TORRANCE, Calif., August 24, 2010 – LiveOffice, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, today announced it has once again made the Inc. 5000 list, a prestigious recognition for the fastest-growing private companies in America. LiveOffice attributes the placement to its four-year growth rate of 108 percent, which is largely the result of increased interest in LiveOffice Personal Archive as well as new product introductions, such as LiveOffice Social Archive and LiveOffice SharePoint Archive.

As Jane Berenston, editor of Inc. magazine notes in the September issue, “Growing at all during these past few years of recession, frozen credit, uncertain markets, and depressed business and consumer spending is noteworthy. Growing fast verges on incredible.” LiveOffice’s growth during the economic downturn illustrates the value of software-as-a-service (SaaS) applications, such as LiveOffice archiving solutions, to businesses of all sizes. With the SaaS delivery model, end users benefit from access to enterprise-class software, while IT departments (and their budgets) benefit from a fixed monthly pricing model that makes it easy to add and remove users as needed.

“Receiving this recognition three years in a row is a great honor and a testament to the increasing demand for cloud-based email archiving, compliance and continuity services among businesses,” said LiveOffice CEO Nick Mehta. “I am extremely proud of our team’s dedication to continuously evolve our product roadmap to meet client and industry requirements, while also providing outstanding customer service. Our placement on this list also provides us with the perfect opportunity to extend a sincere ‘thank you’ to our thousands of clients nationwide for helping us sustain our leadership position in the hosted archiving industry.”

The Inc. 5000 list represents the most comprehensive look at the most important segment of the economy—America’s independent-minded entrepreneurs. The 2010 Inc. 5000 is ranked according to percentage revenue growth from 2006 through 2009. To qualify, companies must have been founded and generating revenue by March 31, 2006. Additionally, they have to be U.S.-based, privately held, for profit and independent—not subsidiaries or divisions of other companies—as of December 31, 2009. Revenue in 2006 must have been at least $200,000, and revenue in 2009 must have been at least $2 million. The top 10 percent of companies on the list comprise the Inc. 500, now in its 29th year.

TORRANCE, Calif., August 23, 2010 – LiveOffice, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, today announced that the Los Angeles Dodgers have deployed LiveOffice Discovery Archive, LiveOffice Email Continuity, LiveOffice Personal Archive and LiveOffice Personal Archive for BlackBerry to replace an outdated backup system and time-consuming process to retrieve lost or deleted emails.

While the players are front and center in the public eye, there are hundreds of people behind the scenes that help the Dodgers franchise operate, including a small group of IT professionals dedicated to ensuring the team’s technology and communications mechanisms run smoothly. They support 300 users spread across four different offices throughout the U.S. and Asia as well as a scouting community throughout the world. The organization’s backup system needed an upgrade to meet vital business continuity and disaster recovery needs.

“We are in the middle of an earthquake zone and work in a 50-year-old building,” said Ralph Esquibel, director of technology for the Los Angeles Dodgers. “Having a disaster recovery and business continuity solution in place is essential.”

“I was a little bit hesitant at first to outsource any type of computing,” recalls Esquibel, “but I quickly learned that it is a definite value-add. We have a very small IT team, and outsourcing has worked out well for us. It’s very easy to use and saves us a lot of time.”

Esquibel evaluated a number of vendors to support his archiving needs. Although he considered leveraging local appliances, he ultimately decided there was “no benefit to having it [the archive] locally.”

Esquibel and his team are seeing significant improvements in their day-to-day work. “Backup and restores of email are instant now,” said Esquibel. “I can just logon to the site and restore an email someone may have inadvertently deleted–it just takes seconds–before it took 30 minutes.”

Secondly, the reliable backup is also helping his team rest easier. “The peace of mind is huge,” said Esquibel. “Having an external snapshot of our email environment helps us sleep very well at night.”

TORRANCE, Calif., August 12, 2010 – Today as the BlackBerry® Torch debuts, LiveOffice, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, announced that its LiveOffice Personal Archive for BlackBerry app supports the newest addition to the BlackBerry family. The app provides users with unlimited archive storage for emails, attachments, SMS and PIN-to-PIN messages as well as call logs. Users also have unlimited search and unlimited access to messages – even if their primary email platform is down.

“Today’s mobile workforce depends on always-on access to email. It’s a simple fact – BlackBerry users can’t live without their email,” said Steve Buccola, director of product management at LiveOffice. “Personal Archive for BlackBerry is a great tool for mobile warriors, because it gives them unlimited storage, unlimited search and unlimited access to their email, even if their Microsoft Exchange Server or BlackBerry Enterprise Server is down.”

With this new BlackBerry offering, LiveOffice customers get:

• Advanced Search Capabilities: Personal Archive for BlackBerry gives end users virtually unlimited mailboxes on their devices. With access to emails, attachments, SMS and PIN-to-PIN messages, end users can perform advanced searches to find any message they send or receive. Since all messages sync in the archive, they are also searchable via users’ Personal Archive folder in Microsoft Outlook or IBM Lotus Notes.
• Uninterrupted Access to Messages: Email’s status as the number-one communication and collaboration tool in the office means that professionals have no tolerance for outages, especially when they are relying solely on their BlackBerry devices. Working as a backup and continuity solution for email, Personal Archive for BlackBerry enables customers to continue sending and receiving messages, even when their primary email platform (hosted or on-premise) is unavailable.
• Better Legal Discovery Preparedness: LiveOffice is the first archiving company to provide customers with a single solution for archiving emails as well as the most commonly used BlackBerry file types. As a result, customers are able to better prepare for legal discovery requests by ensuring that all messages, attachments and call log files are indexed and stored in a central repository. This functionality means that approved personnel can access individual archives or the company-wide archive anytime to retrieve messages that are part of a legal investigation or compliance audit.

Pricing and Availability

LiveOffice Personal Archive for BlackBerry is available now as an add-on to LiveOffice Personal Archive for a flat per user, per month fee. For more information, contact LiveOffice.

“The number of technology resellers, distributors and OEMs looking to enhance their portfolio of cloud-based services with LiveOffice has increased exponentially in the last year,” said Nick Mehta, CEO of LiveOffice. “As a result, we’ve significantly scaled our business to meet the growing demands of the partner channel, while ensuring that we still provide our existing clients with the best service levels possible. Our research and development efforts are focused on providing our partners with the tools they need to successfully sell archiving services and increase their margins on the cloud services they offer.”

Second quarter partner highlights include:

• Intermedia Partner of the Year: The world’s largest Hosted Exchange provider, Intermedia, named LiveOffice its partner of the year during its annual partner summit earlier this year. Together, the companies are the first to offer fully integrated cloud email archiving services with Hosted Exchange 2010.
• 100+ Customers Archiving from Microsoft BPOS: LiveOffice sold and implemented its cloud archiving solution to more than 100 BPOS customers during the past nine months, increasing the differentiation and value of each deal for BPOS resellers, while providing end users with advanced compliance, legal discovery and continuity capabilities.

LiveOffice is also helping organizations expand the use of social media while addressing compliance concerns. Second quarter social media highlights include:

• Socialware Partnership: Socialware provides LiveOffice users with the ability to pre-review and route social networking activity through their existing compliance workflow within LiveOffice AdvisorMail, while automating enforcement of social media archiving policies throughout their entire organizations.
• linkedFA Partnership: linkedFA is the first social networking site designed specifically for financial professionals to communicate with investors and peers in a fully compliant and secure environment. A multiyear strategic partnership with LiveOffice helps linkedFA streamline financial professionals’ regulatory compliance process by enabling preapproval and archiving of social media posts and RSS feeds.

Other second quarter company highlights include:

• Expanded Presence in EMEA: During the second quarter, LiveOffice opened its newest ISO 27001-2005-certified data center in Amsterdam, the Netherlands, expanding operations and creating new opportunity for its existing European partners. As a result of the added services available in the region, LiveOffice welcomed numerous new partners in EMEA during the quarter.
• Support for the Electronic Discovery Reference Model Extensible Markup Language Standard (EDRM XML): The EDRM XML standard provides a uniform format for the exchange of content and metadata between different applications, systems and organizations involved in the e-discovery process. This new functionality enables approved IT and legal personnel to seamlessly export messages from LiveOffice Discovery Archive to e-discovery solutions from Clearwell Systems, CT Summation, FTI Technology and iCONECT, streamlining discovery workflow, reducing labor costs and expediting the e-discovery process.
• Launch of Centralized Download Manager for E-Discovery: The ability to export data from Discovery Archive for further review and analysis is critical for approved system administrators. Discovery Archive’s new Centralized Download Manager expedites this process by enabling approved personnel to easily monitor and track what data has already been downloaded as well as the status of any pending requests. In addition, reviewers are automatically notified when a requested data set is ready for download.
• Ernst & Young Entrepreneur of the Year® 2010 Award Finalist: CEO Nick Mehta was recently named a finalist for the Ernst & Young Entrepreneur of the Year ® 2010 Award in the Greater Los Angeles Area. According to Ernst & Young LLP, the awards program recognizes entrepreneurs who demonstrate extraordinary success in the areas of innovation, financial performance and personal commitment to their businesses and communities.

Torrance, Calif. and Austin, Texas, July 12, 2010 – LiveOffice, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions and Socialware, the leader in helping companies manage, embrace and leverage public social networks, today announced a partnership. Together the companies will provide LiveOffice users with the ability to pre-review and route social networking activity through their existing compliance workflow within LiveOffice AdvisorMail, while automating social media policy throughout the entire organization. The new offering will integrate Socialware’s policy enforcement, capture, moderation and analytics capabilities for third-party networking sites including Facebook, LinkedIn and Twitter, with the sophisticated archiving and compliance features of AdvisorMail.

“Recent guidance from the Financial Industry Regulatory Authority (FINRA Regulatory Notice 10-06) has made pre-review and archiving of social media content a hot topic at this year’s financial industry events and gatherings,” said Matt Smith, chief operating officer of LiveOffice. “We are excited to be partnering with Socialware to deliver the most comprehensive social media archiving and compliance platform available today to our user base of financial services professionals and organizations across the nation.”

Powered by Socialware’s Compass solution, the new integrated offering for users includes social media archiving, pre-review and policy automation functionality that seamlessly integrates with AdvsiorMail so that financial services firms operate efficiently and in compliance with SEC and FINRA regulations. With these enhanced features, firms can more easily navigate the record-keeping, suitability and supervision challenges associated with social media.

“Social networks are becoming as ubiquitous as email in the world of corporate communications and in doing so have created unique challenges, as companies struggle to adopt a framework for efficient and complaint usage,” said Chad Bockius, CEO of Socialware. “We are excited to partner with a company of LiveOffice’s caliber and bring our combined expertise to customers looking to take advantage of the opportunities that social networking can offer while eliminating the guess work and compliance headaches.”

For more information on the offering, please visit http://www.advisormail.com/social-media-archiving.asp or call 1.800.374.2032.

About Socialware

Based in Austin, Texas, Socialware bridges the gap between the enterprise and social networks to transform the way that companies and their employees engage and communicate with clients, partners and one another. Leveraging the industry’s first Social Middleware platform, Socialware’s technology allows companies to transform public social networking sites like Facebook, Twitter and LinkedIn into enterprise-grade channels within the framework of their existing business processes. You can find out more about Socialware at www.socialware.com, as well as on Twitter: @Socialware. You can also read their blog: http://blog.socialware.com/.

As a result of this unprecedented success, LiveOffice also announced the launch of its BPOS Partner Program, which provides members of the Microsoft BPOS partner ecosystem with a comprehensive bundle of archiving and migration services in addition to specialized sales, marketing and technical resources to accelerate sales cycles and ensure customer and partner satisfaction.

“In deals where a client is looking for a cloud-based archiving solution, LiveOffice is the answer. With their pricing model, our clients can add and delete users from the archive as needed, without worrying about additional licensing fees,” said Brad Younge, Principal, Statera Inc. “From a business standpoint, this partnership enables us to add a new revenue stream to our cloud services. LiveOffice archiving also equips us with another value-add: it eliminates the typical roadblocks associated with moving email to the cloud, such as migrating from an existing email platform, ingesting data from on-premise archives and addressing compliance and legal discovery concerns. This differentiation gives us a unique competitive advantage in the marketplace.”

The LiveOffice BPOS Partner Program provides numerous unique benefits to the BPOS partner ecosystem:

• Intimate knowledge and experience with BPOS/Exchange Online: Having developed a proprietary BPOS connector as part of its Cloud Ready archiving platform, LiveOffice provides BPOS partners with the expertise and documented process to simplify integrated BPOS and archiving implementations.
• Smooth migration from existing platform to BPOS/Exchange Online: With LiveOffice, clients can archive their messages in the cloud prior to moving their email to Exchange Online, ensuring that all messages are captured, indexed and available to end users during the transition between email platforms. LiveOffice’s CloudMerge™ tools are designed to help clients flexibly collect and ingest data from on-premise and hosted email stores, legacy email archives and personal archives (PST files). CloudMerge™ enables clients to securely migrate and consolidate legacy email data from their existing environment to LiveOffice’s cloud-based archive without business disruption.
• Specialized sales, marketing and technical support: LiveOffice’s cloud archiving expertise spans more than a decade. The company’s veteran team of sales, marketing and technical professionals have years of specialized experience in helping partners succeed when it comes to lead/demand generation, closing sales and supporting clients in the cloud.

LiveOffice at WPC

Visit LiveOffice at WPC today through Thursday in booth 741 to learn more about the BPOS Partner Program, and enter to win an Xbox 360 Elite Console.

TORRANCE, Calif., June 16, 2010 – LiveOffice, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, today announced that MacDougall, MacDougall & MacTier (also known as 3 Macs) has deployed LiveOffice AdvisorMail, LiveOffice Discovery Archive and LiveOffice Personal Archive to seamlessly meet stringent financial services compliance requirements in Canada.

3 Macs is an independent, employee-owned investment firm focusing on wealth creation and management. Founded in 1849, 3 Macs has seen five generations of MacDougalls throughout its 160-plus-year history. The firm provides high-quality investment advice on the foundation of four fundamental principles: integrity, independence, performance and service. With four branches spread across Canada and a total of 235 mailboxes, having a reliable email archiving solution is a must.

Software-as-a-Service (SaaS) wasn’t a new concept for 3 Macs. The firm had been using SaaS for seven years, but was looking for a change. “Choosing the right SaaS provider had to do with comfort level, and we were very comfortable with LiveOffice, its staff and its service,” said Glenn Lefrancois, vice president of information technology. Aside from overall comfort, cost, reliability and support help were 3 Macs’ key considerations for choosing an archiving vendor. “Since this [archiving] isn’t our core business, we really needed someone to hold our hand and walk us through the process,” Lefrancois continued. “LiveOffice was there every step of the way. Their sales representative, account manager and the engineering team were great!”

As a stockbrokerage institute, 3 Macs needs to comply with various laws, regulations and industry rules. The firm must be able to provide proof of emails and chain of custody, if necessary. On average, Lefrancois and his team have to conduct at least two searches a week, including corporate-wide searches. LiveOffice AdvisorMail, combined with LiveOffice Discovery Archive and LiveOffice Personal Archive, allows the organization to do just that—and much more.

Lefrancois marveled at the simple setup and smooth transition to the new system. “We conducted a couple of mock runs and expected 10 percent of users to run into issues. We went live at 1 p.m. on a Friday, and we were confident by 3 p.m. I didn’t have to worry about it after that. Journaling was new to us, but LiveOffice provided step-by-step instructions and it just worked – very cool! We learned a lot in the process.”

Mailbox quotas were a big consideration for 3 Macs because of storage costs. Personal Archive has made a big difference throughout the organization. End users can keep their inboxes clean and manageable without worrying about losing important emails, because they have unlimited mailboxes. “End users are still in the process of getting used to it, but the feedback is positive so far,” said Lefrancois. “In our world [IT], no news is good news. I like it a lot. Searches are very powerful and fast, and finding a sent email is much faster than it was with our previous provider. We used to get 10 to 12 calls a week. Now we only get one, which would be considered a bad week.”

