AGENDA #wkelm15 ELM15 ELM SOLUTIONS USER CONFERENCE

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AGENDAELM15#wkelm15ELM SOLUTIONS USER CONFERENCEWednesday, Oct nnect and network with industry peers at our openinglunch.1:00-1:30pWelcome from Don Schad,Interim General ManagerDon Schad, Interim General Manager, will kick off ELM15by welcoming all attendees and leading introductions.Don will share the latest developments at ELM Solutionsand give an overview of what to expect at the inauguralUser Conference.1:30-2:30pKeynote with SenatorChristopher DoddSenator Chris Dodd is a lawyer who served as a UnitedStates Senator for 30 years. Dodd was the principalauthor of the Dodd-Frank Wall Street Reform andConsumer Protection Act, crafted in the wake of one ofthe worst economic downturns in history.2:45-3:30pWhat's New in Passport?(All Products)Join us to find out about the latest features and enhancements available in the Passport Enterprise Legal Management ecosystem. This session will highlight new andvalue-added functionality for corporate legal, compliance,and insurance claims users found in the Passport platform,applications, modules, connectors, and more. You will alsolearn how to take full advantage of your Passport solutionand hear why your peers are upgrading to the latestPassport version.2:45-3:30pWhat’s New in T360?(Legal)Join us to find out about the latest features andenhancements available in the TyMetrix 360 solution.In this session, we will highlight new and enhancedfunctionality for corporate legal departments in ourT360 technology, applications, and modules and howit can provide added value to your T360 network.SESSION 1TRACKS:FORMAT:Legal/GRCInsuranceTechnical/Admin 2015 Wolters Kluwer ELM Solutions, Inc. and its affiliates and/or licensors. All rights reserved.PresentationPanelRoundtable

AGENDAELM15#wkelm15ELM SOLUTIONS USER CONFERENCEWednesday, Oct 7TimeTrackFormatTitleDescription2:45-3:30pWhat’s New in T360?(Insurance)Join us to find out about the latest features and enhancements available in the TyMetrix 360 solution. In thissession, we will highlight new and enhanced functionalityfor insurance claims organizations in our T360 technology,applications, and modules and how it can provide addedvalue to your T360 network.2:45-3:30pTaking Your ELM Solutionto the Next LevelAre you considering an upgrade from AIMS to Passport?Here’s your opportunity to hear from fellow customerswho have successfully made the move. Our panel, whichwill also include implementation experts from both ELMSolutions and our partners, will share their experiencesand insights on preparation, implementation, and changemanagement to help you maximize success.3:45-4:15pPassport Roadmap Review(All Products)Join us as we share what ELM Solutions has planned toenhance the Passport ecosystem for Legal and GRC users.This session will provide an overview of the productroadmap for future Passport capabilities.3:45-4:15pT360 Roadmap Review(Legal)Hear what ELM Solutions has planned to improve andenhance the corporate legal experience in TyMetrix 360 .This session will provide an overview of the productroadmap for future T360 capabilities.3:45-4:15pT360 Roadmap Review(Insurance)Join this session to learn what ELM Solutions has plannedto improve and enhance the insurance claims experience inTyMetrix 360 . This session will provide an overview of theproduct roadmap for future T360 capabilities.SESSION 1SESSION 2TRACKS:FORMAT:Legal/GRCInsuranceTechnical/Admin 2015 Wolters Kluwer ELM Solutions, Inc. and its affiliates and/or licensors. All rights reserved.PresentationPanelRoundtable

