CAPABILITY OVERVIEW - Legal Technology Breaking News

1 CAPABILITY OVERVIEW Legal |legalNEIL CAMERON TRACKER REVIEW Neil CameronNeil Cameron Consulting GroupI am not sure that I have ever seen such a functionally rich, graphically striking, seamlessly integrated and yet intuitive Legal production and management CAPABILITY . I feel that I may have just caught a glimpse of the future of law firm | Legal | KEY Legal CAPABILITIESLEGAL DOMAIN MODELCore Legal domain domainmodel capable of supporting the most complex litigated cases and fully PERSONA THEMESS upport for role specific user interfaces driving productivity and use across service providers and clients from a single for disaggregation to support staff, service providers and self service with all the necessary checks and balances designed into the & DUPLICATE SEARCHReal-time event driven SRA compliant conflict and duplicate search with full audit and records & PROSPECTSD elivery of key strategic information to case workers, support better decision choices.

2 Case tactics & OPERATIONAL INTELLIGENCEL egal multi-dimensional model and data mining strategies for real-time and strategic ITEMSSMART TIME CAPTURED efine execution plans to fulfil goals and milestones. Driving case worker efficiencies through assistive workflows & appsPROCEEDINGS ENGINEE ngine room for litigated Legal cases to ensure compliance and mitigate financial and reputational ACTIONSA ccelerator Library of pre-built prescriptive and assistive actions to fast track your case management implementation.|legalLEGAL DOMAIN MODELPRODUCTSM anage work, protocols and fees according to configurable product structuresCLAIMS & RESERVESM anage claims and reserves through the lifecycle of the case. Understand key DATA STOREKey operational data such People, Organisations, Locations, Vehicles can optionally be retrieved from external systems such as CRM solutionsCOMPETENCIESM anage and monitor competencies across all case STRUCTURESD efine your organisation hierarchy in terms of stakeholders, teams, locations, functions, businessunitsand & PARTICIPANTSD efine flexible role definitions for all participants and users of the solution.

3 GOALS, STRATEGIES & EVENTSM odel matter and organisational goals, the strategies required to achieve them andhowthey are MATTER DATAData Model is completely extensible and support dynamic fieldsINCIDENTSI ncidents can be independently case risk and competency assessments through defined business rules ensuring quality and courts, proceedings, orders and directions through the litigation engine.| Legal | STRATEGY & PROSPECTSD elivery of key strategic information to case workers, support better decision choices, case tactics & positioning for each case Decision support and milestone tracking Strategy vs. Prospects (successful outcome) Key visual indicators at case levelBehaviours & OutcomesAggregated involvement profiling Key opponent indicators and behaviour profiles utilising performance data and knowledge base Key insights to understand your opponentsIntelAggregated view of intelligence Delivery of business intelligence to support strategy and handling Tactical guidance based on case circumstances and case stage Integration with multiple data sources| Legal | PROCEEDINGS & DIRECTIONSE ngine room for litigated Legal cases to ensure compliance and mitigate financial and reputational OrdersManagement of court orders Quick set up of orders Single view of all orders.

4 Proceedings and claims for a single caseProceedingsManagement of proceedings Flexible UI to manage proceedings and roles Integrated court forms and core track processes Tools to enable the consolidation of multiple proceedings and directions into a single masterDirectionsCore task engine to ensure compliance Automated generation of critical tasks, documents and reminders for all direction types ( AOS, Defence Due) Automated alerting and escalation to ensure compliance| Legal | CONFLICT SEARCHC ompliance with SRA code for conflict search analysis and management including full audit and records controls to identify and assess potential conflicts Automated conflict search on key triggers Own interest conflict Client interest conflictRisk RankingConflict ranking engine Risk significance and complexity Profiled by size, proximity, nature, and circumstances Risk vs.

