ENTERPRISE 3 10 PRODUCT HIGHLIGHTS ELITE PRODUCT MANAGEMENT

ENTERPRISE 3. 10 PRODUCT HIGHLIGHTS ELITE PRODUCT MANAGEMENT PATTI GOETTEL OCTOBER 2013

ENTERPRISE 3. 10 FINANCIAL MANAGEMENT CONTENT • 3. 10 enhancements determined in large measure by client votes on existing enhancement requests • Not all items that received votes are in 3. 10, those with the highest number of votes that could be completed in the time frame are THOMSON REUTERS ELITE 2

ENTERPRISE 3. 10 FINANCIAL MANAGEMENT THEMES • Voting pattern revealed themes to be – Usability – Inquiry/Reporting – Integrations • Cross Functional Enhancements – Where indicated, applicable Enterprise 3. 10 enhancements were implemented across product(s) THOMSON REUTERS ELITE 3

ENTERPRISE 3. 10 CONFIGURATION OPTIONS

ENTERPRISE 3. 10 CONFIGURATION OPTIONS • Current Compatibility – Windows Server 2008 R 2 SP 1 with SQL Server 2008 R 2 – Windows 7 – Web. View w/ IE 9 and IE 10 (compatibility mode required) on Windows 7 – Windows Server 2012* with SQL Server 2012 • *Requires new version of MKS Toolkit, 9. 5 – Requires new version of Search Server, 6. 5 • Future planned certification – Windows 8. 1 THOMSON REUTERS ELITE 5

ENTERPRISE 3. 10 CONFIGURATION OPTIONS • Upgrade to Enterprise 3. 10 does require an upgrade to Web. View 5. 5 • Upgrade to Web. View 5. 5 does not require an upgrade to Enterprise 3. 10 – Web. View 5. 5 is compatible back to Enterprise 3. 9 but specific enhancements done for 3. 10 won’t be available THOMSON REUTERS ELITE 6

ENTERPRISE 3. 10 ENHANCEMENTS

BILLING MANAGER 3. 10 HIGHLIGHTS • 47624: Clients / Matters > Exception Rates – Client/Matter Exception Rate setups now allow Max Amount and % dev or $ dev or rate code THOMSON REUTERS ELITE 8

BILLING MANAGER 3. 10 HIGHLIGHTS • 44116 and 101219: Matters > Reopen – Default ‘Open’ status when re-opening a single closed matter as well as Global Matter Modify> Reopen Matters tab THOMSON REUTERS ELITE 9

BILLING MANAGER 3. 10 HIGHLIGHTS • 76693: Time Entry / Modify – Billed Hours for a BNC timecard can be preserved with new option THOMSON REUTERS ELITE 10

BILLING MANAGER 3. 10 HIGHLIGHTS • 91438: Proforma Edit > Costs – “Cost Rate Adjust” has been added to Cost Modify THOMSON REUTERS ELITE 11

BILLING MANAGER 3. 10 HIGHLIGHTS • 492058113392464: Proforma Edit > Cost Transfer – Prompt for "Destination" matter Task/Activity codes where each matter has different task/activity validation list with different Task/Activity code values THOMSON REUTERS ELITE 12

BILLING MANAGER 3. 10 HIGHLIGHTS • 54977/51689: Billing Inquiry > Open Invoices & Ledger History – Drill down to payment details THOMSON REUTERS ELITE 13

BILLING MANAGER 3. 10 HIGHLIGHTS • 50996: Billing Inquiry > Matter & Group Summary – Total Payments and Total A/R Write-offs THOMSON REUTERS ELITE 14

BILLING MANAGER 3. 10 HIGHLIGHTS • Billing Inquiry > Matter Summary – 9 digit Credit Notes invoice number now displays in Open Invoices and Ledger History THOMSON REUTERS ELITE 15

BILLING MANAGER 3. 10 HIGHLIGHTS • Billing Inquiry > Client Summary – 9 digit Credit Notes invoice number now displays in Open Invoices and Ledger History THOMSON REUTERS ELITE 16