LiveOffice’s unlimited mailbox feature makes a big difference, especially when it comes to budget. “Because LiveOffice only charges per email box instead of by email volume, we’ve seen a 72 percent savings,” said Lefrancois. “In addition, we don’t have to pay for aliases with LiveOffice.” Overall, he considers the switch to LiveOffice a “big, big success.”

NEW ORLEANS, La., June 7, 2010 – Today at Microsoft Tech•Ed North America 2010, LiveOffice, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions and a Microsoft Gold Certified Partner, announced support for Microsoft Outlook 2010, a core component of the new Microsoft Office 2010 suite. Building on Microsoft’s enhanced search functionality, LiveOffice Personal Archive seamlessly integrates with Outlook 2010 to provide end users with the ability to instantly access archived messages directly from Outlook, restore them to their inboxes for further action and even use their archives as a continuity solution to send and receive emails during planned or unplanned downtime.

In addition to giving users a familiar, easy-to-use interface, Personal Archive’s benefits include:

• Advanced Search Options: Retrieving old or deleted email is easier than ever before with Personal Archive’s Advanced Search option. Users can quickly customize their searches based on a variety of criterion, such as message keywords, to, from, subject, date(s), attachments, etc.
• Advanced Search Filters: Designed to easily fine-tune search results, Personal Archive’s Advanced Search Filters enable users to hone in on the content they are trying to find in just seconds.
• BlackBerry Access: LiveOffice Personal Archive for BlackBerry provides on-the-go professionals with around-the-clock mobile access to an unlimited number of archived emails, attachments, SMS and PIN-to-PIN messages as well as call log files – even if their primary email platform is unavailable.

Pricing and Availability

Personal Archive is available today. Please contact LiveOffice for pricing information. The Microsoft Office 2010 beta can be downloaded free of charge for home users, students, small business owners and developers.

BALTIMORE, MD. – May 26, 2010 – Today at the FINRA Annual Conference, linkedFA (www.linkedfa.com), the first social networking site designed specifically for financial professionals to communicate with investors and peers in a fully compliant and secure environment, announced a multiyear strategic partnership with LiveOffice, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, to help streamline financial professionals’ regulatory compliance process by enabling preapproval and archiving of social media posts and RSS feeds.

Since the financial services industry has adopted social media as a form of communication, the need for compliance and oversight continues to challenge broker-dealers and registered investment advisors (RIAs). A recent study of financial professionals by American Century Investments confirms that 44 percent of advisors who use social media solely for business or for business and personal use agree that it is an emerging trend with significant potential for their businesses like theirs. In fact, 71 percent reported they have one or more future business uses planned for social media.

When advisors want to post comments or RSS feeds on the “wall” section of social media websites, such as linkedFA, they must be reviewed and approved by their compliance department or officer prior to posting (this process is also known as “pre-review”). The partnership makes pre-review possible by integrating financial advisors’ social media activity, generated via linkedFA’s unique compliance feature, into LiveOffice AdvisorMail, the financial services industry’s leading cloud-based archiving and compliance solution. As outlined in FINRA Regulatory Notice 10-06, all communications must be fully captured, securely archived and available for review, using existing compliance workflows within AdvisorMail.

“We are delighted to announce our partnership with LiveOffice during this critical time in the evolution of social media adoption in the financial services industry,” said linkedFA President and Founder Jason Bishara. “LiveOffice is one of the most innovative and well respected cloud-based archiving firms, used by more than 10,000 companies worldwide, and it is a great fit for us from a strategic perspective. Our clients will benefit from the combination of linkedFA and LiveOffice's leading technology and services, providing them with an easy and compliant way to leverage social media as a way to grow their businesses and build stronger relationships.”

“Independent broker-dealers and registered investment advisors are struggling with the unique challenges of harnessing social media as a business tool, while at the same time meeting FINRA’s new guidelines,” said LiveOffice’s COO Matt Smith. “This strategic alliance provides the first truly holistic approach to social media compliance by balancing financial professionals’ communications needs with regulatory guidelines, while adhering to existing compliance workflows and processes.”

About linkedFA – www.linkedFA.com

linkedFA is a privately owned, independent company, founded in November 2008. It is the first and only social networking site for the financial community, evolving the way financial professionals and investors connect, inform and interact. linkedFA enables financial professionals to adhere to FINRA required compliance, supervision and recordkeeping features.

“I am honored to be named a finalist for this prestigious award and very proud of what LiveOffice has achieved to date,” said Mehta. “Now serving more than 10,000 clients nationwide, our company’s entrepreneurial spirit is alive and well. We are committed to furthering our leadership role in the hosted archiving industry by delivering top notch services to businesses of all sizes and in all industries.”

The Ernst & Young Entrepreneur Of The Year awards program celebrates its 24th anniversary this year. The program has expanded to recognize business leaders in over 135 cities in 50 countries throughout the world.

Regional award winners are eligible for consideration for the Ernst & Young LLP Entrepreneur Of The Year national program. Award winners in several national categories, as well as the overall national Ernst & Young Entrepreneur Of The Year award winner, will be announced at the annual awards gala in Palm Springs, California on November 13, 2010. The awards are the culminating event of the Ernst & Young Strategic Growth Forum, the nation’s most prestigious gathering of high-growth, market-leading companies.

The Ernst & Young Entrepreneur Of The Year awards program celebrates its 24th anniversary this year. The program has expanded to recognize business leaders in over 135 cities in 50 countries throughout the world.

Regional award winners are eligible for consideration for the Ernst & Young LLP Entrepreneur Of The Year national program. Award winners in several national categories, as well as the overall national Ernst ® Young Entrepreneur Of The Year award winner, will be announced at the annual awards gala in Palm Springs, California on November 13, 2010. The awards are the culminating event of the Ernst ® Young Strategic Growth Forum, the nation’s most prestigious gathering of high-growth, market-leading companies.

Sponsors

Founded and produced by Ernst & Young LLP, the Entrepreneur Of The Year awards are pleased to have the Ewing Marion Kauffman Foundation and SAP America as national sponsors.

In the Greater Los Angeles Area, sponsors include Marsh, Scherzer International, Union Bank, Bowne, and Montgomery & Co.

About Ernst & Young’s Entrepreneur Of The Year® Awards Program

Ernst & Young’s Entrepreneur Of The Year® is the world’s most prestigious business award for entrepreneurs. The award makes a difference through the unique way it encourages entrepreneurial activity among those with potential and recognizes the contribution of people who inspire others with their vision, leadership and achievement. As the first and only truly global award of its kind, Ernst & Young Entrepreneur Of The Year® celebrates those who are building and leading successful, growing and dynamic businesses, recognizing them through regional, national and global awards programs in more than 135 cities in 50 countries. Ernst & Young refers to the global organization of member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young LLP is a client-serving member firm of Ernst & Young Global Limited located in the U.S.

TORRANCE, Calif., May 18, 2010 – Live Office, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, today announced that Voit Real Estate Services has deployed LiveOffice Hosted Exchange 2007, LiveOffice Personal Archive and LiveOffice Discovery Archive to simplify email service across multiple office locations, improve mailbox management with unlimited storage and reduce IT management time.

Voit Real Estate Services is a robust, debt-free and privately owned operator of commercial real estate services throughout the western United States. In existence for almost 40 years through multiple market cycles, the organization has evolved into a full-service real estate company with expertise as a real estate owner, operator, asset manager, broker, property manager, contractor and developer. Voit’s in-depth experience is demonstrated in the 45-million square feet of property it has developed, managed and acquired, and $32 billion in brokerage transactions over its history. With approximately 190 users and eight offices spread across California, Arizona and Nevada, reliable and hassle-free email and archiving solutions are imperative to keep its operations running smoothly.

Like most companies, Voit had to tighten its belt to weather the economic storm. Finding a solution that reduced overhead by eliminating server maintenance, added an easy-to-use archive solution, improved spam filtering and provided a disaster recovery plan was imperative. “LiveOffice helped us by taking away an expensive in-house IT product, but still giving us all the tools we had before and more,” said Jim Sillasen, director of IT. “Email is critical to our operations, and now it’s one less thing to worry about. The LiveOffice solutions have freed up 25 percent of our IT department’s time.”

Offloading the email management burden to LiveOffice has had a significant impact on Voit. “Our Hosted Exchange service is going really well,” said Sillasen. “It’s reliable and has good performance. Exchange itself is always operating great.”

The company’s main reason for archiving was mailbox management. End users were constantly hitting mailbox storage limits and creating .psts locally, which is very problematic. “LiveOffice archiving has been a major improvement for end users,” said Sillasen. “Our 2 GB mailbox limit is not a problem – if they hit the limit, they can just delete if they need to, since they can find whatever they need in the archive. It’s fantastic for finding things. One user lost his inbox for an entire week and was able to retrieve it in Personal Archive. Another user wiped out his entire sent folder, but it was no problem—I told him to check in the archive and he was able to restore everything.”

Although e-discovery was not a major deciding factor in implementing an email archiving solution, it helped Voit’s management team see the value of an archiving solution. And it has since proven to be a valuable addition to their suite of services. “Compliance is an added boon for us,” said Sillasen. “Discovery Archive is one of the greatest things about our switch to LiveOffice. Management asked me to monitor some emails for inappropriate content, and I was able to quickly and easily pull the emails up and create a .pst of the search. It works really well.”

“LiveOffice is pretty much our first big hosted solution, and management has seen the benefits of SaaS,” said Sillasen. “Other departments are now switching to hosted models and can now work more efficiently. LiveOffice was the catalyst.”

ST. PAUL, Minn., May 12, 2010 – Today at the Electronic Discovery Reference Model (EDRM) Annual Meeting, LiveOffice, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, announced its support for the Extensible Markup Language (XML) standard developed by EDRM. The XML standard provides a uniform format for the exchange of content and metadata between different applications, systems and organizations involved in the e-discovery process. This new functionality enables approved IT and legal personnel to seamlessly export messages from LiveOffice Discovery Archive to e-discovery solutions from Clearwell Systems, CT Summation, FTI Technology and iCONECT, which helps streamline discovery workflow, reduce labor costs and expedite the e-discovery process.

“We are pleased to see LiveOffice continue to evolve its cloud-based archiving platform to better address clients’ e-discovery needs,“ said George Socha, cofounder of EDRM and president of Socha Consulting LLC. “LiveOffice’s centralized archive can help users better manage their legal risk, but its new EDRM XML export functionality takes these capabilities a step further, making it easier to process e-discovery requests and alleviate concerns around chain of custody lapses.”

Discovery Archive is the leading cloud-based archiving solution for seamlessly managing message retention, enforcing corporate usage policies and applying legal holds. The solution’s new EDRM XML functionality helps with early case assessment by enabling clients to easily move their archived data from the Collection and Preservation phase to the Review and Analysis phase. LiveOffice has certified that content stored in Discovery Archive in its native format can be exported in XML format to the e-discovery vendors mentioned above, while still preserving the content’s integrity and chain of custody. Once the data is successfully ingested, clients can then conduct further review and analysis as the case progresses. This compatibility means that IT departments no longer have to spend time converting electronically stored information (ESI), such as emails and attachments, from one file format to another before transferring them from the LiveOffice archiving system to their e-discovery solution of choice.

“As a founding member of the EDRM XML project, Clearwell is excited to see LiveOffice’s commitment to streamlining the data export and ingestion process for users,” said Kurt Leafstrand, director of product management for Clearwell Systems. “Our extensive experience with the XML standard has proved to us that it can deliver significant value to any organization in the midst of an e-discovery request by helping to reduce labor costs and expedite the entire process.”

TORRANCE, Calif., May 11, 2010 – LiveOffice, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, today announced that Washington Federal Savings has deployed LiveOffice Hosted Exchange 2007, LiveOffice Personal Archive and LiveOffice Discovery Archive to improve email performance and significantly reduce IT management time, while also providing all the benefits of a seamless hosted email archiving solution.

Independently operated since its founding in 1917, Washington Federal, a public company that trades on NASDAQ under the symbol WFSL, provides mortgage and construction financing for single- and multi-family residential housing. As an institution that is still growing through new branch openings and acquisitions, the modernization of its technology quickly became a top priority. Washington Federal recently merged with several banks, resulting in 1,200 mailboxes in 150 different locations. All IT is managed from corporate headquarters in Seattle, so it was imperative to get everyone on the same system.

With LiveOffice’s fully hosted model, a unified email system became a reality. “It’s so much easier to manage all of our offices remotely [in the cloud] from the administrator console, instead of having to setup multiple servers in various locations,” said Marta Reed, senior project manager. “It also reduces the time required to setup email communications for our ongoing acquisitions. Plus, we benefit from not having to manage email in house.”

Washington Federal also came to appreciate the benefits of moving to a platform leveraging the software-as-a-service delivery model. “We were very hesitant to outsource Exchange, but the amount of time we have not had to manage it has been really good,” said Reed. “The automatic updates were a major deciding factor. LiveOffice stays up to date and takes care of everything, so we don’t have to dedicate an Exchange admin to run the system.”

In addition, Washington Federal also needed to implement a seamless email archiving solution — something the institution was lacking. “The LiveOffice archiving solution was the only one that truly looked like it worked,” said Reed. “Plus, LiveOffice offered a setup service that others were not providing to the same degree.”

Although e-discovery wasn’t a huge concern, Reed has found LiveOffice Discovery Archive is more than a “nice to have.” It has proven to be extremely helpful in the department’s day-to-day IT work. “The LiveOffice archiving solutions have proven to be very, very helpful,” she said. “We can go in and search mailboxes quickly and easily to find files and other data. It’s the smoothest and easiest way to search for information.”

Plus, end users are also discovering the power of LiveOffice Personal Archive. “I’ve had a few people distraught over lost email,” said Reed. “We showed them how to use Personal Archive to find it, and they were very excited to get their email back. The ability to keep a clean inbox and not have to create intricate filing systems for old emails is a big bonus.”

“Getting every location on one solution has made a real difference in how we allocate our resources – the time savings is invaluable,“ said Reed. ”Since implementing LiveOffice solutions, we have less downtime and better productivity for end users. The ability to securely access their email from locations outside of Washington Federal is a big win with our users. Everyone is pleased with the performance of the system.”

TORRANCE, Calif., April 27, 2010 – LiveOffice, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, today reported another consecutive quarter of record company revenue that was driven by the explosive growth of LiveOffice Personal Archive. With an annual growth rate of 207 percent in the first quarter of 2010, LiveOffice Personal Archive meets customers’ increasing desire to use their email archive not only for e-discovery and compliance purposes, but also to allow end users to quickly search for and restore email with LiveOffice’s unlimited mailbox.

“Forty percent of message archiving stakeholders plan to rollout or expand solutions in 2010,” according to a recent independent research report by Forrester Research, Inc. “Message archiving buyers have reported low satisfaction with their current deployments and, as a result, many plan to ramp up adoption to help meet regulatory and legal risk mitigation objectives. In addition, our data shows the buyers expect to increasingly deploy SaaS/hosted models in 2010.”¹

LiveOffice Vice President of Sales and Business Development Jim O’Hara concurs: “Companies have historically looked to archiving solutions to meet their e-discovery and compliance needs. Today, the need to provide end users with seamless archive access is becoming more apparent and is drastically accelerating the adoption of LiveOffice Personal Archive. Without requiring a desktop plugin, Personal Archive provides deep integration with Microsoft Outlook, Microsoft Outlook Web Access, Lotus Notes and BlackBerry devices – all with a pricing model based on unlimited storage and retention.”

