Aderant Expert Workflow offers automated workflow design that enhances efficiency and productivity by allowing firms to streamline key business processes. With intuitive tools like the Smartform Wizard and workflow designer, users can easily modify and manage workflows, including the ability to create and integrate custom smartforms. The system also facilitates collaboration through configurable notes and task management features, improving organizational effectiveness.

1. Aderant Expert
Workflow
Automated workflow design provides greater ease of use
Benefits
Aderant’s workflow capabilities allow firms to streamline and automate
key business processes resulting in improved efficiency and productivity. • Simplified applications make workflow
From simple processes such as Leave Requests to one of the firm’s most design an intuitive process
complex processes, client and matter opening, Aderant Workflow provides • Drag and drop workspace and inline
intuitive tools to build, review, test, and deploy workflows across the firm. property definition limit the need for
Through advances in workflow technology, Aderant Core Workflow has
a dedicated developer-level resource
taken the existing workflow functionality and improved its usability, • Increase organization and efficiency
customizability, and enhanced the advanced capabilities of the program • Streamline and reduce manual, paper driven
as well. processes with online routing and tasks

2. Aderant Expert
WORKFLOW
Additionally, notes provide an auditable and discoverable trail of
Features information and provide valuable context for decisions.
• Expert Design Studio SmartForm Wizard
• SmartForm Wizard
• Domain Wizard Within Aderant Expert, SmartForms are a section of the application
user interface that is connected to business data.
• Workflow Tasks
They may include a combination of Expert business data such as
• Expert Assistant
client or matter details; custom data from custom columns or tables;
• Advanced Workflow
and workflow-specific data. SmartForms are used by workflow
processes through exposure in workflow tasks as well as by other
applications (e.g., Timer). There are three types of SmartForms
Expert Design Studio supported: Single SmartForm, Grid SmartForm, and Formsets
(combined SmartForms).
At the core of Aderant Expert’s workflow functionality is the
Workflow Designer which allows firms to open Aderant’s existing Aderant Expert’s product workflow templates (e.g., file opening
product workflow template processes. Aderant’s Workflow Designer and employee intake) include a set of standard SmartForms that
is a Visual Studio Extension that provides a simplified layout are representative of common information used throughout these
targeted at business and system analysts. Alternatively for those business processes. Under Core Workflow, the SmartForm Wizard
users familiar with navigating and using Visual Studio, the advanced allows firms to modify existing SmartForms.
view can still be used for workflow development giving them the full
features of Visual Studio 2010. The tool’s intuitive design surface, Domain Wizard
“drag and drop” workspace, and inline property definition makes
The Domain Wizard extends Microsoft’s Windows Workflow
it easy for firms to modify workflow processes without the need
Foundation technology to be aware of Aderant domain (business
for dedicated developer-level resources. Aderant’s core workflow
data) customizations that firms have implemented. Specifically,
capabilities allow firms to modify the workflow process by adding,
custom columns and custom tables that firms have created to extend
removing, and/or reorganizing the standard workflow activities.
the standard Aderant Expert Data Dictionary can be easily identified
Firms can also modify activity property settings in the Workflow
and included for the purposes of workflow and SmartForm
Designer.
development. For example Aderant’s file opening workflow process
is inherently aware of clients, matters, employees, and all related
Workflow Tasks
information necessary to fulfill the new client and matter intake
Aderant Expert’s core workflow capabilities come with several native process. Using the Domain Wizard a firm can extend this standard
workflow specific task actions, including: set of data to include custom tables and columns associated with
clients and matters. This exposes this data for use in workflow
• Accept generation, SmartForm construction, scripting, and more.
• Complete
• Cancel Expert Assistant
• Share
Expert Assistant is a multi-use application that provides users with a
• Reassign
context-sensitive launch point for Aderant Expert and is included as
The core workflow capabilities of Aderant Expert also support part of the application suite’s core workflow capabilities. The system
collaboration through the use of notes. Users can record notes tray application works as an electronic assistant for users, helping
and link them to specific workflow processes, clients, and matters.
Key documents or references can also be attached to the notes.
Importantly, other users can comment on notes, turning them
into threaded discussions that significantly improve collaboration.

3. Aderant Expert
WORKFLOW
them quickly find relevant information, access other Aderant Expert Expert Design Studio – Workflow Designer
applications and functionality, and review and manage workflow
tasks. Aderant Expert’s advanced workflow capabilities allow firms to create
new workflow processes in addition to modifying existing processes.
Expert Assistant provides users with a controlled, configurable, and The Workflow Designer’s intuitive user interface lets business
consistent entry point to Aderant Expert, making it easier for them to analysts, administrators, and general IT staff customize workflow
access application functionality, find information, and take action on data, add or remove workflow steps and activities, and change
tasks. For example, users can get matter details, initiate a new matter process flows.
request, launch a new Timer, and more.
The advanced workflow capabilities also allow firms to create custom
Expert Assistant also serves as a workflow inbox, providing users with workflow activities including sub-workflow activities.
a listing of the workflow processes, showing status and associated
tasks for which they are responsible, either to perform or to manage. SmartForm Wizard
Predefined filters enable users to quickly view workflow processes by
The advanced workflow capabilities enable firms to create and
status, including:
incorporate new SmartForms within their workflow processes.
This allows firms to create customized standard SmartForms or
• My Active
design new workflow forms to meet their specific user interface
• My Initiated
requirements.
• All
• Active The SmartForm wizard provides technical and non-technical users an
• Completed intuitive, step-based approach for constructing new forms, including
• Faulted form layout specification, form property definition, attribute
• Suspended selection, attribute property definition, preview capabilities, scripting,
• Canceled and an advanced method for complex user interfaces.
Users can see information about—and take action on—each workflow
process. Users can either see all the tasks that have been assigned
to them or filter on the tasks marked as important. Users can also
manage the tasks from workflows that involve them, were initiated by
them, or where they are acting as someone else’s proxy.
Expert Assistant allows users to see detailed information about the
workflow processes initiated by the user, including percent complete
status, involved personnel, workflow notes, associated issues, and
more. Users can also subscribe to task alerts, including being notified
by email when a workflow task has been assigned to them.
Advanced Workflow
Aderant Expert Advanced Workflow capabilities extend the
Automated workflow design providing greater ease of use.
application suite’s core workflow functionality and deliver added
flexibility, customization, and further workflow development.
Aderant’s Advanced Workflow capabilities include:

4. Aderant Expert
WORKFLOW
The Expert Assistant provides increased organization and efficiency.
Processes such as new employee intake are made simple with automated
workflows.
Learn More
Contact us today to see a demonstration of the powerful
capabilities in Aderant Expert that can help you better
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