vantage 2015 emea regional conference · 5 vantage 2015 emea regional conference • london, 26 –...

vantage 2015 EMEA Regional Conference London, 26 – 27 October

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Vantage 2015 EMEA REgionAl ConfEREnCE • London, 26 – 27 october

Table of ConTenTsKeynotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

Conference Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

General Interest Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

Business Development Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Workspace Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

MatterSphere Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Enterprise Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Enterprise to 3E Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

3E Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Serengeti Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

VANTAGE Insights and Outlooks Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Exhibitors/Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

VanTaGeat Thomson Reuters elite, we are focused on ensuring that our clients have a cohesive VanTaGe experience. You can trust you are experiencing the highest quality events in the industry. as part of this unity, each year we showcase new artwork designed exclusively for the conference.

This year’s piece was created for us by Mark smith, an iconoclastic artist known for his highly recognisable paintings. smith is an increasingly recognisable figure in the crowded new York City art world, and his patrons have included the likes of MTV, Pepsi, aT&T, budweiser, VH-1, Walt Disney Co, and many more. In tying in with the VanTaGe theme, Mark focused on capturing the essence of a global working network and the importance of individuals within that network.

Get ready to experience VANTAGE and gain the perspective you need to take your business to the next level!

2

KeYnotes

VanTaGe aTTenDee GIfTThis year’s VanTaGe attendee Gift is sponsored by econocom. Inside your VanTaGe passport, you will find a ticket for this year’s gift. be sure to stop by the econocom booth #20 (during VanTaGe expo hours) and exchange your ticket for the VanTaGe gift.

new this Year

VanTaGe InsIGHTs anD ouTlooks sessIons Want to help your law firm run smarter? Join the conversation with your peers and other thought leaders to discuss what firms are doing to prepare for key challenges and opportunities on the horizon in the legal industry. each session will be facilitated by a leader from Thomson Reuters elite and will last one hour.

VanTaGe keYnoTeJoin us to hear Thomson Reuters elite management discuss the latest developments for all product lines as well as the world of technology and how those developments are likely to affect law professionals.

CaseY flaHeRTY keYnoTestructured dialogue: Measurement with a Purpose Discover the relationship between metrics, collaboration, and delivering legal services in a manner that improves outcomes, lowers costs, increases profits, and deepens the relationships between law departments and their law firms. Casey flaherty, a lawyer turned consultant, writer, and speaker, is the headliner for this keynote. Casey is a lean six sigma black belt, a columnist for the aCC Docket and Inside Counsel, and creator of the service Delivery Review (f.k.a. legal Tech audit).

Monday, 26 october10:00 – 11:00westminster ballroom 1

tuesday, 27 october10:00 – 11:00westminster ballroom 1

Casey Flaherty

eDuCaTIon seRVICesThomson Reuters elite education services is made up of a team of professional educators dedicated to providing clients with an array of quality prescriptive and customised training services and programs.

see our table by the learning Zone in the Westminster ballroom prefunction area for more information on what our team can do for you!

earn Points and Join the conversation at the

PRoDuCT DesIGn feeDbaCk lab at Thomson Reuters elite, we are committed to your success, which is why we want to hear from you during this year’s VanTaGe london Conference!

stop by the Product design Feedback Lab to get engaged in the future of elite products.

• Participate in user experience (uX) research and provide feedback that will help elite design products in the future

• learn more about our newest product releases, including Workspace R2 and elite Mobile 2.2

• Get a £10 starbucks gift card for participating

engage in the future of elite products and earn mobile app points. we’ve made it easy at the Product design Feedback Lab.

Monday, 26 october, 11:00 – 17:00

Tuesday, 27 october, 11:00 – 15:00

VanTaGe MobIle aPPDownload the VanTaGe mobile app to your iPhone, iPad, or android device to be sure you have all the latest conference information and for a chance to win exciting prizes.

• View sessions and build your agenda

• Tweet about your experience using #VantagelDn

• Connect with fellow VanTaGe attendees

• upload and view photos from the conference

• Provide feedback on sessions

• earn points to win exciting prizes!

4

conFerence scheduLe

MonDaY, 26 oCTobeR 20159:00 – 10:00 registration, continental breakfast WESTMINSTER BALLROOM PREfuNCTION AREA

10:00 – 11:00 vantaGe Keynote WESTMINSTER BALLROOM 1

11:30 – 12:30

GENERAL INTEREST MATTERSPHERE

overview of Design Gallery and Visual DesignerPLAzA SuITE 11

Mattersphere overview and DemonstrationPLAzA SuITE 10

ENTERPRISE 3E SERENGETI

3.10 billing and aPGl enhancement ReviewsPLAzA SuITE 8

3e RoadmapPLAzA SuITE 12 & 13

serengeti RoadmapPLAzA SuITE 4

12:30 – 13:30 vantaGe Lunch WESTMINSTER BALLROOM 3

13:30 – 14:30

GENERAL INTEREST BuSINESS DEVELOPMENT WORKSPACE

How financial Models from the Industry are assisting firms to Deploy new Technology Projects

