Momentum Orlando 2019 | Conference Sessions

Momentum Orlando 2019

Conference Sessions

We know that you have been eagerly anticipating what you can expect from educational and hands-on sessions at Momentum Orlando. Below you can download the preliminary session list for Momentum Orlando. While we are still finalizing some of the areas of interest, the list below provides an extensive look into what’s in store for you when you arrive in Orlando.

  • Analytics & Matter Management
  • Billing
  • Financial Management
  • Knowledge Management
  • New to Expert
  • Tech Administration
  • Time & Expenses
  • Think Tank
  • Hands-On

Analytics & Matter Management

Aderant Information Access Roadmap

Find out what is new to EA Pro, Inquiries and Reporting in 8.2.1 and what’s coming in future releases. This session will provide a quick demo of the newest features within our suite of Information access products and delve in to our exciting future plans. At the end of this session, a Q&A will be available to hear your feedback on what else we can do to improve our products and make them fit your needs.

Analytics & Matter Management

Business Intelligence in Action: Implementing BI in your Firm

This session will provide a framework for implementing BI across a firm; including identifying a specific issue, understanding users, matching the tool to the users and building on success.

Analytics & Matter Management

Experience Expert Assistant Professional

Thinking about implementing EA Pro in 2019? Attend this session to hear about different experiences and options with EA Pro tiles and drill down inquiries. Learn how to configure the dashboards, tiles and inquiries to best meet the operational data requirements of your firm. This session will go into specific details on building, managing, and configuring your system.

Analytics & Matter Management

Expert Case: Improving Collaboration Between the Front and Back Office

Learn more about Expert Case, a Case Management solution built on top of Aderant Expert.  It provides one location for both the case and financial information for your matters so they can efficiently work through their matters. In this session you will see the following:

  • An overview of Expert Case and how it can improve your firms efficiencies for your front office.
  • How it can improve the collaboration with the back office users insuring increased billable realization with reduced administrative effort.
  • How it can reduce the effort required for IT to maintain multiple applications.

Analytics & Matter Management

Expert Conflicts: The Next Generation

Step inside the Aderant ‘workshop’ to see what’s coming in the next generation of Expert Conflicts. Get a sneak peek at how the Expert Conflicts solution addresses the modern conflicts and needs of the modern firm.

Analytics & Matter Management

Improve Insights into your Matters Using Expert Case, EA Pro & Inquiries

Expert Case is a Case Management solution built on top of Aderant Expert. It provides a one stop shop for both the case and financial information for your matters. This allows for an efficient way to bring these two worlds together. In this session you will learn how you can easily build out EA Pro Tile and Inquiries to gain more intelligence into your matters within Expert Case.

Analytics & Matter Management

Inquiries & EA Pro 101

Utilize the newest features in Inquiries to provide quick, up-to-date information to the right people.  What can Inquiries provide for your firm and how do we get there?  This session will discuss everything you need to know to get the most use out of Inquiries, from how to navigate around the Inquiries tool, to how to leverage Design Studio to configure and customize Inquiries, to setting up and managing Constraints and Security.  For clients new to Expert or Inquiries, this is a session you won’t want to miss.

Analytics & Matter Management

Introduction to MatterWorks: Part 1

In Part 1 of this hands-on session, we will introduce you to Expert MatterWorks, a full featured LPM and Pricing solution. We will show you how to build a complete forecast from searching for historical matters, building, scheduling and pricing your plan.  We will also show you how to convert an approved MatterWorks forecast into a Task Based Billing Matter Plan in Expert with just the click of a button.

Analytics & Matter Management

Introduction to MatterWorks: Part 2

In Part 2 of this hands-on session, we will demonstrate how easy it is to build a complete MatterWorks forecast using the Top Down Pricing Wizard. We will also introduce you to the Expert MatterWorks dashboard which allows you to monitor the progress of your forecasts compared to actuals.

Analytics & Matter Management

Roundtable: Redesigning the Expert MatterWorks Dashboard

Join us in this roundtable session to discuss a redesign of the Expert MatterWorks dashboard.  We’ll discuss what new features, functionality and content you would like to see in an enhanced dashboard.  Also, get a sneak peek of our new design concepts for MatterWorks.

Analytics & Matter Management

Spotlight Analytics in Excel

Advance your knowledge in creating actionable reports and analysis using Aderant Spotlight. This hands-on session will allow participants to expand abilities using Excel Analysis and the Spotlight Cubes. Basic Excel skills (including familiarity with pivot table setup and usage) are a pre-requisite.

Analytics & Matter Management

Spotlight Profitability 101

Join us as we walk through the options available to you to monitor and manage your firms profitability with Spotlight Analytics.  This session will walk through profit methodology, setup steps and options, example analysis and use cases to improve your firm’s performance.  We will focus on all the different areas of your firm from the top down, delving from the firm to office/department/profit center all the through timekeeper and matter level profitability.  Remember, profitability isn’t a yes/no question. Whether the opportunities for improvement are large or small incremental steps, understanding how and what to look for to find these opportunities can pay large dividends in the end for your partners.

