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SharePoint–Changing the Game
by Julie Wade

There’s a relatively new product out of Redmond that could change law firm management as we know it today. Microsoft SharePoint, the ultimate collaboration and case management tool, is starting to be used by AmLaw 100 and will filter its way down into everyday use by most law firms within a few years.

SharePoint portals are completely secure internal Web sites with a central document library for accessing shared workspaces and documents, as well as housing specialized applications such as discussion boards, calendars, task lists, contact information, alerts, and much more.

I was introduced to SharePoint at an all day conference hosted by AIIM in Houston back in April 2008. I learned that Enterprises are extensively using SharePoint portals for their records management compliance efforts. So, I was anxious to talk with someone who is actually using SharePoint within the law firm setting. I wanted to see if law firms are going to incorporate with the Enterprise and their records management SharePoint portals. Fortunately for me, Andy Jurczyk, who is the Chief Information Officer of Sonnenschein Nath & Rosenthal LLP, agreed to talk with me about SharePoint for this column. Mr. Jurczyk is responsible for the strategic planning and direction of technology for Sonnenschein, and is equally excited about SharePoint’s future within the law firm setting as I am. Mr. Jurczyk told me that he thinks there is a compelling argument for SharePoint because most all of his AmLaw 100 CIO counterparts are thinking about how to utilize SharePoint portals.

In a nutshell, Microsoft SharePoint is the law firm’s first total content management repository that can be used to handle everything from document management and conflicts checks, through records management and archiving, and project management of document reviews and productions.

Sonnenschein currently has over 6 million documents full-text indexed in its SharePoint servers, according to Jurczyk, “and all new firm business is ported into SharePoint as well.”

Microsoft SharePoint streamlines your communications process and helps you collaborate on documents by providing a secure place to house large document collections, collaboratively edit any specific documents you are working on with team members, clients and experts, and allows you to replace long strings of email conversations about relevant documents and the whatnot with an efficient use of the discussion board feature of the site.

“SharePoint will become one of those products you rarely get to see that become game changing,” Jurczyk said, “in the same sense that email did for us years ago; because, for the first time we have a viable tool that provides us with an unprecedented capability to search information, and we have the ability to pull that information from various databases into a single, easy-to-use web interface.”

Other nifty applications that can be used on the Web portals are your case calendars and task lists. The bottom line is that you can create just about anything you want to on a SharePoint site. They are as individualized and customized as your cases and teams. Because you have 100% control over the access and privileges to the information housed on the internal Web sites, virtually all information is effortlessly managed and shared with the people who need to have access to it.

“There’s a lot you can do with this product—there is a lot of flexibility,” Jurczyk said. “We like the consistent user interface that provides an access point into many of the firm’s systems, and aggregating the data is easy.” I am anxious to see if law firms tap into their client’s SharePoint sites to use them as an extension for future document productions.

Third-Party Enterprise software developer, EMC Corporation, has created SharePoint applications for the Enterprise for records management that allow you to search across platforms and servers, house relevant search results, and lock the files down on the SharePoint portal. So you can view relevant files, tag, sort, filter and code; but, you cannot save over a document, or move a file from the site at all. This means there won’t ever be lost emails or privileged information leaking out again with SharePoint. EMC has also developed eRoom, a SharePoint portal for use by law firms in collaborating on documents with their clients, team members or experts.

Mr. Jurczyk thinks the largest possible impact SharePoint may have for the law firm is to change the search paradigm for us. “I think it will affect what production houses do for us. More and more of the information that is viable is electronic. We will see much less OCR work. SharePoint is capable of creating a full-text searchable index of electronic records that are available from many disparate data sources and you are able to view that in one common easy-to-use user interface.”

Mr. Jurczyk said that law firms can customize their SharePoint portals that will outperform any of the litigation support products that are available in the market today. He said that although he is disappointed about how little the litigation support vendors have done with developing SharePoint applications, he is optimistic about SharePoint’s future. “Look at what EDD has done to us,” Jurczyk said. “And it’s just the beginning of what I think the explosion is. So, let’s take a strategic view into the future and try and understand what these new needs are and use a new tool to do it with. I think we have the opportunity here for somebody innovative.”

Julie Wade is a Certified Electronic Discovery Specialist at Harrison, Bettis, Staff, McFarland and Weems in Houston, Texas.

Texas Paralegal Journal © Copyright 2008 by the Paralegal Division, State Bar of Texas.

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