BILLING MANAGER 3. 10 HIGHLIGHTS • 51139: Billing Inquiry > Matter Summary – Matter UDFs in Read-Only mode THOMSON REUTERS ELITE 17

BILLING MANAGER 3. 10 HIGHLIGHTS • Billing Inquiry > Recap of Cost Detail – Improve user experience when copying to Excel with new option • Billing Inquiry > Statistics – Size of field to enter custom queries has been increased THOMSON REUTERS ELITE 18

BILLING MANAGER 3. 10 HIGHLIGHTS • Precost > Standard load for Westlaw charges – New standard precost load program for use to download Quickview+ charges from Westlaw – Hot-fix available back to 3. 6 THOMSON REUTERS ELITE 19

BILLING MANAGER 3. 10 HIGHLIGHTS • Precost – Voucher “Purchase Order” field added to Precost Load – Precost load program cs_reclod. exe has been enhanced to default Precost narrative for a cost code in the language of the matter – Full voucher comments can be posted to voucher description with new option – Enhanced Precost Post to check Unit level Tax Tolerance. If NULL, Precost Post will use the Tax Tolerance set in Accounts Payable Control File THOMSON REUTERS ELITE 20

BILLING MANAGER 3. 10 HIGHLIGHTS • Reporting – Bill Summary Report has been enhanced to provide the ability to query ledger table data THOMSON REUTERS ELITE 21

BILLING MANAGER 3. 10 HIGHLIGHTS • Reporting > Open Item Ledger Summary, Ledger Fee Table, Ledger Cost Table – Increased Invoice column width from 8 to 9 digits THOMSON REUTERS ELITE 22

BILLING MANAGER 3. 10 HIGHLIGHTS • User Access – New tab added for Extend THOMSON REUTERS ELITE 23

BILLING MANAGER 3. 10 HIGHLIGHTS • 107213: Display name of database in Title Bar with new option THOMSON REUTERS ELITE 24

ACCOUNTS PAYABLE 3. 10 HIGHLIGHTS THOMSON REUTERS ELITE 25

ACCOUNTS PAYABLE 3. 10 HIGHLIGHTS • New ‘DBA’ Designation enhancement applied to: – Vendor Maintenance – Vendor Address Maintenance – Voucher Maintenance – Recurring Voucher Maintenance – 1099 Generator and listings – Laser Check Templates – Voucher Register – Check Register – Vendor Queries – Vendor Listing – Vendor Labels THOMSON REUTERS ELITE 26

ACCOUNTS PAYABLE 3. 10 HIGHLIGHTS • Checks > Global Check Batch Reset – Quickly clear all check preview tables THOMSON REUTERS ELITE 27

ACCOUNTS PAYABLE 3. 10 HIGHLIGHTS • 73972: AP Inquiry – Check Void Date on spreadsheet in Detail view THOMSON REUTERS ELITE 28

ACCOUNTS PAYABLE 3. 10 HIGHLIGHTS • AP Inquiry – View Suspended Checks in Detail view THOMSON REUTERS ELITE 29

GENERAL LEDGER 3. 10 HIGHLIGHTS • All AP Reports and Listings – User specified Report Title prints in header THOMSON REUTERS ELITE 30

GENERAL LEDGER 3. 10 HIGHLIGHTS • General Journal – Ability to Reverse a General Journal Immediately with new option THOMSON REUTERS ELITE 31

GENERAL LEDGER 3. 10 HIGHLIGHTS THOMSON REUTERS ELITE 32

GENERAL LEDGER 3. 10 HIGHLIGHTS • General Journal – Insert Row and Insert Data added – Copy in spreadsheet data from another application THOMSON REUTERS ELITE 33

GENERAL LEDGER 3. 10 HIGHLIGHTS • General Journal – Select multiple rows on a General Journal • Import General Journal – Import General Journal UDFs THOMSON REUTERS ELITE 34