5 Benefits best interestsConflict ManagementAssignment of conflict management actions Controlled gateways for acceptance Guidance to determine best outcome Capture of key decisions Guidance to ensure independenceTransparencyFull Audit Log Searchable audit log Result sets Outcome trackingSearchRankManageAuditTriggerReal -time monitoring & management| Legal | Legal PERSONA THEMESP ersona: Consumer ViewConveyancingPersona: Case WorkerActions ViewSupport interactions with case workers, support staff, service providers and consumers from a single personalized | Legal | DISAGGREGATION only 5% of lawyer s total workload is exclusively dependenton having a Legal qualificationOutsourced Service ProvidersSelf Service| Legal | DISAGGREGATIONGoal ModellingDefine Goals for the completion of work by support PlansDynamically allocate work to roles based on EngineServe role specific portals to self service and service providersCompetency MatrixDefine competencies for work items and progress review processes based on monitoring goals and competenciessharedois designed to actively support disaggregation| Legal | Legal ACTIONSH ighly tuned adaptable productivity tools for case NoteTelephone NoteMemoAd Hoc Letter to ClientAd Hoc Letter to CounselAd Hoc Letter to CourtAd Hoc Letter to InsuredAd Hoc Letter to OpponentAd Hoc Letter

6 To OthersAd Hoc Letter to Witness/Experts/InvestigatorsAd Hoc Letter to ClientLetter Acknowledging InstructionsLetter Advising Initial ReserveLetter Advsingof Change of ReserveLetter encAmended Defencefor SigningLetter EncDefenceto SignLetter EncList of Documents to SignLetter Informing Client of Court OrderLetter Informing Client of HearingLetter Informing Client of TrialLetter Informing Client of Trial WindowPost Trial ReviewLetter Advising of Change of Fee EarnerLetter Advising of Change of Fee Earner and SupervisorLetter Advising of Change of SupervisorLetter Advising We Are Closing Our FileSolicitor Feedback FormCosts Instruction FormCosts Persuasion PointsCosts Summary DocumentCosts StrategyAd Hoc LetterLetter EncInstructions to Counsel with TOBL etter to Counsel with Further InstructionsInstructions/Brief to CounselAd Hoc Court DocumentApplication to Join -ApplicationApplication to Join -Draft OrderApplication to Join -StatementDefence(Ad Hoc)Defenceand Counterclaim (Ad Hoc)Application to Set Aside -Draft OrderApplication to Set Judgment Aside -ApplicationCasey v Cartwright StatementConsent OrderTomlin OrderDraft Credit Hire Multi-Track DirectionsDraft Fast Track DirectionsDraft Multi-Track DirectionsPart 18 RequestAcknowledgement of service Part 20 (N213)Acknowledgement of service Part 7 (N9)Acknowledgement of service Part 8 (N210)Notice of Application (N244)Directions Questionnaire (N181)Small Claims Directions Questionnaire (N180)List Of Documents (Standard)Prepare Pre-trial Checklist (N170)Prepare Post Trial Outcome ReportForm H CostsStatement of Costs (N260)Notice of ActingNotice of Change (N434)

7 General Form of Affidavit (N285)Prepare NOA/NOCN otice to Admit (N266)Witness Summons (N20) certificate of Cancellation or Satisfaction (N443)Payment In (CFO 100 )Payment into Court (N242)Application for Charging Order (N379)Application for Third Party Debt Order (N349)Request for Attachments of Earnings Order (N337)Request for Search of Attachment of Earnings (N336)Request for Warrant of Execution (N323) certificate of service ( n215 )Claim Form (Part 20) (N211)Costs Acknowledgement of service Part 8 (N210a)Notice to prove documents at trial (N268)Ad Hoc Letter to CourtLetter to Court Filling DocumentsLetter EncApplication for IssueLetter Notifying Extension of Time for the DefenceLetter EncCertificate of Satisfaction (N443)Letter EncDefault Costs CertificateLetter EncPart 20 For IssueAd Hoc Letter to InsuredEngagement Letter with TOBI nitial Letter (Indemnity Not Granted)

