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Manage, Grow,   and Protect   Your Firmwww.aderant.com
Aderant Solution Guide - Manage, Grow, and Protect Your FirmManage, Grow, and Protect Your FirmAderant’s family of best-in...
Aderant Solution Guide - Manage, Grow, and Protect Your Firm               MANAGE                                         ...
Aderant Solution Guide - Manage, Grow, and Protect Your FirmAderant Expert 8.0Setting the performance standard for practic...
Aderant Solution Guide - Manage, Grow, and Protect Your Firm    Building on a robust framework developed using    Microsof...
Aderant Solution Guide - Manage, Grow, and Protect Your FirmClient Profiles Case ManagementImprove the performance of your...
Aderant Solution Guide - Manage, Grow, and Protect Your Firm    Integrations    If you are a Microsoft Outlook/Office user...
Aderant Solution Guide - Manage, Grow, and Protect Your FirmClient Profiles FINANCIALManagementIncrease the profitability ...
Aderant Solution Guide - Manage, Grow, and Protect Your Firm    CRM4Legal    The complete marketing, business development,...
Aderant Solution Guide - Manage, Grow, and Protect Your FirmCompuLaw VisionProtect and build your practice with the #1 nam...
Aderant Solution Guide - Manage, Grow, and Protect Your Firm     Deadlines.com     Easy access to critical deadlines for a...
Aderant Solution Guide - Manage, Grow, and Protect Your FirmRainMaker Bill ScRubberRules set. Billing guidelines met.Is yo...
Aderant Solution Guide - Manage, Grow, and Protect Your FirmRainMaker XLerator™ with Dynamic Link™Changing the way you rep...
3525 Piedmont Road  Building 6, Suite 620   Atlanta, GA 30305Sales: +1 888 604 2366   info@aderant.com   www.aderant.com
Aderant 2012 Solutions Guide: Mange, Grow, and Protect Your Firm
Aderant 2012 Solutions Guide: Mange, Grow, and Protect Your Firm
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Aderant 2012 Solutions Guide: Mange, Grow, and Protect Your Firm

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Aderant's innovative technology solutions for the legal and professional services industry help firms of all sizes better manage, grow, and protect their business. Learn about our product offerings in this solutions guide.

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Aderant 2012 Solutions Guide: Mange, Grow, and Protect Your Firm

  1. 1. Manage, Grow, and Protect Your Firmwww.aderant.com
  2. 2. Aderant Solution Guide - Manage, Grow, and Protect Your FirmManage, Grow, and Protect Your FirmAderant’s family of best-in-class solutions and services helps clientsworldwide manage, grow, and protect their businesses.A global industry leader for more than 30 years, Comprehensive, Innovative Product PortfolioAderant delivers a powerful combination of traditionand technology, experience and innovation, Aderant is the most innovative technology companyreliability and results. Strategic acquisitions and providing the broadest portfolio of products andstrong partnerships help us bring together the best services for the legal and professional servicesproducts, services, and industry expertise, so we can industry with a focus on meeting client and marketprovide our clients with the tools they need to achieve needs in a timely fashion with reliable products. Withimproved profitability, higher revenues, and smart all products leveraging industry standard Microsoftleadership. Aderant delivers everything you need to technology, Aderant software is easy to deploy, use,ensure your firm’s success: proven software solutions, maintain, customize, and upgrade.professional consulting, and outstanding service. Aderant products add value across the firm — fromWith the recent acquisitions of CompuLaw back office financial management to front office case(including Deadlines.com), Client Profiles (including management and business development, to riskCRM4Legal), and RainMaker Software, Aderant is protection and process optimization based on bestthe go-to partner for law and professional services practices.firms of all sizes worldwide. Aderant is the largestindependent software provider to the legal market.■■ Nearly 400 team members with deep domain and product expertise■■ Nearly 2,800 clients in more than 30 countries with a combined retention rate of 95+%■■ Consistently high client satisfaction ratings across all product lines■■ 60% of AmLaw 200 firms are clients■■ 70% of the world’s largest firms are clientsAderant is a seamlessly integrated organizationfocused on providing a world-class customer serviceexperience and best practices across the entireorganization. 1
