Collaborating with Clients through SharePoint
Bob Beach, Director, SharePoint Practice, Hubbard One
Kevin Kelly, Director of Marketing and Business Development, Parker Poe
Steve Fletcher, CIO, Parker Poe
It’s not about SharePoint…
…It’s about collaborating with clients
So, What’s My Point?
1. Every law firm has collaboration technology, yet…
2. …The technology is not the collaboration
What is Collaboration Anyways?
• Lawyer perspective:
– Sharing documents related to cases
• Law firm perspective:
– Same, but maybe also including sharing documents/research not
related to a specific case
• Client perspective:
– Same, but also including easier access to billing history, and
increasingly matter status, financial progress and budgets/actuals
And, What about our Industry?
• 2010 ILTA Survey
“49% of respondents utilize SharePoint internally for collaboration, while
24% use it as a collaboration tool for client communications.”
• What about Hubbard One OneView Extranet?
“Extranets offer a secure location for attorneys to collaborate with
clients; share documents, contact information, time and billing
matters and more.”
Intranet Users Administrators Extranet Users
Request Site Approve Site
Receive Approve Receive
Approval Invited Users Email Invite
Share Approve View/Edit
Document(s) Document Document(s)
Technology has been great for Efficiency…
…But efficiency is not collaboration
Will the *REAL* Collaboration Please Stand Up?
• “Breaking down barriers”
• “A shared experience”
• “A common purpose with the client”
• “Doing something together that we can’t do separately”
• “Educating each other”
“Too often, businesses focus on making it on
their own. In fact, the secret of being
indispensable is making it together.” – Seth
There is REAL Value Here
• Extend the value proposition on your legal services
• Institutionalize the client relationship / become “sticky”
How does this kind of Collaboration happen?
Transparency of knowledge