First quarter highlights include:

• Expanding Partner Program: The LiveOffice Partner Program, which accounted for 45 percent of the company’s new first-quarter revenue, unites LiveOffice with cloud-based email providers, managed service providers (MSPs), value-added resellers (VARs) and system integrators (SIs). The program provides these organizations with feature-rich technology and the sales and marketing support needed to become successful resellers of hosted archiving solutions.
• LiveOffice Social Archive: Social Archive is the first social media archiving solution to capture and retain content from any public website, including popular social networks, such as LinkedIn and Facebook, as well as blogs.
• LiveOffice SharePoint Archive: The first-of-its-kind to be powered by the cloud, SharePoint Archive is the only SharePoint archiving solution designed to facilitate comprehensive legal discovery searches of SharePoint files. It also allows end users to quickly search and retrieve files directly from their email clients – all for a flat monthly price that includes unlimited storage and retention.
• New LiveOffice AdvisorMail: LiveOffice announced the availability of the newest release of its flagship archiving and email compliance solution for financial services companies, AdvisorMail. Built using the most current Web 2.0 technologies, this upgrade features an entirely new user interface that helps firms quickly and efficiently review email with an improved workflow designed specifically for the busiest of compliance departments. The application’s new faster-than-Gmail speed drastically reduces the time it takes to review emails, attachments, IMs, Bloomberg and Reuters messages as well as social media content.
• Cloud Security Alliance Membership: LiveOffice joined fellow industry leaders Microsoft, Rackspace, Symantec, VMware, Cisco and Iron Mountain to help promote and build on the best practices for providing security within cloud computing.
• Expanded Cloud Email Support: LiveOffice announced continued support for Zimbra following the VMware acquisition. Now, LiveOffice archiving solutions can connect all VMware Zimbra implementations – whether they are virtualized or physical – to LiveOffice’s secure cloud.

“For many of our clients, the need to archive email has become an urgent concern for 2010,” said Jeff Cornejo, managing partner for Blue Ridge InternetWorks. “We are receiving more requests than ever before to help clients address these concerns. With LiveOffice email archiving solutions, our clients are equipped with the tools necessary to effectively satisfy their mailbox management, legal discovery and compliance requirements.”

¹ “Regulatory and E-Discovery Demands Drive a Growing Message Archiving Market,” Forrester Research, Inc., March, 2010.

TORRANCE, Calif., April 8, 2010 – LiveOffice, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, today announced that it has been selected by AlwaysOn as one of the OnDemand Top 100 winners. The OnDemand 100 list consists of companies that have successfully demonstrated leadership amongst their peers and are developing game-changing approaches and technologies that are likely to challenge existing markets and entrenched players.

The OnDemand 100 winners were selected from among hundreds of technology companies nominated by partners from Hewlett-Packard, Morgan Stanley, KPMG and industry leaders across the globe. The AlwaysOn editorial team then scoured the entrepreneurial community to finalize the list of the top 100 private companies that are changing the world’s approach to the handling of data management and technology infrastructure. LiveOffice’s selection is based on a set of five criteria: innovation, market potential, commercialization, stakeholder value and media buzz.

“As the digital information created by businesses continues to explode at astronomical rates, the need to store, manage and share this information is becoming extremely challenging,” says Tony Perkins, founder and editor of AlwaysOn. “By providing innovative technologies that help enterprises better compete in this new era of information complexity, the OnDemand 100 represent some of the highest growth opportunities in the private company marketplace.”

LiveOffice and the 2010 OnDemand Top 100 will be recognized at an AlwaysOn-sponsored event on April 19, 2010 at Hewlett-Packard’s worldwide headquarters in Palo Alto, CA. “We are very excited to be named by AlwaysOn as one of the top 100 private companies and to be recognized as a pioneer in the cloud computing industry,” said Dean Nicolls, vice president of marketing for LiveOffice. “It is an honor to receive this award, and we see it as further validation of the significant value our cloud email archiving solutions provide to our 10,000+ clients.”

A full list of all the OnDemand Top 100 winners can be found on the AlwaysOn Web site at http://alwayson.goingon.com/permalink/post/34759.

TORRANCE, Calif., March 29, 2010 – LiveOffice, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, announced today that it has joined the Cloud Security Alliance to help promote and build on best practices for providing security within cloud computing.

“We are excited to welcome LiveOffice as a corporate member,” said Jim Reavis, founder of the Cloud Security Alliance. “We plan to tap into LiveOffice’s expertise in delivering mission-critical applications via the software-as-a-service model and believe that all of our members will benefit from collaborating with them on the cloud’s best practices and related research areas.”

LiveOffice will be actively involved with the Cloud Security Alliance’s Security and Advisory Council as it works to develop information security solutions for the rapidly growing cloud computing industry. LiveOffice joins a number of other distinguished members, including industry leaders such as Microsoft, Rackspace, Symantec, VMware, Cisco and Iron Mountain.

“More organizations than ever before are looking to cloud-based solutions to provide enhanced operational efficiency, cost savings and immense flexibility,” said Nick Mehta, CEO of LiveOffice. “In order for these organizations to feel comfortable taking advantage of the cloud, they want to know that their applications and data are secure. We are excited to join other cloud computing visionaries as we collectively work to ensure that the cloud is a secure place to do business today, tomorrow, next year and 20 years from now.”

The Cloud Security Alliance recently released version two of its Security Guidance for Critical Areas of Focus in Cloud Computing, which addresses the most frequent areas of concern surrounding the cloud, ranging from architecture through virtualization.

About LiveOffice

LiveOffice is the number-one provider of software-as-a-service email archiving, email compliance and email continuity solutions, with more than 10,000 clients and a 97-percent client-retention rate. Founded in 1998 and backed by leading private-equity firm Summit Partners, the company has more than 150 employees with deep experience in messaging, including executives and board members from Symantec, Microsoft, FrontBridge and Postini. For more information, call 800.374.2032 or visit www.liveoffice.com. Visit the LiveOffice Blog at http://blog.liveoffice.com or follow us on Twitter at http://www.twitter.com/liveoffice.

LiveOffice and its logo are trademarks of LiveOffice LLC. All other company names and products may be trademarks of their respective companies.

About the Cloud Security Alliance

The Cloud Security Alliance is a not-for-profit organization with a mission to promote the use of best practices for providing security assurance within Cloud Computing, and to provide education on the uses of Cloud Computing to help secure all other forms of computing. The Cloud Security Alliance is led by a broad coalition of industry practitioners, corporations, associations and other key stakeholders. For further information, the Cloud Security Alliance website is www.cloudsecurityalliance.org.

TORRANCE, Calif., March 2, 2010 – LiveOffice, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, today announced the availability of LiveOffice Social Archive, the first social media archiving solution to capture and retain content from any public website, including popular social networks, such as LinkedIn and Facebook, as well as blogs.

“With the recent guidance from the Financial Industry Regulatory Authority (FINRA Regulatory Notice 10-06) on the use of social networking websites, such as Facebook and LinkedIn, by securities firms and brokers to communicate with the public, many financial services firms are searching for a way to maintain compliance while benefiting from the value these new communication channels provide,” said Michael Osterman, principal, Osterman Research. “LiveOffice is the first archiving vendor to fully address this guidance head on with new technology that enables firms to supervise the use of public social networking websites to ensure their customer communications are suitable while also meeting recordkeeping responsibilities.”

With the advanced archiving and supervision capabilities of Social Archive, users can:

• CAPTURE any public website content (e.g., LinkedIn, Facebook, Twitter, corporate website or any other web-based content), which is securely stored in LiveOffice AdvisorMail
• RETAIN content based on FINRA and SEC rules, legal hold requests or other retention policies
• SUPERVISE content within their existing compliance workflow for email, IM, Bloomberg and Reuters messages via random sampling or customized lexicons of keywords and phrases
• MONITOR any changes made to website content in post-review mode to ensure compliance policies are being enforced
• DISCOVER content via search types, such as keyword, phrase, Boolean, proximity, fuzzy and others, in just seconds to fulfill an audit or legal request
• AUDIT site history and respond to regulatory requests for historical information

Pricing & Availability

LiveOffice Social Archive seamlessly integrates with AdvisorMail and is available now. For a limited time, Social Archive is offered at no additional charge to all current AdvisorMail archiving clients. For new clients, the offering is priced two ways – (1) per domain (e.g., advisor’s website) and (2) per individual URL (e.g., LinkedIn profile page). To learn more about Social Archive, visit http://www.advisormail.com/social-media-archiving.asp.

LiveOffice AdvisorMail: New Release Available

Today, LiveOffice also announced the availability of a new release of its flagship solution for financial services companies, AdvisorMail. This major upgrade streamlines and simplifies the review workflow for busy compliance departments. The application’s new faster-than-Gmail speed, coupled with an entirely new user interface, drastically reduces the time it takes busy compliance professionals to review emails, attachments, IMs, Bloomberg and Reuters messages as well as social media content. Built on the first-of-its-kind Web 2.0 platform, the new AdvisorMail makes the user experience far more productive and efficient than ever before, with features such as snippet message view, one-click message review and extensive right-click menu actions. Users can also add words or phrases to their compliance lexicons with just a couple mouse clicks.

“As busy as we are, AdvisorMail’s new review features are a huge time saver for us,” said Eric Valente, director of information technology, Monarch Financial Corporation of America. “We love the new interface, single-click functionality and rapid speed of the application.”

The new AdvisorMail is available today at no additional charge to existing AdvisorMail clients. For more information:

• Watch a demo: http://www.youtube.com/watch?v=1DZOfo_mraU
• Visit the new AdvisorMail website: http://www.advisormail.com/
• Call LiveOffice sales at 800.374.2032 or send an email to liveofficesales@liveoffice.com

TORRANCE, Calif., March 1, 2010 – LiveOffice, the number-one provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, today announced the addition of LiveOffice SharePoint Archive to its cloud-driven suite of archiving solutions. SharePoint Archive is the only SharePoint archiving solution designed to facilitate comprehensive legal discovery searches for SharePoint files. It also allows end users to quickly search and retrieve files directly from their email clients – all for a flat monthly price that includes unlimited storage and retention.

“Our research suggests that SharePoint data stores will grow an estimated 25 percent per year for the foreseeable future,” said Brian Babineau, senior analyst with Enterprise Strategy Group. “Not only does this data consume vast amounts of storage, it also creates discoverable business records that most organizations aren’t prepared for. LiveOffice SharePoint Archive provides companies with a way to quickly, affordably and, perhaps most importantly, predictably address these concerns as SharePoint usage explodes across the globe.”

As data volumes continue to soar and the adoption of Microsoft SharePoint grows, more and more organizations want to ensure that their SharePoint files are archived, indexed and fully accessible from a centralized repository. With SharePoint Archive, organizations benefit from:

• Comprehensive retention and e-discovery capabilities: Legal and IT administrators can stay on top of the flow of corporate data, since all SharePoint content is securely stored in LiveOffice’s centralized and highly secure online repository. In addition, archived content can be quickly searched, reviewed or even placed on a legal hold – all within a single interface.
• Lightning-fast search and retrieval: End users stay productive, since they can instantly search and retrieve previously deleted SharePoint content directly from their email clients. Simultaneously, administrators remain in control of corporate data via LiveOffice Discovery Archive’s advanced administrator features, which allow them to easily export search results for further review and analysis.
• Limitless storage with a predictable pricing model: Many organizations are struggling to predict their annual storage costs as data volumes continue to grow year after year. LiveOffice’s flat monthly pricing for unlimited storage and retention helps IT departments predictably budget their SharePoint storage fees. In addition, this model means that organizations can offload the data they no longer need in SharePoint to the LiveOffice archive.

“For many of our clients, SharePoint has become the application of choice for managing organization-wide file sharing and collaboration,” said Jeff Kaplan, CEO of Breakthrough Technology Group. “As a result, many of them are concerned about preserving data in SharePoint for electronic discovery requests and meeting corporate compliance requirements. LiveOffice SharePoint Archive provides the technology our clients need to ensure their data is preserved – with the added benefit of a flat and predictable storage pricing model.”

Pricing and Availability

SharePoint Archive is available today. Pricing is on a per user, per month basis with unlimited data storage and retention. Please contact LiveOffice for additional information.

TORRANCE, Calif., February 8, 2010 – LiveOffice, the leading provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, today announced that Source Interlink has deployed LiveOffice Personal Archive, LiveOffice Discovery Archive and LiveOffice Email Continuity to meet its e-discovery preparedness needs and retention policy enforcement, while also addressing soaring data stores and rapidly growing hardware and administrative costs.

With more than 7,000 employees and three major operating divisions, Source—one of the largest publishers of magazines and online content for enthusiasts, and a leading distributor of DVDs, CDs, magazines, games and books—needed an email archiving solution that was seamless and did not interrupt day-to-day business operations. Source’s previous legal discovery process was extremely tedious and time consuming, because all of its archives were on tape backups. Plus, finding specific data was virtually impossible with “point-in-time” tape restores.

Prior to choosing LiveOffice, Source considered various other hosted and on-premise archiving providers, including MessageOne, Mimosa Systems NearPoint and Symantec Enterprise Vault. “With the on-premise solutions, providing access to our outside legal counsel would be a real challenge,” said Paul Haisman, one of the company’s directors of information technology (IT). “We’d have to create internal email addresses and provide VPN access to our network in order for our lawyers to access and search the archive.”

“E-Discovery was definitely our primary driver,” said Haisman. ”Our legal hold backup tapes alone are in the thousands.”

Email Archiving Enhances Storage Management

In addition to meeting e-discovery requirements, Source needed to solve rapidly compounding storage issues. With its data stores growing more than 91 percent in just four months, Haisman knew it was time to implement an email archiving solution that could not only meet the company’s e-discovery demands, but also keep the Exchange environment’s backup times manageable and improve the overall performance of all of its on-premise servers. LiveOffice archiving enabled Source to do just that. Since data is stored in the cloud and safely replicated in geographically dispersed data centers, there’s no need to store any of the data locally.

“Cloud email archiving takes a lot of the worrying out of the IT department,” noted Haisman. “It has helped us significantly reduce backup and restore times. Plus, smaller mailbox sizes have improved server performance, and storage costs have dramatically decreased. In addition, since each user has Personal Archive, they can delete older emails with confidence, knowing they still have quick-and-easy access to messages whenever they need them, alleviating many mailbox management and storage challenges.”

Beyond reducing expenditures and optimizing its storage infrastructure, Source was also impressed with the built-in disaster recovery and email continuity functionality that is packaged at no additional charge with LiveOffice email archiving solutions. In the event of a complete server failure, Haisman estimated that a full restore of his Exchange environment would take more than 24 hours with his old system. Now Source benefits from LiveOffice’s email continuity solution, which ensures that its email continues to run in the event of a primary mail server failure.

The High Costs of Not Archiving

After thorough research, Source discovered that the consequences of not archiving are a six-figure matter. “When you add up extra backup tapes for litigation holds, fulfillment of legal discovery requests, extra disk space, disaster recovery and replication, we estimate an annual cost of more than $200,000 not to archive,” said Haisman. Source ultimately chose LiveOffice because it provided the organization with the scalable, fully hosted, cloud email archiving solution it needed. “Not only does LiveOffice offer all of the features we needed and then some, but its fixed per mailbox, per month pricing structure is second to none,” said Haisman. “Plus, the very short administrative learning curve and fast implementation time made it the most logical choice to meet our needs. We couldn’t be more pleased with the results.”

NEW YORK, February 1, 2010 – Today at LegalTech, LiveOffice, the leading provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, announced that it has partnered with Zapproved Inc., a SaaS provider with a platform that adds accountability to business communications, to offer hosted legal workflow in tandem with LiveOffice Discovery Archive. This partnership puts critical information preservation capabilities at the fingertips of legal and technology professionals, without requiring them to deploy or invest in any on-premise hardware or software.

According to Enterprise Strategy Group research, email is the most frequently requested form of electronically stored information. “Identifying relevant e-mails is no longer enough,” said Brian Babineau, senior analyst at Enterprise Strategy Group. “Corporations must preserve messages and attachments – a task that requires the legal department to notify employees that the data is being placed on legal hold and the IT department to configure systems to prevent the modification and deletion of the specified content. With this partnership, LiveOffice and Zapproved automate both aspects of the legal hold workflow, reducing the burden on internal resources who typically manually manage the entire data preservation process.”

How it Works

Utilizing Zapproved’s Legal Hold Pro, the first pure cloud-based system for managing custodian and compliance notifications for legal holds, LiveOffice simplifies the management of legal hold notifications and the resulting compliance process requirements. This on-demand service streamlines the practice of issuing legal holds, helping to reduce exposure via an automated and defensible process. Once the legal hold notification is in place, administrators can immediately issue a legal hold within LiveOffice Discovery Archive, an e-discovery solution delivered via the software-as-a-service model that significantly reduces the time it takes to respond to legal discovery requests for emails, ensuring that all messages and attachments are preserved and not destroyed according to the organization’s regular disposition policy.