  3. 3. Aderant Solution Guide - Manage, Grow, and Protect Your Firm MANAGE GROW PROTECT Time & billing CRM Calendar / docket Accounting Marketing Court rules Financial management Client & matter intake Matter management Practice management Matter planning Workflow Case management Profitability analysis Document management Business intelligence Performance management RecordS management Dashboards EMAIL management Product Integration Brings Multiple Benefits Aderant is currently working on several integration projects so that our clients gain new levels of efficiency, productivity, information access, performance, and scalability. The first integration completed is between Client Profiles case and financial management and CompuLaw court rules. Users now have at their fingertips case management, calendaring, docketing, time, billing, and financial management tools all in one application. The integration maximizes efficiency with the ability to utilize all functions in one place, saving resources and allowing more time to work on strategic initiatives. Other integrations are in progress and will be announced as they become available.2
  4. 4. Aderant Solution Guide - Manage, Grow, and Protect Your FirmAderant Expert 8.0Setting the performance standard for practice and financial management systems.Aderant Expert Release 8.0, our flagship practice example, firms can choose from multiple time capturemanagement system, is now available. As the most methods to support varying needs and user preferen-extensive update of Aderant Expert delivered in ces, giving them unprecedented flexibility. Extensiveseveral years, this release includes substantial new configuration options enable firms to meet the precisecapabilities that enable firms to better manage their requirements of individual timekeepers. The newbusinesses for increased productivity, revenues, and engagement view option enables a timekeeper, suchprofits. Aderant Expert capabilities include: as a billing partner, to see all time entries across all timekeepers for a matter or group of matters, provi-■■ Time & billing ding true matter-centric visibility. Firms that have■■ Expense management deployed the recently released Found Time module■■ Disbursement management will find that the solution implements as an integral■■ Reconstruct missed time part of Time Management, giving attorneys the ability■■ General ledger to create time entries from daily activities with the■■ Accounts payable / receivable click of a mouse.■■ Collections Additional enhancements include redesigning rate■■ Cash management management into one module to simplify the process■■ Global accounting of creating and managing fee rates. Users can define■■ Financial reporting rate levels, rates sets, variable rate levels, fixed fee■■ Imaging action codes, client rates, and matter rates all from■■ Case & matter management within one application with a feature-rich, yet easy-to-■■ Calendar / docket use interface.■■ Role-based dashboards■■ Profitability analysis The popular Paperless Billing application released in■■ Matter planning / AFAs 2011 has also been enhanced to provide increased■■ New business pricing flexibility for prebill review and editing. Approvals■■ Conflicts are seamlessly incorporated into the prebill markup■■ Matter intake workflow workflow. Expert Matter Planning now includes■■ Marketing scheduling capabilities in the planning phase of new matters. Firms can create matter plan groupsNew Features to support alternative fee arrangements that span multiple matters.With Aderant Expert 8.0 firms have access to a newExpert Time Management module that providesrobust capabilities to maximize billable time. For 3
  5. 5. Aderant Solution Guide - Manage, Grow, and Protect Your Firm Building on a robust framework developed using Microsoft technology, Aderant Expert 8.0 also delivers extended workflow capabilities along with an enriched user interface and includes a host of other enhancements that will drive productivity and efficiency in law and professional services firms. Aderant will continue its substantial investment in this platform with expanded capabilities planned for 2012 and beyond. The company invests a significant amount of its revenue to research and development to ensure that all products meet the highest standards for quality and reliability.4
