WHAT THE TRUSTED TRUST

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60,000 law firms using tracker1,300 corporate clients globally98%annual retention rateWHAT THETRUSTED TRUSTThomson Reuters Legal TrackerThe #1 system for matter management,e-billing performance, and analytics1

MEETING THE COMPLEXNEEDS OF CORPORATELEGAL DEPARTMENTSIn recent years, corporate legal departments have become less immune tothe economic ups and downs that enterprise companies face. Many insidelegal teams are tasked with the challenge to control costs while still improvingproductivity and profitability. Inside pressures are requiring them to accomplishmore with less.To help meet these challenges, many successfulin-house legal departments have turned to automatedmatter management and e-billing solutions. Theunderlying goals of adopting such systems are tobetter track costs, help control matters, improvecommunication, and provide greater insight thatleads to a greater bottom line.Unfortunately, most of the solutions out there don’tmeet the needs of a large, global, and complexbusiness. As time goes on, legal departments findthemselves left with a myriad of challenges insteadof the success they banked on. The challenges can be: Long and incomplete implementations that don’tallow legal departments to fully utilise the systemnor get complete visibility into their legal workand spending Market consolidation that forces them into systemsand pricing that they did not buy or plan for Pricing increases with no warning Overly customised systems that make workflowsand reporting too complex and unreliable to useThomson Reuters Legal Tracker can meet the needsof your legal department’s complicated and multilayered challenges. Tracker puts you in control withmatter management that’s easy; offers streamlined,integrated e-billing; and provides real-time analyticsbased on the largest repository of legal spend datain the industry. With a modernised user interface,Tracker provides you with instant access to theinformation you need and the ability to organise andanalyse everything—from documents to deadlines,billings to budgets, and pricing to profitability—thatyou need to view in order to make strategic decisions.In short, it’s the comprehensive solution you need tostay nimble through growth and changing times.“ It became the backbone ofour entire management systemfor the legal department.”Legal Tracker is the world’sleading legal mattermanagement, e-billing,and legal analytics systemdesigned for corporatelegal departments. Trackerhas been recognizedby the HBR ConsultingAnnual Law DepartmentSurvey, the Best of theNational Law Journal,and the Corporate LegalOperations Consortium(CLOC) State of theIndustry Survey as aleading solution for legalmatter managementand e-billing.Jeff CarrSenior Vice President, General Counsel, Retired,FMC Technologies Unavailable, unresponsive, or untrained supportfrom current providers3

LEGAL TRACKER BYTHE NUMBERSThe highest-rated andmost widely used mattermanagement, e-billing,and analytics platform.21,300 companies60,000 law firms192 countries2018 HBR & NLJ Surveys, and most-usedby CLOC2 “ Tracker handlesthe complexitiesof internationale-billingseamlessly.”Sam BernsteinLegal Operations,Amazon.comTHE GLOBAL ENTERPRISE SOLUTIONAN INTERNATIONAL PRESENCERated as the #1 e-billing and matter managementsystem, Legal Tracker is the solution for enterprisecompanies worldwide. In fact, 120 of the Fortune500 and 250 of the Fortune 1000 are already usingLegal Tracker to take complete control of their entirelegal landscape. And, with more than 1,200 legaldepartment clients, the most of any single competitorin the space, Legal Tracker is the highest rated andmost widely used system of its kind.Most of today’s large companies don’t have borders,and their inside and outside counsel work fromvarious offices around the globe. With users in 192countries Legal Tracker is no different. What doesthat mean for you? It means that we understandinternational business, and we provide the featuresyou need for success globally. Tracker has featuresthat allow for the tracking and collection of VAT,GST, and other tax types used internationally. Andconfigurable features allow your legal departmentto manage various currencies around the globe.THE THOMSON REUTERS ADVANTAGELegal Tracker is part of Thomson Reuters, theworld’s leading source of news and information forprofessional markets. The business has operated inmore than 100 countries for more than 100 years,with 65 years of serving the legal industry.With Thomson Reuters backing and investment,Tracker clients can be confident they’re receivingthe intelligence, technology, and expertise theyneed to find the solutions and answers tosuccessfully compete.legaltracker.comNot only do we provide the global features yourbusiness needs, but we also provide the support.With our clients located in numerous countriesand time zones, we provide worldwide support forour clients. Wherever your business is, we willsupport you.