PLAzA SuITE 6

Product Roadmap for business Development Premier

PLAzA SuITE 5

elite Mobile – Present and future

PLAzA SuITE 3

MATTERSPHERE ENTERPRISE ENTERPRISE TO 3E

Mattersphere Document assembly, Client and Matter Intake,

and Client Portal DemonstrationPLAzA SuITE 10

extend – overview and

Troubleshooting

PLAzA SuITE 8

learn from Your Peers: exploring the Intricacies of

WebView expense entryPLAzA SuITE 9

Introduction to 3e for

enterprise users, Part I

PLAzA SuITE 7

3E SERENGETI

Implementing 3e: a Case studyPLAzA SuITE 2

3e Collections

PLAzA SuITE 12

Get Me to the bill on Time: Time Capture in 3e

PLAzA SuITE 13

e-billing and Matter Management

PLAzA SuITE 4

15:00 – 16:00


Moving from Document studio

to Design Gallery

PLAzA SuITE 11

International Payments and elite Integration – The evolution

of Process ImprovementPLAzA SuITE 6

Partner showcase for

business Development Premier

PLAzA SuITE 5

Workspace Designer – How To Configure Workspace for

Your own needs PLAzA SuITE 3


Product Roadmap for MatterspherePLAzA SuITE 10

WebView 5.4 and 5.5 enhancements Review

PLAzA SuITE 8

Multicurrencies in enterprise explained, Part 1

PLAzA SuITE 9

3e express services Package

PLAzA SuITE 2

ENTERPRISE TO 3E 3E SERENGETI

Introduction to 3e for enterprise users, Part 2

PLAzA SuITE 7

3e advanced billing Topics

PLAzA SuITE 12

3e financial Reporting

PLAzA SuITE 13

show Me the numbers: Reporting with Confidence

PLAzA SuITE 4

16:30 – 17:30

GENERAL INTEREST BuSINESS DEVELOPMENT

access, analyse, and Visualise Your elite DataPLAzA SuITE 6

ebillingHub Trends and Product overview

PLAzA SuITE 11

How business Development Premier Integrates with 3e, enterprise, and Workspace

PLAzA SuITE 5

WORKSPACE MATTERSPHERE ENTERPRISE

lawyer empowerment:

Delivering on the Promise of a single user Interface for 3e and business Development Premier

PLAzA SuITE 3

How Mattersphere Integrates with 3e, enterprise,

Workspace, and business Development Premier

PLAzA SuITE 10

Multicurrencies in enterprise

explained, Part 2

PLAzA SuITE 9

ENTERPRISE TO 3E 3E SERENGETI

Conversions – Thinking ahead – Preparing Your Data for an enterprise to 3e Conversion

PLAzA SuITE 7

Making It Your own:

Dashboards and security in 3e

PLAzA SuITE 12

3e balancing Reports and Their

use in the balancing Process

PLAzA SuITE 13

How You Manage Your Matters,

Matters

PLAzA SuITE 4

17:30 – 20:30 vantaGe international reception and dinner WESTMINSTER BALLROOM PREfuNCTION AREA AND WESTMINSTER BALLROOM 3

5


TuesDaY, 27 oCTobeR 20159:00 – 10:00 registration, continental breakfast WESTMINSTER BALLROOM 3

10:00 – 11:00 casey Flaherty Keynote WESTMINSTER BALLROOM 1

11:30 – 12:30


benchmarking Your firm’s financial Performance

PLAzA SuITE 4

amp up Profits with xcelerate budgeting and forecasting

PLAzA SuITE 6

advanced business Development Premier Data engine (formerly Contactnet) use Cases

PLAzA SuITE 5


Workspace, elite Integration framework, and

elite Mobile RoadmapPLAzA SuITE 3

a Customer story: Mattersphere Deployment

and adoptionPLAzA SuITE 10

enterprise billing Manager:

best Practices, Part 1

PLAzA SuITE 8

Client Paid Vouchers system

explained

PLAzA SuITE 9

ENTERPRISE TO 3E 3E INSIGHTS AND OuTLOOKS

Compare and Contrast: understanding the 3e Product systems Requirements

PLAzA SuITE 7

Moving and Managing Your Customisations

PLAzA SuITE 13

Driving business Development Technology adoption

PLAzA SuITE 11

12:30 – 13:30 Lunch WESTMINSTER BALLROOM 3 & 4

13:30 – 14:30


elite Design Gallery – bridging the Gap from enterprise to 3e

PLAzA SuITE 4

strategic accounts Management solutions

PLAzA SuITE 6

advanced Demonstration of business Development Premier

PLAzA SuITE 5


Workspace and elite Integration framework Vision

PLAzA SuITE 3

How To Customise Mattersphere, Part 1

PLAzA SuITE 10

enterprise billing Manager: best Practices, Part 2

PLAzA SuITE 8

WebView: Timers vs. suspense Time

PLAzA SuITE 9


Why 3e? Making the Decision to Move to 3ePLAzA SuITE 7

3e Month-end and Year-end Closing – best Practices

PLAzA SuITE 12

new business: Conflicts and new business Intake in 3e

PLAzA SuITE 13

front office of the future

PLAzA SuITE 1

15:00 – 16:00


executive Insider Panel session – law firms

PLAzA SuITE 11

business Development Case study overview and update

PLAzA SuITE 5

Workspace – What’s new in R2

PLAzA SuITE 3


How To Customise Mattersphere, Part 2

PLAzA SuITE 10

Month-end balancing best Practices, Part 1

PLAzA SuITE 8

Interim billing in enterprise

PLAzA SuITE 9

enterprise to 3e: a strategy blueprint, Part 1

PLAzA SuITE 7

3E

Real-world 3e CustomisationsPLAzA SuITE 6

3e ReportingPLAzA SuITE 12

Masking Considerations and What Is new in 2.7.3PLAzA SuITE 13

16:15 – 17:15

BuSINESS DEVELOPMENT MATTERSPHERE ENTERPRISE

How To Configure and Customise business Development Premier for Your firm

PLAzA SuITE 5

Mattersphere user Group Meeting

PLAzA SuITE 11

Month-end balancing best Practices, Part 2

PLAzA SuITE 8


enterprise to 3e: a strategy blueprint, Part 2

PLAzA SuITE 7

Integrating with 3e

PLAzA SuITE 12

3e bank Reconciliation

PLAzA SuITE 13

Mobile beyond Time entry

PLAzA SuITE 1

17:15 – 18:15 business Development user Group Meeting PLAzA SuITE 5

vantage expo Hours

Monday, 26 october 2015 11:00 – 15:00

Tuesday, 27 october 2015 9:00 – 16:00

Learning Zone Hours

Monday, 26 october 2015 11:00 – 17:00

Tuesday, 27 october 2015 11:00 – 15:00

6

GeneraL interest sessions

MonDaY, 26 oCTobeR11:30 – 12:30

overview of design Gallery and visual designerPresented by Matt Klem

learn about Design Gallery and our exciting new tool to visually create Design Gallery components! experience Visual Designer in action to see how it can benefit your document formats.