  6. 6. Aderant Solution Guide - Manage, Grow, and Protect Your FirmClient Profiles Case ManagementImprove the performance of your law practice with a powerful Microsoft Office-based casemanagement solution that takes all of your firm’s critical case information and puts it at yourfingertips.One of the most significant technological challenges ■■ Case Commentsfaced by today’s law practice is how to implement ■■ Document Assemblythe right mix of case management functionality for a ■■ Time Entrydiverse group of legal professionals. Profiles by Client ■■ ConflictsProfiles was developed to overcome this challenge. ■■ Case InformationIf there is one thing that our 1600+ active clients ■■ Reportinghave taught us, it is that user adoption is the key to asuccessful case management rollout. Custom-Built To Fit Your Needs Profiles is fully configurable. You establish views,The Best Case Management System is the information, and workflow tuned to the diverseOne Your Staff Already Knows How to Use needs of your office community. Different users,Profiles is built on a rock solid framework of Microsoft departments, and offices can configure the softwaretechnologies that allows your user community to their specific needs. Each staff member and officeto function both within the case management professional will feel as if the firm acquired a solutionenvironment and Microsoft Office. Case management just for them and the specific file on which they arefunctionality is embedded within Microsoft Office and currently working.can link your staff directly to detailed case informationwithout having to manually switch programs. Whether you are a high volume litigation lawDesigned to increase your office’s productivity and firm, business transaction practice, corporateprofitability, Profiles gives users a tool to better legal department, or government entity, Profiles isperform their jobs and meet client demands. built to fit your needs and improve organizational performance. Profiles is a case management solutionA powerful solution, Profiles represents the most that will work for every user in your group.complete and comprehensive case managementapplication available in the marketplace. Modulesinclude:■■ Docketing■■ Calendaring■■ Workflow■■ Contacts■■ Email Management■■ Document Management■■ Scanning 5
  7. 7. Aderant Solution Guide - Manage, Grow, and Protect Your Firm Integrations If you are a Microsoft Outlook/Office user, the “CP Associate” feature allows you to save emails, calendar items, and documents within the case in Profiles. Profiles also maintains the industry’s only direct link with Microsoft Outlook, allowing users to enter appointments, personal contacts, and emails in either Profiles or Outlook and associate them to the case. Profiles also has connectors for virtually all major legal-specific applications. Instant Access Imagine having an entire case file right at your fingertips—every document, every e-mail, and every contact—everything relating to a file instantly available to every user at the same time. No longer will you have to share a hardcopy file amongst your team. Can’t find what you are looking for? Profiles provides global searching within each module. Profiles also gives you the ability to automate reports to be sent to clients, management, and staff. With Profiles, you’ll have greater capability to make well- informed decisions.6
  8. 8. Aderant Solution Guide - Manage, Grow, and Protect Your FirmClient Profiles FINANCIALManagementIncrease the profitability of your law practice by reducing operating costs, enhancing thedecision-making processs, and improving client satisfaction.The reality of today’s business landscape demands Because Profiles financial management is a seamlesslegal technology solutions that do more than just get component of the full Profiles Practice Managementthe client statements out the door and vendors paid. Suite, including the industry-leading Profiles caseYour financial management technology solution management system, it is the perfect solution forneeds to help your firm to be more competitive in the firms looking for a complete firm automation tool.marketplace. Client Profiles financial managementsystem is designed to meet the needs of the most Workflow Driven Functionality Supports thedemanding law firm practices. Capabilities include: Way You Conduct Business■■ Time & billing■■ Expense recovery The expansive functionality found in Profiles is■■ Accounts receivable seamlessly driven by easily configurable workflow■■ Collections capability. Based entirely on commercial standards■■ Accounts payable such as the Microsoft .NET development platform■■ General ledger and MS SQL Server database, Profiles fully leverages■■ Trust / Escrow the richness of these Microsoft products for■■ Conflict avoidance unparalleled ease of use and implementation.