MATTER MANAGEMENT MADE EASYTracker integrates document and matter managementseamlessly and effortlessly. It replaces paper,spreadsheets, and other databases with electronicdata that’s searchable, reportable, and always upto date. So say goodbye to paperwork and hello toproductivity. Now you can have all the data you need—including documents, deadlines, billing, budgets,pricing, and profitability—right at your fingertips. Nomore wasted time, lost data, or missed dates.Use your customised Tracker Dashboard for instantaccess to every aspect of every matter Easily organise, prioritise, utilise, analyse, share, andcompare data internally and with your outside firms Store electronic documents in any file format inTracker or link to a network, URL, or third partydocument management system Organise contracts and related documents intocustomisable online files with controlled access Streamline the intake and assignment processEFFORTLESS, INTEGRATED E-BILLINGLegal Tracker can help take the guesswork out ofinvoicing. Its e-billing system is seamless, integratedwith your accounts payable department, so invoicingbecomes virtually automatic. Easily and securelymanage invoices in any electronic format from 100%of your firms worldwide.The result is less paper, less problems, and less workfor you. You can enforce rates, expense compliance, and allbilling guidelines Eliminate paper approval processes Automatically or manually enforce timekeeperrates, expense compliance, and other billingguidelines Receive over-budget spending alerts for month,fiscal year, life of matter, or phaseREADY FOR ATLERNATIVE FEEARRANGEMENTSWhen it comes to most effective outside counselcost control strategies, adopting alternative feearrangements (AFAs) are at the top of the list.Many Tracker customers are rapidly transitioningaway from the hourly fee model to a fixed or valuebased agreement with their firms. With Tracker, youcan easily create and assign an array of differentalternative fee structures at the matter level andeven create multiple fee arrangements for multiplefirms on a single matter. Select between strict orflexible cost controls on AFA matters, quickly identifythe total financial picture of an AFA in a single view,and combine multiple matters into a portfolio—aneffective way to manage large bodies of legal workfor a single fixed fee. Whether your organizationis considering AFAs now or already utilizing themfor a majority of your matters, Tracker can help youmanage, account, audit, and report on AFAs.5

Visualise your legaldepartment’s criticalmetrics in real time andgenerate detailed reportsthat demonstrate the valueof the legal department tothe C-suite.Instantly benchmark therates paid by your legaldepartment compared topeers in your industry orgeographic location.WORLD’S LARGEST SOURCE FOR ANALYTICSAs the only matter management and e-billingsolution that delivers non-survey or extrapolatedanalytics data based on more than 73B in approvedlegal spend, Tracker gives you the metrics you needto make data-driven decisions. Tracker aggregatesthe business data from hundreds of corporate legaldepartments and thousands of law firms to provideyou with data that is significant, accurate, andcurrent. You can then filter that data to view theinformation that’s most relevant to your businessneeds. These analytics based on global data helpyou measure your legal department’s and outsidecounsel’s performance, benchmark rate comparisons,and review spend and budget guidelines.legaltracker.com Evaluate the progress, strengths, and opportunitiesfor improvement in the business and processaspects of your legal department Analyse trends and dig deep to understandchanges in your department and selected indexesover time using data from the past eight years Examine how efficiently and effectively yourdepartment is managing its operations and itsrelationships with legal firms Analyse your law firm portfolio and assess theperformance of your firms to aid in discussionsaround critical issues such as timekeeper rateincreases, unnecessarily drawn-out litigation,or staffing inefficiencies

SECURITY YOU CAN COUNT ONWe understand the extreme importance of ensuringyour legal department data is secure. We don’ttake this lightly and are committed to the utmostprotection of our clients’ data. We’ve put a numberof safeguards in place to protect your data: The first and only legal matter managementand e-billing provider to be SOC 2 Type II andSOC 3 audited Network protection on several levels, includingthe use of firewalls, multiple layered networks,authentication requirements, intrusion detectionsystems, and encryption Annual third party vulnerability threat assessments Uniquely provisioned databases for each clientmeans there is no potential for commingling ofyour legal data, unlike some of our competitors.Commingling of data can result in other companiesbeing able to see your company’s data whenpulling reports on legal matters, and your companymight not be able to retrieve its legal matter data iftransitioning off that system in the future.Tracker is built upon the principle of permissions, sousers can only see the data to which they have beengranted access. In addition, customers connect toTracker via an HTTPS session that is secured with256-bit encryption certification, thereby enforcingencryption of data in transit. The bottom line is:your data is safe with Legal Tracker. State-of-the-art colocation facilities that are SOC 2Type II certified7

The Legal Tracker dashboardis highly configurable andallows you to easily reviewand evaluate the metricsthat are most important toyou immediately upon login.CONFIGURED TO MATCHYOUR LEGAL DEPARTMENTLegal Tracker is a highly configurable systemdesigned to work the way you work. Each user has aunique Tracker dashboard with multiple views thatcan be individually tailored to meet specific needs.With more than 100 best practice metrics that can bedisplayed and the ability to select from pre-configuredchart types, users can quickly visualise the metricsthat matter most to them.Greater options meet enterprise demandsIn response to requests from many of our clients, we’verecently added even greater flexibility in the system tobetter serve the needs of our enterprise-sized clients.Additional configuration options include more customfields, invoice and budgetary workflows, timekeeperrate tracking, approval workflows, and more. Custom fields – Capture the information you needwithout breaking the Tracker workflows with morethan 100 custom fields Custom invoice and budgetary workflows –Accommodate your complex needs with invoiceapproval workflows and ensure the right peopleare reviewing and approving budgets on matterslegaltracker.com Standard and custom task code spend tracking –Track the work being performed by outside counselto the individual task level using standard UTBMStask codes. Tracker also allows you to create acustom task code set, which allows for even morespecific task level tracking. Timekeeper rate and rate increase tracking andauditing – Approve all of your firms’ timekeeperrates at one time with the Tracker TimekeeperRate Review functionality Expense guideline audits – Set the expenseguideline limits based on your specific terms andmatch the audit treatment of the invoice to yourdesired outcome Alternative fee arrangements (AFAs) – Easilycreate and manage an array of alternative feearrangements at the matter level; group, audit,and report on those AFAs at any time Conditional fields – Create your own conditionalrules to be applied to new matters and pre-populatematter fields based on configurable criteria

