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 This slide will be inserted at a later date
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