Analytics & Matter Management

Spotlight Roadmap & Roundtable: What’s New & What we Are Missing

Let’s help drive Spotlight forward.  Hear what we are doing with Aderant’s premiere Business Intelligence tool and provide continued guidance as to next steps.  This is an informal setting for new and existing users of Spotlight to learn about our recent releases, share ideas and drive the product forward.

Analytics & Matter Management

Using Spotlight for Financial Statement Reporting

We’ll discuss using the Spotlight GL cube to build financial statements including an income statement, balance sheet and cash flow statement. We’ll also cover Excel functionality for building financial ratios, charts and dashboards.

Analytics & Matter Management

Working with a Single Matter in Multi-Departmental Situations 

Does your firm struggle with reporting on matters where multiple departments or partners are involved? Let the experts show you how to manage your matters so we take the hard work out of reporting.

Analytics & Matter Management

Billing

Accommodating Advanced Billing Scenarios with Expert Billing

This session includes an overview of Expert Billing and how it can be utilized to simplify and automate alternative fee arrangements, multi-payor scenarios, split billing options and more.  Learn how using these capabilities can improve billing efficiencies and overall invoicing accuracy.

Billing

Billing, Receiving and Managing Client Credits

Learn all about On Account funds, Retainer, Unapplied Cash and Trust. This session will review how you can bill, receive, and use on-hand client credits.  We will walk through the lifecycle of these credits from request through receipt, transfers, and finally the application on a bill. We will also discuss some of the GL implications associated with these different types of credits.

Billing

Common eBilling Mistakes & How to Handle Them

Our experts will show you common mistakes that can cause delays in the cycle of ebilled invoices. We will also help you find simple solutions to assist your team with eliminating unnecessary mistakes.

Billing

Efficient Team Assignments & Balancing Workload

Hear from a peer firm on how to best distribute work among your team for efficiency and quicker client payments.  Also, we’ll discuss how to best utilize custom statuses and best practices for multi-layered teams.

Billing

Ensure Compliance and Improve Invoicing Accuracy with Client Agreements using Guidelines and Rules

Learn how to reduce costs, billing delays and growing write offs that frequently result from ensuring compliance to client agreements. Learn about new capabilities within Aderant Expert to assist in tracking, managing and distributing these critical guideline details throughout Expert Time, Accounts Payable, Billing and more!

Billing

Everything you Need to Know About Expert Rates

Interested in learning more about Expert’s Rate Hierarchy?  Come gain a detailed overview of the functionality and general use of the Expert Rates Management module as we highlight the flexibility of the fee rate structures. Gain a better understanding of rate valuation along with tips to get the most value out of the application.

Billing

Experience Expert Billing 

Come experience Expert Billing in a hands-on lab environment. The instructor will lead you through a set of exercises where you will be able to gain familiarity with Expert Billing and all of the new capabilities available to you and your billing team.

Billing

Expert Billing Tips & Tricks

Have you started using Expert Billing?  Attend this session to learn more about Expert Billing and its hidden gems – capabilities you might not yet be familiar with. See how we can help you improve billing cycles and increase billing team efficiencies utilizing Expert Billing.

Billing

How to Successfully Transition from a Legacy eBilling System to BillBlast

Join us as a peer firm discusses their experience transitioning to a new ebilling system. They will discuss potential impact on your ebilling process and best practices for a successful transition. 

Billing

Identifying New Capabilities & Experiences in Expert Billing when Transitioning from Classic 

Making the transition from Classic to Expert Billing?  Find out what is new and different in Expert Billing with this side-by-side comparison of the Classic Billing Desktop and new Billing. Attendees will walk away with key knowledge on how Expert Billing can increase efficiencies, improve bill accuracy and ensure auditability.

Billing

Implementing Paperless & Expert Billing: An Implementation Case Study with Gordon Rees Scully Mansukhani, LLP

Learn more about Aderant Expert’s Billing modules and how they can streamline your firm’s billing cycles with automated distribution and editing of prebills. Gordon Rees Scully Mansukhani, LLP will take us on a journey of their firm-wide rollout of Paperless Billing and more recently their implementation of Expert Billing. Gain insight on their implementation experiences, training, lessons learned and challenges along the way! 

Billing

Improve eBilling Management with Expert Billing

Discover how you can improve and automate the management, tracking and visibility of eBills using Expert Billing’s eBill Tracking view.  We will discuss how integration with eBilling software and eBilling Vendor Email Monitoring can improve billing efficiencies and minimize time-consuming interaction with ebilling vendors.

Billing

Improve your Firm’s WIP-to-Cash Cycle with Expert Billing

Haven’t seen an overview of Expert Billing? Or, need a refresher on upgrading to the latest version of Expert Billing?  Come learn more about automating the billing cycle, streamlining distribution and pre-bill editing while improving invoicing accuracy.

Billing

Let’s Talk Data: Utilizing your Firm’s Data for Process Improvement & Deduction Analysis

Our experts will show you how to understand your firm’s ebilling data.  They will discuss identifying timekeepers and time entries that are not being paid, understanding deductions, appeal process and how best to adjust processes for maximum efficiency.