Using Legal Hold Pro, Discovery Archive clients can:

• Start a legal hold: The convenient online form lets the designated administrator initiate a hold. All custodians receive the form and all observers are copied on the form. The administrator can also paste the contents of the legal hold notice into the form and attach any relevant documents. In addition, they can enter the pertinent matter name and set a due date for custodians to respond.
• Notify custodians: Each custodian receives a formatted email telling them action is required. By clicking on the embedded “I Accept” or “Contact Me” buttons, custodians acknowledge receipt of the legal hold. Legal Hold Pro sends automatic notices as the due date approaches for custodians that still need to respond, with the option to send manual reminders as needed.
• Manage compliance: The Legal Hold Center displays the current status of all active legal holds. The system tracks interactions with custodians by keeping detailed records of conversations and allows the administrator to track custodial interviews by adding notes at anytime.
• Reissue the legal hold: Administrators can quickly and easily send periodic reminders with just a few clicks of their mouse. In addition, they can update a legal hold in seconds by opening an existing hold, editing the information as needed and re-sending – knowing that all versions will be tracked by the system.
• Produce an audit trail: With all the legal hold information saved, an audit trail can be rapidly prepared as a printed document or forwarded in an email. When the legal hold is no longer necessary, the record will be archived securely by Legal Hold Pro and LiveOffice.

Availability

Legal Hold Pro is available as an add-on to LiveOffice Discovery Archive today. Please contact LiveOffice for pricing information.

TORRANCE, Calif., January 26, 2010 – LiveOffice, the leading provider of software-as-a-service (SaaS) email archiving, email compliance and email continuity solutions, today reported record-setting revenues for the fourth quarter of 2009. The quarter’s top highlights included enhanced archiving support for each of the major cloud email providers, a rapidly growing partner channel and several large client wins.

“Our success in the fourth quarter is a testament to more and more organizations moving their email into the cloud. By deploying LiveOffice’s independent email archive, organizations are able to safely take a first step into the cloud without all of the risks traditionally associated with major IT migrations,” said Nick Mehta, CEO of LiveOffice. “We are absolutely committed to ensuring that our 10,000 clients are able to leverage the cloud to satisfy their email needs with partners like Microsoft, Cisco, Google, Intermedia, Apptix and others.”

Fourth-quarter highlights include:

• Enhanced LiveOffice CloudMerge platform: CloudMerge offers a secure, open and complete archiving platform that is compatible with each of the major cloud email providers. It also seamlessly integrates with on-premise email solutions, making it the first email archiving solution to work seamlessly with all different types of email platforms. In addition, LiveOffice’s secure cloud archive acts as an insurance policy for any email environment by ensuring 24-7-365 availability of mission-critical email with built-in email continuity. CloudMerge supports the following cloud email solutions, among others: 123Together, AppRiver, Apptix, Cisco WebEx Mail, Google Apps (Premier), Intermedia, Microsoft Exchange Online, PanTerra Networks, USA.NET and VMware Zimbra (as well as all major on-premise messaging servers). In addition, the platform supports any email solution leveraging the POP or IMAP protocols, including personal email accounts, such as Gmail, Yahoo! Mail and Windows Live Hotmail.
• LiveOffice Personal Archive and LiveOffice Discovery Archive for BlackBerry®: LiveOffice provides mobile warriors with on-the-go access to their email archives, even when their primary mail server is unavailable. The first-of-its-kind BlackBerry app lets users access and search an unlimited number of archived emails and attachments. It also includes archiving support for call log files as well as SMS and PIN-to-PIN messages. In addition, the app allows for each of these archived components to be quickly retrieved for legal discovery requests or internal investigations, all directly from their BlackBerry.
• IP restriction feature: This new feature adds a higher level of protection for clients’ archived messages. With this extra layer of protection, administrators can identify single IP addresses, or even an IP range, as trusted or untrusted – guaranteeing that only authorized users have access to the archive. Access restrictions are easily created via LiveOffice’s powerful Administrator Console.
• Policy-based encryption: With this service, clients are able to encrypt messages in transit based on pre-set policies, ensuring that sensitive information is not intercepted and misused.
• Expanded partner roster: The record fourth quarter was also highlighted by the continued expansion of LiveOffice’s Partner Program. The company added key managed service providers (MSPs), value-added resellers (VARs) and global system integrators (GSIs) to its already expansive partner roster. This growth had a significant impact on revenue generated throughout the quarter.
• Large client wins: LiveOffice closed several large deals with multi-thousand employee enterprises. These organizations deployed LiveOffice’s archiving solutions to meet regulatory requirements while also satisfying their mailbox management and legal discovery needs. In addition, the company saw an increased interest in LiveOffice Personal Archive. This service enables end users to quickly search for and retrieve permanently deleted messages, directly from their Microsoft Outlook or Lotus Notes email client.
• Industry recognition: LiveOffice recently earned a top spot on the Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences and clean technology companies in North America. LiveOffice’s ranking was based on its 222-percent increase in fiscal-year revenue growth during the five-year period from 2004–2008.

With more than 55 million users, according to VMWare, Zimbra is one of the most popular collaboration software offerings. VMWare will use Zimbra to further its mission of simplifying IT and helping customers achieve the efficiency and operational improvements the cloud delivers.¹ LiveOffice Personal Archive adds to Zimbra’s enterprise-level functionality by giving end users an unlimited email archive that enables them to quickly and easily search and retrieve messages that are no longer available in their inboxes, even if the primary mail environment is facing an outage. In addition, organizations can also meet all of their mailbox management, email discovery and compliance needs with a single, fully integrated archiving solution.

The Cloud Ready Movement

As our reliance on email continues to grow and with ever-changing cloud email platforms penetrating further into the enterprise, it’s more important than ever before to ensure that clients can retrieve their data at anytime. LiveOffice believes that organizations should have full control of their data, and, with its CloudMerge suite of automated migration tools, complete data portability is a reality. LiveOffice ensures that the transition from one email platform to the next – whether it is cloud-based or on-premise – can be completed as easily as possible.

LiveOffice’s archiving solutions seamlessly connect to each of the major cloud email platforms. This includes:

• 123Together
• AppRiver
• Apptix
• Cisco WebEx Mail
• Google Apps (Premier)
• Intermedia
• Microsoft Exchange Online
• PanTerra Networks
• USA.NET
• VMWare Zimbra
• Other POP/IMAP-based solutions
• Personal Email Accounts (e.g., Gmail, Yahoo! Mail, Windows Live Hotmail)

Visit Cloud Email 101 to learn more about the various cloud email, archiving, security and unified communications solutions currently available.

Special Program for Zimbra Resellers

LiveOffice today also announced a special program for existing Zimbra resellers. For more information, please contact the LiveOffice partner team at 800.251.3863 X141.

¹VMWare: The Console (blog). “VMware to acquire Zimbra” by Steve Herrod, January 12, 2010.

“Just a few years ago, it would have been unthinkable to get this level of enterprise technology delivered in a software-as-a-service model that works for small, medium and large companies alike,” noted Michael Osterman, principal analyst at Osterman Research. “Together, LiveOffice and Intermedia are changing the way people think about their corporate email and making the hosted model extremely attractive. Customers maintain control while completely offloading the security and administrative headaches common with on-premise email deployments. It’s a win-win – companies get access to the latest technologies available and free up internal IT resources to focus on other important business initiatives.”

LiveOffice is the top provider of hosted email archiving services with more than 9,000 clients, while Intermedia operates the world’s largest hosted Exchange service, hosting more than 225,000 premium Microsoft Exchange mailboxes. In combination with Intermedia’s hosted Exchange 2010, LiveOffice offers:

• Outlook integration: End users can access LiveOffice Personal Archive from a web-based folder available via Outlook, allowing them to rapidly search, view and restore their historical emails and attachments from their archives, even if they already permanently deleted them from their Exchange mailboxes.
• Secure repository with lightning-fast search: LiveOffice offers an independent, third-party cloud-based archive, where all messages are stored in multiple, geographically dispersed SAS-70 Type II, Tier-4 data centers. With all messages users have sent and received—even those already deleted from their Exchange mailboxes—safely stored and indexed in their archive, customers can instantly enforce email preservation for lawsuits/legal holds and protect attorney-client privileged communications from further review. LiveOffice’s real-time search and retrieval functionality helps customers significantly reduce the time it takes to respond to e-discovery and audit requests, maximizing resources and improving overall efficiency.
• Free archive migration tools: With LiveOffice CloudMerge automated migration tools, customers can easily and securely migrate their legacy email data (messages and attachments) from their current archiving solution to LiveOffice’s hosted archive and have it fully accessible via Outlook—without business disruption. These tools can ingest data from on-premise email stores, other hosted email stores, legacy email archives and personal archives (PST/NSF files).

“We are excited to be working with an organization of Intermedia’s caliber and for the opportunity to extend the reach of our archiving services to a new client base,” said Jim O’Hara, vice president, sales and business development for LiveOffice. “Our archiving support for Exchange 2010 coupled with Intermedia’s hosted Exchange puts a powerful toolset at the fingertips of businesses that want the latest technology without dealing with lengthy deployment times or large data center build outs.”

“We are pleased to work with a top archiving provider like LiveOffice to offer customers increased levels of technology and service,” says Bob Leibholz, vice president of sales and business development, Intermedia. “The combination of our hosted Exchange 2010 and the archiving features from LiveOffice are critical for businesses of all sizes.”

In addition to the new features Microsoft has included in Exchange 2010, Intermedia’s hosted Exchange 2010 service offers:

• Super premium infrastructure, spanning four data centers, to protect email and speed routing: Customers are able to select the data center of their choice – each with multiple Tier-1 Internet provider connections and hardware from Cisco, Dell and EMC – to ensure the fastest round trip for their email. Email records are mirrored in near real-time across data centers, assuring data protection and email reliability even in the event of a disaster. Intermedia’s hosted Exchange 2010 includes the industry’s first 100 percent Data Protection Guarantee as well as a 99.999 percent uptime guarantee.
• Free full-service migration: Using proprietary migration tools, Intermedia is capable of migrating customers to hosted Exchange 2010 from their current email systems, often Exchange 2003 or 2000, Lotus Notes or POP/IMAP. Customers’ accounts can instantly be setup, enabling them to immediately begin using the service.
• Control of the Exchange environment: Unique in an industry that relies on generic third-party control panels, Intermedia’s HostPilot® Control Panel was designed for small- and medium-sized businesses. It enables business owners and IT managers to delegate complex Exchange administration – such as deleting data from a lost BlackBerry Wireless Handheld™ – to non-technical staff.
• Support with an average hold time of less than one minute: Support is available by phone and email, 24 hours a day. Intermedia support representatives are certified by Microsoft® and RIM®.

TORRANCE, Calif. January 5, 2010 – There has been much debate around the topic of social media overtaking email as the most important communication tool. However, a scan of Twitter in the month of December 2009 reveals that email is still alive and well—and a frequent subject of “tweets” on Twitter. Today, LiveOffice, the leading provider of software-as-a-service (SaaS) email archiving, email hosting and email continuity solutions, announced its picks for December’s Top Ten Email Tweets.

While the debate continues to swirl around the importance of email vs. social media in our daily lives, Osterman Research recently conducted a survey and found that 94 percent of respondents still believe that email is the most valuable tool for getting work done. Only 27 percent of respondents indicated that Twitter is a valuable tool, followed by Facebook at 13 percent.

“With all the buzz about Twitter and social media in general overtaking email, we decided to do some informal analysis of our own,” said Dean Nicolls, vice president of marketing for LiveOffice. “Over the last month, we monitored Twitter for email-related tweets and also spoke to some of our clients regarding their email and social media usage. What we found is that while the use of social media continues to climb, email still reigns supreme as the most important electronic communications medium in their personal and professional lives.”

LiveOffice’s picks for the Top Ten Email Tweets in December are:

1. zappify: first gmail is down, then they’re taking down the bay bridge... what next?
2. cdbnyc: No, but seriously work email. I will kill you if you freeze. KILL YOU. I want to finish & go home, not sit here waiting for you to function.
3. GordonJewett: Got the nicest email I’ve ever received today. Should help offset the angry emails from clients ;)
4. invig: Deleted an email (to trash), tried to undo the delete (from trash), exchange makes the email disappear. Good work Microsoft.
5. FawnDoo: Ah, Outlook. You're showing me my inbox, I ask to see the sent items folder. It's only fair that you crash at my unreasonable demand.
6. nilicule: At least I’ve narrowed down the reason for my system crashes: pressing ’reply’ in Outlook.
7. linuxchiq: How should i deal with email overload? One email at a time? Declare bankruptcy? I hate email. =(
8. Toberina: Do they know it’s Christmas? My email server clearly does as it just decided to stop working. Aaahh!
9. Lesilieburleigh: Ok, I went 4 days without email and thought it was liberating. Today my server is down and I am having a panic attack!
10. VeronicaLudwig: Is gmail down for anyone else or do they just hate me again today?

LOS ANGELES, Calif., November 24, 2009 — With holiday vacations right around the corner and the busiest travel day of the year almost here, LiveOffice, the leading provider of software-as-a-service (SaaS) email archiving, email hosting and email continuity solutions, today announced the release of a powerful BlackBerry® app that seamlessly integrates with LiveOffice Personal Archive and LiveOffice Discovery Archive. This new proprietary service lets on-the-go professionals access and search an unlimited number of archived emails, attachments, SMS and PIN-to-PIN messages as well as call log files via their BlackBerry devices anytime — even if their primary email platform is unavailable.

“According to our research, 76 percent of professionals always take their mobile devices with them on vacation. With much of corporate America working ‘out-of-pocket’ this holiday season, many workers still expect to send, receive and search email as if they were in the office. In addition, many of them have zero tolerance for email downtime in or out of the office,” said Michael Osterman, principal analyst with Osterman Research. “LiveOffice is arming these professionals with the technology they need to remain fully productive on their BlackBerry devices, whether they are searching for an email from a year ago, looking for an important text message from last month or trying to find a number they dialed just two weeks ago.”

With this new BlackBerry offering, LiveOffice customers get:

• Advanced Search and Restore Capabilities: Personal Archive for BlackBerry gives end users virtually unlimited mailboxes on their devices. With access to emails, attachments, SMS text and PIN-to-PIN messages, end users can perform advanced searches to find any message they send and receive, even if it no longer resides on their server (hosted or on-premise). In addition, with access to call log files, they can also find phone numbers they previously dialed, even if the phone number is no longer in their device’s call history. Plus, if they want to restore an email, SMS or PIN-to-PIN message back to their inbox for further action, they can do it themselves with the click of a button. Since all messages sync in the archive, they are also searchable via users’ Personal Archive folder in Microsoft Outlook or IBM Lotus Notes.
• Uninterrupted Access to Messages: Email’s status as the number-one communication and collaboration tool in the office means that professionals have no tolerance for outages, especially when they are relying solely on their BlackBerry devices. Working as a backup and continuity solution for email, Personal Archive for BlackBerry enables customers to continue sending and receiving messages, even when their primary email platform (hosted or on-premise) is unavailable. With these unique features, workers are able to compose, reply to and send messages in real time, using the Personal Archive interface on their BlackBerry devices, so they are never out of touch with the office or important clients.
• Better Legal Discovery Preparedness: LiveOffice is the first archiving company to provide customers with a single solution for archiving emails as well as the most commonly used BlackBerry file types. With Discovery Archive for BlackBerry, customers are able to better prepare for legal discovery requests by ensuring that all messages, attachments and call log files are indexed and stored in a central repository. This functionality means that approved personnel can access individual archives or the company-wide archive anytime to retrieve messages that are part of a legal investigation or compliance audit. Plus, once messages or call log files become part of a review, all audit trails are noted and fully reportable.

How it Works

System administrators can easily deploy the BlackBerry archiving service to end users via a web link or by pushing it through their BlackBerry Enterprise Server. Once the app is downloaded, the LiveOffice icon quickly appears on the device home screen. End users click on it to login to the app, using their existing LiveOffice Personal Archive credentials. They can then immediately begin conducting advanced searches of all messages and call log files stored in their individual archives. The app requires no additional hardware or software installations.