PLaza suite 11

13:30 – 14:30

how Financial Models from the industry are assisting Firms to deploy new technology ProjectsPresented by chris Labrey, econocom

all law firms will face the need for a system upgrade at some point in the near future. but how do you make financing new IT more viable to your business? How can law firms draw on the outside expertise of technology finance to smartly fund their next technology rollout? leasing isn’t just designed for firms that are short of cash. In this informative session, Chris labrey, econocom managing director uk & IRl, will demonstrate how leasing allows your law firm to upgrade technology whilst benefiting from tax efficiencies, overcoming cash flow challenges, and using residual value to enhance savings.

PLaza suite 6

15:00 – 16:00

Moving from document studio to design Gallery Presented by Matt Klem

are you thinking of moving from Document studio to Design Gallery? This session will give you a full understanding of what the move will involve and provide.

PLaza suite 11

international Payments and elite integration – the evolution of Process improvement Presented by Frank signorello, Global exchange

In today’s global economy, managing risk by protecting the firm’s international payment and cost recovery process is not only smart— it’s essential. This session will focus on the “invoice » billing » payment” lifecycle, including onestepsM invoice processing, data capture, exchange rate protection, elite integration, compliance protection, vendor remittance, and worldwide funds transfer. This addresses knowing what has been billed in matter currency—without currency fluctuation risk when the payment is due. as a pioneer of direct invoice processing, Global exchange transitions existing law firm workflow into an improved process. This enables firms to maintain 100% control of the process with full integration into elite.

PLaza suite 6

16:30 – 17:30

access, analyse, and visualise Your elite dataPresented by bruce wilson and Ludwig Mensah, both of wilson Legal solutions

learn about the Wilson business analytics solution to empower your firm with in-memory analysis and queries of enterprise and 3e data utilising standard Microsoft products such as excel, Power Pivot, and Power View. explore dashboard-based visualisations that are mobile and customisable.

PLaza suite 6

ebillinghub trends and Product overviewPresented by Justin Farmer

Come listen and learn while we discuss market trends, best practices, and technology solutions surrounding e-billing. During this session, we will demonstrate how ebillingHub has helped hundreds of law firms worldwide transform e-billing and improve their bottom line.

PLaza suite 11

7


TuesDaY, 27 oCTobeR11:30 – 12:30

benchmarking Your Firm’s Financial PerformancePresented by cory branden and ruth bowen

Join us for a look at market trends affecting the uk and global legal market, such as demand, realisation, rates, and expense management. learn how your firm can track these trends and your own firm’s performance using data and solutions available from Peer Monitor, a Thomson Reuters entity.

PLaza suite 4

amp up Profits with xcelerate budgeting and ForecastingPresented by Jag dhariwal, oLaP vision

This session will introduce the new xcelerate budgeting and forecasting product built for 3e and enterprise customers. learn how xcelerate will empower you and set your firm up for success by protecting profits with real-time budget insight, reducing implementation by 50%, and skyrocketing efficiency and accuracy with an automated system tailored for finance. Come hear about customer case studies and exciting product roadmap announcements.

PLaza suite 6

13:30 – 14:30

elite design Gallery – bridging the Gap from enterprise to 3ePresented by Matt Klem and russell beaton

Did you know you can implement Design Gallery while on enterprise? In this session, we will review how to move from legacy template software to the next generation while keeping an eye on 3e and focusing on a best practices approach to managing requirements.

Plaza suite 4

strategic accounts Management solutionsPresented by Joe zoghbi, Minisoft, inc.

learn how aRCs 2G can help your firm effectively implement its account management strategies and improve cash flow.

PLaza suite 6

15:00 – 16:00

executive insider Panel session – Law FirmsModerated by Justin Farmer

During this round table discussion, the executive leadership for Thomson Reuters elite will be on hand to answer your questions about elite products and services.

PLaza suite 11

leaRnInG Zonestop by the learning Zone, located in Westminster ballroom prefunction area, for one-on-one instruction from your Thomson Reuters elite services Team.

Learning Zone Hours

Monday, 26 october

11:00 – 17:00

Tuesday, 27 october

11:00 – 15:00

8

business deveLoPMent sessions


Product roadmap for business development PremierPresented by Kyra olson

Join us as we discuss the vision and upcoming enhancements for business Development Premier.

PLaza suite 5

15:00 – 16:00

Partner showcase for business development PremierFacilitated by Kyra olson and presented by Peter byre, concep, and ray Meiring, Qorus

enjoy this fast-paced, exciting session to learn about business Development Premier partners in email and digital marketing, Concep, and automated pitch generation, Qorus.

PLaza suite 5

16:30 – 17:30

how business development Premier integrates with 3e, enterprise, and workspacePresented by Kyra olson

Join us for a demonstration of how 3e and enterprise information helps marketers better target their marketing and business development. The product team will walk you through a step-by-step process to understand the integration requirements at a firm and how to deploy a robust time and billing integration to business Development Premier in just a few weeks from start to finish. We also will provide a demonstration of how business Development Premier has been incorporated into the Workspace user interface. learn how lawyers can use a single user interface to view client intelligence, manage marketing lists, view firm experience, record their time, and view client and practice management reports.

PLaza suite 5


advanced business development Premier data engine (Formerly contactnet) use cases Presented by Kyra olson and colin Gordon

business development leaders will share their highly effective techniques with leveraging relationships for strategic business development to drive significant revenue for their firms.

PLaza suite 5

13:30 – 14:30

advanced demonstration of business development Premier Presented by Kyra olson, colin Gordon, will bonner-May of concep, and ray Meiring of Qorus

Join us for an exciting, live demonstration of business Development Premier. This session will focus on the execution of a specific marketing strategy, including building and tracking campaigns, executing digital marketing campaigns, generating pitches, and supporting lawyers through the mobile application.