Billing

Ready, Set, WIP Aware: An Implementation Case Study with Butler Snow, LLP

Attend this session to hear how WIP Aware can help improve collaboration between the front office and the finance team by improving the visibility and management of WIP and AR.  Hear from Butler Snow LLP on the benefits that WIP Aware can bring to your firm, including insight, experience and lessons learned from their implementation.

Billing

Roundtable: Activity Based Billing

Aderant is in the process of developing a new set of capabilities to streamline rates and billing arrangements related to activity-based billing.  With increased complexity around AFAs these new features will assist with managing flat fees, recurring fees, capped fees and more for a specific type of work on a matter.  This work may be based on a specific action code, phase code, task code or some other grouping of time to identify an ‘activity.’ Attend this roundtable session to share your thoughts, experiences and challenges related to topic.

Billing

Simplify Access to WIP & AR for Attorneys with Aderant Expert WIP Aware

Expert WIP Aware allows partners to better track and manage their matters while freeing up administrative teams from producing reports and manually updating data.  Even more importantly, an Attorney is able take action on critical information requiring their attention using firm and/or client defined policies.

Billing

Sneak Peek: Simplifying the Setup & Maintenance Maze of Task-Based Billing

Come see what’s ahead for our new Task Based Billing module designed to consolidate and simplify the configuration and maintenance of phases, tasks, task sets, matter plans and more. Learn how we’re planning to turn this multi-step process into a dream come true. 

Billing

Streamline Prebill Editing Cycles & Support your Mobile Lawyer with On-the-Go Billing

In this session you’ll gain a detailed overview of the mobile component available with Paperless Billing – On the Go Billing.  Take your prebills with you while commuting, working from home or even on vacation without all the paper.

Billing

Take a Tour of WIP Aware to Help Improve WIP & AR Management

Gain hands on experience with WIP Aware.  Available to all Expert clients when upgrading to 8.1/8.2, learn how this exciting new application can help improve visibility and collaboration on WIP and AR in your firm.

Billing

The Value of an eBilling Management Solution

Join us as a panel of your peer firms discuss first hand stories about moving from a legacy system as well as peer firms who went from manually managing their ebilling process to an ebilling system.

Billing

Transitioning T&B Systems & the Impact to your eBilling Process

Learn the processes that should be addressed during a conversion and the impacts to your ebilling process.  Learn best practices to make your conversion a success with minimal daily business interruption.

Billing

Upgrading to Expert Billing: Everything you Need to Know

Attend this session to gain a better understanding of what it takes to upgrade from Classic to Expert Billing.  Hear about the strategies for implementing Expert Billing across your firm including set-up options, security, training, workflow, DocuDraft changes and more.  Learn how this process can be a gradual transition as opposed to a big bang rollout.

Billing

Financial Management

Deep Dive into Electronic Payments in Expert AP

Whether you are currently using BACS, have a custom solution for paying vendors and employees electronically, or embarking on setting up electronic banking for the first time, this session is for you. We will highlight the advantages of the new Expert AP Electronic Banking and walk you through the setup, and what is involved in transitioning from your existing solution to Expert AP Electronic Payments.

Financial Management

Experience All the Aspects of Entity Manager

Are you new to Entity Manager? Attend this introductory hands-on session to build proficiency.

Financial Management

Expert Accounts Payable: Invoice Image Processing & Automation

Come see the new Expert Image Module for Accounts Payable automation using OCR and machine learning technologies. Automate the generation of the invoice, minimize data entry by pre-population of data and immediately have the invoice ready for coding and approval. Experience a sneak peak of these new capabilities to dramatically streamline invoice entry.

Financial Management

Expert Collections: Tips & Tricks

Using Expert Collections, but unsure if you’re getting the most value out of the application?  Attend this session to find out more about the hidden gems of Expert Collections and how this application can streamline and improve cash collection, reduce write-offs and minimize bad debts.

Financial Management

Get Hands-on with Expert’s New Accounts Payable Module

Attend this session for a hands-on experience with the new Accounts Payable module. Learn how to streamline and improve your accounts payable process with the new features and capabilities introduced in the latest releases.

Financial Management

Implementation Best Practices for Expert Accounts Payable

We will provide an introduction to the new Expert Accounts Payable module including latest enhancements and plans for next releases. Gain an overview of the robust features that can be utilized to improve accounts payable processes, including improved user experience, streamlined invoice and payment approvals, robust inquiry workspaces and more.  This session will also highlight differences between Classic and Expert Accounts Payable and migration strategies you can use at your firm to make the move.

Financial Management

Improving Management and Visibility with Expert Collections

Gain hands-on experience with Expert Collections and see how it will improve the visibility, tracking and management of outstanding accounts receivable balances.

Financial Management

Is it Time to Implement Multicurrency and/or Multibook?

Does your firm have clients that would like to be billed in a different currency? Are you opening an office in a new country?  Gain a better understanding of the features in Multicurrency and Multibook, and what is involved with implementing either one or both of these modules.