GENERAL LEDGER 3. 10 HIGHLIGHTS • Financial Budgets > Budget Worksheet – Sort and subtotal on different segments of the GL Account THOMSON REUTERS ELITE 35

GENERAL LEDGER 3. 10 HIGHLIGHTS • Financial Budgets > Budget Worksheet – Optionally display GL Account Descriptions THOMSON REUTERS ELITE 36

GENERAL LEDGER 3. 10 HIGHLIGHTS • Financial Budgets > Budget Worksheet – Copy in spreadsheet data from another application (500 rows max) THOMSON REUTERS ELITE 37

GENERAL LEDGER 3. 10 HIGHLIGHTS • 58046: GL Inquiry – Separate User Access for GL Natural Account Segment Maintenance THOMSON REUTERS ELITE 38

GENERAL LEDGER 3. 10 HIGHLIGHTS • Reporting > Year End Journal – Run YE Journal before closing year THOMSON REUTERS ELITE 39

GENERAL LEDGER 3. 10 HIGHLIGHTS • All GL Reports and Listings – User specified Report Title prints in header THOMSON REUTERS ELITE 40

GENERAL LEDGER 3. 10 HIGHLIGHTS • Reporting > GL Detail and GL Register – Report Criteria (SQL Statement filters) now prints at end of reports THOMSON REUTERS ELITE 41

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • Client status column added to Quick, Prospective and Intake Search THOMSON REUTERS ELITE 42

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • Matter Open Date column added to Quick, Prospective and Intake Search THOMSON REUTERS ELITE 43

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • 107649: New Data Type ‘Corporate Link Narrative’ available for indexing THOMSON REUTERS ELITE 44

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • 107649: New Data Type ‘Corporate Link Narrative’ available for searching THOMSON REUTERS ELITE 45

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • 107649: New Data Type ‘Corporate Link Description’ in results (also added to full list and full list with corporate tree report (107651) THOMSON REUTERS ELITE 46

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • New Data Types ‘Vendor DBA ’ and ‘Payee DBA’ available for indexing THOMSON REUTERS ELITE 47

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • New Data Types ‘Vendor DBA ’ and ‘Payee DBA’ available for searching THOMSON REUTERS ELITE 48

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • New Data Types ‘Vendor DBA ’ and ‘Payee DBA’ on results THOMSON REUTERS ELITE 49

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • Vendor DBA detail screen THOMSON REUTERS ELITE 50

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • Vendor Payee Name & DBA detail screen THOMSON REUTERS ELITE 51

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • Filter for Ledger description by transaction date THOMSON REUTERS ELITE 52

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • 46726: Prospective Batch Allows Multiple Links – Finalize RP’s tab THOMSON REUTERS ELITE 53

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • 46726: Prospective Batch Allows Multiple Links – Add/Modify Additional Prospective Links THOMSON REUTERS ELITE 54

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • 46726: Prospective Batch Allows Multiple Links – Add Prospective RP Links THOMSON REUTERS ELITE 55

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • 96589: Enable Links to ALL Matters in One Step – Prospective Search THOMSON REUTERS ELITE 56

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • 96589: Enable Links to ALL Matters in One Step – Intake Search > Edit Related Party Links THOMSON REUTERS ELITE 57

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • 96589: Enable Links to ALL Matters in One Step – Related Parties THOMSON REUTERS ELITE 58

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • Indexing – Limit data to be indexed by date THOMSON REUTERS ELITE 59

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • Indexing – New audit table to store field indexing and filter modifications as well as track rb_fulcrum runs THOMSON REUTERS ELITE 60

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • 103213: Related Parties – New Delete Multiple Related Parties & Links Process THOMSON REUTERS ELITE 61

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • Related Parties/Prospective/Intake – Multiple links to same matter, client, case, or vendor using same relationship code available with new option THOMSON REUTERS ELITE 62