Pricing and Availability

LiveOffice Personal Archive for BlackBerry and LiveOffice Discovery Archive for BlackBerry are available now. Please contact LiveOffice for pricing information.

LAS VEGAS, Nev., November 10, 2009 – Today at ExchangeConnections, LiveOffice, the leading provider of software-as-a-service (SaaS) email archiving, email hosting and email continuity solutions, announced archiving support for all major cloud email platforms through its LiveOffice CloudMerge technology. Leveraging LiveOffice’s pure software-as-a-service architecture, CloudMerge offers a secure, open and complete archiving platform for both cloud and on-premise email solutions. These latest enhancements make LiveOffice the first email archiving provider to empower users with the freedom to move email into the cloud today, tomorrow or in the future, regardless of their email platform. In addition, only LiveOffice mitigates the risks traditionally associated with cloud email by providing a separate, centralized backup of messages and a standby email continuity feature for uninterrupted, around-the-clock email access—even if a customer’s email provider is experiencing unplanned downtime.

“Our research indicates that the easiest way to justify an IT investment in the next 24 months is to provide a reduction in operating costs,” said Brian Babineau, senior analyst with Enterprise Strategy Group. “Since email and message management consume valuable operating resources, moving these tasks and responsibilities to a cloud-based service is becoming increasingly attractive. LiveOffice enables companies to make this transition at their own pace by providing archiving capabilities across on-premise and cloud-based email solutions. Companies that plug into the LiveOffice archive benefit from continuity and backup/recovery features, while also meeting mailbox management, legal discovery and compliance needs.”

With LiveOffice archiving, companies get:

• FREEDOM to take a step into the cloud: Moving email to the cloud is a big step for many organizations. With LiveOffice archiving solutions, customers can start archiving their messages in the cloud now, so they are securely backed up outside of their office or data center, while also knowing that the messages are available regardless of which email platform they opt for down the road. This strategy provides IT and other company stakeholders with a no-risk way to test out the cloud before completely moving email and other business applications there.
• BACKUP and continuity for cloud email: Serving as an insurance policy for email, LiveOffice’s independent backup and standby capability gives customers peace of mind by ensuring 24-7-365 availability of organizations’ email, whether their primary email solution fails or during a planned migration. With LiveOffice, workers can continue to access, send and receive messages and attachments regardless of the status of their primary email system.
• PORTABILITY for cloud email: With organizations relying on email as their primary communication and collaboration tool, LiveOffice believes it should be 100 percent portable. Email systems shouldn’t dictate the selection of an archiving solution and vice versa. LiveOffice offers the only email archive that puts customers in full control of their migration to cloud-based email. They choose when to migrate and which provider to use (with the option to switch to another anytime they want). In addition, LiveOffice helps ensure that the transition from one solution to the next is as easy as possible with its suite of CloudMerge automated migration tools.

The LiveOffice Difference

Switching to a cloud-based email provider presents challenges when it comes to existing email archives. While it is common for on-premise and hybrid archiving vendors to use MAPI, EventSync or log shipping to archive client messages, these methods do not work when email is hosted in a multi-tenant, Internet-based cloud. Plus, on-premise archiving software and appliances cannot be deployed in the data centers of cloud email providers. Cloud email providers that offer their own limited archiving features don’t offer archiving support for other cloud email platforms, thereby locking customers into their email platform. Finally, none of these solutions offer the cloud backup and continuity protection for cloud email available with LiveOffice. LiveOffice liberates email by taking an entirely different approach that allows messages to be captured from a variety of sources (SMTP, IMAP, POP3, etc.) and compiled in a unified, searchable and portable archive. LiveOffice’s open platform gives users an independent email archive that mitigates their risk and gives them more control over their data by providing a separate backup of their email that is available at all times.

Pricing and Availability

The enhanced LiveOffice CloudMerge platform is available today. Contact LiveOffice for pricing information. In addition to existing on-premise support for Microsoft Exchange Server, IBM Lotus Domino and Sendmail, LiveOffice now supports cloud-based solutions, including:

• 123Together
• AppRiver
• Apptix
• Cisco WebEx Mail
• Google Apps (Premier)
• groupSPARK
• Intermedia
• Microsoft Exchange Online
• PanTerra Networks
• USA.NET
• Yahoo! Zimbra
• Other POP/IMAP-based solutions
• Personal Email Accounts (e.g., Gmail, Yahoo! Mail, Windows Live Hotmail)

“Cloud Ready” Resources

As companies consider plugging their email into the cloud, LiveOffice has developed the following resources to help them get “Cloud Ready” by making more informed decisions about their email and archiving choices.

• CloudEmail101.org: Visit this educational website designed to educate organizations on the various factors they should consider before opting to move their business email to the cloud and what they should think about once it’s there. The site also offers a complimentary download of the “Cloud Email Buyer’s Guide,” a comprehensive comparison of the various solutions currently available.
• Whitepaper: Download this complimentary whitepaper from archiving industry veteran and LiveOffice CEO, Nick Mehta entitled, “Separating Cool Clouds from Hot Air.” Based on his extensive industry experience, Mehta walks through the various benefits and challenges organizations should be aware of before moving to cloud email. Download this whitepaper here: http://www.liveoffice.com/land/CEWP0001/index.asp
• Webinar: Join ESG Senior Analyst Brian Babineau and LiveOffice CEO Nick Mehta for a complimentary webinar entitled, “Is Your Email Cloud Ready? … and Why ’IT’ Matters.” This live event is being held on November 12th at 10:30 a.m. PST. Babineau and Mehta will discuss the various challenges organizations are facing today in terms of managing email volumes, organizational requirements surrounding email and the importance of being “Cloud Ready.” Register for this event at: https://liveofficeevents.webex.com/liveofficeevents/onstage/g.php?d=669981105&t=a
• Video: Learn more about LiveOffice’s vision for getting companies “Cloud Ready” here: http://www.liveoffice.com/resources/CloudMerge-Vision/CloudMerge.asp

TORRANCE, Calif., October 20, 2009 — LiveOffice, the leading provider of software-as-a-service (SaaS), email archiving, email hosting and email continuity solutions, today announced that it has earned a spot on the Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences and clean technology companies in North America. Rankings are based on the percentage of fiscal-year revenue growth during the five-year period from 2004–2008. LiveOffice grew 222 percent during this period.

LiveOffice CEO Nick Mehta credits industry recognition, the increasing adoption of cloud-based solutions and an expanding partner channel as the major factors in the company’s record growth. He noted, “We are very excited to be ranked on the Deloitte Technology Fast 500 for the second consecutive year. Our growth rate reflects heightened market demand for email management solutions delivered via the software-as-a-service model. It also illustrates our commitment to providing our clients with technologies that meet their hosting, mailbox management, compliance and legal discovery needs, while reducing the overall burden on budget-constrained IT resources.”

Company Reports Record Third-Quarter Revenues

In addition to its Technology Fast 500 award, LiveOffice also announced today that it has posted record revenue growth for the third quarter of this year.

Third-quarter highlights include:

• Archiving Support for Microsoft Exchange Server 2010: LiveOffice became the first email archiving provider to support Microsoft Exchange Server 2010, Microsoft ’s latest version of their enterprise messaging and collaboration solution. To ease the upgrade process for organizations, LiveOffice offers a “pre-migration diet,” which helps ensure a smooth and “skinny migration.”
• Industry Recognition: LiveOffice was recently recognized by leading business magazine Inc. on the 2009 Inc. 5000, an annual list of the fastest-growing companies in the United States.
• Expanding Partner Channel: Last quarter, LiveOffice signed more than 25 new partnerships with a variety of channel partners, which generated a significant amount of new revenue for the company and helped to further enhance the company’s reputation in the global channel.
• LiveOffice Personal Archive Folder Support: LiveOffice Personal Archive’s new folder support facilitates rapid browsing, search and filtering of legacy messages imported into the archive. This functionality caters to user search habits, enabling them to sort messages as they would in Microsoft Outlook or browse through them, using a tag-like structure similar to Google’s Gmail.

Technology Fast 500™ Selection and Qualifying Criteria

Technology Fast 500™ provides a ranking of the fastest-growing technology, media, telecommunications, life sciences and clean technology companies in North America. This ranking is compiled from nominations submitted directly to the Technology Fast 500™ website and public company database research conducted by Deloitte LLP. Technology Fast 500™ award winners for 2009 are selected based on percentage fiscal-year revenue growth during the five-year period from 2004 to 2008. In order to be eligible for Technology Fast 500™ recognition, companies must own proprietary intellectual property or proprietary technology that contributes to a significant portion of the company’s operating revenues.

TORRANCE, Calif., October 19, 2009 — With more than 10 million identity theft victims in 2008, a 22 percent increase from 2007¹, and the Federal Trade Commission (FTC) taking a strong position on enforcing written identity theft prevention plans, policy-based encryption has become a key point of emphasis for companies working with private records. Today LiveOffice, the leading provider of software-as-a-service (SaaS), email archiving, email hosting and email continuity solutions, announced the availability of policy-based encryption, which provides organizations with end-to-end protection for all messages and attachments while in transit.

With more companies moving away from paper-based records, emails frequently contain sensitive information, such as medical records, intellectual property, financial figures and other highly sensitive information that is subject to regulatory compliance requirements. Further complicating security concerns, email traffic is totaling more than 247 billion messages per day in 2009 and facing a projected increase to 507 billion by 2013². This rapid growth of email in conjunction with increased security concerns has led to stricter regulatory enforcement. Such regulations include the Health Insurance Portability and Accountability Act (HIPAA), the United Kingdom Data Protection Act, the Gramm-Leach-Bliley Act (GLBA) and, most recently, the FTC’s Red Flags Rules, which are part of the Fair and Accurate Credit Transactions (FACT) Act of 2003. The Red Flags Rules require financial institutions (including most securities firms) and creditors to develop and implement written identity theft prevention programs that “detect, prevent and mitigate instances of identity theft.”

Policy-Based Encryption, Building on the Basics

Historically, email encryption required significant intervention from the sender, who had to manually select messages requiring encryption. LiveOffice policy-based encryption automates the process with its powerful rules-based encryption engine, which leverages the transport layer security (TLS) protocol and enables administrators to pre-determine which types of messages should be encrypted prior to transmission. For an additional layer of protection, all messages are stored using the 256 bit advanced encryption standard (AES) in LiveOffice’s secure, cloud-based archive, which resides in fully redundant SAS-70 II, Tier-4 data centers.

How it Works

To eliminate the need for end-user intervention, policy-based encryption automatically tags each email for encryption, which is then delivered to LiveOffice’s geographically dispersed data centers via a secure SSL/TLS-encrypted tunnel. From there, each message is scanned according to the administrator’s email filtering and use policies, encrypted and either delivered to the recipient’s inbox or centrally stored in LiveOffice’s secure storage repository for access via a web portal. The portal is accessed through a link within a standard SMTP email, which alerts the recipient that an encrypted message has been sent to them. Once the intended recipient has accessed their message using the portal, they are able to view, reply and create new messages, which are also protected by LiveOffice’s policy-based encryption solution.

Pricing and Availability

Delivered via the software-as-a-service model, LiveOffice policy-based encryption is available now as an add-on to LiveOffice Personal Archive, LiveOffice Discovery Archive and LiveOffice AdvisorMail. Contact LiveOffice for pricing information.

Recently recognized by leading analyst industry firm Gartner, Inc. as the largest provider of outsourced email archiving services in North America based on total number of clients as of yearend 2008¹, LiveOffice is expanding its partner program to better meet the evolving needs of its partner community. “Cloud-based email archiving is hot, and our enhanced program provides LiveOffice partners with all of the tools they need to hit the ground running,” said Jim O’Hara, vice president of sales and business development for LiveOffice. “As more resellers look to expand their SaaS offerings around email, our solutions provide unique value for them by creating a recurring revenue stream, keeping their margins intact and helping build their SaaS portfolio.”

LiveOffice continues to ride the rapidly growing wave of interest around cloud-based email archiving. The email archiving market, according to Gartner, grew by 25.7 percent in 2008.² In addition, Gartner estimates that “the number of customers using [hosted] service providers for email archiving grew 59 percent in 2008 to reach 23,624 organizations, while the growth in the number of [on-premise] product customers grew only 26 percent to reach 29,092.”² As more organizations look to migrate to cloud-based email (Microsoft Exchange Online, Google Gmail, etc.), the resulting market potential for hosted archiving is expected to grow significantly.

The LiveOffice Partner Program provides partners with instant access to its turnkey suite of email archiving solutions, while also providing the sales, marketing and technical support required to serve their clients. Working together with LiveOffice, partners are able to provide their clients with hosted email archiving solutions that meet a wide range of mailbox management, legal discovery and compliance requirements.

The LiveOffice Partner Program features:

• Comprehensive SaaS Training: Partners benefit from a comprehensive training program designed specifically for them and their clients. From extensive technical documentation to online training videos, LiveOffice ensures that its partners have access to as much (or as little) training as they wish.
• Dedicated Archiving Specialist: Each LiveOffice partner is assigned a dedicated account manager to help them successfully market and sell cloud-based archiving. Each account manager is an archiving expert and brings years of specialized knowledge to their role.
• Easy Integration: LiveOffice provides API-level integration to facilitate simple and rapid incorporation of email archiving services into partners’ existing systems and processes.
• Cloud Start Marketing Kit: This kit helps partners jumpstart their pipeline building and marketing efforts with collateral, web copy, email marketing templates, technical documentation and more.
• Resource Center: The LiveOffice Resource Center is a one-stop shop for partners and their clients. This comprehensive online portal contains pre-recorded webinars, whitepapers, case studies and online product tours detailing the benefits of cloud-based email archiving solutions.

Insight, a global technology solutions provider and a LiveOffice partner, believes in the versatility of the SaaS delivery model for email archiving. “Many of our clients are looking for flexible payment options and per-seat models to get them through these tough economic times. Understandably, they are squarely focused on cutting costs and increasing revenues,” said Steve Kedzior, senior vice president, field sales and services for Insight. “SaaS makes sense for these companies. Our partnership with LiveOffice has enabled us to provide our clients with the total package of software, service and support for enterprise-class email management in the cloud.”

Call 800.374.2032 today to learn more about the LiveOffice Partner Program.

¹ Gartner, Inc. “Outsourcing E-Mail Archiving: 2Q09 Update” by Adam W. Couture, April 27, 2009.
² Gartner, Inc. “Dataquest Insight: E-Mail Archiving Software Market, Worldwide, 2009” by Alan Dayley, Carolyn DiCenzo & Sheila Childs, July 7, 2009.

TORRANCE, Calif. & LONDON, September 2, 2009 — LiveOffice, the leading provider of software-as-a-service (SaaS), email archiving, email hosting and email continuity solutions, and EMEA Office Systems (EOS), a value-added reseller (VAR) based in the United Kingdom, today announced that they have formed a partnership to deliver LiveOffice’s cloud-based email archiving and e-discovery solutions to European businesses. This partnership extends EOS’s current offering, enabling the company to provide clients of all sizes with full-featured archiving solutions designed to alleviate email storage concerns, expedite legal discovery requests, meet compliance requirements and enhance end user productivity.

EOS was founded to bring the versatility and scalability of the SaaS delivery model to organizations throughout Europe, the Middle East and Africa (EMEA). “We’re looking to provide the EMEA region with all the assets that cloud-based email archiving brings to the table,” said Martin Blackmore, cofounder and director of EOS. “By offering rapid deployment capabilities and eliminating ongoing maintenance requirements and licensing fees, hosted solutions provide our clients with rich archiving capabilities minus the huge upfront capital investment.”

“We are very excited to welcome EOS to our partner program,” said Jim O’Hara, vice president of sales and business development for LiveOffice. “We believe that its specialized expertise in the European market combined with our award-winning technology will deliver the perfect combination of products and services to EMEA-based companies in need of cloud-based archiving and e-discovery solutions.”

IDC, a leading analyst firm, forecasts a compound annual growth rate of 23.9 percent worldwide for the hosted email archiving market during the 2007–2012 period.¹ In addition, market research firm Radicati Group indicates that hosted email mailboxes in EMEA will grow from 398 million mailboxes this year to 564 million mailboxes by 2013.² These numbers reflect the growth of broadband Internet availability, which has in turn increased organizations’ interest in hosted email and archiving solutions.

