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ADERANT TOTAL OFFICE




Case Management
formerly Client Profiles

The Best Case Management System Is the One
                                                                                            features
Your Staff Already Knows How to Use
                                                                                            •	   Full Microsoft Office Integration
One of the most significant technological challenges faced by today’s law practice          •	   Calendaring/Docketing
is how to implement the right mix of case management functionality for a diverse            •	   Integrated with Aderant CompuLaw Rules
group of legal professionals. Aderant Total Office was developed to overcoming this
                                                                                            •	   Workflow
challenge. If there is one thing that our 1600+ active clients have taught us, it is that
                                                                                            •	   Document Assembly
user adoption is the key to a successful case management rollout.
                                                                                            •	   Document Management
Total Office is built on a rock solid framework of Microsoft technologies that allows       •	   E-mail Management
your user community to function both within the case management environment                 •	   Practice-specific Case Information
and Microsoft Office. Case management functionality is embedded within Microsoft
                                                                                            •	   Time Entry and Cost Tracking
Office and can link your staff directly to detailed case information without having
to manually switch programs. Designed to increase your office’s productivity
and profitability, Total Office enables users to better perform their jobs and meet
client demands. A powerful solution, Total Office represents the most complete
and comprehensive case management application available in the marketplace.
Total Office also gives you the ability to automate reports to be sent to clients,
management, and staff. With Total Office, you’ll be better prepared to make well-
informed decisions for your law organization and clients.
ADERANT TOTAL OFFICE
CASE MANAGEMENT
A Total Solution                                                              Access to Aderant CompuLaw Rules with one-click
Total Office has eliminated the need for firms to manage silos                By having all functions in one place, users gain maximum efficiencies,
of information and functionality to meet their diverse business               save resources, and are able to spend more time on the firm’s strategic
and practice needs. When implemented in conjunction with the                  initiatives. With a tightly integrated solution firms are assured that
enterprise performing Total Office law firm financial management              when a rule is changed, they will get the updates automatically. Total
system, Total Office can even expose executive information,
                                                                              Office matters are registered by the firm’s staff with CompuLaw and
performance, and financial data to your professionals at the
                                                                              rules-based deadlines are calculated automatically within Total Office
individual or case level.
                                                                              To Do packages. If any rule changes for an open case, notification of
                                                                              the change will be emailed and can be updated easily. This seamless
Custom-Built To Fit Your Needs
                                                                              process reduces errors within the firm and allows law firms to focus
Total Office is fully configurable. You establish views, information,         on the substantive issues of the case instead of researching court rules
and workflow tuned to the diverse needs of your office community.             and manually calendaring deadlines.
Different users, departments, and offices can configure the software
to their specific needs. Each staff member and office professional will
feel as if the firm acquired a solution just for them and the specific file   Benefits:
on which they are currently working.
                                                                              •	   Calendar management and legal docketing functionality, available
Whether you are a high volume litigation law firm, business
                                                                                   to either individuals or groups of users, practice areas, or firm-
transaction practice, corporate legal department, or government
                                                                                   wide scheduling.
entity, Total Office is built to fit your needs and improve
                                                                              •	   Design, launch, and manage individual To Do items, To Do
organizational performance. Total Office is a case management
                                                                                   packages (Workflow), To Do items connected to appointments,
solution that will work for every user in your group.
                                                                                   documents, court rules, and other transactional events. Individual,
                                                                                   group, practice area, or firm-wide reporting is available to manage
Integrations
                                                                                   the To Do items for the practice or department.
Our Microsoft Office integration allows users to associate emails             •	   Firms also have the ability to place jurisdictional rules in their
and documents to matters with a single click. Users can save new                   Total Office To Do packages with the integration of Aderant
documents and create new versions directly from Office. In addition,               CompuLaw Rules.
users can associate outgoing emails, existing emails, calendar items,         •	   Contacts are organized in a central database by party types or
and contacts. We also maintain a direct link with Microsoft Outlook                categories with powerful search capabilities.
that allows users to enter appointments, personal contacts, and               •	   Users the ability to attach or associate email messages to client,
emails one time in either Total Office or Outlook and associate them               matter, or case files.
to the case. Total Office also has connectors for virtually all major         •	   Total Office includes a full featured document management
legal-specific applications.                                                       system. All the case related documents are attached to a file and
                                                                                   organized by document type, sub-type, version, and user or
Instant Access                                                                     practice group.
Imagine having an entire case file right at your fingertips—every             •	   Eighty pre-defined case information tracking screens that are
document, every e-mail, and every contact—everything relating to a                 standard components and the unlimited ability to create custom
file instantly available to every user at the same time. No longer will            law types.
you have to share hardcopy files among your team. Can’t find what             •	   Robust suite of reports and data queries that are available out of
you are looking for? Total Office provides global searching within                 the box.
each module. Just type in the keyword(s) you are searching from and
view the results.