Financial Management

Making Tax Digital: Electronic Tax Reporting for the UK

Effective April 1, 2019, firms in the UK must adhere to the United Kingdom’s legislative requirement, Making Tax Digital, for electronic tax reporting.  Attend this session to learn more about the new VAT Lodgement reporting application available within Aderant Expert to meet these MTD requirements and implications for all firms with a UK presence. 

Financial Management

Roundtable: Gain Insight into the Next Generation of Expert Accounts Receivable

Attend this round table session to get a sneak peek on the progress of the new Expert Accounts Receivable application currently in development.   Discuss your thoughts and challenges on Cash Receipts, Credit Accounting, Write-offs and more.

Financial Management

Sneak Peek: Introduction to the New Expert General Ledger

In this session we will introduce you to the new General Ledger module currently in development.  Learn how new capabilities will help improve user experience, simplify month-end closings and maintenance tasks, enhance multicurrency and intercompany accounting.  Come to get a sneak peek into our progress and share your thoughts.

Financial Management

The Future of Bank Reconciliation

Aderant is providing an enhanced Bank Reconciliation module as part of the re-innovation of the General Ledger.   Come hear how new functionality will help improve efficiencies with a streamlined and simplified reconciliation process.

Financial Management

The Power of the GL Map

Learn tips and tricks from the experts to get a better understanding of the intricacies of the Expert GL Map.  Gain an understanding of the journal entries created by the Posting Manager and hear some examples of when the GL Map may need to be revised.  We’ll review best practices for managing change and reducing risks.

Financial Management

Using Scheduled Jobs to Automate Collections Cycles & Empower your Collectors

Learn how to create automated jobs for Collections to surface timely information that can be utilized to enhance and improve collection efforts.   Be alerted to critical short payments, skipped payments and high value receivables earlier in the process.  See the flexibility that jobs can provide for addressing firm specific Collection rules and strategies.

Financial Management

Knowledge Management

Advanced Data Gathering

For almost 20 years, Handshake has made accessing SQL and other data seamless. Come to this session to see the newest capabilities coming in Handshake. Generating rich SQL queries has never been easier! We will discuss using SQL aggregates, common table expressions, field expansions, and more. 

Knowledge Management

Ask the Handshake Experts Panel

A panel of experts from the product development and professional services teams join a panel to answer questions help you be successful.  The panel will be prepared to discuss common questions and challenges in implementation, as well as answer your specific questions.  Looking to implement our software and have some questions, or are you a Handshake veteran with questions about how to be more effective in your implementation?  Bring your questions, and ask our panel of experts. 

Knowledge Management

Get Additional Value from your Handshake Universal Search Implementation

See how to supercharge your enterprise search by integrating additional content using Handshake skins, implementing tools and techniques to adjust result ranking, augmenting crawled content with external data and using .guided search to point users to the most relevant content

Knowledge Management

Handshake Content Designer

This session will give you a quick overview of all the features of Content Designer, as well as now to use it. We will then delve into advanced techniques, best practices, and development practices to avoid. Attendees will walk away with a set of utility Skins especially designed to make developers’ jobs easier.

Knowledge Management

Handshake Data Gathering using the Toolkit

This session will cover basic Handshake Toolkit usage as of 3.9.3 and will explore various areas of the Handshake Pipeline technology. 

Knowledge Management

Handshake Universal Search Connect: What’s New?

Aderant Handshake Search Connect is an important new stride forward for Handshake Universal Search. The Search Connect platform eliminates a number of SharePoint Search dependencies and constraints, making Enterprise Search more robust and flexible.  Search Connect reduces the technical skillset required for customization, extension and maintenance of Search. 

Knowledge Management

ListGuru & Handshake Mirroring Best Practices

This session will cover the Handshake ListGuru and Handshake List Mirroring tools and best practices. 

Knowledge Management

Patterns & Practices

The complexity of portal requirements has grown significantly over the past decade.  To handle that complexity firms need to develop and follow patterns and practices that allow them to define, build and deploy solutions rapidly. Fireman & Company has the industries deepest and most comprehensive library of intranmet requirements – and Aderant’s Steve McHargue has partnered with Fireman in some of our most successful projects, turning those requirements into reality. Learn how the experts turn requirements into reality, as they share their best practices and step by step examples! 

Knowledge Management

Persona Driven Content with Handshake

With Handshake Content can be retrieved from any number of data sources.  How do you handle targeting that information so that it is most visible to the people for whom it has significance.  This session will discuss techniques and strategies for delivering the right information to the right people.

Knowledge Management

Q&A Panel with the Experts: Why your Firm Needs a Knowledge Management Strategy

Knowledge management (KM) is critical to service quality and efficiency, and it touches everything from data management to information governance. Where does a firm begin? With a KM strategy!  Our panel brings different perspectives to the goals, components and processes behind a KM strategy. We will give practical tips and examples, including sample content, how to understand and communicate business requirements, operationalizing your strategy and selling it internally. 

Knowledge Management

So Your Boss Bought Handshake….Now What?

