ENTERPRISE Financial and Practice Management Solution

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AN INNOVATIVE AND GLOBAL LEADERThomson Reuters Elite offers an end-to-end enterprise business management solution that allows law firms and professional services organizations to run all operational aspects of their firms, including business development, risk management, client and matter management, and financial management.

For over 60 years, we’ve demonstrated we understand the business and financial aspects of firm operations with proven tools that streamline processes to increase visibility and workflow efficiency across the organization and provide the flexibility to change and grow your business.

The challenge

Today’s competitive business environment creates many complex challenges for legal and

professional services firms. Economic conditions bring a new landscape that calls for radical

new thinking. Regulations, rules, and policies seem to change constantly. And globalization

has resulted in more firms conducting business internationally and managing multiple

locations. To maintain a market leadership position and win new business opportunities,

firms must juggle these new demands and remain agile.

Ask yOuRsELf:• Do disconnected systems and information silos prevent

your firm from operating at optimal efficiency?

• Can you efficiently convert billable time into revenue, manage firm cash flow and deliver dynamic reports that help management see where improvement is needed?

• Do administrative inefficiencies reduce the amount of time staff is able to spend servicing clients?

• Can your executive team confidently define business goals, map strategies, and analyze firm performance against growth objectives?

To meet these demands, you need consolidated, easy-to-use software solutions that streamline essential tasks and provide timely and accurate business information. Solutions that both fully automate manual tasks and link core business processes throughout the firm. You need business intelligence tools that help you quickly ascertain performance and determine strategies for a profitable future.

And above all, you need business solutions backed by a company that will provide support not just at implementation, but in the future with training, consulting, client services, and peer networking.

You need a company that’s committed to your growth, improved profitability, and long-term success.

“ Our legacy system was adversely affecting

the firm’s ability to function effectively. We

needed a new solution that had integrated

time and billing systems and one that could

provide meaningful information to internal

and external clients.”

Head of IT Leading law firm based in United Kingdom with 290 employees

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The soluTion

Whether you are part of a large, mid-sized, or small law firm, a corporate legal department, or

a government agency, Thomson Reuters Elite provides software products and services that

help you streamline and automate your organization, maintain and improve profitability, and

meet your growth expectations. With world-class training, education, project management,

application consulting, and technical services, Thomson Reuters Elite reinforces your investment

in your future, helps you build the foundation to thrive with your Enterprise solution, and

provides the support you need to ensure success.

Leading the way is Enterprise®, the solution that more legal and professional services firms choose and rely on than any other legal management software. Built on an industry-leading, scalable architecture, Enterprise offers powerful functionality that your company needs to compete. The unified applications platform links core business processes across one application, helping you efficiently and profitably manage multinational, multi-currency, and multi-location operations.

Today, more than 60% of AmLaw 100 and

AmLaw 200 firms and over 50% of the top

Global 100 law firms use Thomson Reuters

Elite products to optimize their businesses.

WHAT ENTERPRIsE BRINGs yOu

• A Complete Business Solution. A comprehensive and customizable suite of applications provides financial management, practice management, business development, and business intelligence capabilities.

•A Global Presence. We provide solutions for hundreds of legal and professional services organizations around the world.

•The Strength of Partnerships. Our partnerships with leading companies give you the best-of-breed technologies and services.

•Client Services. A broad support system consists of implementation, education, consulting, and technical services to help your firm succeed and grow.

•Peer Networking. Learn from industry experts and network with peers from other organizations through user group meetings and conferences.

•Scalable Technology. Advanced technology allows you to respond to client needs and adapt to changing business and technology requirements.

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ENTERPRISE aT-a-glance

MODuLE BusINEss BENEfIT

financial Management streamline your accounting operations and improve profitability

Accounts Payable Monitor and control cash flow

Billing Manager Manage increasingly complex fee arrangements

Document Studio Create uniform billing and reports from multiple document sources

eBillingHub® Automate the e-billing process

Global Release Manage global operations

General Ledger Manage transactions and increase visibility of financial information

Image Connect Capture and link image documents with relevant applications

Matter Budgeting Access Web-based matter budgeting

Time Entry Maximize capture of billable time and expenses

Travel Expense Manager Control expenditures and streamline travel expense reporting