PLaza suite 5

15:00 – 16:00

business development case study overview and updatePresented by ian Mcauley, Freshfield bruckhaus deringer LLP

Join Ian Mcauley, the Head of CRM systems at freshfields bruckhaus Deringer llP, as he shares insights into his firm’s journey with project Connect, the implementation of business Development suite. learn how his team has deployed a range of integrated modules, encompassing contact management, email marketing, experience, partner biographies, and business development activities, and the value this is bringing to the firm.

PLaza suite 5

16:15 – 17:15

how to configure and customise business development Premier for Your Firm Presented by Jonathan butler

learn about the amazing flexibility of business Development Premier and how it can meet the most challenging functional requirements for your firm. see how data imports, dashboards, custom fields, reports, workflows, security, and more can be set up without writing code.

PLaza suite 5

17:15 – 18:15

business development user Group MeetingThe eMea user Group for elite business development will share best practices and tips and discuss product feedback.

PLaza suite 5

9


elite Mobile – Present and FuturePresented by Phil James and Paul odette

Discover what elite Mobile offers and how it relates to the elite products you currently use today. see demonstrations of elite Mobile on our currently supported platforms and discover what the future holds.

PLaza suite 3

15:00 – 16:00

workspace designer – how to configure workspace for Your own needs Presented by david Green

This session will provide a demonstration of the elite Integration framework (eIf) Designer—the program used to create and customise the elite Workspace and elite Mobile user experiences. see how the Designer can be used to present and modify the information Workspace presents from a number of systems to provide a consistent view and experience that is designed for the front office audience.

PLaza suite 3

16:30 – 17:30

Lawyer empowerment: delivering on the Promise of a single user interface for 3e and business development PremierPresented by Paul odette and Jerid dupier

The future has arrived. learn how elite has made it possible for lawyers to access a single user interface through the Web browser and on mobile devices to view client intelligence, manage marketing lists, view firm experience, record time, and view client and practice management reports.

PLaza suite 3


workspace, elite integration Framework, and elite Mobile roadmapPresented by Paul odette

learn where we are and where we’re going with Workspace, the elite Integration framework, and elite Mobile.

PLaza suite 3

13:30 – 14:30

workspace and elite integration Framework visionPresented by Mike walker

learn about the elite Integration framework (eIf) vision of unifying data and having products actually work together in this session presented by our chief software architect. understand all that the eIf can do, what we intend to do, and how it powers Workspace and elite Mobile for our various products.

PLaza suite 3

15:00-16:00

workspace – what’s new in r2Presented by Paul odette

This session will provide an overview and demonstration of the exciting features in the Workspace R2 release. see how Workspace brings your products together like never before and what is in store for the future.

PLaza suite 3

worKsPace sessions

10

MattersPhere sessions


Mattersphere overview and demonstrationPresented by duncan hannigan and dave bradley

so, what is Mattersphere? let us try to give you a taste of this powerful and far-reaching product in under an hour. learn how Mattersphere is a front office tool, a case management system, a document management repository, and a whole lot more. all are welcome, but this is primarily a session aimed at Mattersphere newcomers.

PLaza suite 10

13:30 – 14:30

Mattersphere document assembly, client and Matter intake, and client Portal demonstrationPresented by duncan hannigan and dave bradley

learn to leverage the power of the Mattersphere document assembly engine. see how the engine can use standardised precedents within Microsoft Word and see them through the whole matter lifecycle through to storage and retrieval from the Mattersphere Document Management system (DMs). The Client Portal feature set also will be demonstrated.

PLaza suite 10

15:00 – 16:00

Product roadmap for MatterspherePresented by Paul odette

Join us as we discuss a “year in review” since the last user conference and the upcoming enhancements for Mattersphere. be one of the first to view the revised Mattersphere user interface for the 7.0 release.

PLaza suite 10

16:30 – 17:30

how Mattersphere integrates with 3e, enterprise, workspace, and business development PremierPresented by Paul odette and dave bradley

learn how Mattersphere can work with enterprise and 3e to significantly improve productivity and scale the operations of your firm. Deep insight into how Mattersphere currently integrates with 3e and Workspace will be provided. learn how the next major release of Workspace will provide lawyers with a consolidated user experience for 3e, Mattersphere, and business Development Premier.

PLaza suite 10


a customer story: Mattersphere deployment and adoptionPresented by Phil simnor

Join us as leaders from firms share why they selected Mattersphere to improve productivity and scale their operations. learn what worked well and what took more time than they expected. bring any questions you like—or just sit and listen—and our panel will share their experiences with you.

PLaza suite 10

13:30 – 14:30

how to customise Mattersphere, Part 1Presented by sam st clair-Ford and sanjay Kotecha

learn how to go beyond “out-of-the-box” Mattersphere and use it as a palette to customise to your firm’s requirements.

PLaza suite 10

15:00 – 16:00

how to customise Mattersphere, Part 2Presented by sam st clair-Ford and sanjay Kotecha

This is a continuation of Part 1 with more advanced explanation of capabilities such as the software Development Toolkit.

PLaza suite 10

16:15 – 17:15

Mattersphere user Group MeetingJoin an enlightening Mattersphere user Group session. share your insights and feedback with other firms trying to achieve similar goals. build new relationships with like-minded colleagues.

PLaza suite 11

know your team is working eFFiCiently.

See a mobile interactive preview; scan code with your smartphone.

© 2015 Thomson Reuters L-389293/10-15 Thomson Reuters and the Kinesis logo are trademarks of Thomson Reuters.

matter management that heLPS LaWYerS Perform at theIr BeSt.One key to working efficiently is centralised access to all client and matter content. The Client & Matter Management solution from Thomson Reuters Elite™ puts all your essential matter information on one dashboard. Free from information silos, your team can work efficiently throughout the matter lifecycle while adhering to best practices. Less experienced staff can produce quality work quickly, and top talent can focus on challenging cases. It’s within the Microsoft® environment where lawyers already work, for a short learning curve. So everyone can work at their best.

DiscoveR a BeTTeR Way aT eLiTe.com/cmm

12

enterPrise sessions


3.10 billing and aPGL enhancement reviewsPresented by daniel stone

In this session, you will discover billing and aPGl enhancements released with 3.10. additionally, you will see your maintenance dollars at work with the post-release enhancements available now for your firm.