The session will cover a  technical overview of what Handshake can do at your firm including:

  • Integrations with different Line of Business systems
  • The power of List Guru and List Mirroring
  • Data Gathering and Content Designer, how render your data in a pleasing and actionable way
  • A discussion of different platforms (SharePoint 2019, On Prem, SharePoint Online, Azure, SSO).

Knowledge Management

What is Aderant Handshake?

For those who want to know more about Handshake’s technology and product suite. This is the session for you if you want to know:

  • How to deliver relevant, actionable data to users within your law firm
  • How Handshake works and what it can do for your firm
  • What’s coming next for the Handshake product including Search Connect, Practical AI and Extranets.

Knowledge Management

New to Expert

Demonstration of Time Capture

Overview of all aspects of Time capture including On-the-Go, Found Time, and Timers.

New to Expert

Empower Your Collectors: Expert Collections 

Learn how Expert Collections can empower your firm—whether you have a collections department, or each partner managers their own clients.  Expert Collections offers automated to-do lists, proactive alerts, embedded workflows, convenient document preparation, and more.

New to Expert

How to Get the Most out of Support

A refresher for current clients and a critical session for new clients. Discover all the resources available to your firm from the MyAderant Support Portal, including software training courses, support case submission and more. Learn how to ensure the most efficient support responses with good case submission as well as secure and fast remote access via SecureLink, our encrypted and audited remote access method.

New to Expert

Improving Efficiencies to Increase Access to Information: A Tour

This session will give you experience with a variety of Aderant Expert applications tailored for the professional. See how EA Pro, On-The-Go Time, WIP Aware, Paperless Billing and more can improve lawyer efficiencies, promote self-service and increase access to information.

New to Expert

Introduction to Expert Accounts Payable

Learn about the new Expert Accounts Payable module released in 8.2. We’ll discuss configurable workflows, enhanced electronic payments and other new features.

New to Expert

Overview of BillBlast

How to efficiently manage eBilling with BillBlast in an Expert environment.

New to Expert

Overview of Billing

High level introduction to Expert Billing including paperless prebill editing and approvals.

New to Expert

Overview of Expert Case

Overview of document management, taskflows, docketing appts and more

New to Expert

Overview of Expert Framework Environment

Overview of Expert tables, directories, security, admin settings and more.

New to Expert

Overview of MatterWorks

Overview of MatterWorks module, including matter pricing models and monitoring options.

New to Expert

Using Guidelines & Rules to Improve Client Service & Reduce WIP-to-Cash Cycles

Many clients will demand that bills are aligned with their Outside Counsel Guidelines. Managing the demands at a client or matter level can be difficult, time consuming and prone to error – which leads to client service issues and difficulty collecting cash. Expert’s Guideline management and a considerable library of rules can help. 

New to Expert

Technical Administration

Security, Privacy and Compliance in Expert

With GDPR and other regional requirements now in play, come learn how Aderant is approaching Security, Privacy and Compliance from both a product standpoint and as a software and services vendor ourselves.

Tech Administration

Aderant Table Structure: Got questions? We’ve got Answers!

A walk-through and explanation of the SQL tables including how they link and flow.

Tech Administration

Advanced Inquiries & EA Pro Tiles

Advanced Inquiries customization and building custom EA Pro Tiles 

Tech Administration

Advanced Smart Forms & Rules using Expression Language

The Expert Expression Language is used to set behaviour in Rules, SmartForms, Inquiries, Reports, EA Pro Tiles and more! Learn the basics to enable your ability to extend.

Tech Administration

An Introduction to the Expert Rules Framework & How to Consume Them in Expert Billing

Learn how to customize Expert Billing utilizing Rules within Design Studio.  Discussion will include an overview of the different extension points available, when to use each one and how to optimize rule generation. We will review a number of out of the box rules as well as configuration of new, firm-defined rules.

Tech Administration

API Round Table: Client Facing

A discussion on the new Expert APIs.  Get an update on the progress of the APIs and take advantage of the opportunity to provide input and use cases based on your integration and customization requirements.  Targeted to Clients.

Tech Administration

API Round Table: Vendor Facing

A discussion on the new Expert APIs.  Get an update on the progress of the APIs and take advantage of the opportunity to provide input and use cases based on your integration and customization requirements.  Targeted to Vendors and Partners.

Tech Administration

Automating your Business Processes using Case Task Flow

We’ll explore different ways to build and use task flows in Expert Case.  By helping automate different aspects of practice and business activities,   Expert Case can help attorneys and their staff optimize daily efficiency. 

Tech Administration

Configuring & Customizing Design Studio: Part 2

Come to the hands-on lab to try first hand configuration and customization via the Design Studio application. Edit forms, implement Rules and validation, create inquires and reports and other Design Studio features.

Tech Administration

Creating & Customizing Rules

In this session, gain a look at how Expert Rules have been applied across different products and how you can fine tune them to your advantage.

Tech Administration

Customizing Expert: Best Practices

Come see customization best practice at all layers of the system, setting up your data, enforcing rules and validation to suit your firm, as well as changing the look and feel of the applications to suit your needs both on the desktop and web.