AGENDAELM15#wkelm15ELM SOLUTIONS USER CONFERENCEWednesday, Oct g Outside CounselDiversityAs more companies recognize that embracing diversity isgood business, Legal is in a great position to help take thelead towards making a meaningful and positive impact insupport of this important initiative. For the legal department itself, a key component of any diversity initiative is itsoutside counsel relationships. In this session, panelistsrepresenting both corporate Legal and outside counsel willdraw on their experiences to discuss best practices forcreating and implementing successful diversity programs.4:30-5:15pStreamline Your DocketingDocketing and calendaring is a critical function in any legaloffice, but especially crucial when managing the high volumeof cases typical with insurance claims defense. Join us tolearn about the new Passport eDocketing Module and howit can help you significantly increase staff efficiency andreduce the risk of missed deadlines and court dates.4:30-5:15pDriving Efficiency & CostSavings Using 3rd-PartyBill ReviewThe invoice review process is a key area of opportunity forclaims organizations to improve operations and bettermanage costs. With this in mind, many companies look to athird-party bill review provider for assistance. In thissession, hear how companies are successfully partneringwith third-party legal bill review experts, as well asleveraging the TyMetrix 360 Third-Party Bill Review andInvoice Appeals Modules to expedite the movement ofinvoices through the process – including any appeals – toachieve time savings and better cost control, as well asreduce friction with legal service providers.4:30-5:15pPreparing for Key Changesto Desktop TechnologiesJoin us to find out about the latest features and enhancements available in the TyMetrix 360 solution. In thissession, we will highlight new and enhanced functionalityfor insurance claims organizations in our T360 technology,applications, and modules and how it can provide addedvalue to your T360 network.SESSION 3TRACKS:FORMAT:Legal/GRCInsuranceTechnical/Admin 2015 Wolters Kluwer ELM Solutions, Inc. and its affiliates and/or licensors. All rights reserved.PresentationPanelRoundtable

AGENDAELM15#wkelm15ELM SOLUTIONS USER CONFERENCEWednesday, Oct n - Exhibit HallCelebrate the first day of ELM15 with cocktails andconversations at our evening reception. Network with yourpeers and share your learnings from the opening day. Visitthe exhibit booths to learn more about ELM Solutions and ournetwork of partners.7:00-9:00pDinnerWe invite you to an evening at Palm Grove with gorgeousviews of the McDowell Mountains and breathtaking desertvistas of Arizona. Enjoy an evening of divine food, greatpeople and unlimited stars.TitleDescription7:00-8:30aBreakfastConnect and network with industry peers at our breakfast.8:30-9:30aKeynoteComing soon.9:45-10:30aImproving the ROI of YourELM InvestmentAre you getting all that you can from your ELM technology?In this session you’ll learn from the ELM Solutions ServicesTeam how we can help you evaluate your legal operationsand technology utilization in light of industry best practices,and identify opportunities for process and system improvements to optimize legal operations and maximize thebenefits of your technology investment.9:45-10:30aExpanding Passport Valuew/ the Designer TKHear from your peers about the unique and innovative waysthey have used the Passport Designer Toolkit to configureand extend Passport to better serve their organization’sspecific business needs.Thursday, Oct 8TimeTrackFormatSESSION 4TRACKS:FORMAT:Legal/GRCInsuranceTechnical/Admin 2015 Wolters Kluwer ELM Solutions, Inc. and its affiliates and/or licensors. All rights reserved.PresentationPanelRoundtable

AGENDAELM15#wkelm15ELM SOLUTIONS USER CONFERENCEThursday, Oct 8TimeTrackFormatTitleDescriptionExpanding the Value ofT360 ReportingLearn about the extensive library of supplemental reportsavailable with TyMetrix 360 – developed for clients by ourCustom Analytics team – that can help you to continuematuring your reporting and business intelligence capabilities and provide additional value to your business users.10:45-11:30aGoing Global with Matter& Spend Mgmt: LessonsLearnedMany legal departments are considering expanding theiruse of legal matter and spend management beyond the US.The rollout of these systems across a department’sgeographic locations offers many potential benefits, butthere are special challenges that must be addressed as well.Our panel of legal department leaders and technologyexperts will share their experiences and suggest bestpractices to tackle the challenges and reap the rewards ofglobal deployment.10:45-11:30aWork Smarter: UsingPassport on-the-GoIn this session we will provide an in-depth look at PassportMobile, our solution that offers users on-the-go access totheir ELM solution. Come learn and ask questions aboutPassport Mobile and discover how it can help your businessusers work more efficiently.10:45-11:30aTips & Tricks for EffectiveT360 AdministrationRoundtable discussions during the lunch hour will begrouped by industry, role, location, etc., discussing bestpractices on key topics.11:30-1:00pLunchRoundtable discussions during the lunch hour will begrouped by industry, role, location, etc., discussing bestpractices on key topics.SESSION 49:45-10:30aSESSION 5TRACKS:FORMAT:Legal/GRCInsuranceTechnical/Admin 2015 Wolters Kluwer ELM Solutions, Inc. and its affiliates and/or licensors. All rights reserved.PresentationPanelRoundtable

