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Expert

by Aderant · Since 1978
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ActiveAvailable globallyCloud
Quick facts
VendorAderant
Year launched1978
StatusActive
LocationAtlanta (Headquarters) 500 Northridge Road, Suite 800 Atlanta, GA 30350
Countries servedGlobal
Languages6
Integrations3+
Free tier
Free trial
Contact salesYES

About Expert

Expert is a practice management software from Aderant that supports law firms in managing their operations. It includes time and billing functionality, client relationship management, and reporting tools so firms can effectively track performance and maintain client relationships. The software helps users simplify their workflows, automate mundane tasks, and improve financial visibility. Expert also offers integration with various third-party applications, providing flexibility in managing diverse business operations. Key capabilities: time tracking billing management client management financial reporting analytics Best for: law firms that need an all-in-one solution for practice management and operational efficiency.

Expert Case by Aderant is a comprehensive legal case management platform designed to streamline law firm operations from matter inception to resolution. It provides a unified view of case data, deadlines, documents, and financials, fostering collaboration and ensuring no critical date is missed. The user interface is built for ease of use, offering dashboards that integrate with familiar Microsoft tools like Outlook, Word, and Exchange, which enhances productivity. The platform supports extensive integrations, primarily with the Microsoft ecosystem, but also within the broader legal tech environment, providing flexibility for customization. Expert Case’s core features include task management, document assembly, dashboards, or calendar synchronization, and process automation—each aimed at improving efficiency and accuracy. It automates routine workflows, reduces manual effort, and ensures real-time case updates are accessible in one centralized location. The platform also digitizes documents with OCR capabilities, streamlining file organization and retrieval. Additional features include billing cycle management, analytics, and comprehensive collaboration tools, enabling firms to operate more efficiently. The platform is compatible across different operating environments and is built on cutting-edge Microsoft platforms, promising scalability and security.

Pros & Cons

What users like
  • +Maturing framework with improving features
  • +Comprehensive support for legal practice needs
  • +Highly customizable and adaptable
  • +Simple, uncluttered user interface
  • +Forward-looking development with customer feedback integration
What users flag
  • Lack of adequate user training
  • Frequent software errors and crashes
  • Poor customer support and slow response times
  • Workflow tools not fully supported or well-understood internally

Features

Key features

Task Management
Facilitate tracking of critical deadlines, ensuring timely completion of case activities.
Document Assembly
Streamline creating, managing, and organizing legal documents efficiently.
Case & Personal Dashboard
Custom dashboards for an overview of case statuses and individual workloads.
MS Office & Outlook Integration
Synchronize tasks, calendars, and documents directly with familiar Microsoft tools.
Process Automation
Standardize workflows, automate repetitive tasks, and improve efficiency.
Real-Time Case Updates
Access real-time updates on case progress, overdue work, and financial data.
Definitive Data Source
All case information centralized for better collaboration and decision-making.

Additional features

End-to-End Managed Billing
Simplifies invoicing and reduces billing turnaround.
Workflow Automation
Enhances consistency and reduces manual effort through automation.
Task & Deadline Management
Keeps track of critical dates preventing missed deadlines.
Document Management
Efficiently organize and assemble legal documents.
Client & Case Dashboards
Provides comprehensive visual overviews for quick access.
Calendar Integration
Syncs case activities with Microsoft Outlook and Exchange.
Real-Time Status Tracking
Monitors active cases, overdue tasks, and key metrics.
OCR Capabilities
Converts physical documents into digital formats for quick access.
Seamless Ecosystem Integration
Connects with other legal tech solutions within the firm.
Reporting & Analytics
Offers insights into case performance and firm productivity.

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

Global
Countries served
6
Interface languages
10
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇲🇽MXN🇧🇷BRL

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