The document discusses using SharePoint to collaborate with clients through document sharing. While many law firms have collaboration technology, the technology itself does not enable collaboration. True collaboration involves breaking down barriers between lawyers and clients by creating shared experiences and a common purpose through educating each other. The document advocates for using SharePoint to provide transparency of knowledge and institutionalize client relationships through differentiated collaboration that extends the value of legal services.

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. It’s not about SharePoint…
…It’s about collaborating with clients

3. So, What’s My Point?
1. Every law firm has collaboration technology, yet…
2. …The technology is not the collaboration

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. What does Google Say?

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. 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. Technology has been great for Efficiency…
…But efficiency is not collaboration

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. “Too often, businesses focus on making it on
their own. In fact, the secret of being
indispensable is making it together.” – Seth
Godin

11. There is REAL Value Here
• Differentiation
• Extend the value proposition on your legal services
• Institutionalize the client relationship / become “sticky”

12. How does this kind of Collaboration happen?
Transparency of knowledge