service of process health check: 7 key questions

Service of Process (SOP)Health Check7 Key QuestionsOctober 19, 2017

Today’s Presenters

Proprietary and Confidential 2

Paul MathewsPaul is a senior product manager at CSC. In this role, he defines CSC’s product development vision and strategy for Litigation and Matter Management products. Prior to his current position, Paul spent more than 10 years serving in various roles within the operations team responsible for the intake and handling of SOP for CSC’s customers. He worked with many of CSC’s largest clients to create and refine the processes used to ensure the efficient and reliable delivery and distribution of SOP documents within their organizations.

David JefferisDavid is a senior sales engineer for Compliance and Governance Services at CSC. With CSC for over 10 years, he has significant experience providing training, implementation, and consultative services to clients of CSC’s Entity ManagementSM. He also provides consultative services to clients who evaluate CSC’s suite of Matter Management solutions. David’s technology background includes Internet and data center/web hosting product management experience.


• The Basics

• Common Problems

• 7 Key Questions to Assess YourCurrent Processes

• A Complexity Continuum

• Demonstration of CSC SOP ManagerSM

• Questions and Answers

Today’s Agenda

The Basics


What is Service of Process (SOP)?

- Notice to a party of the commencement of a legal action. (strict definition)

- Also includes wage garnishments, subpoenas, bankruptcy and foreclosure filings. (in practice)

What is the role of the Registered Agent?

- Designated to receive SOP on behalf of an entity in a jurisdiction where they are qualified to do business.


- Organizational Changes

- Manual Processes

- Increasing Costs/Budget Scrutiny

- Too Much Noise to Focus on What’s Really Important

- No Single Source of Truth/System of Record

- Things Fall Through the Cracks

Common Problems

Service of Process Health Check: Question 1

If you are paying your registered agent “excess SOP” fees, is it a penalty or are you getting true value back for your spend?

• Value added features beyond delivery

• A robust platform for managing your SOP documents



Does your process land documents directly in the hands of those that have responsibility to take action?

• Data-driven routing rules

• Integration with downstream applications



What controls do you have in place to ensure all documents are accounted for and handled in a timely fashion?

• Automated Notifications

• Scheduled and Automated Reports

• Task Assignment with Summary View of Open Tasks



Do you have a central system of record where all SOP documents are collected/managed?

• Shared Tool

• Common Data Capture

• Access Controls



Can you easily locate specific documents based on your current document storage solution?

• Document Content Searching

• Document Metadata Searching

• Controlled Access



Can you aggregate your data to get an overview of your SOP profileor identify trends?

• On-demand ad hoc reporting

• Scheduled recurring reporting

• Full access to all data captured



Can you connect your SOP data and documents with other applications that rely on the same content within your organization?

• Matter Management

• Payroll Systems

• Payroll Vendors

• Claim Management



Getting Started

• Centralized systemof record

• Document repository• Consistent baseline data• High-level automated

routing + manualfinal routing

• Notifications/Alerts• Acknowledgement

LOW

HIGHUnderstand the current and future needs of your organization and scale your tools and processes to match.

Warming Up





• Detailed automated routing

• Tracking/Oversight• Searching• Basic reporting

Getting Up To Speed







• Custom data collection

• Document uploading• Complex reporting

Finely Tuned Engine







• Custom data collection• Document uploading• Complex reporting

• Tasks• Collaboration• Integration with other

company systems

++

+

A Final Consideration

Who do you trust to be on the frontline on your behalf?

Selection of a registered agent partner is perhaps the most important choice of all.

- Experience

- Consistency

- Secure and Trusted



Product Demo:CSC SOP ManagerSM


Questions?

c


Contact Us

Phone:

800.927.9800

Email:

[email protected]

Web

cscglobal.com

service of process health check: 7 key questions

Investor Relations