PLaza suite 8

13:30 – 14:30

extend – overview and troubleshootingPresented by surjit Garha

Join us for a review of the extend module. learn how support troubleshoots the system from the back end.

PLaza suite 8

Learn from Your Peers: exploring the intricacies of webview expense entryPresented by Genevieve Gloster

WebView expense entry allows fee earners to enter costs associated with the work performed on a matter, such as mileage, meals, and travel expenses. see how these expenses flow through to the enterprise PreCost subsystem until they are finalised. learn the back-end steps for entering expenses, including creating expenses, modifying expense entries, viewing the expense report, and posting the expense batch. Discover setup options and how to design the expense entry pages and expense report form based on the needs of your firm.

PLaza suite 9

15:00 – 16:00

webview 5.4 and 5.5 enhancements reviewPresented by reynaldo balitaan

learn about the enhancements released with WebView versions 5.4 and 5.5. also discover the post-release enhancements available now for your firm.

PLaza suite 8

Multicurrencies in enterprise explained, Part 1Presented by david south

Get an in-depth look at how currency conversions are calculated in WebView and enterprise and how those figures are displayed in the enquiry system.

PLaza suite 9

16:30 – 17:30

Multicurrencies in enterprise explained, Part 2Presented by david south

Get an in-depth look at how currency conversions are calculated in WebView and enterprise and how those figures are displayed in the enquiry system.

PLaza suite 9

13


TuesDaY, 27 oCTobeR

11:30 – 12:30

enterprise billing Manager: best Practices, Part 1Presented by david south

Join us to discover the best and most efficient practices for managing the billing process at your firm.

PLaza suite 8

client Paid vouchers system explainedPresented by daniel stone and Mimi boyle

Join us for a detailed review of the Client Paid Voucher system, including setups, best practices, reporting, and solutions for common issues.

PLaza suite 9

13:30 – 14:30

enterprise billing Manager: best Practices, Part 2Presented by david south

Join us to discover the best and most efficient practices for managing the billing process at your firm.

PLaza suite 8

webview: timers vs. suspense timePresented by Genevieve Gloster

Join this session to learn how WebView timers and suspense Time differ and how they flow into timecards.

PLaza suite 9

15:00 – 16:00

Month-end balancing best Practices, Part 1Presented by tina evans

Join us as we review the recommended month-end balancing steps and processes and how these various processes combine for easy month-end balancing. We also will discuss tips, tricks, and troubleshooting for out-of-balance situations.

PLaza suite 8

interim billing in enterprisePresented by daniel stone and Mimi boyle

Dive in deep to the options available to generate interim bills. This session will provide an extensive look at the enterprise interim billing feature (also known as fixed fee or on account billing). Interim billing allows your firm to render invoices without relieving work in progress. as unallocated credits reduce accounts receivables, interim balances reduce unbilled time and costs. This session will cover everything from setups to transactions to the impact on statistics and reporting.

PLaza suite 9

16:15 – 17:15

Month-end balancing best Practices, Part 2Presented by tina evans

Join us as we review the recommended month-end balancing steps and processes and how these various processes combine for easy month-end balancing. We also will discuss tips, tricks, and troubleshooting for out-of-balance situations.

PLaza suite 8

14

enterPrise to 3e sessions


introduction to 3e for enterprise users, Part 1Presented by Graham Mills

learn about the world of 3e as it compares to enterprise. We will demonstrate the differences between 3e and enterprise as well as highlight key functionality in 3e.

PLaza suite 7

15:00 – 16:00

3e express services PackagePresented by bim dave and david Prentice

Come learn about the new 3e accelerated implementation model for mid-sized firms. We will discuss the prescriptive approach to implementing 3e with preconfigured tools like setups/configuration, bill templates, workflows, notifications, and roles. Come see how adopting best practices can equate to an expedited implementation.

PLaza suite 2

introduction to 3e for enterprise users, Part 2Presented by Graham Mills

learn about the world of 3e as it compares to enterprise. We will demonstrate the differences between 3e and enterprise as well as highlight key functionality in 3e.

PLaza suite 7

16:30 – 17:30

conversions – thinking ahead – Preparing Your data for an enterprise to 3e conversionPresented by Kevin smith, opes consulting

are you wondering what you can do today with your enterprise data that will help you prepare for a successful conversion to 3e? In this session, we will focus on the elements required for a successful data conversion to 3e. learn about data integrity processes, tips and techniques on data clean-up, and best practices that prepare your data for migration.

PLaza suite 7


compare and contrast: understanding the 3e Product systems requirementsPresented by scott strachan

Join us for a stem-to-stern review of the 3e product system requirements as well as a compare and contrast to enterprise.

PLaza suite 7

13:30 – 14:30

why 3e? Making the decision to Move to 3ePresented by Liz Quinn

What were the decisions that led other firms to move to 3e? Hear the reasons, what decision-making process they followed to get there, and what benefits they have experienced since their move to 3e.

PLaza suite 7

15:00 – 16:00

enterprise to 3e: a strategy blueprint, Part 1Presented by scott strachan and randolph nairn

are you wondering how to start developing a strategy to move to 3e? Join us as we will help you begin to develop a vision by identifying your business needs that drive 3e value. What are your current pain points? What are your critical business processes? What is your success criteria? We will take attendees through a combined technical and application session, including a review of a checklist on what can be done today to prepare for your 3e implementation while delivering value in enterprise.

PLaza suite 7

16:15 – 17:15

enterprise to 3e: a strategy blueprint, Part 2Presented by scott strachan and randolph nairn

are you wondering how to start developing a strategy to move to 3e? Join us as we will help you begin to develop a vision by identifying your business needs that drive 3e value. What are your current pain points? What are your critical business processes? What is your success criteria? We will take attendees through a combined technical and application session, including a review of a checklist on what can be done today to prepare for your 3e implementation while delivering value in enterprise.

