Spark the future.

May 4 – 8, 2015Chicago, IL

Boost Productivity for Legal Professionals:How Microsoft is Using O365 and Matter Center

Larry Kuhn Technology Strategist, Microsoft

Joanna ElazrakSr. Product Manager - Matter Center, Legal and Corporate Affairs, Microsoft

BRK2115

Introduction of Microsoft Legal and Corporate Affairs Internal Productivity Initiatives, Including Matter Center Call to Action Q&A

Agenda

Microsoft Legal And Corporate AffairsBusiness Challenges

Diverse Global Needs & Requirements

CollaborationWithin LCA, with our clients and with outside counsel

Knowledge ManagementSharing information and making it easy to find

Driving AdoptionAdding value; not changing the way attorneys work

About LCA

Goal: Working Better Together

Microsoft LCA

Microsoft Clients

Outside Counsel

EfficiencyAnytime

AnywhereDiscoveryMatter

CentricityUsability

Framework for Collaboration

High Value Solutions

Transformation to the Cloud

Case Studies: Solutions in LCA Today

Knowledge Management

CollaborationDriving

Adoption

Collaboration

7

Improving document management & collaborationDriving Microsoft LCA attorney adoption of Office 365 for legal work

SituationLegal employees at Microsoft rely heavily on e-mail for managing documents – Outlook isn’t the ideal file system….

Solution: Office 365 and workflows

Old Way New Way

• Email attachment in Outlook for review

• Attorneys make changes, email back

Issues

• Hard to track who has reviewed

• Lose track of current version

• Multiple files need to be compiled (Outside Counsel billable hours)

• File stored on OneDrive & shared with team & Outside Counsel

• Attorney can simply email the link to the file OR…

• Start a formal review cycle, triggering email with document link

File sharing internally and externallyMicrosoft LCA attorneys can now share documents with Outside Counsel just as easily as they can with internal Microsoft contacts

Setting up a formal review cycleUsing Workflows, Microsoft LCA attorneys can now set up a formal review cycle and track who has reviewed the document

Attorney types in the email addresses for the people that need to review the document, in the order they will review

Attorney explains the specific review request, enters in a due date and the duration each person will have for review

An email is sent to the first person on the review list once the workflow is started

• All changes made in a single document • Version control makes it easy to find current & past

edits• No need for manual compilation• Documents accessible from any device and available

offline

Benefits

13

Knowledge Management

SituationWith multiple sources across LCA, the amount of communications can be overwhelming and the right information can be difficult to find.

LCA Sales ConnectIncreasing effectiveness of communications within the globally dispersed LCA teams

Solution: LCA Sales Connect

• New cloud-based portal centralizes and integrates LCA communications

• Provides personalized content

• Enables users to focus on information pertinent to their role and interests.

New Way

LCA Sales ConnectCommunity pages for self-publishing content

Easy process to publish content

Community contributions

Content ratings for continuous improvement

• Users find relevant content easier.

• Communications are more efficient and the system is automated

• Field and corporate LCA members are able to focus on activities that directly impact the business.

Benefits

18

Driving Adoption

SituationLCA employees live in Outlook and Word and use their email as a document management system. Oversized email folders and multiple version of documents makes finding and sharing the right files difficult.

Microsoft LCA & Matter Center Matter centric collaboration and document management from within Word and Outlook

Solution: Before Matter Center

Old Way

• Several Legacy Document Management Systems

• Attorneys decide which of several tools to use for document management for each new matter

Issues

• Inconsistent Taxonomy and Content for similar matters

• Inconsistent document retention policies

• Ever rising on-premises storage costs

• High maintenance costs for patching and upgrades

Drag/Drop emails from Outlook

Find Matters Find Docs Pin Matters Easy internal and external sharing

Take documents offline

Matter Center for Office 365 enables legal professionals to securely manage documents and collaborate on work product directly within the tools they use most – Word and Outlook.

Matter Center harnesses the power of Office 365, SharePoint and OneDrive for Business to increase productivity while supporting seamless access from any device.

