Expert Portal, Powered by Handshake Software overcomes the data integration and information access issues facing professional services firms. The solution enables firms to quickly expose real-time data from its core business systems, including client, matter, and financial information, to timekeepers, decision-makers, and clients through a Microsoft Office SharePoint Server-based intranet and extranet.
Built on Handshake Software, Inc.'s leading data relationship mapping and SharePoint web part technologies, Expert Portal is seamlessly integrated with ADERANT Expert and has proven integrations with other practice management, document management, and client relationship management solutions. Coupled with the solution's hundreds of pre-built graphical web parts, this integration enables firms to quickly deploy portals that meet their exact business needs.
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Improves client service and retention
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Maximizes information visibility and accessibility
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Increases profitability
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Increases responsiveness
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Minimizes cost and risk of SharePoint deployments
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Reduces need for costly application integrations
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Single access point to all client, matter, and financial data
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Proven integration with ADERANT Expert, leading DM and CRM applications
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Pre-built library of web parts and skins
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Data from disparate systems delivered through a single web part
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Complements existing security schemas
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Deployable as intranet or extranet
One of the most technically demanding and time-consuming aspects of deploying SharePoint is integrating the portal with business applications. To overcome this challenge, Expert Portal includes the Handshake Relationship Toolkit, which enables firms to easily profile business application data and relationships and expose them in a Microsoft .NET Web Service.
Additionally, Expert Portal includes detailed integrations to a variety of practice management, document management, and customer relationship management solutions from leading vendors, including:
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ADERANT
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Thomson Elite
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Hummingbird
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Interwoven
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InterAction
Expert Portal provides users with a single comprehensive view of information from their firm's disparate business systems. Data is dynamically integrated into real-time views of matters, client, people, and more to provide users with a true 360 degree presentation of critical business information. Expert Portal allows users to easily navigate from one contextual view to another as well as drill down for more detailed information.
Expert Portal enables firms to easily configure the appearance, content and behavior of their portal to meet their exact business needs. The solution's extensive library of hundreds of pre-built SharePoint web parts allows information to be delivered in a wide variety of formats, including lists, panels, graphs, calendars, and more.
Expert Portal's proven integrations with essential business applications and pre-built web parts enable firms to rapidly deploy effective SharePoint solutions.
Expert Portal enables users to search any column from any application while they are within their firm's portal. Powerful full-text search capabilities allow users to simultaneously search documents, time entry narratives, contacts, and more.
Expert Portal's unique underlying technology foundation honors the native security of the business applications with which it integrates. The solution also provides an easy method for applying additional security layers to applications that do not have well defined security parameters for distributing information via Microsoft SharePoint.
Used by more than 70 law firms, including some of the largest and most prestigious firms throughout North America and Europe, Expert Portal, Powered by Handshake is a proven solution. The flexibility of Microsoft SharePoint Server combined with Expert Portal and the Handshake Relationship Toolkit provides firms with the power and flexibility they need to easily create effective firm intranets and client extranets.