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • Related Parties – Narrative over 100 lines can be revised before THOMSON REUTERS ELITE 63

CONFLICTS MANAGER 3. 10 HIGHLIGHTS • 100527: The Whitehill Report can now be sorted by Hit Type instead of the standard ‘Search Word’. • 70484: The Conflict of Interest Report and Conflict of Interest HTML Report now display the Search Date instead of the Submitted Date. THOMSON REUTERS ELITE 64

WEBVIEW 5. 5 HIGHLIGHTS • 70885: Time Entry – Added monthly ‘Unassigned’ time total to Calendar THOMSON REUTERS ELITE 65

WEBVIEW 5. 5 HIGHLIGHTS • 96546: Hide ‘Time Entry Options’ section on Calendar page THOMSON REUTERS ELITE 66

WEBVIEW 5. 5 HIGHLIGHTS • 96546: Hide ‘Time Entry Options’ section on Calendar page THOMSON REUTERS ELITE 67

WEBVIEW 5. 5 HIGHLIGHTS • All Web. View time entry methods have been modified to respect the new Billing ‘Time Entry’ FIRM level option, ‘BNC Timecards Retains Billed Hours’ which will preserve billed hours as entered and only adjust the bill rate and bill amount to zero – Cross Functional Billing Enhancement 76693 THOMSON REUTERS ELITE 68

WEBVIEW 5. 5 HIGHLIGHTS • 46225 (Partial) Time Entry - new ‘Global Timecards’ feature – query for a list of timecards to edit on a single page THOMSON REUTERS ELITE 69

WEBVIEW 5. 5 HIGHLIGHTS • 46225 (Partial): Time Entry > Global Timecards – Edit & update a queried list of timecards on a single page THOMSON REUTERS ELITE 70

WEBVIEW 5. 5 HIGHLIGHTS • New fields available on Matter Detail page THOMSON REUTERS ELITE 71

WEBVIEW 5. 5 HIGHLIGHTS • Total LTD Payments and AR Write-offs added to Matter and Client Summary pages (Billing 50096) THOMSON REUTERS ELITE 72

WEBVIEW 5. 5 HIGHLIGHTS • Invoice History / Unpaid Invoice Summary pages enhanced to allow drill-down on Payment rows – Cross Functional Billing Manager 54977/51689 THOMSON REUTERS ELITE 73

WEBVIEW 5. 5 HIGHLIGHTS • Month End – Deny the ability to generate or edit a proforma with new option THOMSON REUTERS ELITE 74

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WEBVIEW 5. 5 HIGHLIGHTS THOMSON REUTERS ELITE 77

WEBVIEW 5. 5 HIGHLIGHTS • Month End – Deny the ability to generate a final bill with new option THOMSON REUTERS ELITE 78

WEBVIEW 5. 5 HIGHLIGHTS • Month End – Deny the ability to generate a final bill with new option THOMSON REUTERS ELITE 79

WEBVIEW 5. 5 HIGHLIGHTS THOMSON REUTERS ELITE 80

WEBVIEW 5. 5 HIGHLIGHTS THOMSON REUTERS ELITE 81

WEBVIEW 5. 5 HIGHLIGHTS • Expense > Month End – Deny the ability to post expense reports with new option THOMSON REUTERS ELITE 82

WEBVIEW 5. 5 HIGHLIGHTS THOMSON REUTERS ELITE 83

WEBVIEW 5. 5 HIGHLIGHTS • Web. View Expense – Respects new AP/GL feature for defaulting the location field on a voucher from a User or Unit setting • Cross Functional AP/GL Enhancement 75956 THOMSON REUTERS ELITE 84

