Smart Apps, Add-Ins and Technology

MORE TOOLS OF TECHNOLOGY TO MAKE YOUR
LIFE EASIER
Presented by
Jane Fronczak, Ethan Patashnik & Michael Heikka
INTRODUCTION
• Jane Fronczak, Southwest Account Manager
• Ethan Patashnik, Enterprise Account Manager
• Michael Heikka, Product Manager
AGENDA
• How can mobile law department user leverage new
Tracker features and other technologies to be productive
wherever they are?
• Follow how Lucy “super” Lawyer does it while traveling for
business.
• Please feel free to share your own thoughts, insight and
experiences at any point in our presentation.
STARTING THE DAY
Meet Lucy
MEET LUCY LAWYER
• This is our technology savvy mobile worker Lucy Lawyer.
She is on a business trip to check in on the new office
acquired during her companies recent M&A.
• We will see what mobile technology she uses
throughout the day to make her work life
easier and more efficient, including the
new Office 365 application for Legal Tracker
MORNING
• How does Lucy start her day?
• With checking in on Legal Tracker of course
• Check calendar
• Triage email
• Wrap up some loose ends
- Copy emails/documents to Legal Tracker so her team isn’t blocked
- Approve invoices so that key firms stay happy
MORNING- CON’T
Application
Purpose
Outlook
• Check calendar
• Triage new email
• Tracker for Outlook add-in to save content to matters
and approve invoice(s)
MORNING- CON’T
• Lucy gets going for her trip…
Application
Purpose
Waze
Lucy uses this community-based traffic and
navigation app to check real-time traffic and road
info so that she know when she needs to leave.
Uber / Uber Group/ Lift
She uses this app to summon a ride to the airport.
You see your driver’s pic and vehicle details and
payment is cashless
Fitbit
Lucy puts on her device and uses the mobile app
to tracker her fitness goals anywhere she goes
MORNING- CON’T
• How is Lucy going to utilize her time in on the way to
airport?
Application
Purpose
Airline Mobile App Checks her flight status & Gate, she can also set up alerts
incase things change.
Reuters (news)
Set alerts that inform her when there are breaking news
stories about her company or industry
Linkedin app
Lucy wants to get more information/background on her
new colleagues.
Oulook iOS
Has all the features of the desktop Outlook but works on
your smartphone. Lucy checks and cleans up her emails,
calendar and files
MORNING- CON’T
• Once Lucy arrives at the airport, how is she using
technology to save her time and sanity?
Application
Purpose
TSA Precheck
This is an expedited security screen program Lucy signed up
for before hand. The Pre shows up on her mobile boarding
pass and allows her to skip looong security lines.
eBoarding Pass
Mobile boarding pass on Lucy’s phone. No tickets to lose
Starbucks app
Lucy’s uses a prepaid account to order, pay and earn some
points towards free food and drink.
Award Wallet
Lucy checks this app to see how she is doing on her travel
points
MORNING – CON’T
• While Lucy is on the plane she takes advantage of
inflight wi-fi…
Application
Purpose
FindTime
This app allows Lucy to propose times for meetings outside of
her company and allows attendees to vote on times, then the
program sends a meeting invite for her.
Actionspace
This is an app store editors pick for best Project management
application. Lucy uses it to plan the onboarding of the new office
Drop Box
Yesterday, Lucy used this to sync some files to work while she is
airborne
Legal blogs
Lucy uses an app like Feedly or bloglovin to keep informed on
all the latest social media articles.
MORNING- CON’T
• Lucy has her rental car and is ready to hit the road…
Application
Purpose
Concur
Review car rental arrangements made through corporate
travel provider
Google maps &
Google street
view
Not only shows multiple routes but shows real time closures
and traffic. Street view allows for a visual picture of her final
destination.
Weather Live
Before she hits the road for the long drive she wants to see
what kinds of weather she may encounter and get alerts if it
is suppose to change
Podcast
Lucy catches up on current events, TED talks, or health,
fitness and business trends
MORNING- CON’T
• Lucy arrives at the new office is all ready to get to work!
