Insightful Interaction:
Collaborating with Clients through SharePoint
Bob Beach, Director, SharePoint Practice, Hubbard On...
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 collaborati...
What is Collaboration Anyways?
• Lawyer perspective:
  – Sharing documents related to cases



• Law firm perspective:
  –...
What does Google Say?
And, What about our Industry?
• 2010 ILTA Survey
  “49% of respondents utilize SharePoint internally for collaboration, wh...
Intranet Users   Administrators    Extranet Users


 Request Site      Approve Site




   Receive           Approve      ...
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 ...
“Too often, businesses focus on making it on
their own. In fact, the secret of being
indispensable is making it together.”...
There is REAL Value Here


• Differentiation


• Extend the value proposition on your legal services


• Institutionalize ...
How does this kind of Collaboration happen?




           Transparency of knowledge
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Insightful Interaction: SharePoint Client Collaboration

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Insightful Interaction: SharePoint Client Collaboration

  1. 1. Insightful Interaction: 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
  2. 2. It’s not about SharePoint… …It’s about collaborating with clients
  3. 3. So, What’s My Point? 1. Every law firm has collaboration technology, yet… 2. …The technology is not the collaboration
  4. 4. 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
  5. 5. What does Google Say?
  6. 6. 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.”
  7. 7. Intranet Users Administrators Extranet Users Request Site Approve Site Receive Approve Receive Approval Invited Users Email Invite Reset Login Password Request New Password Share Approve View/Edit Document(s) Document Document(s)
  8. 8. Technology has been great for Efficiency… …But efficiency is not collaboration
  9. 9. 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”
  10. 10. “Too often, businesses focus on making it on their own. In fact, the secret of being indispensable is making it together.” – Seth Godin
  11. 11. There is REAL Value Here • Differentiation • Extend the value proposition on your legal services • Institutionalize the client relationship / become “sticky”
  12. 12. How does this kind of Collaboration happen? Transparency of knowledge

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