Share Securely & Give Clients What They Want: Access to Information
Your clients are demanding real-time updates on specific matter-related data. Give them 24-7 access to vital case and financial information you want to share via custom client portals built on trusted Office 365® security. Drive centralizes documents and data from over 40 business system integrations and customizes each client’s portal experience, providing an efficient and secure solution for sharing and collaborating.
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Scalability that Saves You $
Ensure your clients receive top-notch service and transparency into their cases, setting you apart from your competition. Drive brings real-time collaboration and information sharing to their fingertips– where and when they want it.
Anytime Access
Reduce the amount of time spent responding to client emails and instead provide clients with increased transparency, real-time collaboration and anytime access to their information. Dictate how, when, and where information is updated, giving clients access to all specified documents and data 24/7.
Leverage Your Existing Tech
Take advantage of your existing Microsoft 365® investment and leverage the features, functions, and knowledge you already have in place. Handshake users can also apply existing components from their Handshake Toolkit for a comprehensive, all-in-one data and information management ecosystem.
Consolidate Disparate Data Sources
Pull information from your existing document management solution, or any one of 40 other line-of-business systems, to give clients complete visibility into all the data they need. With Drive, you can manage your data automatically within the systems you already know and use.
Scalable Provisioning
Whether you need 10 client sites or 10,000, Drive enables firms to easily create custom client-facing portals from pre-built templates. Leveraging the proven security of Microsoft 365®, your attorneys and staff can confidently create and manage sites themselves, adding and altering information at the click of a button.
“[Aderant Drive] allows us to leverage our existing technology in Office 365® and SharePoint® to create custom portals for all clients. Delivering this type of premium service solidifies the client relationship, improves client satisfaction, and ultimately fosters retention.”
– Eliot Levy, Manager of Process Improvement at Levenfeld Pearlstein
