1. Canon and eCopy/Nuance Legal
Case Preparation and Management
Presentation
Statements made in this document are the opinions of Canon U.S.A. Canon U.S.A. does not provide legal or regulatory advice concerning customers' compliance with specific laws including, without limitation, Sarbanes Oxley,
HIPAA, GLBA, Check 21, USA Patriot Act or federal and state privacy laws. Customers should always consult with qualified counsel to determine if they are in compliance with all applicable laws.
2. Are you Challenged With?
• Do you have clients who deliver or send you faxes of hard-copy
documents that then need to be converted into MS Word or Excel so
they can be added to their case files?
• Are your courts asking you to file all cases in a PDF/A format?
• During case preparation, do you painstakingly collect and manually
combine paper and electronic case documents for each client?
• Do you need to streamline the distribution of case files to an
established group of attorneys, paralegals, and consultants who
handle your most critical cases?
• As your firm has matured and become more successful have you
outgrown your manual archiving and billing of expense processes and
need to connect directly to case/document management and cost
recovery solutions?
Statements made in this document are the opinions of Canon U.S.A. Canon U.S.A. does not provide legal or regulatory advice concerning customers' compliance with specific laws including, without limitation, Sarbanes Oxley,
HIPAA, GLBA, Check 21, USA Patriot Act or federal and state privacy laws. Customers should always consult with qualified counsel to determine if they are in compliance with all applicable laws.
3. Canon - #1 Market Share in Legal
38%
24%
20%
5%
4%
4%
2%
2%
1%
ILTA 2011 Technology Survey
• According to the ILTA (International Legal Technology Association) 2011 Technology
Survey, Canon is used by 38% of the law firms surveyed.
• Regardless of the law firm size – Canon is the preferred vendor
BISG Kickoff Meeting
Statements made in this document are the opinions of Canon U.S.A. Canon U.S.A. does not provide legal or regulatory advice concerning customers' compliance with specific laws including, without limitation, Sarbanes Oxley,
HIPAA, GLBA, Check 21, USA Patriot Act or federal and state privacy laws. Customers should always consult with qualified counsel to determine if they are in compliance with all applicable laws.
4. eCopy is the Preferred Scanning Solutions
ILTA 2011 Technology Survey
• According to the 2011 ILTA Technology Survey, eCopy is the preferred document
scanning software from a law firm’s MPF to automate their legal document workflow
• Are you a law firms without a scanning solutions?
BISG Kickoff Meeting
Statements made in this document are the opinions of Canon U.S.A. Canon U.S.A. does not provide legal or regulatory advice concerning customers' compliance with specific laws including, without limitation, Sarbanes Oxley,
HIPAA, GLBA, Check 21, USA Patriot Act or federal and state privacy laws. Customers should always consult with qualified counsel to determine if they are in compliance with all applicable laws.
5. Streamline and Automate Your Workflows
Utilize Canon and eCopy to Simplify Your Paper Workflow
• Turn hard copy MS Word/Excel documents into
electronic PDF/PFA/A discoverable versions that can
be edited, searched, and submitted to the court
• Combine, redact, and Bates Number hard copy with
electronic research from the web into a compelling
case file
• Streamline distribution of case documents to preset
group of attorneys, paralegals, and other legal staff
• Automate and connect to most commonly used
case/document management and cost recovery
solutions
Statements made in this document are the opinions of Canon U.S.A. Canon U.S.A. does not provide legal or regulatory advice concerning customers' compliance with specific laws including, without limitation, Sarbanes Oxley,
HIPAA, GLBA, Check 21, USA Patriot Act or federal and state privacy laws. Customers should always consult with qualified counsel to determine if they are in compliance with all applicable laws.