Tech Administration

Customizing Expert: Best Practices – Advanced

Advanced Expert and Infrastructure customization tips and tricks

Tech Administration

Design Studio: Part 1 (Forms and Rules)

Come to the hands-on lab to try first hand configuration and customization via the Design Studio application. In this lab look to Edit forms and implement Rules and validation, and other Design Studio features.

Tech Administration

Environment Optimization: Best Practices

General tips and tricks on optimizing your firm’s environments, best practices around load balancing, optimizing environments for performance, mobility set up and best practice for client side installations.

Tech Administration

Introducing  Expert Consolidated Logging to the System Monitoring Family

Look into the new logging and instrumentation features in Expert 8.2. See how these fit into the wider system monoring story, Understand best practices around monitoring and administering your system, including finding and troubleshooting issues, and how you can extend ythe monoring system. 

Tech Administration

New Expert API

Get an update on the new Expert API Framework, including an understanding of the new authentication method for Expert. 

Tech Administration

Overview of Expert Administration

Learn more about Expert Administration which is used to set up and configure the Services Framework modules. Gain insights into both the product and system settings that will help tailor the applications to best meet your firm’s specific requirements.

Tech Administration

Simplifying the Upgrade Process

Discover best practices for how you can simplify upgrades from Expert 8.1 to Expert 8.2.1 and lay the ground work to capitalize on the evolution of our deployment and technology processes. 

Tech Administration

Smart Forms: All you Need to Know

Understand all aspects of Expert SmartForms – see how to extend and create new forms simply, the common properties on a form, how you can add/create user and group versions, simple logic expressions to control behavior, and the recommended steps to change, test and roll out changes. 

Tech Administration

Using Design Studio to Create & Customize Inquiries

This session will explore Design Studio and the features and functions required to create and customize Inquiries.  This session will guide you through tips and tricks to get you on your way.

Tech Administration

What you Need to Know About the New DocuDraft

Attend this hands-on session to gain experience with the new DocuDraft.  We’ll take you through a tour of the new DocuDraft Word Addin to simplify template creation and management.

Tech Administration

Time & Expenses

A Day in the Life of a Mobile Timekeeper

In today’s busy world, the ability for a timekeeper to do their job on the go is a necessity, not a luxury.  Join us as we show you our  end to end mobile process, from recording time, claiming expenses, reviewing bills and more! 

Time & Expenses

Constructing your Firm’s Unique Time card

Customizing SmartForms is now easier than ever. Attend this session to see how you can easily customize your time cards in Expert Time.

We will demonstrate the most common time card customizations, the upgrade utility, and discuss the types of customizations that can be

managed through Design Studio. 

Time & Expenses

Ensure Compliance with Outside Council Guidelines using Early Rule Validation in Expert Time

Attend this session to gain an understanding of how to apply Outside Council Guideline rules as well as Firm specific rules within Expert Time. We’ll walk through how to set up and configure the out of the box rules and configure custom rules.  See the validation differences in both Expert Time and Expert Billing. 

Time & Expenses

Expert Time & Expert Expenses: Better Together 

“Better Together” is more than just a slogan, it is a way to improve usage and adoption rates, become more efficient, and, in the end, more profitable.  See how similarities in Time and Expenses give firms a quick adoption advantage.  Feature rich, consistent user interfaces for desktop and On The Go applications, condensed training, availability across the Expert Framework are  just a few of the compelling reasons that give timekeepers and legal assistants a unified experience when using Expert products together.  Join us as we walk you through several examples of just how easy it can be.

Time & Expenses

Expert Time Management Administration: Tips & Tricks

Get a complete overview of the daily processes involved in Expert Time from an administrator’s perspective. Included in the discussion will be best practices, a presentation on ad hoc time reporting, and an explanation of basic troubleshooting tips to make the administrative process easier. 

Time & Expenses

Implementing Expert Expenses: A Case Study with Phillips Lytle

In this session, Phillips Lytle will share their implementation of Expert Expenses, including their strategies for training, rollout, and how they drove adoption within their firm and utilized the assistance of the Aderant Client Experience team. 

Time & Expenses

Implementing Rules in Expert Time

Attend this hands-on session to gain an understanding of how Expert Time utilizes the Rules Framework.  We’ll walk through several “out of the box” rules as well as how to set up and configure custom rules to meet unique firm requirements.

Time & Expenses

Improve Invoicing Accuracy & Minimize eBilling Rejections with Expert’s Working Timekeeper Approval Capabilities 

Are unapproved timekeepers a common rejection reason on invoices submitted to your eBilling vendors and clients? Find out how Expert capabilities can improve the management of this challenge with automated notifications and streamlined approvals for tracking additional timekeepers on client work.

Time & Expenses

Maximize & Simplify Time Capture with Reconstruction Capabilities in Found Time

Discover how your timekeepers can maximize their capture of billable time while simplifying the creation of time entries.  Learn about Aderant’s Found Time module which passively and actively tracks a timekeeper’s activities which can be managed both from a desktop and your mobile device.