AGENDAELM15#wkelm15ELM SOLUTIONS USER CONFERENCEThursday, Oct le: Value of anELM EcosystemJoin us for an interactive session on the future of EnterpriseLegal Management. Share your feedback on the ELMSolutions vision and your thoughts on what an ELMecosystem should look like. What are your priorities? Whatare the key elements? Who are the key players? What roleshould ELM Solutions play?1:00-1:45pTips & Tricks for Buildingan ELM EcosystemThis session is designed to provide administrators with thetop things they need to know to most effectively administerthe Passport ecosystem. Learn best practices from ELMSolutions experts and come prepared with your ownquestions or tips to share with peers.1:00-1:45pTips & Tricks for EffectiveAIMS AdministrationThis session is designed to provide administrators with thetop things they need to know to most effectively administeryour AIMS solution. Learn best practices from ELMSolutions experts and come prepared with your ownquestions or tips to share with peers.2:00-2:45pAFA Successes & PitfallsAlternative fee arrangements can take many forms andrequire the right approach to yield benefits for both corporatelegal departments and outside counsel. Join other conferenceparticipants from both of these groups for an interactivesession on what works and what doesn’t when implementingalternatives to the hourly rate model for compensating legalservices.2:00-2:45pCurrent Trends inLitigation ManagementEarlier this year, ELM Solutions partnered with CLM tosponsor the 2015 CLM Litigation Management Study, asurvey of chief claims and chief litigation officers. Join ELMSolutions team members, as well as our partners, your fellowcustomers, and outside counsel, for a discussion of the topfindings and trends from this survey.SESSION 6SESSION 7TRACKS:FORMAT:Legal/GRCInsuranceTechnical/Admin 2015 Wolters Kluwer ELM Solutions, Inc. and its affiliates and/or licensors. All rights reserved.PresentationPanelRoundtable

AGENDAELM15#wkelm15ELM SOLUTIONS USER CONFERENCEThursday, Oct 8TimeTrackFormatTitleDescriptionOptimize Your ELMInvestment: Taking YourSolution beyond the LegalDepartmentHave you ever considered leveraging your legal matter andspend management solution beyond the legal/claimsdepartment to increase the return on your ELM investment?Learn how the ELM Solutions Professional Services Grouphas helped clients extend the core capabilities of their ELMsystems to support other areas of the enterprise, such asHR, helpdesk, hotlines, and more.3:00-3:45pCase Study: EnhancingPanel ManagementPracticesThis session is designed for legal and claims departmentsready to take their panel management practices to the nextlevel. Learn how you can hone your panel managementpractices and apply these practices beyond law firms toother types of vendors, as well as to service providersoutside the US. You’ll also hear how technology can beleveraged to support next generation panel managementpractices and optimize matter assignment to the rightservice provider.3:00-3:45pGetting the Data You Needfrom PassportThis session offers practical tips and tricks to help youoptimize the reporting and business intelligence capabilitiesavailable with Passport. Learn best practices for gettingdata and analytics from your system to efficiently respondto your business users’ needs for information and insight.3:00-3:45pGetting the Data You Needfrom T360This session offers practical tips and tricks to help youoptimize the reporting and business intelligence capabilitiesavailable with T360. Learn best practices for getting dataand analytics from your system to efficiently respond toyour business users’ needs for information and insight.SESSION 72:00-2:45pSESSION 8TRACKS:FORMAT:Legal/GRCInsuranceTechnical/Admin 2015 Wolters Kluwer ELM Solutions, Inc. and its affiliates and/or licensors. All rights reserved.PresentationPanelRoundtable