6. Convert MS Word/Excel to PDF/PDF/A
• ShareScan/eCopy PDF Pro Office for scanning hard
copy to MS Word/Excel for creation, edit, and
conversion into PDF/PDF/A format
Easily converts MS Word/Excel files into PDF/PDF/A format
Statements made in this document are the opinions of Canon U.S.A. Canon U.S.A. does not provide legal or regulatory advice concerning customers' compliance with specific laws including, without limitation, Sarbanes Oxley,
HIPAA, GLBA, Check 21, USA Patriot Act or federal and state privacy laws. Customers should always consult with qualified counsel to determine if they are in compliance with all applicable laws.
7. Combine, Redact, and Bates Number Client Documents
• eCopy PDF Pro Office makes it quick and easy to combine
case documents
Combine various sources of content such as scanned hard copies,
electronic files, and web research, into a comprehensive case file
Statements made in this document are the opinions of Canon U.S.A. Canon U.S.A. does not provide legal or regulatory advice concerning customers' compliance with specific laws including, without limitation, Sarbanes Oxley,
HIPAA, GLBA, Check 21, USA Patriot Act or federal and state privacy laws. Customers should always consult with qualified counsel to determine if they are in compliance with all applicable laws.
8. Streamline and Automate Document Distribution
• ShareScan to streamline document distribution
Case documents can be scanned, copied, printed, faxes, emailed to a
preset distribution of attorneys, paralegals, and other legal
personnel with a one touch button
Statements made in this document are the opinions of Canon U.S.A. Canon U.S.A. does not provide legal or regulatory advice concerning customers' compliance with specific laws including, without limitation, Sarbanes Oxley,
HIPAA, GLBA, Check 21, USA Patriot Act or federal and state privacy laws. Customers should always consult with qualified counsel to determine if they are in compliance with all applicable laws.
9. Connect to Case/Document Management and Cost Recovery Solutions
• Archive client documents into case/document
management and billing/expense solutions
eCopy has connectors for case/document management such as
Autonomy iManage, Documentum, Hummingbird, and cost
recovery connectors such as Equitrac, Copitrak, and nQueue
Billback
Statements made in this document are the opinions of Canon U.S.A. Canon U.S.A. does not provide legal or regulatory advice concerning customers' compliance with specific laws including, without limitation, Sarbanes Oxley,
HIPAA, GLBA, Check 21, USA Patriot Act or federal and state privacy laws. Customers should always consult with qualified counsel to determine if they are in compliance with all applicable laws.
10. Canon/eCopy Legal Workflow Solution
Why it is important to your law firm
• Scan hard copy depositions, pleadings, and interrogatories to Microsoft
Word and Excel to edit and search
• Create searchable PDF and PDF/A at the device and desktop for submission
to the courts and for eDiscovery
• Bates Stamping documents to clearly identify client case documents during
discovery with opposing counsel
• Redact sensitive data to meet regulatory and compliance measurements
and client confidentiality
• Reduce manual process in scanning, copying, printing, emailing, and
sending legal documents to a preset distribution of attorneys, paralegals,
and other legal personnel in one combined legal specific workflow
• Connect to most commonly used Case Management, Document
Management and Cost Recovery solutions
BISG Kickoff Meeting
Statements made in this document are the opinions of Canon U.S.A. Canon U.S.A. does not provide legal or regulatory advice concerning customers' compliance with specific laws including, without limitation, Sarbanes Oxley,
HIPAA, GLBA, Check 21, USA Patriot Act or federal and state privacy laws. Customers should always consult with qualified counsel to determine if they are in compliance with all applicable laws.
Editor's Notes
Hello and welcome to the Canon and eCopy Case Preparation and Management presentation.
According to the ILTA (International Legal Technology Association) 2011 Technology Survey, Canon is used by 38% of the law firms surveyed. As you read you will determine that Canon is strong in each segment regardless of size. Whether it is a law firm with <50 or >700. ILTA Survey Numbers:Number of law firms who participated in survey = 500
According to the ILTA (International Legal Technology Association) 2011 Technology Survey, eCopy is the preferred document scanning software from a law firm’s MPF to automate their legal document workflow. Does your law firm have a scanning solution?