Intranet Essentials for Law Firms
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Intranet Essentials for Law Firms






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Intranet Essentials for Law Firms Intranet Essentials for Law Firms Presentation Transcript

  • Building Intranet Essentials Affordably with SharePoint
  • FICTION: Only big firms can afford to use SharePoint
    FACT: Small and mid-size firms can get tremendous value from the standard features and functionality of SharePoint, without spending on extensive customizations or third-party products.
    Intranet Essentials
    • SharePoint is a portal and development platform for your next generation Intranet
    • Allows you to distribute management of your Intranet to the content owners
    • Content can be targeted based on users, practice groups, office location, etc.
    • Reduce firm-wide emails!
  • DEMO
  • SharePoint Best Practices
    • Find the business case(s)
    • New matter intake
    • Dashboards (Client/Attorney/Matter)
    • Financial reporting
    • Expertise Database (internal/external)
    • New hire onboarding
    • Invest in up-front planning
    • Survey stakeholders from different practice groups
    • Content must be timely and relevant
    • Brand your Portal
    • Consider third-party tools for cost-effectiveness
    • Create a formal Governance Plan
  • What You Can Do Today
    • Standard Edition CAL
    • Application Launch
    • Firm Directory
    • Experts Directory
    • Form Library (consolidate PDFs)
    • Contact Management (Firm Rolodex)
    • Practice Group Sites (Announcements, Blog, Links, Documents)
    • IT Site (FAQs, Help Desk Requests, Links)
    • Calendars
    • Summer Associate Site (Bios, event schedule)
    • Simple Attorney Dashboard (MySite)
    • Vacation & Schedule Management
    • Enterprise Edition CAL
    • Form Library (PDFs and online forms)
    • Integration using Business Data Catalog
    • InfoPath Forms with Workflow
    • New matter intake
    • Conflict checks
    • Employee Onboarding
    • Expense Reports
    • Matter Dashboards with BDC data
    • Business Intelligence Tools (KPIs)
  • What You Can Do Tomorrow
    • Going to the Next Level
    • Integrate with document management, time and billing, HR systems
    • Connect attorney and matter dashboards
    • Develop secure client extranets
    • Streamline business processes
    • Replace point solutions
    • Replace Excel as database
    • Replace legacy Access databases
    • Replace Outlook as hard drive
    • Affordable Additions
    • Bamboo Solutions
    • CodePlex (for developers)
    • Extranet Collaboration Manager (
    • Other Additions
    • Handshake Software
    • XMLaw
    • Webparts from your vendors, e.g., iManage
    • Enterprise Search
    • AvePoint
  • Plan ahead…SharePoint 2010
    • Public beta now available
    • Only runs on 64 bit - both SharePoint, and SQL and Win Server 2008
    • Upgrade browsers to IE 7
    • Install Service Pack 2 and run upgrade checker tool
    • Version to version upgrades: If you are on 2003, consider an upgrade to 2007 now
    • Keep up with the news on and the SharePoint Team blog
  • Thank you for attending!