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.

1. Manage, Grow,
and Protect
Your Firm
www.aderant.com

3. Aderant Solution Guide - Manage, Grow, and Protect Your Firm
Manage, Grow, and Protect Your Firm
Aderant’s family of best-in-class solutions and services helps clients
worldwide manage, grow, and protect their businesses.
A global industry leader for more than 30 years, Comprehensive, Innovative Product Portfolio
Aderant delivers a powerful combination of tradition
and technology, experience and innovation, Aderant is the most innovative technology company
reliability and results. Strategic acquisitions and providing the broadest portfolio of products and
strong partnerships help us bring together the best services for the legal and professional services
products, services, and industry expertise, so we can industry with a focus on meeting client and market
provide our clients with the tools they need to achieve needs in a timely fashion with reliable products. With
improved profitability, higher revenues, and smart all products leveraging industry standard Microsoft
leadership. 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 — from
With the recent acquisitions of CompuLaw back office financial management to front office case
(including Deadlines.com), Client Profiles (including management and business development, to risk
CRM4Legal), and RainMaker Software, Aderant is protection and process optimization based on best
the go-to partner for law and professional services practices.
firms of all sizes worldwide. Aderant is the largest
independent 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 clients
Aderant is a seamlessly integrated organization
focused on providing a world-class customer service
experience and best practices across the entire
organization.
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4. 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.
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5. Aderant Solution Guide - Manage, Grow, and Protect Your Firm
Aderant Expert 8.0
Setting the performance standard for practice and financial management systems.
Aderant Expert Release 8.0, our flagship practice example, firms can choose from multiple time capture
management 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. Extensive
several years, this release includes substantial new configuration options enable firms to meet the precise
capabilities that enable firms to better manage their requirements of individual timekeepers. The new
businesses for increased productivity, revenues, and engagement view option enables a timekeeper, such
profits. 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 groups
New Features to support alternative fee arrangements that span
multiple matters.
With Aderant Expert 8.0 firms have access to a new
Expert Time Management module that provides
robust capabilities to maximize billable time. For
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6. 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.
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7. Aderant Solution Guide - Manage, Grow, and Protect Your Firm
Client Profiles Case Management
Improve the performance of your law practice with a powerful Microsoft Office-based case
management solution that takes all of your firm’s critical case information and puts it at your
fingertips.
One of the most significant technological challenges ■■ Case Comments
faced by today’s law practice is how to implement ■■ Document Assembly
the right mix of case management functionality for a ■■ Time Entry
diverse group of legal professionals. Profiles by Client ■■ Conflicts
Profiles was developed to overcome this challenge. ■■ Case Information
If there is one thing that our 1600+ active clients ■■ Reporting
have taught us, it is that user adoption is the key to a
successful 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 diverse
One 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 software
technologies that allows your user community to their specific needs. Each staff member and office
to function both within the case management professional will feel as if the firm acquired a solution
environment and Microsoft Office. Case management just for them and the specific file on which they are
functionality is embedded within Microsoft Office and currently working.
can link your staff directly to detailed case information
without having to manually switch programs. Whether you are a high volume litigation law
Designed to increase your office’s productivity and firm, business transaction practice, corporate
profitability, Profiles gives users a tool to better legal department, or government entity, Profiles is
perform their jobs and meet client demands. built to fit your needs and improve organizational
performance. Profiles is a case management solution
A powerful solution, Profiles represents the most that will work for every user in your group.
complete and comprehensive case management
application available in the marketplace. Modules
include:
■■ Docketing
■■ Calendaring
■■ Workflow
■■ Contacts
■■ Email Management
■■ Document Management
■■ Scanning
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8. 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.
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9. Aderant Solution Guide - Manage, Grow, and Protect Your Firm
Client Profiles FINANCIAL
Management
Increase the profitability of your law practice by reducing operating costs, enhancing the
decision-making processs, and improving client satisfaction.
The reality of today’s business landscape demands Because Profiles financial management is a seamless
legal technology solutions that do more than just get component of the full Profiles Practice Management
the client statements out the door and vendors paid. Suite, including the industry-leading Profiles case
Your financial management technology solution management system, it is the perfect solution for
needs to help your firm to be more competitive in the firms looking for a complete firm automation tool.
marketplace. Client Profiles financial management
system is designed to meet the needs of the most Workflow Driven Functionality Supports the
demanding 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
Firm
Reduce Operating Costs Business Intelligence is not just about producing
reports for firm management. It is about delivering
As clients and attorneys place increasing demands
real-time performance information to the right
on 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 inherent
trying to keep pace with these new requirements. The
in the Microsoft SQL Server platform and delivers
unique design of Profiles eliminates these manual
audience specific reporting to the professional’s
processes, improving the efficiency and productivity
desktop.
of the entire organization.