■■ Management reporting■■ Event notification Business Intelligence (BI) Designed for Your■■ Business intelligence FirmReduce Operating Costs Business Intelligence is not just about producing reports for firm management. It is about deliveringAs clients and attorneys place increasing demands real-time performance information to the righton the billing and accounting function, many groups people at the right time in the form that they need it.find themselves spending countless hours manually Profiles leverages and extends the BI tools inherenttrying to keep pace with these new requirements. The in the Microsoft SQL Server platform and deliversunique design of Profiles eliminates these manual audience specific reporting to the professional’sprocesses, improving the efficiency and productivity desktop.of the entire organization. Whether your focus is on meeting complex billingThe underlying architecture of Profiles makes it ideal requirements, solid financial accounting standards,for complex billing requirements, sophisticated or business intelligence reporting designed to bettermanagement reporting, and compliance with new manage your firm, Profiles brings robust functionalityemerging industry standards. The flexibility found leveraged by Microsoft standards without the highin Profiles not only improves your operation today, costs previously associated with enterprise levelbut keeps you ahead of the curve going forward. solutions. 7
  9. 9. Aderant Solution Guide - Manage, Grow, and Protect Your Firm CRM4Legal The complete marketing, business development, and client care solution for law firms. CRM4Legal is built on Microsoft Dynamics CRM ■■ Matter Tracking to provide your firm with the marketing, business ■■ Client Care / Help Desk development and client care tools necessary to grow ■■ Data Integration your business, and drive profits while improving client ■■ Web and Mobile Acccess satisfaction. More than ever, legal professionals are engaged in the business of law, and the efforts that Marketing help them win and retain clients. CRM4Legal is designed to help law firms connect the efforts of marketing and business development groups CRM4Legal, powered by Microsoft CRM is a complete with lawyers and their secretaries. In CRM4Legal the marketing, business development and client care goal of each marketing campaign or event is to ensure solution for law firms. It provides all of the tools and that the campaign targets, campaign activities, and capabilities needed to create and easily maintain a the results of the campaign activities are related and clear picture of client relationships from first contact, captured in a consistent format. through business development activities and long- term relationship-building efforts. With modules for Business Development marketing, business development, matter tracking and client care, CRM4Legal delivers a fast, flexible For Business Development managers, practice and affordable solution that drives measurable managers, lawyers and partners, CRM4Legal provides improvements in every business process. It enables insight into the deal pipeline, including the ability closer relationships with clients and helps your firm to track types of opportunities, close ratios, revenue achieve new levels of success and profitability. forecasts, and other important business development information. CRM4Legal provides everyone in your firm a complete view of your relationship networks, Client Care prospects, and clients directly from Outlook, providing a familiar and intuitive work environment The service management module of CRM4Legal that encourages user adoption and productivity. And consists of core components including: Service because it is developed by Aderant, it looks, feels and Requests which can include client service requests performs like it was built for the legal professional. and client complaints to mini-projects; Knowledge Base, a repository of articles containing firm CRM4Legal capabilities include: information, best practices, technical details, or any ■■ Outlook-based CRM other documentation that business users access to ■■ Marketing address and resolve issues; and, Queues, containers ■■ Relationship Intelligence for work items, such as service requests or inbound ■■ Business Development emails.8
  10. 10. Aderant Solution Guide - Manage, Grow, and Protect Your FirmCompuLaw VisionProtect and build your practice with the #1 name in rules-based calendaring.Malpractice exposure from calendar related errors CompuLaw Vision includes:is a significant risk for every lawyer and every firm. ■■ Rules-based calendaringYou can greatly reduce that risk with CompuLaw ■■ Matter database managementVision, the most powerful legal calendar and matter ■■ Rules database librarymanagement system available today. ■■ Documents database ■■ Report writerCompuLaw Vision enables users to automatically ■■ Case notesschedule critical dates in accordance with court rules ■■ Related parties databaseapplicable to their case. The actual rules of court and ■■ Audit trail systemcourt holidays are built into the software, eliminating ■■ Security / password protectionerror prone and time-consuming docket