Microsoft’s productivity vision for legal

Office Clients

Services(Cloud, Hybrid, or

On-Premises)

Apps for Office

What is Matter Center? LCA

Access matters within Outlook and Word ●Automated matter site creation with legal taxonomies, templates & OneNote ●Search across matters from Outlook (OneDrive, SharePoint, document libraries, emails) ●Pin your favorite matters and search results ●Take matters offline in your “legal briefcase” with OneDrive for Business ●Matter dashboard for your matters ●Single unified matter creation (CRM, T360 , Authorized Provider List) ○

Private Yammer Groups for Matters ○

Records center integration upon matter close ○

○ coming soon

Matter Center is a smart collaboration app that connects O365 productivity suite to legal specific scenarios

Matter Center Demo

24

Announced as an example of an Apps for Office solution for Legal at August 2014 ILTA Conference

Enthusiastic Industry Response Invitation-only Technical Preview Program

to inform solution design (now closed) Rolling out internally to LCA now Exploring ways to offer to customers - Stay

tuned!

Matter Center Timeline

Technology Example A Business Solution built using the Apps for Office extensibility model Puts a vertical industry spin on platform capabilities Avoids reinventing existing capabilities, focuses on leveraging them

instead

Business Process Example Lawyers can work in a more collaborative manner Users can do more of their tasks from within their key tools - Outlook

and Word Easier to share work products with coworkers and clients Provides a pathway to more secure ways of storing and exchanging

sensitive information (RMS, ADFS, MFA, etc.)

Matter Center’s Relevance Outside of Microsoft

Especially Important to Matter Center target market

Better than many organizations can do on their own

Microsoft’s Commitment to Compliance and Security

It’s your dataYou own it, you control it

We run the service for youWe are accountable to you

Microsoft Public Cloud: The Trustworthy Cloud for Business

Built in SecurityContinuous Compliance

Privacy byDesign

Transparent Service Operation

Backed up by contractual commitments

Standard Online Service Terms apply to every

cloud customer - no amendments or

negotiations required.

10

Privacy Terms

Security Terms

EU Model Clauses

Response to Government Demands

Core Service Features &Simpler, stable terms during a

subscription

Microsoft Cloud Compliance Certifications and Attestations – as of 2/15/15 Regulatory and

Compliance Domain

CJIS Yes Yes Yes No No

EU Model Clauses Yes Yes Yes Yes No

EU Safe Harbor Yes Yes Yes Yes Yes

FedRAMP (Moderate)

Yes No Yes No No

FERPA Yes Yes Yes N/A Yes

HIPAA BAA Yes Yes Yes Yes No

US Government Cloud Yes Yes Yes No No

UK G-Cloud (OFFICIAL) Yes Yes Yes No No

ISO 27001:2013 (w/ISO 27018:2014

Yes Yes Yes Yes YesISO 27001:2005

PCI DSS Level 1 N/A N/A Yes N/A N/A

SOC 1 Type 2 (SSAE 16 / ISAE 3402)

Yes Yes Yes Yes No

SOC 2 Type 2 (AT Section 101)

Yes No Yes Yes No

Closing ThoughtsClosing Thoughts

No more "big bang" migration Setup Hybrid Identity – Azure AD Sync and

ADFS Adopt a “consider the cloud first” mindset Start new projects in new tools

Workload by workload approach – Lync, OneDrive for Business, Yammer are often good places to start

Sunset old tools as projects close Prepare Users to deal with less consistency

during the transition, but gaining more agility in the end

Follow a Gradual Adoption Strategy

Start using Office 365 today Pilot for free – up to 25 users http://deploy.office.com

Make Office 365 suit your needs with Apps for Office Examine other solutions in the market that

run on Office 365 Consider if building a solution is right for

your business needs

Stay informed about Matter Center Sign up for announcements at

http://microsoft.com/MatterCenter

What should you do today?

Join the conversation!Share tips and best

practices with other Office 365 expertshttp://aka.ms/

office365network

Thank you!

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