Welcome. Thanks for taking the time to be with us today. I’m David Lancelot, the CLO and EVP advocacy at Longview. I’ve spent over 20 years as the legal leader of complex international businesses, and my mission is to drive positive transformational change in the in-house legal industry. As you’re here, I assume you’re looking for ways to continue building your modern, effective in-house legal function.

A modern legal leader is a data-driven strategic business partner who has the headspace and context to see over the horizon. You want your function to operate at scale, to become better at communicating the tremendous impact of your team and ultimately make legal a competitive advantage. To build this modern legal function, you need a scalable engine room to drive and even accelerate your business’s strategic objectives.

Law view was built by in-house lawyers and legal leaders to be that scalable engine leader. We are gonna spend the next 10 minutes on a high level overview of the law view, legal workspace, focusing on what’s most impactful for legal leaders. First, let’s level say, in my role, I have the opportunity to speak to multiple legal leaders each day.

And I assure you that many of them are operating in an environment where general corporate tools like email spreadsheets and shared drives are the primary technology available to the legal function. Some leaders have one or more point solutions like A CLM or an e-billing tool, which tend to run alongside their general corporate tools, and in many cases, end up creating even more friction as the team needs to manage multiple systems and then constantly switch between them.

Law view is a legal workspace. Some might call it a modern ELN, an enterprise legal management system, a unified platform for managing all of your legal work. It’s a category defining product that addresses all of the major workflows in house intake matter management, contract management, spend, management and document and knowledge management with powerful analytics reporting and AI functionality throughout the workspace.

With law view’s consolidated structured data and workflows, you will have less friction, greater efficiency, and materially better transparency. Now that we’ve set the stage, let’s dive into a demonstration of law view, starting with the law view business portal for matter and contract intake and business user self-service.

This is the law view business portal. This is the business’s front door to legal. So what we’re seeing here is the experience that your colleagues around the wider business would have if they came to your law view portal to make a legal request, collaborate with your team, or co-manage contracts.

Everything from the graphics that you use on the landing page to the workflows that sit behind these buttons is easily customizable with drag and drop capabilities. Now, as we can see, this demo customer has set up a number of standard workflows and request types. We have a general legal help request.

We have the ability to ask for help with contracts, and we have a self-service knowledge base with playbooks, FAQs, and policies that the business can access. Let’s take a look at one simple example, a general legal request. This option opens a standard form so we can capture structured data. Ultimately, that eliminates a lot of back and forth and gives our team the information they need to work more quickly.

I. It also makes it easy to automatically route requests to the right team or right attorney. Here’s another use case for the portal. I’ll simply open this knowledge base article where I get great instruction and advice regarding NDAs. All of this has been pre-created by the legal team, and now that I’ve read that, I can simply click this link and create an NDA on my legal team’s template.

All I have to do is fill out a couple of required fields. This contract can go direct for signing or it could be routed to someone on the legal team for approval, however it goes through its lifecycle. What’s important is that this is now in our central contract repository, so the legal team has visibility and data, and the business user was able to get their NDA done more quickly without asking the legal team to get involved.

All of this gives time back to your team to focus on higher value strategic work. You can make a portal like this available to an unlimited number of business users for the purposes of collaborating with legal. Let’s look at one more view. I’ll click on my work. In this view, we can see how easy it is for a business user to get visibility into their legal requests.

And when I click on the contracts button, we can see that as a business user. I can even access and manage my own contracts over time. Let’s take a look at the legal team view. This is where you and your team have visibility into the requests coming in, how they’re dealt with by whom, and all the work in progress.

We can see here we have quick access to that intake queue, so if a request hasn’t automatically been routed to a specific team or attorney, we use this feature in law view to assess what’s coming in and quickly get it to the right people. We can also intake matters and contracts through out of the box integrations with Microsoft Outlook teams, Gmail, slack, and Salesforce, so the business can continue working the way they’re most comfortable with as you maintain and build a central source of truth.

Consolidating intake provides transparency into legal workload so you can take your legal management to the next level, unlike a simple ticketing system. Consolidating intake with Law View allows you and your team to build scalable efficiency across the function, accelerating everything legal does for the business, and hence the business itself.

Of course, you will have business partners who you interface with directly. My CEO was not submitting contract requests, but the vast majority of what your function does can be moved over time into a much more modern, efficient and transparent intake process. A modern way of working that are functional partners in hr, finance, and sales moved towards years ago.

Now let’s take a closer look at the legal team’s workspace. This is what we call the hub. This is likely to be the center of your team’s day-to-day work in Longview. It’s got easy access to all of the information that anyone needs to get visibility or move work forward. For this demo, it’s also a great way to see the full scope of the law view, legal workspace.

For example, we can see that law view is a system for managing matters as indicated by the blue icon. We can also see that law view is a system for managing contracts. That’s the purple icon. We’ll scroll down. We can see that this is a system for handling, intake and triaging work to the right people or team, and we can see evidence of law view as a spend management system.

