Metis Legal CRM User Group June 2012

Agenda10:00 Registration and coffee10:30 Introduction to the day & Metis roadmap11:00 Metis product demonstration and feedback11:30 Metis CRM Data Validation tools - Data812:30 Lunch13:00 Metis future requirements discussion16:00 End session with drinks

Welcome

Metis philosophy

Metis Framework

External Data

Best Practice

Creative Partners

Inbound Marketing

Outbound Marketing

Analytics

Best in class Technology• SalesLogix• QlikView• dotMailer• HubSpotBest of breed Services• Jellyfish Legal• Pennington Hennessy• Metis User GroupBest in class Data• Data8• LinkedIn• Companies House

Metis application scope

Metis road map

Market Trends

Metis V8.0 – Spring 2013• Inclusion of items requested by Metis User Group• Enhance data visualisation to create “Grids” control available

for all entities• Further simplification of User Interface• Round Out CRM Features• Deliver an end-user Form Designer for Web and Mobile• Improve Cloud Auto-upgrades & On-boarding

Metis V8.1 – Spring 2014• Advance CRM Feature set to maintain market leadership• Inclusion of items requested by Metis User Group• More Focus on Auto-upgrades – to continue to reduce cost of

ownership• Embedded in Outlook – continued enhancement and

development of the Metis toolbar in Outlook• Process Designer – allow for the rapid mapping and

implementation of business processes• Ecosystem – continue to extend the Metis Ecosystem through

partnerships with other centres of excellence in the legal marketplace.

Metis Demonstration

User Auditing6th – 11th March User Name UserId Hours Minutes

U6UJ9A00002Y 250 59

U6UJ9A00000X 250 59

U6UJ9A00003I 229 15

U6UJ9A00005V 228 32

U6UJ9A00003R 206 21

U6UJ9A00000W 201 49

U6UJ9A00000O 185 42

U6UJ9A00005S 163 53

U6UJ9A00004T 116 33

U6UJ9A00000H 101 30

U6UJ9A00005Y 45 41

U6UJ9A00004V 44 11

U6UJ9A000048 36 57

U6UJ9A00002W 19 30

U6UJ9A000060 11 35

U6UJ9A00001M 9 8

U6UJ9A00004Z 5 56

U6UJ9A00004J 2 20

U6UJ9A000041 1 26

U6UJ9A000067 1 12

ADMIN 0 15

Core Metis

Even

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Core MetisI know this personInstant AccessAnti Money LaunderingWills/Legal TabsDo not solicitClient TeamsMailings TabLegal TerminologyData ValidationCustomer SatisfactionQuarantine contactsContact TimelineOpportunity TimelineEnhanced SecurityPrivate IndividualsValue GridReferralsOutlook Metis ToolbardotMailer IntegrationMetis User Auditing

What’s missing?Events in the web?Where is the “WOW!” ?

[email protected]

Data8

Metis future requirements discussion

[email protected]