Case Management to Enable the Agile Firm

Aderant Expert Case is a web-based case management solution that fully encompasses the capabilities firms require to streamline the legal service delivery from the inception of the matter to its completion.

  • Task Management
  • Taskflow
  • Document Assembly
  • Document Management
  • Full-Featured Mobile App
  • Case / Personal Dashboard
  • Client SLA Management
  • Appointments
  • Parties
  • Contacts
  • Outlook / Exchange Calendar Integration
  • Microsoft® Office Integration
  • Email Integration
Expert Case

Streamline Processes While Reducing Risk

Define vital business processes to streamline the work output and deliver better efficiencies, automate document delivery, and create a single location for all your case information. Track and report on key dates to help prevent missed deadlines and enable access to critical data to ensure better collaboration and knowledge within the team.

Streamline Processes While Reducing Risk

Define vital business processes to streamline the work output and deliver better efficiencies, automate document delivery, and create a single location for all your case information. Track and report on key dates to help prevent missed deadlines and enable access to critical data to ensure better collaboration and knowledge within the team.


Enhance Client Service and Transparency

Deliver essential client-facing reports to ensure full knowledge of the case-specific details, and capture crucial information about client contacts. Track and maintain client agreement or guideline details and rules pertaining to casework, billing, rates and more. With convenient access while on the move via mobile devices, Expert Case delivers a consistent user interface and experience from either desktop, laptop or tablet.

legal software

Enhance Client Service and Transparency

Deliver essential client-facing reports to ensure full knowledge of the case-specific details, and capture crucial information about client contacts. Track and maintain client agreement or guideline details and rules pertaining to casework, billing, rates and more. With convenient access while on the move via mobile devices, Expert Case delivers a consistent user interface and experience from either desktop, laptop or tablet.

legal software

Collaborate and Automate

Improve tracking and visibility of information, parties, tasks, key dates and more across the entire matter team. Structured, standardized information capture, taskflows and document templates enable improved efficiencies with automated assembly, assignments and decision making to trigger tasks and actions. Real-time updates reveal status, overdue work, documents, and financial details, giving you one single version of the truth.

Collaborate and Automate

Improve tracking and visibility of information, parties, tasks, key dates and more across the entire matter team. Structured, standardized information capture, taskflows and document templates enable improved efficiencies with automated assembly, assignments and decision making to trigger tasks and actions. Real-time updates reveal status, overdue work, documents, and financial details, giving you one single version of the truth.


Gain a Competitive Advantage to Improve Profitability

Improved efficiencies and productivity result in increased matter profitability. Central tracking and management of work processes can be used to establish benchmarks for competitive pricing arrangements. Consistent, standardized and automated approaches to managing workflow can reduce costs, diminish lost time, and allow for additional workloads.

Gain a Competitive Advantage to Improve Profitability

Improved efficiencies and productivity result in increased matter profitability. Central tracking and management of work processes can be used to establish benchmarks for competitive pricing arrangements. Consistent, standardized and automated approaches to managing workflow can reduce costs, diminish lost time, and allow for additional workloads.

Expert Case

Case Management for the Agile Firm

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