worthit legal-knowledge management solution for case research & preparation

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Knowledge Management for Case Research & Preparation WORTHIT LEGAL

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Post on 31-May-2015

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DESCRIPTION

WorthIT Legal (WL) is the Knowledge Management solution for case research and preparation allowing lawyers and their assistants to categorize case information, manage research, analyze precedents, mark-up contents, add notes, link data, collaborate and produce original and revised legal documents in standardized formats. ​WorthIT Legal is built on the Enterprise Wiki capabilities of Microsoft’s SharePoint platform and leverages the features and capabilities of this leading technology to provide lawyers and assistants a secure, feature rich and collaborative environment to maximize team efficiency and effectiveness. www.worthitsolutions.com

TRANSCRIPT

Page 1: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

Knowledge Management for Case Research & Preparation

WORTHIT LEGAL

Page 2: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Landing Page

Knowledge Management for Case Research & Preparation

WorthIT Legal includes a

predesigned landing page that you can

use “as is” or redesign with your

own corporate branding and

design.

Page 3: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Document Upload & Search

Knowledge Management for Case Research & Preparation

Three main components of WorthIT

Legal are:

Upload Single File, Upload Multiple

Files and Search.

Page 4: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Knowledge Management for Case Research & Preparation

Document Upload & Search

Tip! Click the Legal Scales To return to The landing page.

The upload and search functions are accessible from

each page of the WorthIT Legal Solution.

Page 5: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Document Upload

Knowledge Management for Case Research & Preparation

Let’s take a closer look at the Document Upload

Functions.

Page 6: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Knowledge Management for Case Research & Preparation

Upload Single Documents

If there is a need to immediately upload a single document, you would simply click the Upload

Single File button.

Page 7: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Knowledge Management for Case Research & Preparation

Upload Single Documents

You will then be asked to enter or

Browse to the document that

you would like to upload and enter

a Title, Page Name and optionally a

Description.

Page 8: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Knowledge Management for Case Research & Preparation

Upload Single Documents

Once your document

information is entered, simply click the Create

button.

Page 9: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Upload Single Documents

Knowledge Management for Case Research & Preparation

Your document is then uploaded

and a Preformatted

Wiki Page based on the document you uploaded is

immediately created.

Page 10: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Upload Multiple Documents

Knowledge Management for Case Research & Preparation

WorthIT Legal also provides the ability to upload multiple documents at once and use a custom

scheduled process to create a preformatted wiki page for each document.

Page 11: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Upload Multiple Documents

Knowledge Management for Case Research & Preparation

When you click the Upload Multiple Files button you will be taken to a

document repository.

Page 12: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Upload Multiple Documents

Knowledge Management for Case Research & Preparation

Simply click the “Add

document” link.

Page 13: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Upload Multiple Documents

Knowledge Management for Case Research & Preparation

Browse and select files or

click the Upload

Multiple Files link to drag & drop files into

this repository.

Page 14: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Knowledge Management for Case Research & Preparation

Once Documents are uploaded you provide the

Name and Title metadata and click Save.

Upload Multiple Documents

Page 15: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Knowledge Management for Case Research & Preparation

Your uploaded documents will now appear in the document repository until

they are processed by

the Scheduled Job that creates

a new preformatted wiki page.

Upload Multiple Documents

Page 16: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Upload Multiple Documents

Knowledge Management for Case Research & Preparation

The automated job that creates

preformatted wiki pages from

each of your uploaded

documents runs according to the

schedule that best meets your

needs.

Page 17: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Knowledge Management for Case Research & Preparation

Your new preformatted wiki

pages are now ready for you to edit and share

with team members.

Upload Multiple Documents

Page 18: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Search

Knowledge Management for Case Research & Preparation

WorthIT Legal makes full use of the best of

class Search capabilities of SharePoint.

Page 19: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Search

Knowledge Management for Case Research & Preparation

Simply enter the word or phrase that you want to search for

and click

Page 20: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Search

Knowledge Management for Case Research & Preparation

A Search Results page will show you

the list of cases that matched your search

request.

Page 21: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Refine

Knowledge Management for Case Research & Preparation

Tip! Use the Refinement Panel to Filter the Search Results and find the case or cases of greatest interest to you.

Page 22: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Refine

Knowledge Management for Case Research & Preparation

Click on the link for any case you wish to access and you will be taken to the wiki based copy of that

case decision.

Page 23: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Wiki Page

Knowledge Management for Case Research & Preparation

This fully editable wiki based copy of the

case can be updated with your own notes

and shared with colleagues.

Note: Updates to this page will also be fully searchable by your team to extend the value of your research and insights when colleagues are conducting their own research.

Page 24: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Wiki Page

Knowledge Management for Case Research & Preparation

The preformatted WorthIT Legal wiki

page includes sections for:

Table of Contents

Case Commentary

Printable File Version

Full Text of Decision

All sections are fully

editable!

Page 25: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Wiki Page

Knowledge Management for Case Research & Preparation

Tip! Use the link to the Printable File Version to retrieve an unmodified original of the case decision if required.

Page 26: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Edit

Knowledge Management for Case Research & Preparation

WorthIT Legal provides you with custom bookmarking

controls to create your own links within a

document. You also get all the rich editing

capabilities provided through the SharePoint

Ribbon Bar.

Custom Features:

Create and Paste Link buttons for linking content within a document and Create Commentary Link button to automatically insert a link to a specific part of the document from the Case Commentary section.

Page 27: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Features & Benefits

Knowledge Management for Case Research & Preparation

Page 28: WorthIT Legal-Knowledge Management Solution for Case Research & Preparation

WORTHIT LEGAL

www.worthitsolutions.comwww.mrscompany.com

Knowledge Management for Case Research & Preparation

“....If you were to choose one simple Knowledge

Management initiative that doesn’t require radical

change yet provides sustainable metrics

improvements, WorthIT Legal fits this bill...”

ORVisit www.worthitsolutions.com for more information