group, LLC 13

Tikit 28

TransFirm Consulting LLC 11

Velo IT Group 5

Western union Business Solutions 18

Wilson Legal Solutions 33, 34


42 41 40 39 38 37 36 35

33

45

34

30

31

4 3

6 5

2 1

32

29 28 27 26 25 24 23

789

101112131415

16171819202122


1919

advanced legalwww.advancedlegal.com

BIPro,businessintelligenceandfinancialreportingforProLaw,deliversreal-timefinancialdataand7KPI’sincolorfuleasy-to-readchartsona dashboard. We also offer experienced ProLaw hosting, consulting, complexfinancialreporting,extractionsandconversionofdata.sponsor: VanTage “all-in” puZZle

afinety, inc.www.afinety.com

Trustthebest.LawfirmITexpertsforover30years.LongtimecertifiedProLawpartner,offeringconsultationandcustomizedreports. From ProLaw assistance to a full cloud network solution specificallydesignedforlawfirms.

Bellefield systems, llCwww.bellefield.com

Bellefieldwascreatedwithonesimplemission:“createbettertimekeepers.” Better timekeeping leads to better results. Our flagship product, iTimeKeep, was built from the ground up to help professionals keep time simply, securely and instantly.plaTinum sponsor: VanTage “all-in” puZZle & sloT maCHine (VanTage passporT iTem)

Centurylink centurylink.com/enterprise

CenturyLink is a global communications, hosting, cloud and IT services company enabling millions of customers to transform their businesses and their lives through innovative technology solutions.plaTinum sponsor: name Badges

exhibitor and sponsor contact information is available in the vantaGe mobile app.

eXHiBiTors/sponsors

2020

Chrome river Technologies www.chromeriver.com

ChromeRiver’shighly-configurablecloud-basedexpensereportingand supplier invoice automation solutions let business flow for some of the world’s largest and most respected global organizations.

Clientpay www.clientpay.com

ClientPay is the exclusive payment processing solution integrated with Thomson Reuters Elite’s practice management solutions. Our award-winningpaymentplatformisdesignedspecificallyforlawfirmstohelpbettermanagecreditanddebitcardpayments.plaTinum sponsor: program guide, VanTage “all-in” puZZle, and Bag inserT

Cosine solutions www.cosine.co.nz

Cosine has a proven history as a 3E technical services partner in the Asia-Pacificregion.Theyofferseveraladd-onmodulesbuiltusingthe 3E platform, including Matter Planning and Pricing as well as Billing Workflows.plaTinum sponsor: padZilla

docsCorp www.docscorp.com

DocsCorp designs software and services for document professionals who use enterprise content management systems. We provide solutionsformeta-dataremoval,documentprocessing,PDFmanipulation and document comparison.


2121

Helm360 www.helm360.com

Helm360 is a global technology company that offers innovative products and consulting services to the legal industry. BronZe sponsor: learning Zone

intapp www.intapp.com

Intappprovidessoftwarethatenableslawfirmsandprofessionalservicesfirmstothrivebyimprovingoperationalefficiency,increasingprofitabilityanddrivingclientsuccess.Intappsolutionshavebeenadopted by more than 650 organizations.

minisoft inc. www.minisoftinc.com

ARCS3 is a fully comprehensive revenue management system that integrateswithprofessional-servicebillingsystemstonotonlyimplement operational cash flow strategies, but also streamline collectionprocesses,efficientlytrackWIP/ARandmanage financialgoals.plaTinum sponsor: Treasure CHesT (VanTage passporT iTem)

nQueue www.nqueue.com

nQueuelivestosolveyourfirm’sinformationworkflowchallenges.Byprovidingaccurateandefficientscanning,secureprintprocessingandcostrecoverytechnologytoimproveprofitability,weenablelawfirmstofocusonwhattheydobest.

eXHiBiTors/sponsors

2222

nuance document imaging www.nuance.com

Nuance Document Imaging provides the software solutions and expertise required by professionals and organizations to gain optimal control of their document and information processes.

olap Vision www.olapvision.com

Specializinginfinancialandpracticemanagementsolutionsexclusivelyforlawfirmsandprofessionalservicesorganizations,xcelerateBudgeting&Forecastingdeliversreal-timebusinessintelligenceintoyourfirm’sperformance.WealsoofferClarityandProLaw services.plaTinum sponsor: noTepads, pens, WaTer BoTTles, demo BooTH,

and ViVa! VanTage priZe draWing (VanTage passporT iTem)

peer monitor legalsolutions.thomsonreuters.com

Peer Monitor is a dynamic, live benchmarking platform that provides any-timeaccesstocriticalfirmmetricsandallowscomparisonagainst selected peers, with details for practice performance.BronZe sponsor: ViVa! VanTage priZe draWing (VanTage passporT iTem)

proCirrus Technologies www.procirrus.com

ProCirrus’turn-key,comprehensivecloudsolutionvastlysimplifiesITforlawfirms.Ourend-to-endmodelcombinesserverhosting,asset management, integrated security and compliance with our exceptional end user support into one simple solution.


Logo - Knockout

Logo - Full Colour


2323

select* associates, inc. www.selectsa.com

Select*Associates provides clients with collection management/cash forecasting solutions. Star*collect provides collection activities, email AR statements, automated collection events, and reporting. Star*targetCashmanagestheperiodicandyear-endcashprojectionand collection process.BronZe sponsor: WednesdaY morning BreaK and VanTage “all-in” puZZle

Velo iT group www.velomethod.com

Velo IT Group is a managed IT services provider headquartered in Dallas, serving businesses throughout the uS. We provide IT strength, strategy, security and support to growing businesses.

Western union Business solutions business.westernunion.com

WesternUnionisaFortune500companyofferinglawfirmsaccessto the world’s largest nonbank network for sending and receiving funds through our Western union Business Solutions division.sponsor: VanTage “all-in” puZZle

THANK YOu FOR ATTENDING THE PROLAW SuMMIT AT VANTAGE 2017 ORLANDO

T

Prolaw. Because the need for critical data doesn’t stay in the office.

the one office solution. prolaw.com

run your business from wherever you are. ProLaw® Mobile from Thomson Reuters Elite™ moves at the speed of business to help you make the most of every minute. You can view current matter information and documents, schedule and save appointments, and save emails and attachments. Enter your time when you’re in transit or between appointments. And know your entire team is current because the unified ProLaw database is always up to date. It’s software on the move for lawyers on the go.

©2014 Thomson Reuters L-390527/4-14 Thomson Reuters and the Kinesis logo are trademarks of Thomson Reuters.

Thomson reuters elite Headquarters800 Corporate Pointe Suite 150 Culver City, CA 90230

elite.com

©2017ThomsonReutersElite.Allrightsreserved.ProprietaryandconfidentialinformationofThomsonReutersElite. Disclosure, use, or reproduction without the written authorization of Thomson Reuters Elite is prohibited.

The Thomson Reuters Elite product names used throughout are registered trademarks and belong to Thomson Reuters Elite. All other trademarks and registered trademarks are the property of their respective owners.

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