8 Letter Advising to AdmitLetter Chasing Response/InstructionsLetter EncDefenceto SignLetter EncAmended Defenceto SignLetter EncAmended List of Documents for SigningLetter EncList of Documents to SignLetter EncAmended Witness Statement for SigningLetter EncWitness Statement to SignLetter Informing Insured of Trial WindowLetter Informing Insured of Trial DateLetter Advising of Change of Fee EarnerLetter Advising of Change of Fee Earner and SupervisorLetter Advising of Change of SupervisorLetter Confirming Conference DetailsLetter Advising File Now ClosedLetter Informing Insured Judgment Removed from RegisterInstruction to IntelIntel DPA RequestINTEL Complex Analysis ReportINTEL Linked Claims Intelligence SynopsisINTEL Tactical Review ReportDisbursement Justification FormAd Hoc Letter to OpponentLetter Accepting ServicePart 36 Offer (N242a)Letter Chasing InformationLetter Confirming Agreed ExtensionLetter EncPayment (Interim)Letter Serving DefenceLetter Serving Other Document(s)Letter With Contact Details for Telephone HearingLetter EncPayment (Final Settlement)Letter EncCopy Application for Information PurposesLetter EncDocument for Information OnlyLetter EncMandates for SigningOffer Letter -CalderbankLetterAd Hoc Letter to OthersLetter Chasing InformationFile and ServeLetter Notifying Broker of InvolvementLetter to Credit Agencies encCertificate of SatisfactionExternal Witness StatementInternal Witness StatementAd Hoc Letter to Witness/Experts/InvestigatorsLetter Chasing Information (Witness/Experts/Investigators)

9 Letter to Witness Requesting Initial ContactInstruction to InvestigatorInstruction to Medical ExpertInstruction to Non-Medical ExpertInstruction to Surveillance Agent with TOBL etter EncAmended Witness Statement for SigningLetter EncWitness Statement for SigningLetter Informing Witness/Expert of TrialLetter Informing Witness/Expert of Trial WindowAd Hoc TaskSend Document to be SignedWhere is instruct Counsel?Prepare AOSW here is Prepare NOA/NOCP repare DefencePrepare Directions QuestionnairePrepare Costs BudgetReceive Other Sides Costs BudgetPrepare Analysis of Opponents Costs BudgetCapture Costs Budget MIWhere is File and Serve?Prepare ApplicationPrepare For DisclosurePrepare Witness EvidenceAnd 100s more| Legal | CASE REVIEWS & GOVERNANCEC riticalStrategicEconomicsReviewPreTrialA udit&ComplianceInitialFile ReviewAutomated Review FrameworkSystematic review points to ensure handlers are up-to-date on all aspects of each case within a portfolio.

10 At-a-glance view of progress, tactics and decisions. Integrated review documentation to support development. Economics (Reserving) Strategic Operational Tactics Decisions Guidance and strategic advice to ensure consistency ( , reserving philosophy) Automated touch points to reduce case review framework to ensure stakeholders are fully informed of progress at every stage of the case life cycle.| Legal | SMART PLAN VIEWRun time view of Smart Plan providing insight into the progress of a case; aligning case worker activities to goals & milestonesCase statusDynamic view of execution plan to fulfil goals and milestones Assess progress in a snapshot Key visual indicators at case level Decision support and milestone tracking Visibility into call to actionsMaintain OrganisationOptimal governance and control Easily plan and manage case workers Filter by action and case worker Invoke actions to accelerate completion Understanding dependencies to completing actionsCollaboration Work seamlessly with others to effectively track status and manage changes Facilitate communication to engender co-ordination & teamwork| Legal | Legal OPERATIONAL INTELLIGENCET ransformOptimiseRunReal Time IntelligenceYour BusinessPredictive & Prescriptive AnalysisDisruptive InsightsYour BusinessYour BusinessFee Earner DashboardsPower BI