PLaza suite 7

amp up roi with future-proof technology.

financial managemenT ThaT is flexible To grow wiTh your firm.Is your legacy technology becoming a risk factor? Thomson Reuters Elite™ offers an advanced architecture to drive operational efficiency and grow as your firm grows. Long-term ROI comes from scalable, highly configurable 3E Financial Management software you can customise to how you operate. 3E plugs into the Elite Integration Framework that puts all your tools and data on one platform, eliminating costly point integrations. And our new accelerated services implementation is designed to provide a faster, more predictable process for your firm. For a long-term solution that pays off in a changing landscape.

Discover a Better Way at elite.com/ampup

See a mobile interactive preview; scan code with your smartphone.

© 2015 thomson reuters l-391205/9-15 thomson reuters and the Kinesis logo are trademarks of thomson reuters.

16

3e sessions


3e roadmapPresented by Justin Farmer and Jerid dupier

Join our Product Management Team as they review the upcoming feature development for 3e. This will include features planned for 2015 as well as concepts for next year.

PLaza suite 12 & 13

13:30 – 14:30

implementing 3e: a case studyPresented by Mark Mulqueen, Matheson solicitors

Hear firsthand about one firm’s experiences in implementing 3e. from the kick-off to wrapping up last-minute details, Mark Mulqueen shares Matheson’s experience. Topics for discussion will include building the right team, gather requirements, data conversion, and effective rollout and training of firm personnel.

PLaza suite 2

3e collectionsPresented by Peter Finn

Join us to learn how to manage your firm’s credit and risk portfolio by automating collections activities, workflows, and alerts for aged work and bills in one place and in real time. We will explore new features that automatically reset workflows when invoices are paid and discover upcoming features for kPIs, reporting, notifications, aged WIP, and outlook integration.

PLaza suite 12

Get Me to the bill on time: time capture in 3ePresented by randolph nairn and nawaz taib

Join us to find out more about the ways in which we’ve made it easier for your staff to enter their time into 3e. learn about the options and overrides that control how Time Capture works, and find out more about our best practices for getting the time in—on time, accurately, and easily. This session also will cover the relationship between Time Capture and billing rules in 3e.

PLaza suite 13

15:00 – 16:00

3e advanced billing topicsPresented by Peter Finn and randolph nairn

Get an overview and in-depth understanding of key advanced billing features in 3e, including exact amount billing, volume discounts, proforma adjustments, and billing groups.

PLaza suite 12

3e Financial reportingPresented by simon Jarrett

This session will review 3e financial Reporting, announced in september 2014, as well as preview a host of new features in 2015. Come see the latest and hear what’s planned for upcoming product releases.

PLaza suite 13

16:30 – 17:30

Making it Your own: dashboards and security in 3ePresented by simon Jarrett and bhavik Mistry

This session will introduce you to the powerful process-level security available in 3e, as well as the intuitive and easy-to-use dashboard design tools at your firm’s disposal. learn about recommended role-based security and the audit features of 3e. Discover the elite persona-based dashboards and learn how to design your own.

PLaza suite 12

3e balancing reports and their use in the balancing ProcessPresented by Karen Jakes

In this session, we will investigate the different types of reports and their uses in the 3e balancing process, including standard balancing. We will explore the practical application of different reports for implementing a smooth balancing process for your firm, covering both automated and manual processes.

PLaza suite 13

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Moving and Managing Your customisationsPresented by Jamie webb and russell beaton

In this session, we will discuss the benefit of and steps necessary to move customisations made through the 3e Integrated Development environment (IDe) between the firm’s instances. We also will discuss best practices for managing customisations.

PLaza suite 13

13:30 – 14:30

3e Month-end and Year-end closing – best PracticesPresented by Karen Jakes

Come learn the best practices procedures for month- and year-end closing from a 3e expert.

PLaza suite 12

new business: conflicts and new business intake in 3ePresented by simon Jarrett and nawaz taib

This session will focus on the built-in workflow for new business intake (nbI) and the powerful indexing and conflict-searching tools available in 3e. learn how to set up the Conflicts Control Panel to enable the nbI workflow to route new business to the right people at the right time. Discover how to control what can be done with a new matter while it goes through due diligence and aMl processes.

PLaza suite 13

15:00 – 16:00

real-world 3e customisationsPresented by david Prentice and Jamie webb

Join us for a walk through some real-world examples of how you might want to customise 3e. We will showcase some of the customisations elite has developed for our customers and help define some of the deliverables included in the express service Package (esP).

PLaza suite 6

3e reportingPresented by Peter Finn

Join us for an overview of 3e metrics and standard reports and inquiries.

PLaza suite 12

Masking considerations and what is new in 2.7.3Presented by Karen Jakes

This session will give an overview of standard masking considerations and the use of masked variables and masked overrides that can be applied to achieve the required postings for your firm. This session also will cover the changes made in order to facilitate the new intercompany/intercurrency features in 2.7.3.

PLaza suite 13

16:15 – 17:15

integrating with 3ePresented by bhavik Mistry and Jamie webb

In this session, we will walk through examples of how the 3e services bus allows flexible and robust integration with third party systems. We also will discuss the Document Management system (DMs) integration capabilities of 3e.

PLaza suite 12

3e bank reconciliationPresented by Karen Jakes

In this session, we will cover the bank reconciliation process within 3e and its associated tasks. You will learn general tips and tricks for navigating through the process and will gain an understanding of the bank reports and where the values come from. This session also will cover the concept of the bank reconciliation initialisation process, and we will discuss considerations that need to be taken during this process.

PLaza suite 13

18

serenGeti sessions


serengeti roadmapPresented by elisabet hardy and eric sudgen

Join us to find out what is next for Tracker. learn about the Thomson Reuters vision for Tracker and the key technology investments driving this vision.

PLaza suite 4

13:30 – 14:30

e-billing and Matter ManagementPresented by Martin english

Join us for a panel discussion on specific fiscal and legal compliance, technology, and adoption in the eMea.