“An increasing number of our clients are inquiring about email archiving solutions delivered via the SaaS model, and we want to make sure we are able to provide them with the best products available—both to meet the needs of their IT departments as well as their end users,” said Mark Thomason, director for EOS. “With LiveOffice’s outstanding reputation in North America, we are confident that its hosted archiving offering is the right fit for our clients’ variety of needs.”

TORRANCE, Calif., September 1, 2009 — LiveOffice, the leading provider of software-as-a-service (SaaS), email archiving, email hosting and email continuity solutions, today announced that it has become the first email archiving provider to support Microsoft Exchange Server 2010. In addition to providing the e-discovery, mailbox management and compliance benefits of email archiving for Exchange Server 2010 users, LiveOffice’s hosted email archiving solution reduces the time and cost of migrating to the new platform by moving existing email data to a secure cloud prior to migration.

“The pending release of Microsoft Exchange Server 2010 is generating a significant amount of interest in the market,” said Brian Babineau, senior analyst with Enterprise Strategy Group. “Many of the inquiries we are fielding center on Exchange 2010 upgrade and migration strategies. We strongly believe that the implementation of an archiving solution is a great first step to prepare for an upgrade, as it allows companies to copy and secure legacy messages and attachments to an accessible and fully searchable, non-production environment. Executing the archive process with a SaaS provider such as LiveOffice frees up internal resources to help plan and execute the upgrade when the organization is ready.”

LiveOffice Microsoft Exchange Server 2010 “Pre-Migration Diet”

To make the transition to Exchange Server 2010 smoother, LiveOffice provides a simple process for shrinking customers’ Exchange data stores prior to moving them, thus speeding up the transition process.

• LiveOffice Personal Archive: First, clients enable journaling on their existing mail servers, allowing LiveOffice to capture data in its secure cloud, which effectively eliminates the need to migrate that data in the future. With Personal Archive’s robust architecture, end users are able to view all archived email (legacy and current) from the comfort of their Microsoft Outlook client.
• LiveOffice CloudMerge for Microsoft Exchange: Next, clients can leverage LiveOffice’s proprietary CloudMerge technology to automatically and securely transfer data from existing Microsoft Exchange 2003 or 2007 mail stores to LiveOffice Personal Archive. Again, this data is available for view by end users directly from Microsoft Outlook.
• LiveOffice CloudMerge for PST Files: LiveOffice’s CloudMerge technology is also able to securely ingest an organization’s PST files into the centrally managed, hosted archive—eliminating the most common source of data loss and IT headaches.
• “Skinny Migration:” With all historical and ongoing email securely stored in LiveOffice’s cloud-based archive, IT administrators only need to migrate a small amount of data to their upgraded Exchange 2010 environment.

Finally, an organization’s relationship with LiveOffice doesn’t end once the migration is complete. With legacy data safely ingested into the cloud-based archive, organizations can delete messages from the mail server as needed to improve server performance and reduce the risk of data loss. In addition, auditors and other authorized personnel have easy access to a centralized archive of messages where they can perform advanced searches and retrieve data on demand from the archive to satisfy legal and compliance requests. Simultaneously, end users have access to their personal archives and can instantly find emails and attachments they need, even if they no longer reside in their inbox or on the corporate mail server.

TORRANCE, Calif., August 27, 2009 — LiveOffice, the leading provider of software-as-a-service (SaaS), email archiving, email hosting and email continuity solutions, today announced that Windsor Foods has deployed LiveOffice Personal Archive and LiveOffice Discovery Archive to provide unlimited storage capacity, improved server performance and e-discovery capabilities to its more than 600 users spread throughout 11 U.S. facilities.

A national provider of frozen food products, Windsor Foods required a scalable email archiving and e-discovery solution to address its rapidly growing data stores, which were pushing the company’s in-house mail servers to near capacity and beginning to cause performance issues. Windsor Foods’ Vice President of Information Technology, Stephan Henze, knew they had to make a choice: “Start deleting, buy more storage or start archiving.”

Following a lengthy evaluation of the leading on-premise email archiving providers, Henze —once a skeptic of the SaaS delivery model —determined that a hosted email archiving solution would be the best fit. “SaaS is definitely the way to go for email archiving because of the amount of data involved, especially when you consider the total cost of ownership of an on-premise solution, which includes added costs for backups, storage and disaster recovery,” Henze notes.

In addition, Windsor Foods needed an archiving solution with e-discovery functionality and Discovery Archive proved to be the best match. “I felt it was important to implement an e-discovery solution as a best practice,” Henze added. “It’s quite a bit of work to retrieve data. We may or may not have it. An email archiving solution makes responding to e-discovery requests much easier—and faster. We know our data is there, and finding it would be a much more labor-intensive process without Discovery Archive. Plus, the interface is very clean and easy to navigate. There’s not a need for a lot of training —after only 15 minutes, I could easily do it.”

Windsor Foods believes that enhanced search capabilities will also greatly improve user productivity, since end users can now retrieve lost or deleted data from their own archives without involving IT or help desk staff. “We expect that Personal Archive will have a long-term positive impact on our day-to-day operations,” said Henze.

Henze also recalls the immediate benefit he experienced when using Personal Archive’s search functionality for the first time —“It’s much easier to locate information, using LiveOffice Personal Archive instead of Outlook search. I needed to find a PDF file in an email that was two-and-a-half years old. I conducted a search with only a couple parameters and quickly found it with the search filters.”

Another benefit of selecting a SaaS archiving solution was the rapid implementation process. Henze remarks, “It was easy to deploy without interrupting normal business operations, and the learning curve was short.” Once deployed, the company saw a bump in overall system performance and legacy data became easier to manage and recover. “It’s much faster to find things in searches with the LiveOffice email archiving solutions. Overall, we couldn’t be happier with our vendor choice,” said Henze.

“We are very pleased to be ranked by Inc. as one of the nation’s fastest-growing, privately-held companies. Our current success is proof that the time is right for organizations of all sizes to move their email archiving to the cloud,” said LiveOffice CEO Nick Mehta. The company now serves 9,000 clients and expects continued growth the rest of the year as demand for email archiving services delivered via the software-as-a-service model increases. “We are extremely excited about the leadership position we have secured in the archiving industry and the opportunities we have in front of us this year.”

The 2009 Inc. 5000 is ranked according to percentage revenue growth from 2005 through 2008. To qualify, companies must have been founded and generating revenue by the first week of 2005, and therefore able to show four full calendar years of sales. Additionally, they have to be U.S.-based, privately held, for profit and independent—not subsidiaries or divisions of other companies—as of December 31, 2008. Revenue in 2005 must have been at least $200,000, and revenue in 2008 must have been at least $2 million. The top 10 percent of companies on the list comprise the Inc. 500, now in its 28th year.

TORRANCE, Calif., August 3, 2009 — LiveOffice, the leading provider of software-as-a-service (SaaS), email archiving, email hosting and email continuity solutions, today reported record-setting revenue for the second quarter of 2009. The strong financial results were driven by increased demand for cloud-based technologies, the launch of proprietary automated migration technology and expansion into new channels.

“We are extremely excited about our continued growth and the leadership role we have taken in the rapidly expanding, highly competitive SaaS archiving industry. As more organizations look to offload IT tasks to the cloud, archiving via the SaaS model is becoming a hot topic,” said Nick Mehta, CEO of LiveOffice. “This is also the perfect opportunity for us to thank our 9,000 existing clients for their continued loyalty. We are 100-percent committed to the continued improvement of our services to meet their needs.”

Second quarter highlights include:

• Industry recognition: LiveOffice was recently recognized by industry leading analyst firm Gartner Inc. as the largest provider of outsourced email archiving services in North America, based on total number of clients as of Dec. 31, 2008.¹ The company also received accolades from the Technology Council of Southern California as a finalist for its 2009 Emerging Software Company of the Year award.
• Launch of proprietary LiveOffice CloudMerge migration technology: Until now, a major barrier to adopting a cloud-based archiving service has been migrating data from existing stores. The CloudMerge tools, a suite of user friendly applications and connectors, fully automate the migration, ingestion and consolidation of legacy data. These first-of-their-kind tools help organizations of all sizes capture data from a variety of mailbox sources, including on-premise email stores, hosted email stores, legacy email archives and personal archives.
• First Hybrid Partnership: LiveOffice and Mimosa Systems forged the first partnership between on-premise and cloud-based email archiving providers. The companies joined forces to develop a beta version of LiveOffice CloudMerge for Mimosa NearPoint, which seamlessly connects Mimosa’s on-premise archive with LiveOffice’s cloud-based archive. The tool delivers cost-effective, long-term storage and expedited external e-discovery for on-premise Microsoft Exchange Server environments.
• Expansion into New Channels: This quarter, LiveOffice pioneered the first-ever email archiving plugin for the Spiceworks IT management portal, enabling companies to implement a fully featured cloud-based email archiving solution with a simple, five-click installation process. This development effort puts the company’s technology at the fingertips of the Spiceworks community, with a membership including more than 700,000 information technology professionals.
• Client Retention & Renewals: LiveOffice recorded high retention rates and renewals in part due to the company’s increased focus on client service. As part of this initiative, the company unveiled its Client Bill of Rights, which pledges to maintain absolute transparency and honest communication with LiveOffice’s growing client base.

TORRANCE, Calif., June 23, 2009 — LiveOffice, the leading provider of software-as-a-service (SaaS), email hosting, email archiving and email continuity solutions, today announced beta availability of LiveOffice CloudMerge for Mimosa NearPointTM, a software application that seamlessly connects Mimosa’s on-premise archive to LiveOffice’s cloud-based archive. The joint offering leverages the best of both infrastructures to deliver cost-effective, long-term storage and expedited external eDiscovery for on-premise Microsoft Exchange Server environments.

“We have been a longtime client of the Mimosa NearPoint solution. Until now, we have used Mimosa’s archiving solution to cull emails for discovery and then exported those messages to physical media for our citizens to review for FOIA requests,” said Santhosh Samuel of Palm Beach County, Florida. “With LiveOffice CloudMerge for Mimosa NearPoint, we are able to give cloud-based review to our attorneys, partners and citizens in a ‘neutral’ environment, while reducing the cost and time involved in processing eDiscovery and FOIA requests.”

“Organizations should not be deciding whether or not to archive email – they should be determining how,” said Brian Babineau, senior analyst with Enterprise Strategy Group. “Previously, customers had to choose between an on-premise or software-as-a-service implementation model. Mimosa and LiveOffice’s partnership makes the ‘how’ decision much easier, enabling organizations to experience the best of both worlds by supplementing long-term storage and offline access with a cost-effective cloud option that translates into predictable, fixed storage costs and more efficient eDiscovery review. This hybrid approach delivers tremendous value to organizations faced with uncertain storage costs and complex eDiscovery and FOIA requests.”

Available today, the beta version of LiveOffice CloudMerge for Mimosa NearPoint delivers two key benefits to joint customers:

• Unlimited Tiered Storage Option (UTSO): With UTSO, enterprises can implement a tiered storage archive, where recent data is kept in local storage with NearPoint, while older content is moved to LiveOffice using the CloudMerge tool and stored at a low, fixed monthly price. Moving data transparently to the cloud means content, regardless of size, can be stored infinitely with no ongoing management required. With this model, storage costs remain fixed, providing IT managers, CIOs and CFOs with the added benefit of expense predictability.
• Expedite External eDiscovery Review: The solution can be configured to seamlessly push select, on-premise content to LiveOffice to support eDiscovery and Freedom of Information Act (FOIA) requests. This transparent movement of data via the LiveOffice CloudMerge tool provides a secure “neutral” zone where custodians, legal counsel, case assessment managers, citizens and partners can easily review messages online, eliminating the need for manual processing and export to physical media. CloudMerge for NearPoint enables enterprises to fully satisfy legal and operational demands, resulting in greater compliance and organizational efficiencies.

CloudMerge for Mimosa NearPoint provides companies with the ultimate flexibility by satisfying both short and long-term retention policies and helping to ease the data storage debate within organizations. Mimosa clients benefit from the ability to easily send as much or as little of their archived data as they like to the cloud. In addition, it eases the burden on internal IT resources by providing network administrators with a way to make permitted data easily accessible to end users or external third parties. The CloudMerge application also means that LiveOffice clients can benefit from meeting granular, folder-based retention policies that require storing certain data on-premise, while still achieving cost efficiencies by storing some data in the cloud. Plus, the Mimosa NearPoint solution enables LiveOffice users to perform more forensic searches of their on-premise Exchange Server.

Pricing & Availability

The beta version of LiveOffice CloudMerge for Mimosa NearPoint is available beginning today. Please contact LiveOffice or Mimosa Systems for pricing information.

TORRANCE, Calif., June 22, 2009 — LiveOffice, the leading provider of software-as-a-service (SaaS), email hosting, email archiving and email continuity solutions, today announced the availability of its LiveOffice Mail Archive plugin for Spiceworks’s community of more than 700,000 information technology (IT) professionals. While Spiceworks is the first to provide the IT industry with free network management software, LiveOffice is the first to provide its community members with a free plugin for email archiving. This application helps users better manage their messaging environments and eliminates the need for mailbox quotas and PST file storage, while also ensuring that email is always accessible and available with a built-in continuity feature.

“LiveOffice automates the email archiving setup and implementation process, which is traditionally an enormous operational burden for customers wanting to save messages for extended periods of time,” said Brian Babineau, senior analyst for Enterprise Strategy Group (ESG). “They’ve put an easy-to-use, turnkey archiving solution at the fingertips of IT professionals worldwide, providing a variety of organizations with the opportunity to experience the benefits of email archiving firsthand without any sort of long-term commitment.”

How It Works

With a simple, five-click installation process, LiveOffice Mail Archive plugin users are up and archiving in hours, rather than weeks or months—without ever speaking to a customer service agent. Once installation of the plugin is complete, your network administrator enables journaling on the Microsoft Exchange Server to begin archiving messages and attachments. In addition to the monitoring capabilities provided by Spiceworks, the plugin adds a visual representation of what’s taking place in your email archive through the use of a dynamic pie chart. It displays the total size of your archive, the total number of emails archived and an individual breakdown of archive consumption per user. End users also have the option to deploy a fully integrated web folder that resides in their existing Microsoft Outlook client and enables them to instantly search and restore old emails and attachments stored in the archive. Plus, users with administrative rights have the ability to create policy alerts based on specific keywords, monitor phrase violations and tag emails for further review and/or investigation.

"We're thrilled to have the LiveOffice Mail Archive plugin available to the 700,000 Spiceworks small business IT pros,” said Scott Abel, co-founder and CEO of Spiceworks. “It’s a great way to help them tap into the power of archiving, storage and continuity services in the cloud – all from within their daily workflow in Spiceworks."

Pricing & Availability

The LiveOffice Mail Archive plugin is available through Spiceworks at no charge for the first five users. Organizations looking to archive more than five users can contact LiveOffice directly for more information and pricing.

According to this recent report from Gartner, Demand for e-mail active archiving products and services continues to escalate, as pure financial industry compliance considerations are being replaced by the broader market requirements for message retention, mail server management and legal discovery support. The report also states that, "Most organizations should be doing some kind of e-mail archiving. Organizations must implement in-house or outsource an e-mail archive that can be immediately useful for legal discovery, supervisory requirements and retention compliance.

In addition, LiveOffice today also announced strong first quarter results, with its best quarter ever in terms of revenue and number of new clients. CEO Nick Mehta noted, "Our record quarterly results demonstrate the growing interest in cloud-based email archiving services from customers large and small across all industries. We are extremely proud to be named the largest provider in the North American outsourced email archiving space by such a highly respected analyst firm. We believe our success is a result of the trust our more than 9,000 clients have put in us and the commitment we have to exceeding their expectations."

¹Gartner, Inc. "Outsourcing E-Mail Archiving:2Q09 Update" by Adam W. Couture, April 27, 2009.

