ShareDo has one objective, one purpose and one focus. To manage work. It does not manage work as a by-product of being designed for a different purpose. Every line of code, every design decision and every user interaction is designed to streamline and optimise how work moves from one stage to another.
Introduction to ShareDo
View the Platform Deep Dive - ShareDoShow playlist on YouTube.
What is Work?
Given that ShareDo manages ‘work’, it is important that we define exactly what that means.
Simply put ‘work’ is any process that has a defined start point, a defined end point, and goes through any number of stages and activities between those two points.
Work does not have to be predictable—although it can be. ShareDo supports work that is artisanal and largely unpredictable, as well as work that is highly prescriptive.
The obvious unit of work within a law firm is, of course, a matter. This has a start and an end, and activities take place between the two. However, it could mean much more than that. It could also mean, for example:
- ‘Matter inception’ from the moment a potential matter is identified, we manage this as an item of work. In the case of successful onboarding, this is then automatically fed into the start of the matter management work type.
- A fee or estimate quoting system. As will be seen, the platform supports 3rd party portals and using these, a potential work type might be dealing with an existing client enquiry initiated by the client through their portal, a fee being established for that work (automatically and/or with manual intervention), that fee being submitted back to the client via the portal with the client accepting/rejecting the quote. Whilst a discrete process in its own right, this too could feed into the start of the matter management work type for accepted quotes.
- Triaging and management of ‘jobs’ (e.g. PowerPoint deck preparation, proofreading, document production etc.) to an in-house or external ‘legal delivery centre’ (for want of a better description) where discrete tasks are being managed rather than an entire matter (although these could also be sub work types of an entire matter being managed within ShareDo).
- Contract collaboration: ShareDo treats the collaborative preparation, negotiation and signature of documents as another type of work.
- Incident Management – you are not restricted in your modelling of work in any way; indeed, our in-house clients typically begin their management of work downstream from the legal work, for example, in the management of incidents.
In short, work is simply a term to describe a series of activities making up a discrete ‘unit’. However, for the majority of this proposal, unless the context specifically requires otherwise, we shall use the management of matters as our primary example, given that these represent the most common and some of the most complex work types that ShareDo is asked to manage.
Platform Overview
ShareDo has 100s of features dedicated to the management and optimisation of work.
These features are broken down into the following sections:
| CAPABILITIES | DESCRIPTION |
|---|---|
| Work Type Modelling |
At the core of ShareDo is the ability to model different types of work. Work types can vary from large complex undertakings such as M&A Matters, to relatively simple compliance tasks. The ShareDo Modeller enables you to define these work types and their associated.
See Work Type Modeler. |
| Work Management |
To manage work efficiently, ShareDo enables you to:
See Work Management. |
| Work Collaboration |
Effective legal service delivery needs effective collaboration both within your firm and across your supply chain. ShareDo provides a suite of digital tools to ensure that knowledge is shared and the right people are involved in work. Enabling you to share information, documents and other information with both internal and external parties securely. See Work Collaboration. |
| Workflow Automation |
An essential part of work management is the ability for work to be automated. ShareDo has an advanced workflow engine based around a complex event processing engine to enable you to do just that. See Workflow Automation. |
| Personas and Portals |
Digital by design, ShareDo is built around a personalisation engine. Through the Portal modeller, you configure highly personalized and optimized digital experiences for employees, clients and partners. See Personas and Portals. |
| Document Management | ShareDo integrates seamlessly with your existing Document Management System (DMS), whether that be O365, iManage, SharePoint or one of several leading DMSs. We then provide a rich set of collaboration and document management features on top of those systems, including preview, redaction, bundling, and sharing of documents. See Document Management. |
| Document & Assembly |
ShareDo provides best-in-class document and email generation capabilities, including the ability to:
|
| Email Management |
ShareDo enables you to either augment or replace Outlook as your tool of choice for email management by providing automatic filing, generation, and routing of emails together with the ability to synchronise calendars. See Email Management. |
| Matter Intake and Client Onboarding |
Through its legal plugin and solution accelerators, ShareDo provides a full set of CMI capabilities, including:
|
| Financial Management |
The platform includes extensive case accounting capabilities, enabling your case handlers to access all relevant financial information from the CMS alone. The foundation for this is a multi-segment chart of accounts that can be adjusted for your different work types. On top of this chart of accounts, ShareDo provides transaction support for:
This information can then be easily integrated with external ERP and PMS systems. See Financial Management. |
| Business Intelligence |
ShareDo promotes quality data capture through intelligent management of data quality. This information is then projected into a star schema data warehouse to enable ad hoc reporting and trend analysis. While any reporting tool can be used to visualise this information, ShareDo provides several embedded visualisations across the application called “radars” together with extensive capabilities to embed Power BI as part of the application. See Business Intelligence. |
| Compliance and Security |
Secure by design, ShareDo is based on the latest security standards and integrates seamlessly with access control providers such as Active Directory. Access to work items and PII information can be locked down and audited. GDPR processes can be managed. See Compliance and Security. |
| Solution Accelerators |
To expedite your solution implementation, ShareDo provides several solution accelerators for common user cases. These accelerators take the form of process models, work type, and workflow definitions. Accelerators are provides for a growing number of legal Matter types and processes, including CMI, Claimant / Defendant Disputes, Real Estate, Commercial Contracts and Debt. |
| Application Integration |
ShareDo provides several pre-packaged integrations for common legal applications together with an extensibility framework through which you can create more. See Application Integration. |
| Data Load & Migration |
To streamline the migration from your legacy CMS to ShareDo, there is an out-of-the-box data migration framework to facilitate the mass upload of legacy case data into the system. |