PLaza suite 4

15:00 – 16:00

show Me the numbers: reporting with confidencePresented by dawn ehlke

During this session, serengeti subject matter experts will provide a detailed review of creating, scheduling, and tagging reports.

PLaza suite 4

16:30 – 17:30

how You Manage Your Matters, MattersPresented by sally davison

What are best practices when managing your matters? How does effective matter management support your organisation? Join us for this session as serengeti subject matter experts provide a detailed “why and how” around Matter Profile fields (customisable templates, accounting code templates) as well as dates and events.

PLaza suite 4

19

neW THIs YeaR! vantaGe insiGhts and outLooKs sessions

want to help your law firm run smarter? Join the conversation with your peers and other thought leaders to discuss what firms are doing to prepare for key challenges and opportunities on the horizon in the legal industry. each session will be facilitated by a leader from Thomson Reuters elite and will last one hour.

PARTICIPATE IN A SESSION Of YOuR CHOICE

driving business development technology adoption TuESDAY, 27 OCTOBER, 11:30 – 12:30 PLaza suite 11

How does your firm help lawyers get the most out of your business development technology?

Front office of the Future TuESDAY, 27 OCTOBER, 13:30 – 14:30 PLaza suite 1

How are the skill sets and activities in your front office changing? How will they change in three years?

Mobile beyond time entry TuESDAY, 27 OCTOBER, 16:15 – 17:15 PLaza suite 1

What capabilities do you need your technology to perform “on the go”?

To thank you for your contributions, each session participant will receive a £10 starbucks card* and be entered to win a £100 american express gift card.

* limit one starbucks card per person, available for first 20 attendees to join each session.

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16 17 18 19 26

12 13 14 15 27

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exhibitors/sPonsors

exhibitor booth

access Group 13

advanced secure Technologies ltd 12

bigHand 5

C24 ltd 4

Chrome River Technologies 23

Concep 2

Databarracks 24

DW Reporting ltd 1

econocom 20

focus legal solutions ltd 15

Global exchange Payment solutions 21

exhibitor booth

Innovation software 19

Minisoft uk ltd 17

opes Consulting 18

Peer Monitor 3

Pericom Plc 27

Pinnacle International Consulting 22

Professional Plus solutions 26

Qorus software ltd 6

Rekoop 7

Tower Connect limited 14

Wilson legal solutions 16

westMinster baLLrooM 3

vantage expo Hours

Monday, 26 october 2015 11:00 – 15:00

Tuesday, 27 october 2015 9:00 – 16:00

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access Groupone aldgateLondon, ec3n 1reP: 0845 345 3300www.theaccessgroup.com

access is a specialist supplier of HR and payroll software. our modular suite of functionality includes talent management, absence management, learning and development, employee and manager self-service, succession planning, online recruitment, payroll, and more.

advanced secure technologies Ltd eastern business Parkst MellonscardiffcF3 5eaP: +44 (0)29 2077 6800www.advancedsecure.co.uk

advanced secure Technologies is a leading provider of secure cheques and secure cheque systems for the legal sector. our technologies improve the processing of client and office cheques by eliminating inefficient processes, such as manual signing, whilst enhancing the security of your cheques to sToP fRauD. Visit our stand to find out more.

bighand 27 union streetLondon bridge, se1 1sdP: 0207940 5900www.bighand.com

bigHand is a leading software technology company with a big difference. We specialise in delivering speech, task delegation, document creation, and process improvement solutions that help our customers achieve more in less time, without ever compromising on quality.

c24 Ltd12 birmingham roadwest bromwichb71 4JzP: 0121 550 4569www.c24.co.uk

C24 ltd is a specialist application hosting cloud provider with extensive experience in the legal and professional services sectors. It has built its business around the deployment of complex eRP and practice management systems.

chrome river technologies5757 wilshire blvd., suite 270Los angeles, ca 90036P: 888-781-0088www.chromeriver.com

Chrome River provides online expense reporting and invoice automation designed for law firms and professional services organisations that increases operational efficiency and drives down costs. Immediate payback is realised with no hardware, software, or long-term commitment.

concep6th Floor Portland housebressenden Place London, sw1e 5bhP: +44 (0) 20 7952 5570www.concep.com

a trusted long-term partner to more than 200 firms globally, Concep delivers enterprise-wide email marketing and mobile event app technology. We believe technology, creative, strategy, and most importantly people are the fundamental elements to successful marketing.

22

exhibitors/sPonsors

databarracksarxcis house9 Park hillLondon, sw4 9nsP: +44 (0) 20 3177 1910www.databarracks.com

Databarracks provides ultra-secure, award-winning disaster recovery, backup, and infrastructure services from uk-based, ex-military data centres. In 2015, Databarracks was named as a “niche Player” in Gartner’s first Magic Quadrant for DRaas.

dw reporting LtdQuality courtchancery LaneLondonwc2a 1hrP: 07984 707 687www.dwreporting.com

DW Reporting is a finance systems and reporting consultancy specialising in enterprise legal reporting/bI solutions. Through their law firm backgrounds, DW Reporting consultants assist their clients in delivering positive business change through effective business information. siLver sPonsor: stair sticKers and vantaGe tee shirts (vantaGe PassPort iteM)

econocometon house18/24 Paradise roadrichmond-upon-thamestw9 1seP: +44 (0) 20 8939 1237www.econocom.co.uk

econocom is europe’s largest independent provider of technology finance. In 2014, it posted consolidated revenue of €2.09 billion. With more than 8,000 employees in 19 countries, we have the expertise to design bespoke finance solutions.GoLd sPonsor: conFerence attendee GiFt (vantaGe PassPort iteM)

Focus Legal solutions Ltdsuite 7, the oast house, 5 Mead LaneFarnham, surrey, Gu9 7dYP: +44 (0) 1264 980288www.focuslegalsolutions.co.uk

focus legal solutions provides comprehensive technical services for firms using 3e. Providing the technical expertise gained from being the technical lead on several large global 3e implementations, we are focused on systems engineering, designing, developing, and delivering 3e solutions, reporting, and integrations.