About the Technology Council of Southern California

1. The right to be treated fairly and honestly during your buying experience: We listen to your needs, requests and expectations, and provide a consultative approach during your decision-making process.
2. The right to see a clear description of all charges with no hidden fees: We provide complete consistency across our quote, service contract and monthly invoice.
3. The right to access your data anytime, anywhere: We understand that YOU own your data, so we provide easy access to it 24–7–365.
4. The right to 99.99-percent uptime of your services: We utilize independent, third-party specialists to monitor the availability of our services to ensure optimal uptime.
5. The right to data security, both in transit and at rest: We use encryption technology to securely transfer your email and safeguard it from unauthorized access and tampering.
6. The right to e-discovery and audit support: We provide advanced search tools and all necessary certifications to help you quickly respond to any audit or e-discovery request.
7. The right to escalate your concerns if you feel that your needs are not being met: We encourage you to contact our executive team if your needs are not met via our normal support channels.
8. The right to new product releases at no additional cost: We add ever-increasing functionality with regular service upgrades, which are automatically available with your standard subscription.
9. The right to provide input into our product direction: We routinely solicit your suggestions on desired features via client satisfaction surveys and regular client webcasts.
10. The right to an update or resolution on service requests within 24 hours: We deliver 90-percent first-call resolution and promise to keep you updated until your issue is resolved.

New Mail Archive Features

• LiveOffice CloudMerge: The CloudMerge migration tool automates the process of moving email data from both on-premise email servers and hosted services to the cloud-based Mail Archive with rapid speed, limited effort for administrators and minimal impact to end users.
• NetApp DataFort-based encryption: While many companies are concerned about the security of their data in the cloud, Mail Archive eases these worries by providing greater protection for emails, attachments and instant messages stored in its archives. Now, all messages stored in Mail Archive can automatically be encrypted, using DataFort, a hardware-based encryption system from industry-leading storage vendor NetApp.
• Lotus Notes/Domino support: In addition to seamless integration with Microsoft Exchange Server, Mail Archive now supports additional corporate mail servers, including Lotus Notes/Domino. While archive integrations with Lotus Notes/Domino servers have been historically challenging, Mail Archive is the first solution to deliver an extremely administrator-friendly process. Plus, this expanded support is great news for companies running heterogeneous messaging environments that also need a single, unified SaaS archiving solution to meet their mailbox management, compliance and legal discovery needs.

“How?” you ask. What you need is an email archiving system that securely captures all the messages you send and receive and preserves them in their original format. It can even handle email messages you send from your BlackBerry. Plus, if you opt for a software-as-a-service (SaaS) offering, you can be up and running in just a few days (and you’ll never even notice a difference in your email).

As the first emailing president, an email archiving solution can help you:

• Increase the transparency of your administration (which you’ve said is a top priority)
• Prevent the risk of lost messages (and the subsequent bad PR – as we saw when the Bush administration lost “potentially millions” of messages)
• Benefit from the efficiencies of email while protecting your messages in a highly secure environment

• Online TCO Calculator: Available at no cost, LiveOffice’s fully interactive Total Cost of Ownership (TCO) Calculator asks users for responses to four simple questions, which are then run through a series of formulas to produce a customized report in just seconds. The resulting document provides an item-level cost comparison on what an organization can expect to spend for an on-premise versus SaaS email archiving solution. The assumptions behind the model are based on actual hardware, software, setup and ongoing maintenance costs as well as industry best practices.
• ESG Information Management Brief on LiveOffice TCO Calculator: Not all vendor-generated TCO calculators are created equal. This brief, written by widely respected research firm ESG, provides third-party validation of LiveOffice’s TCO model and confirms its accuracy.
• Whitepaper - 24 Things to Consider Before Choosing an Email Archiving Solution: This thorough report offers helpful advice on some of the management activities customers need to be ready for when deploying an on-premise email archiving solution as well as what to expect with a SaaS alternative.
• Free Trial of LiveOffice’s SaaS Email Archiving Solutions: Companies exploring SaaS email archiving are encouraged to test drive the LiveOffice archiving service that best meets their needs during a 14-day, no-strings-attached trial.
• On-Site Visit from LiveOffice’s TARP Team: LiveOffice has assembled a veteran team of archiving professionals prepared to visit companies with troubled archiving deployments, assess their current situation and provide a recommendation on how best to maximize their email archiving investment moving forward.
• On-Premise Migration Services: LiveOffice has partnered with Procedo, a leading provider of data archive migration services, to provide special discount pricing for companies wishing to migrate their legacy email data to one of LiveOffice’s SaaS email archiving solutions.

• Recovery can take hours, days or weeks.
• During downtime, users have no email service.
• Without business email service, users often resort to using personal email accounts during outages, exposing organizations to security risks, compliance violations and legal liability.
• All data is not recoverable—anything created after the last backup is permanently lost. For example, if backups happen daily, all data between the last day’s backup and the outage is unrecoverable.

• Unlimited storage at a predictable, per-user-per-month price, eliminating the need to store emails and attachments locally as a means of circumventing mailbox quotas
• Direct access to messages from a web-based Outlook folder, allowing users to quickly and easily search, view and restore historical emails and attachments from their personal archives
• Centralized deployment of the Outlook web folder by administrators via LiveOffice’s CloudLink Console, a pure SaaS, non-stubbing approach to full Outlook integration that leaves zero footprint on client-side machines

• Reduce storage costs and backup windows through tight email server limits
• Minimize help desk calls by allowing users to restore email via self-service search
• Eliminate the need for users to create PST files (which result in IT management issues)

• Enforce regulations and internal policies around email retention
• Quickly and cost effectively search, hold and produce email for e-discovery purposes
• Proactively monitor email for inappropriate language and intellectual property theft

• No upfront hardware, software or ongoing maintenance costs
• No delays in getting their organization up and running on an archiving solution
• No worries with 99.99% uptime and geographically dispersed data centers

• Steve Jillings, former president and CEO of FrontBridge Technologies, a global leader in message management and archiving services acquired by Microsoft in 2005.
• Nick Mehta, entrepreneur-in-residence at Trinity Ventures, and former vice president and general manager of Symantec's Enterprise Vault (formerly KVS) information archiving and discovery software business.
• Susan Carstensen, chief operating officer of RightNow Technologies (NASDAQ: RNOW), an on-demand CRM software and services company, and a 19-year veteran of corporate financial management.

• Steve Jillings is president and CEO of Vantage Media and the former president and CEO of FrontBridge Technologies, where he was responsible for taking the company from a startup to a global leader in managed messaging services. Tasked with driving the company's strategic direction and growth, Jillings built a world-class management team focused on execution. Raising $28 million in three rounds of funding allowed the team to build a broad portfolio of services combined with the largest global distribution footprint in the managed messaging space. The growth and accomplishments in that timeframe led to the successful sale of the company to Microsoft in August 2005. Jillings has more than 20 years of business-building experience, specifically in the areas of corporate finance, sales, marketing and technology. Prior to FrontBridge, Jillings was a cofounder and executive vice president of Voyus, a recurring revenue IT services company based in Vancouver, B.C. Jillings has been responsible for seven startups throughout his career, taking them from inception to commercialization and eventual liquidity.
• Nick Mehta is an entrepreneur-in-residence at Trinity Ventures. He has held senior operating roles for public and private companies in both enterprise and consumer technology markets. Prior to joining Trinity Ventures in 2007, Mehta spent more than five years at Symantec Corporation (NASDAQ:SYMC) and Veritas Software Corporation (acquired by Symantec in 2005). Most recently, Mehta was a vice president at Symantec. He also served as general manager of the Enterprise Vault (formerly KVS) information archiving and discovery software business at Symantec from its acquisition in 2004 until 2007. During this time, the business grew from $23 million in annual sales in 2004 to $200 million in 2007 and received recognition from Gartner, Forrester, IDC and Radicati as the leading product in the "on-premise" email archiving market. Mehta also held other roles leading product management for all email-related businesses at Symantec and previously for CommandCentral, the company's storage resource management software product line.
• Susan Carstensen is chief operating officer of RightNow Technologies, a software-as-a-service (SaaS) solutions company built to seamlessly integrate sales force automation software, enterprise marketing automation and customer service solutions to ensure customer loyalty and profitability. A 19-year veteran of corporate financial management, Carstensen oversees RightNow's finance, information technology and human resource divisions, and she serves on the company's executive management team. She joined RightNow in 1999 following five years at Powerhouse Technologies, a $200-million publicly traded diversified gaming technology company. At Powerhouse, Carstensen held various positions in finance and audit, advancing to chief financial officer in 1997. She was a key player in the organization's financial turnaround, culminating in the 1999 sale of the company.

• Message capture: AdvisorMail captures and archives all interoffice and external emails, attachments and instant messages in a single, tamper-proof repository that is easily searchable. The system is also able to capture and store messages sent via wireless mobile devices, such as BlackBerry and Palm handhelds.
• Lexicon-based review and random sampling: Developed in conjunction with the nation's leading compliance consultants, AdvisorMail provides a pre-populated lexicon of words and phrases specific to the financial services industry. All messages and attachments are scanned by the system in pre- or post-review mode, and any suspect messages are immediately flagged for further review. In addition, random sampling capabilities and false-positive settings are fully customizable, allowing administrators to set parameters that meet their firms' policies.
• Management reports: AdvisorMail's detailed reporting capabilities provide snapshot views of message volumes in the archive, auditor activity (including login activity) and email activity. These convenient reports enable the corporate office to stay current with auditor activities in branch offices. They also facilitate more efficient auditor workflow, making it simple to route problematic emails to the proper reviewer.

• Cost effective pricing with only a three-seat minimum required, putting hosted archiving easily within reach for SMBs as well as enterprises
• Elimination of mailbox quotas and storage management woes with unlimited storage at no additional charge
• Ability to meet e-discovery/authenticity requirements and enforce corporate policies with fully integrated message indexing, search and retrieval capabilities
• Peace of mind knowing that email messages are protected in the event of service outages or catastrophic loss
• Tight integration with any mail server environment, eliminating the need to purchase hardware or software

• No impact on daily operations with LiveOffice's quick and easy implementation process
• Budget-friendly pricing structure with no long-term contracts or surprise fees
• Unsurpassed mobility with enhanced Outlook Web Access enables "road warriors" to maintain productivity no matter where their jobs take them
• Reliable data security with built-in spam and virus protection
• Hassle-free maintenance with automatic upgrades as new software becomes available

• Associate Engineered to reward IT consultants and VARs for their referral activities. At this level, associates earn commission for each successful referral.
• Reseller Geared toward mid-level/regional resellers, including service providers, specialty VARs and technology/solution providers, who want to expand their service offerings. Partners in this tier benefit from private-labeling options, higher margins and recurring revenue streams.
• Strategic Designed for national and global partners who want to offer the highest value to their customers by integrating or private-labeling LiveOffice services with their existing products. This tier provides the highest levels of profit margin, client support and jointly created marketing programs.

• Archive Activity These reports summarize email archive activity at the regional office level and provide detailed information on message volumes throughout the organization. They also aggregate information on the status of each email (reviewed, compliant, etc.) in the system and give percentages on the total number of messages assigned to and/or awaiting review by the compliance department.
• Auditor Activity (including login activity) These reports serve as a productivity management tool, providing reviewers with an effective method for managing their workload. They also help to streamline compliance workflow in busy departments where electronic record volume is exceptionally high, while improving overall productivity levels.
• Email Activity These reports alert auditors to an individual user whose email content is exposing the broker-dealer to unnecessary liability and also help to flag repeat offenders.

• Panel: The Compliance Solutions Presentations
• Time: 4:05 4:30 p.m. PDT
• Date: Monday, April 16, 2007
• Conference: The NRS 2007 Spring Conference, running from April 15-18, 2007
• Location: The Hyatt Regency Grand Cypress in Orlando, FL
• Exhibit: AdvisorMail will be exhibiting at the event
• Event information: http://www.nrs-inc.com/conf/spring/default.asp.

• Protection from inbound messaging threats such as spam, virus and phishing attacks
• Advanced search and retrieval features that enable administrators to find one or multiple digitally archived messages in just seconds, whether for eDiscovery requests or audits
• Message encryption to ensure that sensitive information isn't intercepted as it travels over the internet to the intended recipient
• Compliance and policy management capabilities that help organizations ensure employees are adhering to regulatory and/or internal guidelines regarding appropriate email and instant message content

• Quickly conduct searches and review results online Auditors and internal compliance personnel cited the power of AdvisorMail's online user interface to facilitate advanced multi-criteria searches as well as the ability to review the search results online at any time.
• Conveniently download message data directly from an in-house PC to a non-rewritable DVD In the case of requests for small to medium-sized data samples, compliance officers valued the ability to search, zip and download data directly to their desktop PC and then quickly copy the data to a non-rewritable DVD for sharing with the auditor.
• Minimize compliance department workload by providing auditors with read-only access to select messages Many compliance officers cited the advantages of providing internal auditors or regulators with read-only web access to review messages, instead of downloading the messages to non-rewritable DVDs.
• Reduce IT department workload by allowing large data requests to be offloaded to LiveOffice staff When asked to conduct large and complex downloads of message data, organizations cited the benefits of forwarding these requests to LiveOffice for processing rather than fulfilling them in-house. LiveOffice returns the requested data on DVD within 48 hours or two business days.

• A powerful and cost effective method for controlling the daily influx of unwanted email messages
• Rapid setup and deployment (often in under a week) with expertise from LiveOffice
• Enterprise-class protection against messaging threats with no upfront investment in hardware, software or maintenance
• Ongoing, U.S.-based customer support
• Enterprise-class network reliability and security via LiveOffice's multi-million dollar data center infrastructure

• Up-to-date information on email activity and potential threats
• Real-time (Ajax-based) usage graphs showing email volumes and patterns that can be used to customize spam and virus filters
• Information on intercepted messaging threats by day, week, month and year
• Statistics that indicate email usage by individuals or according to domain name
• Automated options for whitelisting and blacklisting

• Lack of indexing capabilities, which means that recovering information to satisfy a discovery order could prove time-consuming, burdensome to IT personnel and expensive
• Corrupted backup tapes that are unreadable, making it impossible to recover previously stored data
• Inability of backups to capture information created or deleted between scheduled backups

• Store and index emails, email attachments and instant messages in a single, highly searchable repository
• Set pre-determined policies so that the archive is populated with pertinent messages that are automatically organized and categorized
• Easily search and produce data in the event of a discovery request
• Manage and optimize server storage space
• Access messages using LiveOffice's business continuity and disaster recovery features regardless of the status of the in-house mail server

• Schwab IMPACT 2006, Washington, D.C. November 5 8, 2006
• NASD Fall Securities Conference, Los Angeles, CA November 15 17, 2006

• SIA Small Firms, October 18 20 in Ft. Lauderdale, FL
• FPA Annual Meeting, October 21 24 in Nashville, TN
• Cadaret Grant, October 23 24 in Syracuse, NY
• Schwab IMPACT, November 5 8 in Washington, D.C.

• SunAmerica Conference, May 31 June 4, 2006 in Phoenix, Arizona
• Genworth Conference, June 1 3, 2006 in Chicago, Illinois
• HDVest Conference, June 1 3, 2006 in St. Louis, Missouri

• Save $25 on gas
• Gain 4 more hours of family time or sleep
• Prevent 186 pounds of carbon dioxide from entering the atmosphere

• Save $25,000 on gas
• Gain 4,000 hours of family time or sleep
• Prevent 191,000 pounds of carbon dioxide from entering the atmosphere
• Conserve 352 barrels of crude oil

• Save $300+ on gas
• Gain 52 more hours of family time or sleep
• Prevent 2,500 pounds of carbon dioxide from entering the atmosphere
• Conserve approximately 5 barrels of crude oil

• Convenient as easy as creating an account and logging in to start a scheduled or unscheduled meeting
• Cost effective pricing models are designed for every type of business from SOHO/SMBs to enterprises; great features like integrated video and audio are available for as little as $100 per month
• Easy-to-use conferencing has become much more user friendly, intuitive and reliable since its initial introduction in the 1990s
• Great for appearance web conferencing gives workers a "professional" appearance, even when they are working from home

• Real-time Random Sampling In addition to AdvisorMail's existing pre- and post-review capabilities, compliance personnel reviewing messages can use this feature to set user-definable percentages for random sample selection criteria. This new technology complements AdvisorMail's current set of tools for identifying compliance issues within a firm and offers expanded options for viewing, managing and storing messages extracted during searches.
• Attorney-Client Privilege Communications As an extension to AdvisorMail's existing attorney-client privilege functionality, this new feature enables compliance personnel and administrators to specify email addresses that should be automatically stored in the system's Attorney-Client Privilege folder. All messages archived in this folder are protected from review by an outside auditor or opposing legal counsel.
• Restricted Auditor Accounts Designed specifically for organizations with a tiered review configuration, such as independent broker-dealers, this functionality allows firms to create specific rules that ensure compliance personnel review only the messages that are specifically assigned to them.