WEBVIEW 5. 5 HIGHLIGHTS • Enhanced integration with Image Connect – Inquiry • • • Matter Detail page 101103 (Matter Imaging) Frequent Matters page 101102 (Matter Imaging) Matter List (Ent) page > 121130 (Matter Imaging) Client Detail page > 101131 (Client Imaging) Frequent Clients page > 101110 (Client Imaging) Cost Detail page > 103517 page (Cost Imaging, Voucher Imaging) • Cost List by Matter by Cost Code page > 103510 (Cost Imaging, Voucher Imaging) • Cost List by Client by Cost Code page > 103513 (Cost Imaging, Voucher Imaging) THOMSON REUTERS ELITE 85

WEBVIEW 5. 5 HIGHLIGHTS • Enhanced integration with Image Connect – Inquiry (Cont’d. ) • Cost List by Timekeeper by Cost Code page > 103514 (Cost Imaging, Voucher Imaging) • Ledger Detail page > 103511 (Payment Imaging) • Ledger Detail (Matter) page > 103512 (Payment Imaging) • Trust Detail page > 103801 (Trust Imaging) – Proforma • Modify Cost Card page > 107202 (Cost Imaging, Voucher Imaging) • Cost update page > 107118 (Cost Imaging, Voucher Imaging) • Ledger Detail page > 107173 (Payment Imaging) THOMSON REUTERS ELITE 86

WEBVIEW 5. 5 HIGHLIGHTS • Requires. NET 4. 0 • Upgrades – 105189: Automated remodeling of pages from the default Web. View group ‘wv_default’ • Pages remodeled are indicated in the data step log – Changed the logic and description of vboption ‘wv_backend_version’ to be compatible with Enterprise 3. 10 release version – MAKE SURE YOU SET IT TO 3100 and not 310. • Wintertree (Spell check dll) – Upgraded to version 1. 9 THOMSON REUTERS ELITE 87

ENTERPRISE 3. 10 UPGRADE TIPS & KB ARTICLES

ENTERPRISE 3. 10 UPGRADE TIPS • Take an inventory of all interfaces in and out of Enterprise with third party products – costs recovery, collections, etc. • Take an inventory of any customizations – custom reports, VBA, Web. View, etc. • Get the scoping call scheduled with Elite • Secure resources as early as possible – both for Elite and for the firm • Test – the most important part! THOMSON REUTERS ELITE 89

IMPORTANT KNOWLEDGE BASE ARTICLES • Enterprise Product Compatibility Matrix 111593 • Product System Requirements (Enterprise 3. 10 PSR) 127511 • Enterprise 3. 10 Platform Compatibility Updates 128844 • Enterprise 3. 10 Billing Manager Release Notes – Enhancements 127595 • Enterprise 3. 10 Billing Manager Release Notes – Corrections 127594 • Enterprise 3. 10 AP/GL Release Notes Enhancements 127592 THOMSON REUTERS ELITE 90

IMPORTANT KNOWLEDGE BASE ARTICLES • Enterprise 3. 10 AP/GL Release Notes - Corrections 127591 • Enterprise 3. 10 Conflicts Manager Release Notes Enhancements 127586 • Enterprise 3. 10 Conflicts Manager Release Notes Corrections 127587 • Web. View 5. 5 Enhancement Release Notes 127584 • Web. View 5. 5 Corrections Release Notes 128914 • Enterprise 3. 10 Extend Release Notes Enhancements 127991 • THOMSON REUTERS ELITE 91

IMPORTANT KNOWLEDGE BASE ARTICLES • Enterprise 3. 10 Extend Release Notes – Corrections 128260 • Enterprise 3. 10 Records Manager Release Notes Enhancements 127588 • Enterprise 3. 10 Records Manager Release Notes Corrections 127589 • Enterprise 3. 10 Case Manager Release Notes – Enhancements 127586 • Enterprise 3. 10 Case Manager Release Notes – Corrections 127585 THOMSON REUTERS ELITE 92

IMPORTANT KNOWLEDGE BASE ARTICLES • Enterprise Quick. View+ Integration User Guide 123164 • Enterprise Quick. View+ Integration 123162 • Enterprise Quick. View+ Integration FAQs 123163 THOMSON REUTERS ELITE 93