Practice Management Maximize business efficiency and simplify workflow

Calendar Connect for Microsoft® Outlook® Microsoft Outlook integration

Calendar Manager Manage court dates and deadlines

Conflicts Manager Identify and resolve conflicts of interest to reduce firm risk

Practice Manager Improve productivity with a matter-centric workspace

Process Manager Standardize processes, improve workflow, and automate new business intake

Records Manager Manage electronic and physical document storage and retention

Westlaw® Legal Calendaring Rules Automate court rules sets

Business Intelligence Enhance client relationships and increase profits

Extend Event notification

Budgeting and Forecasting Align business activities with goals and objectives

Reporting and Analytics Foundation Increase profitability with faster, informed decision making

Reporting Essentials Generate actionable reports without a data warehouse

Timekeeper Costing Profitability analysis

For more information on Enterprise, go to elite.com/elite-enterprise

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ENTERPRISE Drive anD susTain ProfiTable growTh Enterprise was developed with a robust set of technology tools and reports and provides you with a unified applications platform that enables you to streamline operations and increase efficiency. Powerful capabilities allow you to configure the software to meet your firm’s specific needs, and it can easily adapt to the changing needs of your business. There is no set number of timekeepers required for Enterprise: it is designed for individual, national, and multi-national firms.

• financial management solutions help you manage finances and gain instant access to critical financial and operational data.

• Practice management capabilities provide you with sophisticated tools you need to effectively and productively service clients.

• Business intelligence solutions give you greater visibility and insight into your business operations to assess performance and implement changes for improvement.

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financial ManageMenTsTREAMLINE yOuR AccOuNTING OPERATIONs AND IMPROVE PROfITABILITyThomson Reuters Elite provides a complete enterprise business management solution designed to automate and streamline accounting operations. Tightly integrated offerings enable effective management of your finances and provide instant access to critical financial and operational data. The powerful Enterprise capabilities are designed to support complex business structures that allow you to easily track and manage activity on a multi-office, global scale.

Our Financial Management System offers a full spectrum of powerful tools that helps you achieve sound financial management. Whether it’s streamlining the entire accounts payable process, controlling cash flow, simplifying and automating the entire billing process, or managing travel expenditures, Enterprise provides the functionality you need.

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PracTice ManageMenTMAxIMIzE BusINEss EffIcIENcy AND sIMPLIfy WORkfLOWFirms need to automate processes in order to keep up with the ever increasing volume of regulations and documentation. Our robust and flexible practice management solutions offer a variety of applications to unite your business information, automate practice operations, and improve client service. Fully integrated with the Financial Management System, the Practice Management System simplifies day-to-day processes through calendar, conflicts, and records management features.

The Practice Management System helps increase staff productivity by standardizing processes, improving workflow, and automating new business intake. You can schedule, manage, and track case and matter information conveniently through the entire lifecycle of every case. The robust capabilities built into our functionality provide matter-centric access to cases, calendaring, and financial statistics from a unified Web-based application workspace.

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Over the past 25 years, Kean Miller LLP has grown to become the largest law firm in the Capital Region of Louisiana with 125 lawyers, 325 employees, and four offices. As a natural consequence of this growth, the firm’s business processes had become more complex and multifaceted. To keep up, management implemented several technology enhancements to help streamline the increasing number of procedures.

Kean Miller has used Enterprise for its financial and practice management needs since 2000. In 2007, the firm decided to take its business processes to the next level and assigned Business Process Analyst Vicki Lee, also known as “The Green Queen,” to lead the initiative.

For several reasons, the New Business Intake process was the first on the list to be transformed. The paper form, a double-sided, legal-sized sheet, was cluttered and confusing, and management often wanted to add new fields that simply would not fit. Completing the form required duplicate efforts to capture the required information.

Lee networked with several people to inquire how they manage workflow and eventually concluded that the obvious solution was Process Manager, a solution resulting from a long-standing partnership between Thomson Reuters Elite and Metastorm®, a market-leading business process management company. Process Manager helps firms standardize and automate processes to improve productivity.

The automated workflow provides a level of visibility into the entire process that never existed before, allowing the staff to be more proactive at an early stage. For example, the billing supervisor is able to view the electronic forms as they are routed through the process. She can make any changes before the information is entered into our database, ensuring that time is captured properly on the matter right from the beginning.