INTEGRATED WITH YOUR SYSTEMSLegal Tracker was built by lawyers for lawyers, sowe know how you work and what you need in orderto remain productive. That’s why we built Trackerto integrate with your existing infrastructure—notcompete with it. From invoicing to emailing, the toolsyou use every day work together with Tracker, so yourlegal workflows become as seamless as possible.These vital system integrations can help eliminateduplication, boost productivity, and save time acrossyour entire organisation.Built-in connectivity and convenience Integrate with your company’s AP, IP, ERP, andother systems Integrate your on-premises single sign-on andidentity systems Integrate with legal hold and data preservationsystemsYou can seamlessly connect your AP, IP, and ERPsystems to Tracker to ensure invoice data is sentback and forth automatically and exchange ratesare updated regularly. In addition, spending amountsare reconciled quickly, and outside firms can checkon their invoices easily. The Legal Tracker Add-in forMicrosoft Office securely extends Microsoft Outlook functionality. Copy Outlook email messages andattachments directly into Tracker and quickly createor clone matters.Accounting Code IntegrationWe know how error-prone the manual entry ofaccounting codes can be. Our Accounting CodeIntegration service was developed to help eliminateinvalid entry codes and substantially reduce erroneouscodes. Subscribers of this service can count on currentaccounting codes, improved user productivity, moreaccurate reporting, and time and money savings.Quickly create mattersand review pendinginvoices right from insideMicrosoft Outlook withthe Legal Tracker Add-in.Need a customintegration?No problem. Our expertscan customize yourTracker integrations toyour specifications. Gmail extension eliminates the need to transition toTracker for certain workflows Tracker Service of Process module offers anintegrated, audited system for managing all ofyour service of process activities9

UNMATCHED SERVICE AND SUPPORTOur Legal Tracker Professional Services team isalways here for you. They all know the system insideand out. The team includes lawyers, financialexperts, and IT professionals, so they understandyour unique challenges and needs and can help youget the most value from your Tracker investment.You can turn to this team for a full range of services,including data migration, onboarding, integrations,report services, system optimization, training, bestpractices, and more.“ They truly have extended customerservice beyond imagination. There isan answer for everything. There is atool for everything. There is a personfor everything.”Jennifer VandersmissenLegal Program Manager, Maxim IntegratedTRACKER IS THE CHOICE OF YOURLAW FIRMSWith more than 50,000 firms and vendors alreadyusing Tracker, new clients often find that 85% to 95%of their firms are already using Tracker, making thetransition to Tracker even easier.legaltracker.com

“With the tools and the knowledgethat Legal Tracker provided, it reallymade the process easy. All told, itreally only took us eight weeks toimplement, which shocked us.We’ve never experienced that.”Brian SistermanTarget Legal OperationsIT’S EASY TO MAKE THE SWITCH TO TRACKERWe have a long history of effectively transitioningcompanies—including many Fortune 500 companies—from other systems to Legal Tracker. Whether youhave 400 or 40,000 matters, we make the transitionas simple as possible. With a 99.5% implementationsuccess rate, 99.9% system uptime rate, and a 98%client retention rate, we think the numbers speakfor themselves.As a SaaS-based product, there is no complicatedsoftware to buy or learn. The average implementationlasts just three to five months, and training typicallytakes only 15 to 90 minutes, depending on the levelof use. There is no upkeep or IT involvement needed.It’s simple and intuitive, and you can count on ourindustry-leading experts to be with you through everystep of implementation and training.To arrange a demonstration of Thomson ReutersLegal Tracker, please contact one of our solutionspecialists:Visit legal-solutions.co.uk/legaltrackerEmail legaltracker.info@thomsonreuters.com11

Legal solutions from Thomson ReutersThomson Reuters is the world’s leading source of news andinformation for professional markets. Our customers rely onus to deliver the intelligence, technology and expertise theyneed to find trusted answers. The business has operated inmore than 100 countries for more than 100 years. To learnmore about legal solutions from Thomson Reuters, pleasevisit legal-solutions.co.uk 2020 Thomson Reuters TR959998/01-20

e-billing performance, and analytics WHAT THE TRUSTED TRUST 60,000 law firms using tracker 1,300 corporate clients globally 98% annual retention rate. 3 MEETING THE COMPLEX NEEDS OF CORPORATE . and analytics platform.2. 5 MATTER MANAGEMENT MADE EASY Tracker integrates document and matte