Enterprise Legal Practice Management Software for the Agile Firm

Increase management and visibility with powerful accounting functionality for complete control over all financial operations. Streamline and automate the budgeting and forecasting process, in order to develop and achieve financial goals. Embedded inquiries provide consistent, real-time access to transaction details where and when needed.

Manage all bank-related activity, including cash, checks, bank account balances and reconciliation. The single interface enables the ability to instantly review transactions, see summary information, and drill down for additional details.

Automate the generation, formatting and distribution of book-quality financial statements. Generate customizable data reports with summaries that drill down into details and trends. Configure alerts to trigger when results deviate from budgeting and forecasting.

Robust capabilities to capture, review and manage the complete time entry lifecyle. Accurately capture all of your firm’s time with a number of views and options to tailor the user experience to best meet individual firm and user requirements.

Empower your timekeepers and fee earners to capture their time on mobile devices with Expert On-The-Go Time. Whether you are online or without internet access, full or limited information can be entered, such as matter, narrative and hours, before subsequent review, editing and posting. Utilize multiple views for managing daily and matter views, monthly targets and more.

Streamline and simplify creating and managing expense claims using Expert Expenses. Supports client chargeable and firm expenses as well as personal and firm-paid credit cards. Automate routing and approval with embedded workflow that can be easily tailored to form requirements. Provides a convenient way to enter and track expense claims, even when offline, through On the Go Expenses.

Automatically reconstruct a timekeeper’s day with Expert Found Time. Minimize lost or uncategorized time by tracking interactions with select systems, including email, phone, document management, and Microsoft® Office. Track reviewable time entries to maximize and capture all billable time. Manage your found time activities while in the office or from your mobile device.

Designed to accommodate complex financial requirements, Expert Billing introduces a number of innovations into the billing process. Both centralized and decentralized billing teams benefit from streamlining and automating the life cycle of a bill, from advanced prebill editing, simplified workflows, and approval processes to increased tracking throughout the billing process with improved auditability.

Streamlined prebill review and editing capabilities are baked into the Expert suite. Ebilling management views provide visibility and tracking throughout the client acceptance and payment processes. Embedded workflows and scheduling of prebills based on firm or client-defined rules introduce automation into various aspects of the WIP-to-Cash cycle, accelerating and shortening the overall billing process.

Billing guideline management provides a consistent approach to transforming client agreements into a structured set of categories and rules to be automatically evaluated. Prebills and matters with rule alerts are immediately visible for review, adjustment or edit, and can be overridden as applicable. Rules are validated throughout the entire suite of applications including time, disbursements, billing, accounts payable and more.

Fee earners and their assistants can interactively review and markup prebills in real-time, and immediately see the resulting impact of edits made. The connectivity with the Aderant Expert database allows for real-time information delivery. One-time data entry saves work and reduces errors. Ability to access on a tablet device from home, while traveling, or on vacation, adds value to Paperless Billing by making the editing and approval process a simple and effortless task anytime, anywhere.

Manage complex ebilling efforts and increase billing staff capacity with BillBlast. From client-directed compliance to submission and acceptance tracking, simplify processes and accelerate payment.

Behind every successful professional is an outstanding assistant. Expert Assistant Professional, or EA Pro consolidates all of an agile professional’s action items in one place, eliminating the chore of switching back and forth between different tools and platforms. The EA Pro dashboard cuts through all the clutter and streamlines work into a customizable, self-service experience that simplifies all critical information, actions and applications that require review and attention. Extensive drill-down inquiries provide contextual information at your finger tips to determine the best course of action to take. EA Pro is also available as a mobile application for smartphones and tablets.

From new employee intake to new matter intake, Aderant Expert is specifically designed to handle the business of law. Streamline and automate key processes with intuitive tools to build, review, test and deploy workflow across the firm. Added flexibility and customization furthers the development and integrates with other systems to significantly enhance functionality.

WIP Aware provides managers, supervisors and timekeepers with details of WIP and AR associated with clients, matters, fee earners or offices. Real-time updates show helpful details of alerts, accounts receivable totals, billing dates, fees and disbursement amounts. Initiate pre-bill workflow and other relevant actions anytime, anywhere.

Expert Inquiries enables fee earners with real-time, mobile access to key data insights, from summary to transactional levels, that are relevant to their clients and matters. With the same user experience on desktop, laptop, tablet or phone, fee earners can quickly respond to client requests and internal queries for items such as WIP, accounts receivable, time, disbursements, receipts bill and more.

The Expert architecture gives your firm complete control of its systems and the benefit of new technology without having to replace or radically change your existing system infrastructure, or undergo difficult system conversions. The Expert framework is easy to use, is scalable for any size firm, can be completely tailored to support existing processes, integrates with existing systems, and delivers a robust, secure and trusted foundation. Expert is GDPR compliant as of version 8.2 SP1.

The comprehensive array of all your inter-related data is accessed and maintained within a single repository, providing real-time access to a single version of the truth:

• Firm Management – tracks companies, departments, locations, profit centers and projects for revenue and spend analyses
• People Management – tracks employees, staff groups, rates, time, approvals and billing for revenue and profitability metrics
• Client Management – manages client OCGs, tracks addresses, contacts, billing details, fee rates and relationships for transparency
• Matter Management – tracks time, fee rates, parties, status, constraints and relationships to measure profitability

Ease-of-use and seamless integration are vital to the user experience of Aderant Expert. In addition to the data housed within the core database, functionality includes operational aspects:

• Security – controls authorized access and ensures integrity of the firm’s data and matter records
• Integrations – works with other systems to import and export valuable data
• Adaptions – ensures personalization and customization adheres to firm requirements
• Usability – enables access for applications which offer a modern, intuitive user experience

Aderant always remains vigilant with industry standards to ensure the safety and security of your most confidential and private information. Our team works directly with yours to install the operational and technical requirements necessary for complete security of your most-trusted data.