calculations. ■■ Outlook, GroupWise, and Lotus Notes Furthermore, when the rules change, Vision will integrationautomatically adjust any deadlines on calendar toconform to the changed rules. Using Vision is the Vision Web Portal™most accurate and reliable way to manage yourcalendar and matter information. The Vision Web Portal is the easiest way to access your Vision calendar data from the office or on the road,When it comes to accessing calendar information 24/7. You can view your data through your browser,throughout your firm, Vision offers unparalleled anytime, filtering to choose the exact data you need.choices. Whatever works best for your firm, however Screens can be customized for various practice groupsyour firm wants to work, Vision will comply. or new events, and changes can be sent back to your data entry department for automatic import into Vision.Vision is a Comprehensive Calendar andMatter Management Solution With CompuLaw® Collaborate™, Web Portal users haveVision is much more than the most accurate legal a convenient access point for attorney collaborationcalendaring system available – it’s also a detailed on all legal calendaring event list information.matter management solution. Vision is incredibly Collaborate is a web part component that integratesflexible, allowing you to customize and filter Vision Web Portal with Microsoft Office SharePoint.information, track parties and documents, and This Event List Web Part provides law firms with directstreamline results, giving you just the information you access to critical information on all events related to aneed to see, when you want to see it. specific client, matter, team, or department. 9
  11. 11. Aderant Solution Guide - Manage, Grow, and Protect Your Firm Deadlines.com Easy access to critical deadlines for affordable malpractice prevention. Deadlines.com is a SaaS-based legal deadline greatly reduce your risk. Many professional liability calculation service that protects small law firms and insurance carriers even offer discounts to users of solo practitioners from the leading case of malpractice Deadlines.com in the form of risk management claims. Deadlines.com uses CompuLaw’s date credits. calculation engine and extensive court rules library. CompuLaw has earned a reputation for being the Apply Court Rule Changes most accurate solution in rules based calendaring for mid-size and large law firms. Through Deadlines.com Deadlines.com’s patented Change Notification the same reliable technology is available to smaller Service (CNS) immediately notifies users via email law firms and solo practitioners at a fraction of the if we believe your deadlines have been affected by a cost. With a highly intuitive web interface, flexible change in the court rules. We also provide a link to pricing, and easy access to your critical deadlines, quickly and easily regenerate your deadlines using Deadlines.com offers you affordable malpractice the updated rules. CNS is provided to all users at prevention. no additional cost because we pride ourselves on providing the most accurate information available. Calculate Court Deadlines Run Reports of Upcoming Dates Deadlines.com allows smaller firms to generate deadlines using the same technology that is trusted by Our View Deadlines page allows you to generate, more than 70% of the top 100 firms in the country— email and print a variety of reports. Filter by case, by simply, accurately, and affordably. Deadlines.com event, as well as various date ranges—keeping the even makes it easy to bill the charges back to your information at your fingertips to ensure you don’t clients as a research fee. miss a deadline. Minimize Risk and Help Avoid the Leading View On-Screen Calendars: Monthly, Cause of Malpractice Claims Weekly, and Daily Views According to the ABA, calendar-related errors are Deadlines.com’s On-Screen Calendars provide the leading cause of malpractice claims and over graphical views of your deadlines, mobile access 70% of claims occurred in firms with five or fewer to your calendar and an offsite copy of your critical attorneys. With Deadlines.com accurately calculating deadlines for disaster recovery procedures—a big plus your deadlines, automatically adding them to your to professional liability carriers who want to know calendar and emailing you reminders—you can if your calendar will be accessible in the event of an emergency.10
