Tight financial management is vital to the success of any firm. Expert’s powerful accounting functionality allows the CFO to sleep well at night knowing there is visibility and complete control over financial operations. Expert streamlines and automates the budgeting and forecasting process, helping firms develop and achieve their financial goals.

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 in useful formats that show summary and drill down details and trends. Configure alerts to trigger when results deviate from budgeting and forecasting.

Time literally is money at your firm. Capturing and recording time has never been easier with Aderant Expert. Desktop timers can be started, paused and submitted quickly and seamlessly, and alternative views allow timekeepers to review, edit, release and post time entries.

Allow your timekeepers and fee earners to capture their time on mobile devices, even when offline without internet access. Full or limited information can be entered, such as matter, narrative and hours, before subsequent review, editing and posting.

Say goodbye to those wrinkly, misshapen folds of paper receipts. Aderant Expert Expenses provides a convenient way to enter and track expense claims, even when offline with mobile capture feature. Expenses supports billable, non-billable and personal receipts, all of which are validated before an embedded approval workflow begins.

Time leakage is pervasive, with inefficiencies and inaccuracies entrenched into common time capture methods. Faulty memories or relying on others to enter time can also result in errors and significant time loss. Expert Found Time easily meshes with everyday work habits of fee earners, helping them reconstruct each day by tracking interactions with select systems, including email, phone, document management and Microsoft Office.

Designed to accommodate all the various invoicing requirements, Expert Billing introduces a number of innovations into the billing process. Both centralized and decentralized billing teams benefit from streamlining and automating the business flow for the billing team, billing partners, legal assistants, e-billing coordinators and anyone else involved in the process.

Streamlined prebill review and editing capabilities are baked into the solution. E-billing management views provide better 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.

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 can be related to fees, disbursements, billing, fee arrangements and more.

Fee earners and their assistants can interactively review and markup their 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 time and reduces errors. Ability to access on a tablet device from home, while traveling or on vacation, adds value to Paperless Billing by making editing and approval a simple and effortless task from anywhere, anytime.

Expert Assistant Professional, or “EA Pro” consolidates an agile professional’s day into an intuitive, mobile-enabled experience. Cutting through all the clutter and streamlining work into a customizable, self-service dashboard, EA Pro simplifies all critical information, actions and applications that require review and attention.

From new employee intake to new matter intake, Aderant Expert is specifically designed to handle the business side of the practice. Streamline and automate key business 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 your fee earners with real-time mobile access to key data insights, from summary to transactional levels, relevant to their clients and matters. With the same user experience on desktop, laptop or tablet, fee earners can provide data for items such as WIP, accounts receivable, time, disbursements, receipts and bills.

The Expert architecture gives your firm complete control of its systems and benefit from new technology without having to replace or radically change your existing business system infrastructure, or undergo difficult system conversions. The Expert framework is easy to use, offers significant scope for completely tailored support of existing processes, integrates with existing systems, and delivers a robust, secure and trusted foundation.

The comprehensive array of all your inter-related data is accessed and maintained within a single, high-performance database:

• Firm Management – tracks companies, departments, locations, profit centers and projects
• People Management – tracks employees, staff groups, rates, time, approvals and billing
• Client Management – tracks addresses, contacts, billing details, fee rates and relationships
• Matter Management – tracks time, fee rates, parties, status, constraints and relationships

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 stays on the cutting edge of 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.