Application
Purpose
Evernote
Lucy takes pictures of the new office & people along with
notes and sends them to the operations manager in the
home office
Staples- business
advantage
Lucy needs to order some much needed supplies on the
spot
Yammer
Gets the new office on this private social network for the
company that allows Lucy and her teams to stay on top of
it all. Start conversations, collaborate on files, and
organize around projects so you can go further—faster.
AFTERNOON
Let’s do Lunch
AFTERNOON
• Lunch for the office
Application
Purpose
MyFitnessPal
Lunch planning – checks her food and nutrition
intake vs. weekly goals. Lucy’s been good before
today……Pizza Party!!
Dominos Pizza
Pizza Party for the new office – talks to “Dom” to
place her standard “party” order, plus some gluten
free…and salads to pretend she’s eating totally
healthy.
Hipmunk (free - cool
graphical interface, smart
travel logic).
At lunch Lucy “discovers” personnel issues.
Needs to come back in the morning to resolve –
she looks for a hotel near the office that has a
workout facility to burn off lunch.
AFTERNOON – CON’T
• Working after lunch
Application
Purpose
Genius Scan
Lucy needs to quickly scan and PDF/email some very
confidential documents related to acquisition, post on
Dropbox for colleagues to review
WebEx
Documents just scanned include serious allegations of
wrongdoing. Lucy organizes emergency meeting with
colleagues at the home office and outside counsel in China
and shares scanned documents
DocuSign
Need to sign documents/contracts authorizing eDiscovery
work to commence re: China issue
AFTERNOON - LUNCH
• Lucy logs in again to Tracker to get a quick snapshot of
how things are going back home and demo for the new
office…
GOOD EVENING
Finishing off the day strong – Afternoon/Eve
EVENING
• Working for the evening at her hotel
Application
Purpose
SiriusXM
Lucy wants to relax from a stressful day and listen to her
favorite comedy station
Doodle
Lucy has to check schedules of attendees from prior
WebEx meeting to set up another meeting tomorrow –
polls attendees for best time
Runkeeper
Lucy needs to work off that lunch and report 20k steps
for her office contest
EVENING – CON’T
• Lucy multi-tasks at dinner
Application
Purpose
Grubhub
Postmates
Lucy orders dinner from the comfort of her room – she scores,
she gets her favorite Ethiopian food delivered
Kahn
Academy
Lucy wants to watch educational video’s while eating – also
needs to review SAT prep materials for her daughter
Expensify
Lucy needs to scan and submit expense receipts from earlier
in the day. Lost one – what to do?
Gas Buddy
Lucy needs to gas up car before her flight – finds the most
conveniently located gas station and sets location on her
phone.
EVENING – CON’T
• Lucy is not too busy to keep connected to her family
Application
Purpose
Skype
Lucy uses video chat to connect with her spreadout family to catch up on the days activities and
plan for tomorrow.
Poshmark
During video Lucy realizes that she forgot to get
the cool/expensive outfit her daughter wanted –
she finds the exact outfit/color her daughter
wants at 1/3 the retail price.
EVENING – CON’T
• Like many of us, Lucy works late into the eve…
Application
Purpose
Twitter/
Tweetdeck/
Hootsuite
Lucy wants to review the latest social media discussion
about their acquisition to identify any major issues
WestlawNext
One comment Lucy reads causes some concern so she
looks up and researches a legal issue annotates article
and emails to her manager for discussion
Legal Tracker
Review invoices, add a new matter.
SUMMARY
• Mobile technologies enable workers to be productive while
traveling and in remote locations
• Mobile solutions are typically optimized for specific
workflows
• Thomson Reuters is leveraging this model going forward
- Examples
• Tracker and Tracker for Outlook (add-in)
• Mobile experience for Tracker invoice approval
• Consistent with other Thomson Reuters segments
• Futures
CLOSING/ NEXT STEPS
• We hope that you took away some useful tips
• What are the next steps?
- If you have further questions about the Legal Tracker
application please contact your Account Manager
• And keep an eye out for the upcoming advancements!
• We have also included a list of all the applications and
links. If you have further questions about the applications
that are not Thomson Reuters specific you will need to
contact the company directly
Questions?
THANK YOU
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