Whether your focus is on meeting complex billing
The underlying architecture of Profiles makes it ideal
requirements, solid financial accounting standards,
for complex billing requirements, sophisticated
or business intelligence reporting designed to better
management reporting, and compliance with new
manage your firm, Profiles brings robust functionality
emerging industry standards. The flexibility found
leveraged by Microsoft standards without the high
in Profiles not only improves your operation today,
costs previously associated with enterprise level
but keeps you ahead of the curve going forward.
solutions.
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10. 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.
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11. Aderant Solution Guide - Manage, Grow, and Protect Your Firm
CompuLaw Vision
Protect 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 calendaring
You can greatly reduce that risk with CompuLaw ■■ Matter database management
Vision, the most powerful legal calendar and matter ■■ Rules database library
management system available today. ■■ Documents database
■■ Report writer
CompuLaw Vision enables users to automatically ■■ Case notes
schedule critical dates in accordance with court rules ■■ Related parties database
applicable to their case. The actual rules of court and ■■ Audit trail system
court holidays are built into the software, eliminating ■■ Security / password protection
error prone and time-consuming docket calculations. ■■ Outlook, GroupWise, and Lotus Notes
Furthermore, when the rules change, Vision will integration
automatically adjust any deadlines on calendar to
conform to the changed rules. Using Vision is the Vision Web Portal™
most accurate and reliable way to manage your
calendar 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 groups
your 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 and
Matter Management Solution With CompuLaw® Collaborate™, Web Portal users have
Vision is much more than the most accurate legal a convenient access point for attorney collaboration
calendaring 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 integrates
flexible, 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 direct
streamline results, giving you just the information you access to critical information on all events related to a
need to see, when you want to see it. specific client, matter, team, or department.
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12. 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.
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13. Aderant Solution Guide - Manage, Grow, and Protect Your Firm
RainMaker Bill ScRubber
Rules set. Billing guidelines met.
Is your cash flow succumbing to the complex billing Pre-determined Rules or Build Your Own
guidelines put upon you by your clients? Law firms are
increasingly under pressure by their clients to adhere Bill Scrubber is equipped to catch the most common
to 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 characters
being rejected or disputed, causing payment delays ■■ Cost Entry narrative not to exceed xx characters
and /or write downs. ■■ Time Entry “trigger words” or phrases and
suggest replacements
Bill Scrubber is designed to help law firms save time ■■ Cost Entry “trigger words” or phrases and suggest
and improve cash flow by ensuring compliance with replacements
today’s complex billing rules and guidelines. Bill ■■ Look for special characters in Time Entries and
Scrubber reduces costly write-downs by examining Cost Entries
cost and time entries, comparing them to pre-defined ■■ Look for approved Timekeepers in all Time
rules, and highlighting items that need your attention. Entries
The software provides suggestions for change based ■■ Look for approved Cost Items in all Cost Entries
on client/matter approved narrative, phases, tasks ■■ Check Time Entry Rates and make sure they
activities, and timekeeper types. match the C/M rate assigned
■■ Ignore Flat Fee Time Entries
Bill 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
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14. Aderant Solution Guide - Manage, Grow, and Protect Your Firm
RainMaker 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 the
between your database and Microsoft Excel, making XLerator Task Pane, a user can select information
reporting 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, build
Spreadsheets Meet the 23rd Century
web parts, and other common tasks. Previously
XLerator with Dynamic Link provides a direct link these queries were hidden from users and available
between Microsoft Excel and the data stored in law only to programmers. RainMaker users can easily
firms’ databases, including financial management. build custom queries, with the Platinum business
This means that any piece of data, from any module, intelligence product, that become immediately
can be retrieved while working in Excel; making available for use in XLerator. More advanced users
the spreadsheet analysis virtually endless. Since the can quickly build their own queries in SQL or copy
initial adoption of the spreadsheet as a means of and paste them from any other compliant reporting
reporting 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 data
elements 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 tables
Why Risk Re-keying? ■■ Charts and graphs
■■ Trend analyses
XLerator with Dynamic Link empowers users to ■■ Consolidating information
analyze information in exactly the format they choose ■■ Complex multi-dimensional modeling
without the constraints of “canned” reports, custom
programming, product limitations or the burden of
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Building 6, Suite 620
Atlanta, GA 30305
Sales: +1 888 604 2366
info@aderant.com
www.aderant.com