From Lee’s perspective, the effort to automate business processes was not just about improving workflow, but also changing a mindset. “We have forward-thinking partners who are really serious about reducing our footprint by becoming a more paperless office,” shares Lee. The Green Queen heavily promoted the eco-friendly angle during training to get people excited.

She experienced very little resistance during this process; however, she did have to make concessions to help change people’s behavior. “We had to wean some people off of printing forms since they were very familiar and comfortable with a hard copy audit trail. So we customized a search in Process Manager that allowed users to go back and access these original forms at any point in time,” says Lee.

“ Once people got used to the electronic

format, they loved the benefits of using

less pape—there was no need to make

or store copies.”

Vicki Lee Business Process Analyst

Lee is already reporting a significant decrease in the company’s overall paper usage—adding to the firm’s endeavor to ”go green” and reduce its hard costs. The automated process also reduces soft costs through single data entry and increased accuracy. The team is able to set up new clients and matters three to four times faster than the old, paper-based system.

case sTuDykEAN MILLER LLP Automating Business Intake and supporting Green Initiatives

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business inTelligenceENHANcE cLIENT RELATIONsHIPs AND INcREAsE PROfITsBusiness Intelligence is a complete enterprise solution for advanced reporting, publishing, and in-depth analysis that gives you detailed insight into critical success factors. With Business Intelligence’s comprehensive suite of reporting, analytic, and dashboarding tools, you can gain greater visibility into your business operations to assess performance and implement changes for improvement.

Robust capabilities provide you with accurate, comprehensive, and actionable data. With a complete view of performance, you can proactively deliver information internally and to clients resulting in faster, informed decision making and stronger client relationships.

Enterprise offers two packages of business intelligence solutions to fit your needs. Reporting Essentials (RE) helps you meet your standard reporting needs with querying and reporting capabilities that reduce reporting time and effort and are easy to implement. Reporting and Analytics Foundation (RAF) includes reporting, analytics, and dashboards as well as five powerful query, reporting, and analysis tools.

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Duane Morris LLP, a 650-lawyer firm based in Philadelphia, is frequently acknowledged among top law firms for its success in utilizing technology. As a longtime Enterprise customer, the firm has implemented numerous Enterprise software modules to efficiently manage its large workforce around the globe. Yet at one point, the firm had outgrown its custom-built financial reporting application. “Our proprietary reporting system was so time intensive,” says Mike Kinney, Financial Analysis Manager at Duane Morris. “We were taking data out of the current system, dumping it into Microsoft Excel®, creating pivot tables, and running macros and complex formulas.”

It was obviously time for a change. Firm management needed to identify a solution that provided accurate data warehousing as well as robust functionality to create meaningful, action-able reports in short order. “We met with four organizations that each promised us they could provide us with the perfect solution,” Kinney recalls of the selection process. “While some of them were just start-ups, others were more established, including Thomson Reuters Elite.”

Ultimately, the team selected the Reporting and Analytics Foundation (RAF) solution because of their comfort with the company and the people. Most importantly, the solution can easily operate directly with the firm’s current Enterprise system. The RAF reporting tools enable the team to present the data in a very aesthetic and actionable way. The firm is able to identify and analyze trends and other key performance indicators with greater accuracy and ease, and is able to accelerate access to information with individual reporting functionality.

The team at Duane Morris was also impressed with the capabilities of the Performance Dashboards, which give management-level insight into all aspects of the firm. This system helps the firm manage its operational and profitability analysis activities with aggregated, high-level visualizations that can be drilled into with a few clicks.

During the process of converting existing reports, Kinney and his team were very pleased to condense several previous reports into just one. “It’s fantastic. We had a menu of about 100 reports that we cut down to about 35. That’s the beauty of this solution. RAF gives us a whole new playing field where we can bring in different fields, metrics, and variables and merge them together to create one report that accounts for all the information previously required in multiple reports,” he says.

“ It’s fantastic … RAF gives us a whole new

playing field where we can bring in different

fields, metrics, and variables and merge

them together to create one report that

accounts for all the information previously

required in multiple reports.”

