SeyfarthLean Client Solutions Group (CSG) Innovative, Client-facing Staffing to Meet Current and Emerging Legal Engagement Needs Our SeyfarthLean journey ©2014 Seyfarth Shaw LLP 2 CSG formation driven by the need to tightly couple other areas of expertise with traditional legal skills 3 | © 2014 Seyfarth Shaw LLP SeyfarthLean Client Solutions Group Overview Enable innovative practice approaches Focus on enhancing the client experience Bring legal technologists and other professionals closer to the Firm’s core business • Largest client-facing group of project managers in legal industry (18 currently) • Enable innovative practice approaches through technology and knowledge solutions • Team with attorneys to ensure the efficient and effective delivery of quality legal services • Focus on enhancing the client experience • Combine project management expertise, Lean Six Sigma training, process improvement focus and technological acumen to build and deliver the best solution to meet client requirements ©2013 Seyfarth Shaw LLP • Bring legal technology professionals closer to legal services delivery • Staffed by technologists who are also trained attorneys • Technology solutions through the lifecycle of litigation • Efficiencies and cost savings gained through robust technology coupled with custom workflows • Staffed by non-practicing attorneys, former paralegals and legal technologists • Enables attorneys to better organize, track, connect, analyze and report case data and collaborate with clients 4 in doing so Conjoined LTIO and LPMO Legal Project Manager(s) Legal Solutions Architect(s) Legal Technology & Knowledge Solutions Engagement Timeline Pitch Response and Early Client Discussions Execution Strategy, Planning, Tool Section Engagement Launch Execution Success (in the eyes of our clients) 5 | © 2014 Seyfarth Shaw LLP Current Mix of Projects Macro Legal Technology Innovations Office Project Mix - 2013 Micro Project Mix of Previous KM Group 6| ©2014 Seyfarth Shaw LLP Client-focused Internally-focused 60% 18% 3% 49% 20% 2% 3% 45% Customized Solutions Underpin Our Engagements Based upon CSG Insights and Client Needs • Client A ► Transaction Solutions Center, Project Management, Survey Center, SeyfarthLink • Client B ► SeyfarthLink, Portfolio Management Databases, Performance Metrics/Reports, Process Mapping, Watch Notice Generator, Budget to Actual Financial Daily Reports, Project Management, Monthly Report Outs, Six Sigma Problem Solving Tools, Lessons Learned • Client C ► ERISA Litigation, Real Estate: SeyfarthLink, Portfolio Management Databases, Document Repository, Process Mapping, Matter Management Reports • Client D ► Process Mapping, SeyfarthLink, Project Management, Counseling Log, Charge Tracker, Survey Center, Quarterly Report Outs • Client E ► Joint Counsel Collaboration, Joint Process Mapping with Client & Other Outside Counsel, Project Management, Immigration System, Document Assembly Tool, SeyfarthLink • Client F ► Joint Process Mapping, Force Field Analysis, Root Cause (y=f(x)), Project Management 7 | ©2014 Seyfarth Shaw LLP Impact by the Numbers Key Metrics during InnovAction Award Reporting Period Ending 2013 Number of Clients Served by CSG Number of Inperson Client Pitches Attended Clients Using Client Collaboration Platform Change in Total CSG Staff Since Launch > 500 23 > 300 +42% Revenue of Engagements Managed by LPMO Total CSG Time Billed to Clients Percent of CSG Billings Written Off By Client Change in Billable Time 2012 vs. 2013 > $55 Million > $2 Million 1.5% +32% 8 | © 2014 Seyfarth Shaw LLP Sample Solution: Mobile Trademark Watch App Seyfarth Enters TM Watch Information Client Receives Mobile Watch Notice and Makes Business Decision Client Decisions Captured in a Database for Future Use 9| Copyright 2014 Seyfarth Shaw LLP Sample Solution: In-house Panel Reduction and Rationalization Model • Analytical framework to help a client converge outside counsel from 1,000 to 250 • Created custom application within Excel driven by complex algorithm • Allows in-house counsel to compare and select of firm based on specific criteria 10 | ©2014 Seyfarth Shaw LLP