Fusion it Management oakley house1 hungerford roadhuddersfieldwest Yorkshirehd3 3aL, united KingdomP: 08451 221240www.fusionmanageit.co.uk

Whether you’re looking to enhance your IT support, get maximum benefit from your Mattersphere installation, or need advice on legal system development, you’ll find the expertise you need at fusion IT Management. bronze sPonsor: notePads

Global exchange Payment solutions 71 Fenchurch st10th FloorLondon, uK ec3M 4bsP: 44 (0) 2036 678 699www.gexchange.com

Global exchange enables law firms to simplify the process of international payments and cost recovery integration. a long-standing partner of elite, we streamline workflow by tying directly into the elite time and billing system to send payments worldwide. GoLd sPonsor: conFerence baGs and nesPresso coFFee Machine raFFLe (vantaGe PassPort iteM)

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innovation softwarenew roadrochester, Kent Me1 1bGunited KingdomP: +44 1634812300www.innovationsoftware.uk.com

Innovation software helps the world’s leading global law firms stay in the lead. our collections, cash matching, and WIP management products are designed for today’s world of tougher competition, falling margins, and increasing mergers and acquisitions.

Minisoft uK Ltd 133 houndsditch5th FloorLondon ec3a 7bxP: 07717 454776www.minisoftinc.com

aRCs 2G is a strategic account management solution containing extensive functionality ranging from daily workhorse tasks to planning, forecasting, and reporting—all while exceeding the demands of today’s rigorous business needs and anticipating tomorrow’s challenges.GoLd sPonsor: treasure chest (vantaGe PassPort iteM)

oLaP vision4711 Yonge street10th Floortoronto, onM2n 6K8canadaP: 888-250-8991www.olapvision.com

We specialise in financial and practice management solutions exclusively for law firms and professional services organisations. our product, xcelerate budgeting and forecasting, delivers real-time business intelligence into your firm’s performance. We also offer Clarity and Prolaw services.GoLd sPonsor: conFerence naMe badGe

opes consulting1 stoke road Guildford surrey Gu1 4hw united KingdomP: 07876 568034www.opesconsulting.co.uk

established in 2005 and a 3e certified service provider, opes has built an unrivalled 360° service portfolio covering projects, development, and training across the 3e and enterprise systems.

Peer Monitor610 opperman driveeagan, Mn 55123 P: 651-687-4056peermonitor.thomsonreuters.com

Peer Monitor is a dynamic live benchmarking program that provides real-time economic data that allows you to compare your firm against chosen peers to reveal profit opportunities and support strategic decision making.

Pericom Plc16 alston drivebradwell abbeyMilton Keynes. MK13 9haP: 01908 224680www.pericom.co.uk

Celebrating 40 years in 2015, Pericom is one of the uk’s most experienced IT companies. We implement and support enterprise class technologies across a diverse range of clients, with particular emphasis on the legal market.

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exhibitors/sPonsors

Phoenix business solutionsibex house42-47 MinoriesLondon ec3n 1dYP: +44 (0) 20 7680 4450www.phoenixbs.com

Phoenix is a global technology business and market leader in enterprise content management. as the preeminent global iManage partner, Phoenix has developed innovative, complementary solutions for iManage to empower improved matter management.GoLd sPonsor: Pens, GuM, and LiP baLM

Pinnacle international consulting 68 Lombard streetLondonec3v 9LJ P: +44 20 7868 2016http://pinnacle-ic.com

Pinnacle’s three business units provide strategy and execution resources for 3e, Time (Intapp) & billing (eDG), and Intapp Intake & flow projects for law firms globally. It has partnerships with elite and Intapp.GoLd sPonsor: aPPLe watch raFFLe (vantaGe PassPort iteM)

Professional Plus solutions145-157 st John streetLondonec1v 4PYP: +44 871 237 9412www.professionalplussolutions.com

Professional Plus solutions is a full service consulting firm with highly skilled consultants working across the broadest range of Thomson Reuters elite products. our unique experience of working across multiple products enables us to provide an integrated service to clients.

Qorus software Ltdcastlewood house77/91 new oxford streetLondon wc1a 1dGunited KingdomP: +44 7779 080853www.qorusdocs.com

Qorus software is a provider of effective proposal generation and pitchbook management solutions. We help empower business development and marketing teams to generate more effective pitches, capability statements, and tender responses.

rekoopdidsbury business centre137 barlow Moor roaddidsburyManchester M20 2PwP: +44 (0) 161 667 1113www.rekoop.com

The clear global market favourite with systems in 39 countries across five continents and the sector’s only ‘pure play’ time capture specialist, Rekoop is rapidly redefining how law firms act and think around the whole area of time.

tower connect Limited133 houndsditch, Londonec3a 7bxP: 020 3805 0950www.tower-connect.com

Tower Connect is a specialist legal technology and legal finance recruitment agency. We pride ourselves on our unique recruitment strategies that are used to find the best candidates for those hard to fill positions. We are an established leader in legal recruitment covering technology, finance, and finance system functions, with a specialist focus on skills in practice management and case management systems, including 3e, enterprise, and Mattersphere.

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wilson Legal solutions3817 west chester Pikenewtown square, Pa 19073P: 484-422-0010 www.wilsonlegalsol.com

Wilson legal solutions specialises in 3e, enterprise, bI, Design Gallery, and Intapp services as well as our own Wilson analytics Professional software, a business intelligence solution for ad hoc queries, analysis, and dashboard visualisation of law firm data.PLatinuM sPonsor: video/PPt and bose headPhones raFFLe (vantaGe PassPort iteM)

thomson reuters elite 160 blackfriars Road southwark london, se1, 8eZ united kingdom

elite.com

© 2015 Thomson Reuters elite. all rights reserved. Proprietary and confidential information of Thomson Reuters elite. Disclosure, use, or reproduction without the written authorisation of Thomson Reuters elite is prohibited.

The Thomson Reuters elite product names used throughout are registered trademarks and belong to Thomson Reuters elite. all other trademarks and registered trademarks are the property of their respective owners.

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