Time & Expenses

On-the-Go Time at your Fingertips

Attend this BYOD (bring your own device) session to experience all the capabilities of On The Go Time.  Create and manage your time entries with ease and gain visibility into daily and monthly totals and targets.  Take advantage of the integrated Found Time capabilities designed for the professional to manage activities on their mobile device.

Time & Expenses

Ready to implement Expert Time? Understanding the Step-by-Step Process

Explore the benefits Expert Time brings to your firm. In this session you will gain an understanding of a typical implementation process as well as some tips and tricks. Whether you are moving from Classic, Enhanced, Browser or from a third party application, we will be covering all scenarios.

Time & Expenses

Simplify & Streamline Management of Employee Expense Reports with Expert Expenses

Experience Expert Expenses and discover how easy it is to create, submit and manage expense reports.  Use the credit card import and On The Go Expenses to streamline data entry.  See how Workflow can be configured and how payments can be made directly to an employee’s bank account by utilizing Expert Accounts Payable.  Learn what is available now and what  enhancements are planned for the future.  Don’t miss this session with one of Aderant’s foremost Experts. 

Time & Expenses

The Many Sides of Expert Time Management

SomeTimekeepers  like to enter their time while on the go, some like a little reminding of what has happened, some like to track their time contemporaneously, as it is happening, while others, like to see full details as they enter their time. Attend this session to gain an overview of the various Time entry methods offered by Expert Time Management, including On the Go Time, Expert Time and Found Time.  See how these views can be tailored to meet personal preference options.

Time & Expenses

Using Expert Expenses with Expert Accounts Payable 

Attend this session to see the way Expert Expenses and Expert Accounts Payable work together for streamlined expense management,  automated schedules, electronic payments and more. Examples include importing Firm Paid Credit Cards and electronic payments for employee reimbursements.

Time & Expenses

Think Tank

Current Trends in Law Firm Cash Projections

How do you receive accurate cash receipt projections from your Billing Attorneys? The old adage “Out of sight, out of mind”, both a truism and a warning to law firm financial leaders.  Ask an attorney how much they billed last year, and you will receive an enthusiastic answer.  Now, ask how much of that they collected, and you might receive an offended look!  Next, inquire how old their oldest receivables are.

At many Firms, the mad scramble for cash occurs at year end.  In this presentation, we will focus on techniques for keeping the attorneys aware of their WIP and A/R balances, encouraging them to bill and collect sooner, thus reducing the year-end cash dash. We will also review obtaining accurate cash receipt forecasts from your Billing Attorneys, and what to do with the information once you receive it.

Think Tank

Driving Firm-Wide Adoption with the Right Approach to Training

Whether you are rolling out a new module or replacing your entire practice management system with Expert, employee adoption is key to ensuring your firm’s success. In this session, Aderant’s professional training staff will walk through key instructional design techniques you can use to create an easy to deploy and impactful training plan for your firm. From the hard to reach partner to the busy biller, these ideas will help your firm get the most from your investment from day one.

Think Tank

Practice-Centric Applications

The most important question a lawyer ever asked Joshua Fireman was “How do you want me to practice law?” That’s a trick question – we can’t tell anyone how to practice law – but our approach to technology has flummoxed lawyers, who are drowning in tools that feel disconnected from what they really need to get their jobs done.  Knowing what problems we are trying to solve is the prerequisite to a successful data and technology project. Fireman & Company works across firm types, practice groups and geographies – and meets over 3,000 attorneys annually as a part of their client work. This gives them an insiders’ understanding of what frustrates lawyers – and how we can make them happier and more productive by delivering practice-centric applications that feel natural and useful. Joshua and his partner Tom Baldwin will discuss real life scenarios and solutions on this insightful panel!

Think Tank

Testing Best Practices Recommendations

Thorough testing is the key to ensuring your Expert system meets the expectations and business needs of your firm.  Whether you are mid-implementation and testing the design and configuration or adding modules and/or service packs or patches, a strong testing plan limits surprises along the way.  In this session, the Aderant Professional Services team will walk through recommended testing best practices and provide tips and tricks to improve your efficiency and efficacy.

Think Tank

The Importance of an Agnostic Search Platform

Enterprise search platforms have evolved from “black boxes” to open platforms that allow firms to develop search-based applications to address targeted business problems. In other words, search is much more than the decade-old, basic documents/people/matters paradigm. We can combine search algorithms with AI-enriched content and third-party information services to deliver contextual, personalized content when and where attorneys need it. Aderant Handshake is embracing this integration paradigm through platform-agnostic data source integration and user interface options that let law firms deliver on the promise of true enterprise search.

Think Tank

Hands-On

Inquiries & EA Pro 101

Utilize the newest features in Inquiries to provide quick, up-to-date information to the right people.  What can Inquiries provide for your firm and how do we get there?  This session will discuss everything you need to know to get the most use out of Inquiries, from how to navigate around the Inquiries tool, to how to leverage Design Studio to configure and customize Inquiries, to setting up and managing Constraints and Security.  For clients new to Expert or Inquiries, this is a session you won’t want to miss.