• Quickly conduct searches and review results online Auditors and internal compliance personnel cited the excellent usability of AdvisorMail's online user interface in helping them to conduct advanced searches using a variety of criterion and then having the ability to review the search results online at any time.
• Conveniently download message data directly from an in-house, desktop PC to a non-rewritable DVD In the case of requests from auditors for small to medium-sized data samples, compliance officers in the midst of an audit appreciate being able to search, zip and download data directly to their desktop PC. Once the messages are downloaded, they are able to quickly copy them to a non-rewritable DVD that can be given or sent to the individual requesting to view archived message data.
• Reducing IT department workload by offloading large data requests to LiveOffice When asked to conduct large and complex downloads of message data, organizations cited the benefits of forwarding these requests on to LiveOffice for processing versus having to satisfy the request in-house. In the case of large data requests, AdvisorMail users simply submit a search and extract request to LiveOffice and receive the extracted data on DVD within 48 hours or 2 business days of the request.
• Minimizing compliance department workload by providing auditors with read-only access to select messages Many compliance officers cited the advantages of providing internal auditors or regulators with read-only, web access to review messages, instead of downloading the messages to non-rewritable DVDs.

• Co-branded webinars and conference workshops designed to help representatives maximize the power of their online brand and fulfill broker-dealer mandated education/training credits
• Specialized incentive packages that meet the needs of valuable, top producing representatives and new recruits
• AdvisorSquare University webinars that teach simple and effective website marketing techniques

• Transamerica Financial Advisors Producers Roundtable, February 16-19 in Huntington Beach, California
• USAllianz Securities National Sales Conference, March 2-5 in Phoenix, Arizona
• Sammons Securities Company Spring Conference, March 2-3 in Ann Arbor, Michigan

• Seamless capturing of all emails, attachments and IMs into a secure, online and easily searchable repository
• Automatic screening of messages for potential regulatory violations against the built-in eAuditor+ lexicon
• Easy separation of Attorney-Client Privilege communications into an assigned folder viewable only by approved personnel

• Deliver seminar and product presentations online at any time
• Collaborate on specialized financial planning and modeling software via desktop sharing
• Transfer files to clients for easy downloading
• Duplicate the in-person meeting experience with multi-point video and VoIP capabilities
• Launch teleconferences with multiple participants at the same time
• Capture web meeting content for compliance purposes

• Mixed telephone and VoIP audio conferences that allow multiple participants to connect into a single teleconference (e.g. Participant A can connect via standard telephone, while Participant B can connect into the same audio conference via VoIP)
• Multi-point and hi-definition video conferences that accurately duplicate the in-person meeting experience
• Desktop/application sharing that allows the host and participants to jointly view and collaborate on any application or document from their respective PCs
• Full file transfer capabilities that allow participants to quickly distribute important documents from their PC

• Over 100 professionally designed web site templates that complement an advisor's existing branding
• More than 200 NASD-approved articles to help educate clients and prospects on important finance-related topics
• Interactive financial calculators that enable customers to research important financial scenarios at their own discretion
• Up-to-date financial news and information to keep clients informed of daily market activities
• An automated referral system that supercharges new business efforts
• Simple editing tools that make page updates as easy as word processing and require no prior technical knowledge
• Access to AdvisorSquare's exclusive, members-only newsletter and online seminars, which offer simple and creative online marketing ideas

• Review the regulatory requirements for using electronic records
• Help investment advisors and broker-dealers understand the different requirements for electronic media records
• Provide helpful tips on developing firm policies and practices for electronic records
• Offer recommendations on systems, media and techniques for properly maintaining electronic records

• William Cavell, Director, Investment Adviser Consulting
• John Gentile, Director, Broker-Dealer Consulting
• John Gebauer, Executive Vice President/CIO

• Dynamic PowerPoint presentation capabilities that capture existing slide animation and offer a host of whiteboarding and polling options
• Mixed telephone and VoIP audio conferences that give users ultimate flexibility in selecting how they want to connect into a meeting
• Desktop/application sharing that allows the host and participants to quickly and easily share any application or document saved on their PCs
• Multi-point and full screen video conferences that accurately duplicate the inperson meeting experience

• Streamlined Navigation that improves workflow with simplified selection and retrieval of emails (including attachments), enhanced displays of problematic communications, one-click navigation between emails that need to be reviewed, a new Master Select (bulk) option and Trash Can capabilities that expedite the handling of bothersome SPAM communications.
• Attorney-Client Privilege Flagging that protects confidential communications by identifying such data and automatically assigning it to secure folders - removing the sensitive communication from standard review procedures and denying access from unauthorized auditors.
• Enhanced Audit Trails that track the status of emails and IMs by automatically stamping the auditor's name as well as the date and time of the note's creation. Emails with auditor notes attached are flagged and easily retrieved at any time.
• Automatic Print Option that expedites the printing of any number of emails or IMs directly from the selected folder.
• Respond to Sender Option that simplifies communications between compliance departments and their message senders by enabling them to send an email response directly to the sender from within the AdvisorMail application.
• Expanded Server Support that makes it easy to concurrently archive data and facilitates easy migration between server types. As the most flexible solution available, AdvisorMail deploys with MS Exchange (5.5, 2000, 2003), Linux (Postfix, Sendmail), Unix (Postfix, Sendmail), Imail 8, Lotus Notes Domino (5X, 6X), MS Maedaemon, Novell Groupwise, Rockliffe, MailMax and QMail.

• Achieve full SEC compliance in a week
• Seamlessly capture all inbound and outbound emails, attachments and IMs in a secure environment
• Eliminate costly upfront investments in hardware, software or IT personnel
• Review emails and IMs on-demand and search by a number of criterion, including key word text, sender, recipient and date
• Select from LiveOffice's variety of email hosting options with limited impact to current email configurations
• Store emails online for rapid and compliant retrieval

• Monitoring and archiving of all incoming and outgoing email and instant message communications
• Total fulfillment of SEC/NASD/NYSE requirements for email surveillance, archiving and retrieval
• Support for multiple email domains and configurations
• Built-in compliance lexicon of relevant words and phrases
• Integrated security and spam protection
• No capital investment in hardware, software or connectivity

• Achieve full SEC compliance in a week
• Seamlessly monitor all inbound and outbound emails, attachments and IMs in a secure environment
• Eliminate costly upfront investments in hardware, software or IT personnel
• Review emails and IMs on-demand and search by a number of criterion, including key word text, sender, recipient and date
• Select from LiveOffice's variety of email hosting options with limited impact to current email configurations
• Store emails online for rapid and compliant retrieval

• Monitoring and archiving of all incoming and outgoing email and instant message communications
• Total fulfillment of SEC/NASD/NYSE requirements for email surveillance, archival and retrieval
• Support for multiple email domains and configurations
• Built-in compliance lexicon of relevant words and phrases
• Integrated security and spam protection
• No capital investment in hardware, software or connectivity

• Aggregate all of their client accounts in a single online location, regardless of where they are held
• Provide their clients with consolidated net worth and performance reports
• Set and track target asset allocations across managed and "held away" accounts
• Receive email-based alerts to identify asset gathering opportunities

• Prospect for additional assets within their existing client base
• Provide high quality and more timely information to clients
• Gain a competitive advantage over other advisory firms
• Strengthen their reputation as the trusted advisor and the quarterback in their client relationships

• 350+ articles providing clear and concise information on a variety of topics such as personal finance, estate planning, government benefits and insurance
• 200+ tables and illustrations that help clarify and compare complex financial planning topics
• 500 Frequently Asked Questions (FAQs) and answers that address the most common questions clients have about popular financial planning strategies

• Conference Calling instantly connects meeting participants into a teleconference. Once the teleconferencing feature has been launched to participants, they can choose to dial an 800-number or instruct the system to automatically dial out to them. Throughout the duration of the meeting, the presenter can control whether a participant has the right to speak or "listen only."
• Application Sharing allows hosts to share any application on their PC desktop with participants. This feature enables joint collaboration on a single document or spreadsheet and is ideal for training offsite workers. IMC's application sharing also allows support personnel to provide hands-on assistance to remote customers that need help troubleshooting technical issues on home or office PCs.
• Slide Presentations enable the host to quickly load and view any MS PowerPoint presentation in real-time with participants. Hosts can transfer control of the presentation to any attendee and turn the meeting into a joint collaboration session. This feature facilitates instant dialogue between participants, producing more effective meeting results in less time.
• Co-Browsing lets the host lead participants through any series of web pages. IMC's web surfing capabilities ensure that everyone is seeing the same web page and contributing relevant thoughts and ideas to meetings. This feature also makes technical training on web-based products quick and easy.
• File Sharing enables the host to quickly transfer files to participants for downloading before, during or after a meeting. This feature can also be used during simple chat sessions to ensure that confidential materials reach the proper recipient. IMC's file sharing capability means that hosts don't have to take time out of their day to send a "follow up" email containing relevant meeting materials.

• Determine the success of online advertising by matching the search words customers used to find a web site with the actual contents of their shopping cart
• Duplicate the in-store shopping experience by immediately welcoming customers to their site and offering assistance to them throughout the entire purchasing process
• Maximize selling opportunities when customers' interest level is highest by viewing their existing shopping cart contents and cross promoting related products
• Close more sales by identifying, understanding and proactively preventing shopping cart abandonment at the point of purchase

• GetHits!, an exclusive online marketing newsletter containing helpful hints and tips on maximizing the marketing power of their web site
• Complete editorial control over the content of their web site from anywhere at any time with AdvisorSquare's proprietary, web-based ContentEditor'
• Powerful collaboration tools, including online presentations, contact management and secure document exchange, that reduce travel requirements while enhancing client relationships
• Vast libraries of financial newsletters and up-to-the-minute market data to keep clients returning to their site for new information
• Effective new business generation with the exclusive Tell-A-Friend referral page featured on every AdvisorSquare-designed site

• Takes the guesswork out of regulated email communications by performing a thorough review of all outbound emails using LiveOffice's proven library of compliance words and phrases and highlighting questionable language in red Reduces the supervisory burden on compliance officers and Offices of Supervisory Jurisdiction (OSJs) by providing a real-time review of email messages as they are composed by the field representative
• Expedites email communications between firm representatives and their clients, while ensuring that any questionable language is stopped at the source

• Determine the success of online advertising by matching the search words customers used to find a web site with the actual contents of their shopping cart
• Maximize selling opportunities when customers' interest level is highest by viewing their existing shopping cart contents and cross promoting related products
• Increase the effectiveness of customer support personnel by using transcripts of previous chat sessions as training materials to give them a better understanding of customer purchasing behaviors
• Close more sales by identifying, understanding and proactively preventing shopping cart abandonment at the point of purchase

• Cost effectively protect their representatives from non-compliance penalties
• Meet the new requirements set forth by the NASD for the proper handling of IM communications
• Monitor, archive and retrieve all internal and external IM communications
• Centralize their representatives on a single IM system managed by the firm
• Customize the IM interface specific to their proprietary logo and branding

• Meet their financial services firm's guidelines for the proper handling of IM communications
• Centralize all business-related IM and email on the AdvisorMail system
• Effectively use IM to grow and promote their financial practice and connect in real-time with important clients and prospects
• Continue using their existing IM client of choice for personal communications

• Connect with visitors in real-time through LivePresence, an instant messaging (IM) button that can be embedded in web sites, emails, online auctions pages and more
• Know who is on their web site, where they came from and what search words they typedinto a search engine to find the web site
• Initiate chat sessions with web site visitors to answer questions and assist with navigation, while overcoming objections and closing important sales
• Conduct multiple chat conversations at one time, instead of just a single phone call
• Increase sales by inviting visitors to view more in-depth product presentations through desktop sharing that can be initiated from a web site or chat session

• LivePresence touches customers in real-time with an IM button that can be added to a variety of online communications, including web sites, online auction pages, emails and html newsletters
• Caller ID maximizes selling opportunities by displaying a clear identification of each incoming online sales request in an easy-to-read spreadsheet format and enables sales representatives to accept or reject chat sessions
• Visitor Monitoring takes the guesswork out of online selling, letting retailers and sellers know what products are most popular by tracking the navigation patterns of site visitors, providing a record of how they enter the site and indicating which search engine keywords they use to find the web site
• Proactive Chat adds a personal touch to online retailing by allowing sales representatives to initiate interactive chat sessions with visitors during critical points in the selling process
• Sales Plus lets sales professionals multitask in a way never before possible by enabling online sales representatives to conduct multiple customer conversations at the same time via an easy-to-use chat interface
• Remote Desktop Sharing helps close more sales by allowing sales representatives to invite visitors into real-time product demonstrations and reviews directly from their web site or chat session

• Web Sites an extensive overview of LiveOffice's web site design, building and hosting capabilities for businesses of all sizes and in all industries
• AdvisorMail in-depth information on electronic email monitoring, archiving and retrieval technologies specifically designed to meet the regulatory requirements of the SEC, NASD and NYSE
• E-Commerce a step-by-step look at how LiveOffice can help businesses add ecommerce to new or existing web sites
• CoolTools useful information on increasing the profit potential of business web sites, including information on LiveOffice's web site add-ons, which enable businesses to conduct online slide presentations, track web site traffic, securely exchange documents, instant message (IM), manage contacts and more, all in real-time
• Traffic Builders effective techniques, including search engine submission, that enable businesses to increase traffic and turn their web sites into revenue generators
• News Room up-to-date information on company news and announcements
• About Us information on LiveOffice's products and services, company history and career/internship information

• LivePresence instant message with sales prospects via online ads, electronic auction pages and emails.
• Advanced Visitor Monitoring and Statistics gather important information about web site visitors that can be used to convert site visitors into profitable sales opportunities.
• Web Presentation enables sales and marketing professionals to deliver online presentations to prospects using the applications and files already saved on their PC.
• Desktop Sharing/Co-Browsing with LiveSiteManager Premium allows sales and marketing personnel to share their desktop with online prospects and co-browse relevant web sites together, eliminating the "lost Internet surfer" phenomenon.

• Fulfills all SEC/NASD/NYSE requirements for email surveillance, archival and retrieval
• Requires no capital investment in hardware, software or connectivity
• Supports multiple email domains and configurations
• Monitors and archives all incoming and outgoing email communications
• Expedites setup with eSupervisor, LiveOffice's proprietary word and phrase lexicon
• Enables simple and fast online retrieval of any email

• Enhanced Content Financial advisors now have access to a library of over 300 NASD-compliant financial articles and an "Investor Research Center" that includes stock quotes, financial news and more.
• LivePresentation - gives financial advisors the ability to conduct real-time client "webinars" through the Web site.
• LiveLockbox - enables financial advisors to securely store and exchange sensitive documents through their Web site.
• LiveDesktop provides financial advisors with a collaborative work environment by enabling them to work with clients or affiliates through convenient desktop sharing.

• Financial Preview a simple, consumer-based financial planning calculator that projects Retirement, College Funding, and Life Insurance needs. Consumer data can be securely emailed to a financial advisor, who can then automatically upload the data into the Profiles+ Professional software.
• Concept Calculators a collection of 38 online calculators that offers the consumer a simple way to calculate complex financial concepts.
• Consumer Forecaster an advanced, consumer-based financial planning calculator that projects Retirement, Life Insurance, Long-Term Care, Disability and College Funding needs. Consumer data can be securely emailed to a financial advisor, who can then automatically upload the data into the Profiles+ Professional software.
• Profiles+ Connect a secured online fact finder that gives consumers the ability to enter all personal financial information necessary for their financial advisor to prepare a comprehensive financial plan. Once sent, all consumer data automatically uploads directly into the Profiles+ Professional software.