  12. 12. Aderant Solution Guide - Manage, Grow, and Protect Your FirmRainMaker Bill ScRubberRules set. Billing guidelines met.Is your cash flow succumbing to the complex billing Pre-determined Rules or Build Your Ownguidelines put upon you by your clients? Law firms areincreasingly under pressure by their clients to adhere Bill Scrubber is equipped to catch the most commonto complex guidelines for the submission of legal bills. billing guideline rejections. These include:Non-compliance with these rules results in your ebills ■■ Time Entry narrative not to exceed xx charactersbeing rejected or disputed, causing payment delays ■■ Cost Entry narrative not to exceed xx charactersand /or write downs. ■■ Time Entry “trigger words” or phrases and suggest replacementsBill Scrubber is designed to help law firms save time ■■ Cost Entry “trigger words” or phrases and suggestand improve cash flow by ensuring compliance with replacementstoday’s complex billing rules and guidelines. Bill ■■ Look for special characters in Time Entries andScrubber reduces costly write-downs by examining Cost Entriescost and time entries, comparing them to pre-defined ■■ Look for approved Timekeepers in all Timerules, and highlighting items that need your attention. EntriesThe software provides suggestions for change based ■■ Look for approved Cost Items in all Cost Entrieson client/matter approved narrative, phases, tasks ■■ Check Time Entry Rates and make sure theyactivities, and timekeeper types. match the C/M rate assigned ■■ Ignore Flat Fee Time EntriesBill Scrubber will: ■■ Look for duplicate Time Entries, same attorney■■ Save time proofreading bills by automatically ■■ Look for duplicate Time Entries, different attorney adhering to pre-defined rules ■■ Look for duplicate Cost Entries■■ Find and highlight all time entries with violations■■ Reduce write-offs and short pays■■ Spot duplicate entries and narrative words subject to rejection■■ Accelerate the ebill submission and approval process from vendor sites■■ Get your bills out the door quickly and efficiently■■ Ultimately improve cash flow 11
  13. 13. Aderant Solution Guide - Manage, Grow, and Protect Your FirmRainMaker XLerator™ with Dynamic Link™Changing the way you report.XLerator with Dynamic Link provides a direct link re-keying the data into a spreadsheet. Utilizing thebetween your database and Microsoft Excel, making XLerator Task Pane, a user can select informationreporting quick and easy. from hundreds of data items and, within any■■ Unites the Platinum database with Microsoft spreadsheet, click on where they would like to place Excel allowing complete control and access to that data. The information is instantly extracted from your firm’s vast array of data. the database and placed in the spreadsheet. When the■■ Empowers end-users to analyze information user saves the spreadsheet, the link to the data along in exactly the format they choose without with all formatting and user calculations are also the constraints of canned reports, custom saved for future use. programming, product limitations, or the burden and risk of re-keying the data. How XLerator with Dynamic Link Works■■ Quickly and reliably create complex, multi- dimensional models and manipulate existing XLerator with Dynamic Link is based on exposing data to analyze trends. existing data queries from RainMaker Platinum’s database. These queries are used by the application software to generate reports, provide inquiries, buildSpreadsheets Meet the 23rd Century web parts, and other common tasks. PreviouslyXLerator with Dynamic Link provides a direct link these queries were hidden from users and availablebetween Microsoft Excel and the data stored in law only to programmers. RainMaker users can easilyfirms’ databases, including financial management. build custom queries, with the Platinum businessThis means that any piece of data, from any module, intelligence product, that become immediatelycan be retrieved while working in Excel; making available for use in XLerator. More advanced usersthe spreadsheet analysis virtually endless. Since the can quickly build their own queries in SQL or copyinitial adoption of the spreadsheet as a means of and paste them from any other compliant reportingreporting in the 1990s, it has been nearly impossible tool such as Crystal Reports or Microsoft Access.for non-technical users to point and click on dataelements from a list and then have that information XLerator with Dynamic Link can be used for:immediately appear in a Microsoft Excel spreadsheet. ■■ New or existing spreadsheets ■■ Pivot tablesWhy Risk Re-keying? ■■ Charts and graphs ■■ Trend analysesXLerator with Dynamic Link empowers users to ■■ Consolidating informationanalyze information in exactly the format they choose ■■ Complex multi-dimensional modelingwithout the constraints of “canned” reports, customprogramming, product limitations or the burden of 12
  14. 14. 3525 Piedmont Road Building 6, Suite 620 Atlanta, GA 30305Sales: +1 888 604 2366 info@aderant.com www.aderant.com

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