Learn More
Contact us today to see a demonstration of the powerful
capabilities in Aderant Total Office that can help you better
                                                                                                                Copyright © 2012 Aderant Holdings, Inc. All rights reserved.
manage, grow, and protect your firm.                                                                            www.aderant.com | info@aderant.com | +1 888 604 2366

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Aderant Total Office - Case Management

  • 1. ADERANT TOTAL OFFICE Case Management formerly Client Profiles The Best Case Management System Is the One features Your Staff Already Knows How to Use • Full Microsoft Office Integration One of the most significant technological challenges faced by today’s law practice • Calendaring/Docketing is how to implement the right mix of case management functionality for a diverse • Integrated with Aderant CompuLaw Rules group of legal professionals. Aderant Total Office was developed to overcoming this • Workflow challenge. If there is one thing that our 1600+ active clients have taught us, it is that • Document Assembly user adoption is the key to a successful case management rollout. • Document Management Total Office is built on a rock solid framework of Microsoft technologies that allows • E-mail Management your user community to function both within the case management environment • Practice-specific Case Information and Microsoft Office. Case management functionality is embedded within Microsoft • Time Entry and Cost Tracking Office and can link your staff directly to detailed case information without having to manually switch programs. Designed to increase your office’s productivity and profitability, Total Office enables users to better perform their jobs and meet client demands. A powerful solution, Total Office represents the most complete and comprehensive case management application available in the marketplace. Total Office also gives you the ability to automate reports to be sent to clients, management, and staff. With Total Office, you’ll be better prepared to make well- informed decisions for your law organization and clients.
  • 2. ADERANT TOTAL OFFICE CASE MANAGEMENT A Total Solution Access to Aderant CompuLaw Rules with one-click Total Office has eliminated the need for firms to manage silos By having all functions in one place, users gain maximum efficiencies, of information and functionality to meet their diverse business save resources, and are able to spend more time on the firm’s strategic and practice needs. When implemented in conjunction with the initiatives. With a tightly integrated solution firms are assured that enterprise performing Total Office law firm financial management when a rule is changed, they will get the updates automatically. Total system, Total Office can even expose executive information, Office matters are registered by the firm’s staff with CompuLaw and performance, and financial data to your professionals at the rules-based deadlines are calculated automatically within Total Office individual or case level. To Do packages. If any rule changes for an open case, notification of the change will be emailed and can be updated easily. This seamless Custom-Built To Fit Your Needs process reduces errors within the firm and allows law firms to focus Total Office is fully configurable. You establish views, information, on the substantive issues of the case instead of researching court rules and workflow tuned to the diverse needs of your office community. and manually calendaring deadlines. Different users, departments, and offices can configure the software to their specific needs. Each staff member and office professional will feel as if the firm acquired a solution just for them and the specific file Benefits: on which they are currently working. • Calendar management and legal docketing functionality, available Whether you are a high volume litigation law firm, business to either individuals or groups of users, practice areas, or firm- transaction practice, corporate legal department, or government wide scheduling. entity, Total Office is built to fit your needs and improve • Design, launch, and manage individual To Do items, To Do organizational performance. Total Office is a case management packages (Workflow), To Do items connected to appointments, solution that will work for every user in your group. documents, court rules, and other transactional events. Individual, group, practice area, or firm-wide reporting is available to manage Integrations the To Do items for the practice or department. Our Microsoft Office integration allows users to associate emails • Firms also have the ability to place jurisdictional rules in their and documents to matters with a single click. Users can save new Total Office To Do packages with the integration of Aderant documents and create new versions directly from Office. In addition, CompuLaw Rules. users can associate outgoing emails, existing emails, calendar items, • Contacts are organized in a central database by party types or and contacts. We also maintain a direct link with Microsoft Outlook categories with powerful search capabilities. that allows users to enter appointments, personal contacts, and • Users the ability to attach or associate email messages to client, emails one time in either Total Office or Outlook and associate them matter, or case files. to the case. Total Office also has connectors for virtually all major • Total Office includes a full featured document management legal-specific applications. system. All the case related documents are attached to a file and organized by document type, sub-type, version, and user or Instant Access practice group. Imagine having an entire case file right at your fingertips—every • Eighty pre-defined case information tracking screens that are document, every e-mail, and every contact—everything relating to a standard components and the unlimited ability to create custom file instantly available to every user at the same time. No longer will law types. you have to share hardcopy files among your team. Can’t find what • Robust suite of reports and data queries that are available out of you are looking for? Total Office provides global searching within the box. each module. Just type in the keyword(s) you are searching from and view the results. Learn More Contact us today to see a demonstration of the powerful capabilities in Aderant Total Office that can help you better Copyright © 2012 Aderant Holdings, Inc. All rights reserved. manage, grow, and protect your firm. www.aderant.com | info@aderant.com | +1 888 604 2366