This widget shows us all of the invoices that need review and approval. If you follow my cursor to the left, you can see that it’s not just a space for digitizing and managing invoices, but also RFPs and tenders, scope of work, budget, and collaboration with outside counsel. We can create and provide access to a central knowledge base for the business and the legal team.

And of course we have analytics and reporting. So it’s easy to see. That law view is designed for multiple legal workflows. It’s an end-to-end CLM and a robust contract repository for your business. It’s a matter management system, a document management system, a knowledge base intake, and self-service center.

But while law view is robust, it’s also simple. You can see that it has a modern integrated interface, and that’s important. Because solutions need to be easy to use and easy to adopt to return value. This also makes day-to-day work much more efficient. So let’s take a closer look. I’ll click on the organized button.

I want to add a view of high risk matters to my dashboard. It’s just a simple click or drag and drop. This is an easy way for me to get quick access to what’s most important that I need to stay on top of, or it helps me manage my team. And of course, your team members in m and a or litigation or ops could do the same and create personalized views of what’s important to them.

Now, I’ll click through on my high Risk matters widget, so we can go one level deeper. Now I’m taken to what we call a matters grid, InView. Our customers love grids because they’re an easy way to get access to information that’s stored in law view. Or to work with that information in different ways. And they’re also great for reporting.

We have matter grids, invoice grids, and contract grids in law view. So let’s go a level deeper. I’ve just opened this litigation matter. What we can see is that this particular matter has contracts associated with it, and we have a number of files, including emails that we’ve chosen to bring in or automate, pulling into law view.

We have internal and external conversations captured in one place, and we also have scope management details and tasks. And again, we could be managing these tasks and this scope with our outside counsel, or simply as an internal team. So this shows us that we have a full, robust repository of information that we need for visibility and a consolidated system of record with workflow tools built in.

The law view Consolidated workspace has a number of benefits for legal leaders, including but not limited to transparency. Your ability to find information and see what’s going on across the department is vastly enhanced, continuity, flexibility, and resiliency. All emails, files, and other communication are consolidated into their relevant matters.

Basically a virtual filing captain. These matters are transparent and portable, so you can move them between team members or even law firms. Imagine a world where you don’t need to dig through emails, shared drives, and SharePoint to do a handover. This enhances your ability to manage the function in a modern way and mitigates the risk of a team member going out sick, taking holiday or leaving the business and now analytics and reporting.

This is the functionality that really drew me to law. In my career, I have spent so much time manually pulling and analyzing data from multiple disparate legacy systems. The effort required to create compelling reports and business cases was so great that I might be able to create a deck with solid graph quarterly, sometimes only annually.

With Law View, the information you need is always available across everything that happens in the workspace. Law View has highly visual out of the box reports for matters contracts. Spend management invoices and the work that you do with outside counsel and law View has admin reports, which show you how law view is being used and the value that it’s providing to your business.

But here’s one that we know that you’ll love. The General Counsel dashboard. The General counsel dashboard is designed to pull together key metrics from across the workspace for any of the workflows that you are using Law View for. It’s highly visual. It makes the best use of real estate so that you can communicate with your stakeholders about insights and trends, or use it to manage your team more effectively.

It’s easy to download and share the visualizations and the data. We’ve also designed it for interactivity and insights. You can see that it’s easy to compare work over time, for example. As we scroll down the dashboard, we can see that there’s a workload breakdown, again, across matters, contracts, and even visualizations that will help you understand urgency, risk, complexity, and time to deliver.

There’s spend management with a slightly deeper dive and you can quickly and easily filter or look at your data by different timeframes and make comparisons. We will scroll down through the breakdown again, and we can see that it’s easy to spot trends and differences between what’s happening this year versus last year.

And if we need more deeper dive data or to answer more complex questions, we can always come back to the reports for matters, contracts, spend, and e-billing or admin. Imagine being in a business leadership team meeting and throwing this kind of reporting up on the screen. This kind of real-time reporting will change how you think about managing a function and will change the business’s perception of legal.

Transforming the legal function requires transformative technology. We’ve now had a high level overview of the law view workspace. Let’s finish with what I think are three further critical aspects of law view for legal leaders. Integrations, law view integrates with the systems your business uses. From Microsoft 3 6 5 to G Suite, Salesforce, DocuSign, and many others.

The law view customer experience from implementation to ongoing support is outstanding. These numbers of best in class and as law view is purpose-built for your in-house legal workflows. Our implementation experts can help you to get up and running quickly so you can get value and data, fast law view, security and privacy posture is also world class.

We’re happy to provide our security pack anytime, and you don’t have to take it from me. Our customers tell us that Longview is adding tremendous value in legal and business team. Time saved, cost reduced, and business processes accelerated.