COMPULAW RULES INTEGRITY PROGRAM Ensuring Quality, Accuracy, and Reliability

2015 CORPORATE KICKOFF ATLANTA

2015 CORPORATE KICKOFF ATLANTA

Rules Quality Assurance Process Attorney Certification Program Rules Quality Assurance Process

2015 CORPORATE KICKOFF ATLANTA

. Highly-evolved processes built and refined over 18 years . Methodical, process driven systems ensure consistent reliability and accuracy . Documented and verifiable review process for rules creation, monitoring, updating and support.

Reducing calendaring risk with comprehensive and tested quality assurance

2015 CORPORATE KICKOFF ATLANTA • The primary purpose of using a docketing solution risk management

• The most important piece of a docketing solution is the rules. Firms are better off not using rules than using inaccurate or out dated rules.

• The accurate calculation of important legal deadlines is fundamental to avoiding missed deadlines

• A missed deadline may lead to malpractice claims, detrimental news headlines increased costs, loss of clients

• Rules are only as good as the process and people that ensure the accuracy

• The Aderant Rules Integrity Program sets the bar for rules quality, accuracy, and reliability Rules Department Overview Organizational Chart

2015 CORPORATE KICKOFF ATLANTA

Rules Department

Monitoring Attorney Group Group

Rule Rules New rules Jurisdictions Holidays updates support

89 New 627 updates Average 12 2090 140 Distinct Jurisdictions in 2014 support jurisdictions holidays added in questions/day 2014 4945 rule Rules 33,950 dates sets updated Laws Regulations Legislative action Proposed legislation Rules Attorney Certification Training

2015 CORPORATE KICKOFF ATLANTA Month Stage Requirements

1 Formal written training program Pass written tests 2 New rules creation training Manager/Peer reviewed 2 Review rules support questions and responses - 4 Rule amendment training Manager/Peer reviewed 4 Draft responses to assigned rules support Peer reviewed questions (that have already been answered) 6 Draft responses to live rules questions Peer reviewed 9 - 12 Graduation!

Ensuring quality by following establish procedures

2015 CORPORATE KICKOFF ATLANTA

Monitoring Group 1st rules attorney Monitoring Group uses software to analyzes revised learns of revised create redline version rules and marks rules of revised rules changes

2nd rules 3rd rules attorney attorney/editor enters 1st rules attorney reviews amendments changes into rules performs review of and changes and database, prints and entered changes marks anything highlights changes questionable

2nd rules Managing rules 1st and 3rd reviewing attorney/editor attorney performs Rules Attorneys meet performs quality final review prior to to discuss issues assurance review release Process Workflow Tracking

2015 CORPORATE KICKOFF ATLANTA

2015 CORPORATE KICKOFF ATLANTA • 2151 Rules Sets • 233,767 formulas • 140 distinct holidays (33,950 dates) • 1,637,478 Selectable event nodes

2015 CORPORATE KICKOFF ATLANTA Admissions/Statehood Day Dr. King Jr. Birthday/Robert E. Lee Birthday LBJ Day Robert E. Lee's Birthday Observed Alaska Day Dr. Martin Luther King Jr. Day LBJ Day Observed Rosh Hashanah Alaska Day Observed Dr. Martin Luther King Jr. Day/Inauguration Day Lee-Jackson Day San Jacinto Day All Saints' Day Easter Holiday Liberation Day San Jacinto Day Observed Arbor Day Easter Monday Lincoln/Washington Birthdays Seward's Day Battle of Flowers Day Election Day Lincoln's Birthday Spring Holiday Bennington Battle Day Emancipation Day Lincoln's Birthday Observed State Inauguration Day Bennington Battle Day Observed Emancipation Day Observed Lundi Gras Statehood Day Bunker Hill Day Epiphany Mardi Gras Statewide Court Closure Day Bunker Hill Day Observed Epiphany Observed Martin Luther King, Jr. Civil Rights Day Statewide Furlough Day Cesar Chavez Day Evacuation Day Memorial Day Texas Independence Day Cesar Chavez Day Observed Evacuation Day Observed Memorial Day/Jefferson Davis' Birthday Texas Independence Day Observed Cesar Chavez Day Observed/Good Friday Fair Day Native American Day Thanksgiving Day Christmas Day Family Day Native Americans' Day Thanksgiving Holiday Christmas Day Observed Flag Day Nevada Day Three Kings Day Christmas Eve Flag Day Observed New Year's Day Town Meeting Day Christmas Eve Holiday Furlough Day New Year's Day Observed Transfer Day Christmas Eve Observed General Election day New Year's Eve Truman's Birthday Christmas Holiday George Washington Day New Year's Eve Holiday Truman's Birthday Observed Christmas Second Day George Washington/Thomas Jefferson Day New Year's Eve Observed Veterans' Day Columbus Day George Washington's Birthday New Year's Holiday Veterans Day Columbus Day/American Indian Heritage Day George Washington's Birthday Observed Patriots' Day Veterans' Day Observed Confederate Memorial Day Good Friday Pioneer Day Veterans Day Observed Confederate Memorial Day Observed Good Friday/Prince Kuhio Day Observed Pioneer Day Observed Victory Day County Civil Rights Holiday Hillbilly Days Presidents' Day Virgin Islands Emancipation Day County Closure Furlough Holy Thursday President's Day Washington-Lincoln Day County Election Day Inauguration Day Presidents' Day/Lundi Gras Washington's Birthday County General Election Day Independence Day Primary Election Day Washington's Birthday Observed County Holiday Independence Day Holiday Prince Kuhio Day Washington's Birthday/Daisy Gaston Bates Day County Primary Election Day Independence Day Observed Prince Kuhio Day Observed West Virginia Day D. Hamilton Jackson Day Jefferson Davis Day Prince Kuhio Day Observed/Good Friday Yom Kippur Day After Christmas Holiday Juneteenth Day Puerto Rico Constitution Day Zapata County Fair Holiday Day After Thanksgiving Juneteenth Day Observed Puerto Rico Constitution Day Observed Day After Thanksgiving (Presidents' Day Observed) King Kamehameha Day Puerto Rico Discovery Day Day Before Mardi Gras King Kamehameha Day Observed Puerto Rico Discovery Day Observed Day Before Thanksgiving Labor Day Pulaski Day