AGENDAELM15#wkelm15ELM SOLUTIONS USER CONFERENCEThursday, Oct 8TimeTrackFormatTitleDescription4:00-4:45pHealth Check: AuditingYour Firms’ BillingPractices to OptimizeSpend ManagementIn this session, you’ll hear from the ELM Solutions CustomAnalytics team about a service and report offering designedto help you spot – and stop – bad billing practices. Learn theten most common poor or unusual billing practices and howyou can identify the timekeepers who are the most frequentabusers of one or more of these practices – information thatwill enable you to take corrective action and optimize yourspend management program.4:00-4:45pStaff Counsel Operations:Risks & RewardsAccording to a recent CLM survey, although only about aquarter of insurers that responded maintain staff counseloperations, those that do appear quite satisfied with theirstaff counsel performance. For example, 90% believe thatthe use of staff counsel is more efficient than outsidecounsel. Where does your organization stand on the use ofstaff counsel? Join ELM Solutions team members and fellowconference participants for a discussion of the pros andcons of using staff counsel for litigated claims.4:00-4:45pGetting the Data You Needfrom AIMSThis session offers practical tips and tricks to help youoptimize the reporting and business intelligence capabilitiesavailable with AIMS. Learn best practices for getting dataand analytics from your system to efficiently respond toyour business users’ needs for information and insight.5:30-10:00pOffsite EventWill be announced at ELM15SESSION 9TRACKS:FORMAT:Legal/GRCInsuranceTechnical/Admin 2015 Wolters Kluwer ELM Solutions, Inc. and its affiliates and/or licensors. All rights reserved.PresentationPanelRoundtable

AGENDAELM15#wkelm15ELM SOLUTIONS USER CONFERENCEFriday, Oct tConnect and network with industry peers at our breakfast.SESSION 108:30-9:15aImproving Synergybetween Legal & GRCTeamsIn-house counsel play a critical role in fulfilling theobjectives of an organization’s governance, risk, andcompliance (GRC) program. This panel will discuss howincreasing compliance challenges are impacting the waysthat corporate Legal and GRC teams collaborate and howtechnology can enable these business functions to meettheir common goals and reduce risk.8:30-9:15aDriving Success with Data:Successfully Defining &Measuring LitigationManagement KPIs“If you can't measure it, you can't manage it.” Our ELMSolutions legal analytics experts will lead thisinteractive session to look at the metrics that can bemost useful in understanding and evaluating litigationmanagement performance.8:30-9:15aEvolving the PassportSecurity Architecture(review of architecure /security for new mobileand Collaboration Portal /interactive collaboration)New enhancements to the Passport ecosystem, suchas our mobile solution and the new interactivecollaboration capabilities of the Passport Collaboration Portal, call for changes in the Passport technicalarchitecture and security model. Learn from the ELMSolutions Engineering team all the pertinent facts onthis evolution and its impacts.SESSION 11Putting Big Data to Workin Legal9:30-10:15aThere’s a continuing interest in understanding how the legalindustry can most effectively leverage Big Data – whether ina corporate legal or insurance claims defense setting. Learnfrom our panel of technology, legal operations, and law firmpricing experts about trends in the use of legal analytics anddata, as well as practical use cases, to improve businessperformance and achieve better alignment between clientorganizations and their service l/Admin 2015 Wolters Kluwer ELM Solutions, Inc. and its affiliates and/or licensors. All rights reserved.PresentationPanelRoundtable

AGENDAELM15#wkelm15ELM SOLUTIONS USER CONFERENCEFriday, Oct 9TimeTrackTitleFormatDescriptionSESSION 119:30-10:15aTake Your ELM Ecosystemto the Next Level: BestPractices and Tools forExtending & IntegratingPassportHear from ELM Solutions Engineering team experts as theydiscuss how to successfully leverage the Passport DesignerToolkit and web services API to extend and integratePassport technology. Whether you’re looking to takePassport beyond core legal matter and spend management,claims defense, and GRC functions, or to more seamlesslyintegrate your ELM ecosystem, this session is for you.10:30-11:30aClosing CommentsThe ELM leadership team will summarize ELM15 anddiscuss key takeaways and next min 2015 Wolters Kluwer ELM Solutions, Inc. and its affiliates and/or licensors. All rights reserved.PresentationPanelRoundtable

available with TyMetrix 360 - developed for clients by our Custom Analytics team - that can help you to continue maturing your reporting and business intelligence capabili-ties and provide additional value to your business users. Expanding the Value of T360 Reporting 9:45-10:30a Many legal departments are considering expanding their