Mike kinney Financial Analysis Manager

For Duane Morris, the time and effort in implementing RAF has been well worth the investment. “It’s an involved process, but the end result is so much better than what we previously had,” Kinney adds. “Every day you realize a different functionality or capabilities, and you say, ‘Wow, that’s pretty amazing.’”

case sTuDyDuANE MORRIs LLP Reporting and Analytics foundation Turns Data into Actionable Information

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scalable TechnologyThomson Reuters Elite offerings are designed on advanced technology platforms that can be tailored to meet your firm’s individual requirements both today and in the future. Using a highly scalable Web-based business process platform, our financial and practice management solutions support complex business needs and deliver greater visibility of your firm’s performance and profitability. This technology allows you to respond to client needs and adapt to changing business and technology requirements.

Built on an industry-leading, scalable architecture, Enterprise offers comprehensive functionality that you need to compete and enables national and multi-national firms to efficiently and profitably operate across multiple offices, countries, languages, and currencies. Included in our global solutions is Global Release, a highly flexible system that addresses complex international issues and includes advanced financial features ideally suited for firms targeting growth opportunities in international markets.

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an innovaTive global leaDerTop companies worldwide are benefiting from our industry- leading solutions and wide variety of services and support. With installations in more than 25 countries, Thomson Reuters Elite has been helping clients succeed in the global legal and professional services market for more than 60 years. We have a track record of successfully implementing more than 800 systems – all custom-designed to meet our clients’ individual needs.

Thomson Reuters Elite is a flagship brand of Thomson Reuters™, the world’s leading source of intelligent information for businesses and professionals. The world’s most trusted news organization, Thomson Reuters combines industry expertise with innovative technology to deliver critical information to leading decision makers in the financial, legal, tax and accounting, scientific, and media markets.

With headquarters in New York and major operations in London and Eagan, Minnesota, Thomson Reuters employs more than 50,000 people in 93 countries.

Australia Belgium Bermuda Canada Channel Islands (UK) China Finland France Germany

Gibraltar India Ireland Jamaica Malaysia Mexico Netherlands New Zealand Philippines

Puerto Rico Singapore South Africa Spain United Arab Emirates United Kingdom United States Virgin Islands

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valuable Peer neTworksAs a client of ours, you can gain strategic and practical knowledge that will improve your business through active involvement in the thriving user community. You can learn from industry experts and network with peers from other organizations at the annual User Conference and at various meetings.

Held annually at prime locations, the popular User Conference is our key educational and networking event of the year. Attendees enjoy three days of attending product and industry tutorials and sessions, keynote speeches, networking

activities, and entertainment. One of the most popular features, the Learning Lab, provides valuable one-on-one interaction with subject matter experts on all applications.

In addition to the conference, we maintain peer group networks and facilitate regional user group meetings to solicit feedback on the development of new products and services. By taking a vigorous role in a broad array of customer-facing initiatives, we are able to gain a hands-on understanding of our client needs and the new challenges facing legal and professional services organizations.

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Implementing firm-wide software is one thing; fully optimizing it for your firm can be quite another. Software has never been a static tool, and today’s software industry is advancing rapidly to keep pace with the latest technology. In addition, limiting your knowledge of our software to only your firm’s experience may limit your ability to realize the system’s full potential. Thomson Reuters Elite offers ways to address these challenges, and Ropers, Majeski, Kohn & Bentley, a national law firm based in Redwood City, California, has chosen to take full advantage of the opportunity.

Patti Bentley, Director of Information Systems at Ropers, is a firm believer in user groups. “User groups are very valuable as they allow us to obtain more information about the system and how other firms are flexing the system. And attending the user group meetings keeps us abreast of their plans for future releases,” says Bentley. “I personally enjoy networking with staff from other firms who can share their own ways of using the system.”

In addition to providing opportunities to meet with fellow users, the user group meetings ensure regular access to our developers. The meetings include demonstrations of applications that often uncover valuable tips and tricks that users might not have known about. Bentley is also a big fan of the annual User Conference, a three-day event that offers in-depth tutorials and overview presentations on a wide range of topics.

While quarterly and annual user events help Bentley and Ropers keep an eye on the big picture, the Customer Support Department provides the day-to-day assistance the firm’s users need. Bentley has found the expertise and availability of the Support Team to be integral to the firm’s success with the Thomson Reuters Elite system.

Ropers has especially benefited from a team approach and Web-based options for resolving issues. When Ropers first upgraded to Enterprise, the transition to the new Windows interface presented some training issues for users. To expedite the learning process, Thomson Reuters Elite established a direct communication link between Bentley and the department’s Practice Management Support Team (which provided support for Records Manager, Conflicts Manager, and Case Manager), allowing her to directly contact any team member by phone or email and receive immediate assistance.