Analytics & Matter Management – Hands-On

Introduction to MatterWorks: Part 1

In Part 1 of this hands-on session, we will introduce you to Expert MatterWorks, a full featured LPM and Pricing solution.  We will show you how to build a complete forecast from searching for historical matters, building, scheduling and pricing your plan.  We will also show you how to convert an approved MatterWorks forecast into a Task Based Billing Matter Plan in Expert with just the click of a button.

Analytics & Matter Management – Hands-On

Introduction to MatterWorks: Part 2

In Part 2 of this hands-on session, we will demonstrate how easy it is to build a complete MatterWorks forecast using the Top Down Pricing Wizard. We will also introduce you to the Expert MatterWorks dashboard which allows you to monitor the progress of your forecasts compared to actuals.

Analytics & Matter Management – Hands-On

Spotlight Analytics in Excel

Advance your knowledge in creating actionable reports and analysis using Aderant Spotlight. This hands-on session will allow participants to expand abilities using Excel Analysis and the Spotlight Cubes. Basic Excel skills (including familiarity with pivot table setup and usage) are a pre-requisite.

Analytics & Matter Management – Hands-On

Experience Expert Billing 

Come experience Expert Billing in a hands-on lab environment. The instructor will lead you through a set of exercises where you will be able to gain familiarity with Expert Billing and all of the new capabilities available to you and your billing team.

Billing – Hands-On

Take a Tour of WIP Aware to Help Improve WIP & AR Management

Gain hands on experience with WIP Aware.  Available to all Expert clients when upgrading to 8.1/8.2, learn how this exciting new application can help improve visibility and collaboration on WIP and AR in your firm.

Billing – Hands-On

Experience All the Aspects of Entity Manager

Are you new to Entity Manager? Attend this introductory hands-on session to build proficiency.

Financial Management – Hands-On

Get Hands-on with Expert’s New Accounts Payable Module

Attend this session for a hands-on experience with the new Accounts Payable module. Learn how to streamline and improve your accounts payable process with the new features and capabilities introduced in the latest releases.

Financial Management – Hands-On

Improving Management and Visibility with Expert Collections

Gain hands-on experience with Expert Collections and see how it will improve the visibility, tracking and management of outstanding accounts receivable balances.

Financial Management – Hands-On

An Introduction to the Expert Rules Framework & How to Consume Them in Expert Billing

Learn how to customize Expert Billing utilizing Rules within Design Studio.  Discussion will include an overview of the different extension points available, when to use each one and how to optimize rule generation. We will review a number of out of the box rules as well as configuration of new, firm-defined rules.

Tech Administration – Hands-On

Automating your Business Processes using Case Task Flow

We’ll explore different ways to build and use task flows in Expert Case. By helping automate different aspects of practice and business activities, Expert Case can help attorneys and their staff optimize daily efficiency.

Tech Administration – Hands-On

Configuring & Customizing Design Studio: Part 2

Come to the hands-on lab to try first hand configuration and customization via the Design Studio application. Edit forms, implement Rules and validation, create inquires and reports and other Design Studio features.

Tech Administration – Hands-On

Design Studio: Part 1 (Forms and Rules)

Come to the hands-on lab to try first hand configuration and customization via the Design Studio application. In this lab look to Edit forms and implement Rules and validation, and other Design Studio features.

Tech Administration – Hands-On

What you Need to Know About the New DocuDraft

Attend this hands-on session to gain experience with the new DocuDraft.  We’ll take you through a tour of the new DocuDraft Word Addin to simplify template creation and management.

Tech Administration – Hands-On

Implementing Rules in Expert Time

Attend this hands-on session to gain an understanding of how Expert Time utilizes the Rules Framework.  We’ll walk through several “out of the box” rules as well as how to set up and configure custom rules to meet unique firm requirements.

Time & Expenses – Hands-On

On-the-Go Time at your Fingertips

Attend this BYOD (bring your own device) session to experience all the capabilities of On The Go Time.  Create and manage your time entries with ease and gain visibility into daily and monthly totals and targets.  Take advantage of the integrated Found Time capabilities designed for the professional to manage activities on their mobile device.

Time & Expenses – Hands-On

Need one-on-one help?

Get face-to-face with our support staff. Our on-site Learning Lounge is your source to get individual help trouble-shooting unique challenges. Drop by to get additional on-on-one training that you can take back to improve how you work. Establish yourself as your firm’s “expert.” Add on a pre-conference bootcamp to double-down on your skills.

Why Attend?

Keeping up with the ever-changing legal business and leveraging your firm’s investment in Aderant solutions is an ongoing commitment. Aderant’s Annual Momentum Client Conference is your source to build on your expertise to keep pace. This year the conference is providing rich training and content from more that 120 sessions in at least 10 areas of interest.

Questions?

Please contact Events Coordinator Megan Boliek at megan.boliek@aderant.com.

You will not want to miss Momentum Orlando 2019!

12+ hours of content over 10 tracks and more than 120 sessions
Best practices and key industry topics
Hands-on and thought leadership sessions
In-depth, instructor-led bootcamp sessions
Ever popular exclusive networking events
A sold out Exhibit Hall where you can meet with industry vendors 
DON'T MISS OUT! REGISTER TODAY
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