“ User groups are very valuable as they allow

us to obtain more information about the

system and how other firms are flexing

the system.”

Patti Bentley Director of Information Systems

Resolution of issues may be catered to the unique circumstances of the situation. This might be one-on-one communication or remote options that can involve groups of users. For example, after we made major enhancements to Records Manager in Enterprise, many of the users at Ropers were struggling to quickly learn and adapt to these changes. To help the firm efficiently and successfully complete the rollout of the new functionality, we turned to WebEx, an interactive Web-based tool that allowed users to simply log in from their own machines and participate by conference call in online training sessions. After a few convenient question-and-answer WebEx periods, users were brought up to speed, and a smooth transition ensued.

case sTuDyROPERs, MAjEskI, kOHN & BENTLEy Benefiting from user Groups and conferences

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At Thomson Reuters Elite, top-notch client service is not just a phrase—it’s a way of doing business. That’s why our Client Services Team is comprised of the most experienced personnel in the industry, including legal experts, CPAs, MBAs, PMPs, and other specialists. With more than 200 combined years of experience working in the legal and professional services industry, our team provides a blend of domain knowledge and market sector expertise that is second to none.

You can confidently turn to us for the support you need to run a successful business. We are excited to build a long-term partnership with you to ensure that our solutions help you solve today’s business challenges and face tomorrow’s opportunities.

IMPLEMENTATION Implementation Services provides you with project management services and technical expertise to successfully implement our solutions. With Implementation Services, you work with a world-class team of application, technical, and project management experts with unmatched product knowledge.

Using a comprehensive project management lifecycle approach, we ensure our clients a successful implementation from planning through deployment. At the end of your project, you can count on a solution that meets your specific requirements and is tailored to your business objectives.

TEcHNIcAL sERVIcEsTechnical Services delivers process automation and data integration services to help you realize the full potential of your financial and practice management systems. Our consultants work with you to customize Thomson Reuters Elite solutions to match your firm’s business requirements.

You benefit from working with our world-class team of application development and system integration experts. Whether you need to integrate data, develop custom reports, or automate and improve business processes, our team can help. By employing comprehensive System Development Lifecycle (SDLC) methods, we can efficiently meet your needs and deliver a customized solution.

EDucATIONAs part of our offerings, Professional Services provides knowledge-building on our applications. Quality training lets you maximize your investment in our robust practice and financial management systems. Our diversified team of highly skilled professionals ensures that your needs are assessed, communicated, and implemented accurately.

Knowledge-building and specialized classes are an excellent resource for developing your staff’s knowledge of Thomson Reuters Elite products. Geared for any audience, classes provide attendees with the tools necessary for delivering timely and accurate information to management and are offered on-site or via the Web.

cONsuLTING Consulting Services delivers consulting and technical expertise to optimize your investment and utilization of your financial and practice management systems. Our consultants will assess and evaluate your overall business process needs to ensure your system is working optimally.

Our Consulting Team is comprised of world-class application, technical, and project management experts with unmatched product knowledge, as well as legal and professional services industry expertise. We can help you leverage current technologies, optimize resources, and enhance your overall user experience.

clienT services

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To learn more about Enterprise or for a global list of office locations, visit elite.com.

The sTrengTh of ParTnershiPsThomson Reuters Elite leverages extensive technology, resources, and expertise to further broaden and enhance our range of products and services. We have formed partnerships with leading companies that offer best-of-breed technologies and services in order to deliver integrated, custom solutions to our clients.

For example, as a Microsoft Gold Certified Partner, we enable seamless integration between our solutions and Microsoft platforms. It’s partnerships like this that provide you with the solutions you need to automate your business processes, increase profitability, and achieve competitive advantage.

yOuR PARTNER fOR succEssThomson Reuters Elite offers an end-to-end enterprise business management solution that allows law firms and professional services organizations to run all operational aspects of their firms, including business development, risk management, client and matter management, and financial management. As an industry leader for organizations across the globe, we understand the business and financial aspects of firm operations, and we have the tools to streamline processes, improve efficiencies, and provide the flexibility you need to change and grow your business.

© 2015 Thomson Reuters L-352974US/9-15

Thomson Reuters Elite Headquarters800 Corporate PointeSuite 150Culver City, CA 90230

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