conference guide - aderant · incredible weather and beautiful scenery (including the big blue bear...

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It’s my pleasure to welcome you to Aderant’s 2018 Global Momentum! I’m looking forward to this week: we can celebrate our partnerships with our clients and share what we have been working on since we last met. We’ve created an agenda filled to the brim with all the need-to-know information to help you harness knowledge and elevate

your expertise in 2018 and beyond.

Over the last few years, Aderant’s global market share has continued to expand. We have a lot to be excited about, including the acquisition of Handshake, Aderant’s knowledge management platform. Now, Aderant Expert is the number one choice among the AmLaw 200, meaning you’re in good company here at Momentum.

This year, we want to look to the future with our clients, fostering even better partnerships and helping you discover how to transform your firm by transforming your daily tasks with state of the art software offered by Aderant’s best-in-class products. Our staff is ready to answer your questions and guide you on the best solutions we have to offer at any time during the conference. Please feel free to approach any one of us! We’re here to make your experience at Momentum, and with Aderant, one to remember.

Aside from our breakout sessions, I hope you’re ready to mingle with Momentum veterans and newcomers at the Momentum Pro Bowl at Sports Authority Field (where I’ll be dressed to root for the Dawgs!), our Exhibit Hall cocktail reception and what I’m most excited for, the Rock-the-Block party outside the Denver Hard Rock Café. Momentum wouldn’t be the same without a chance to relax and enjoy our host city in unique ways!

The Aderant team is looking forward to sharing Denver’s incredible weather and beautiful scenery (including the Big Blue Bear right outside!) with you, our partners. I know you’ll find all the knowledge, including training for our newest releases – Expert 8.2 and Handshake Connect – to be just what you need to elevate your expertise and transform your firm.

I hope you enjoy everything we have planned this year. Welcome to Denver and thank you for being a member of the Aderant Family!

Over the last few years, Aderant’s global market share has continued to expand. We have a lot to be excited about, including the acquisition of Handshake, Aderant’s knowledge management platform.

WELCOME

MOMENTUM DENVER 2018 #MOMENTUMDENVER 3

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Let’s get down to business Wednesday morning while we hear from Aderant Executives, President Deane Price and Executive Vice President Chris Cartrett.

HIGHLIGHTSTUESDAY: MOMENTUM PRO BOWL AT SPORTS AUTHORITY FIELD

Join us as we bring together the cream of the crop (you!) for the Ultimate Tailgate at Denver’s Sports Authority Field, home of the Denver Broncos and Denver Outlaws! No matter what type of fan you are: football, hockey, basketball, baseball, or footy, come decked out in your ultimate fan gear for a

fun night in one of the NFL’s most recognized arenas! We’ll enter onto the field level and make our way to one of the stadium’s exclusive club levels for dinner, drinks, a DJ and all the games you could ask for! Prizes will go to the most die-hard of fans, so be sure to bring the noise!

Buses for Momentum Pro Bowl will depart the Hyatt Regency main lobby at 6:30 pm.

WEDNESDAY: HARNESS DATA. ELEVATE EXPERTISE.Let’s get down to business Wednesday morning while we hear from Aderant Executives, President Deane Price and Executive Vice President Chris Cartrett. Deane and Chris will share some important and exciting updates with you and take you on a journey through Aderant’s vision for the future, helping you #TransformYourFirm along the way.

WEDNESDAY: EXHIBIT HALL HAPPY HOURSpend an hour in the Exhibit Hall (Centennial Ballroom Foyer) clinking glasses and rubbing shoulders with our Momentum Sponsors. The Exhibit Hall is a great place to discover new solutions and network with old friends. Make sure you don’t miss it!

THURSDAY: INNOVATION PANEL SESSIONYour firm has mountains of data, but just how do you organize it in a way that allows you to harness its power? Join Aderant’s Vice President of Knowledge Management, Glenn LaForce, and his panel of experts, Jerry Justice, CIO, Benesch, Friedlander, Coplan & Aronoff, Jacob Morvay, CFO, Frost Brown Todd, Tom Baldwin, Partner, Fireman & Company and Darby Green, Commercial Director for Litigation & Bankruptcy at Bloomberg as they explore the ways firms can utilize their data to elevate them beyond the competition.

THURSDAY: ROCK THE BLOCK AT MOMENTUM DENVERJust a short walk from the Hyatt Regency, make your way over to the Hard Rock Café Denver for a block party that won’t disappoint. We’ll shut down the section of Glenarm Street between 15th and 16th streets with a beer garden, live band, and whiskey/cigar saloon. For those who want to keep rocking, we’ll host an exclusive after party in the Hard Rock, complete with late night snacks and an ample dance floor! We promise something for everyone at our Rock the Block Party!

MOMENTUM MOBILE APPMomentum will be at your fingertips with this year’s mobile app, keeping you on track and up-to-date as you’re on-the-go throughout the conference.

Download the Momentum mobile app from your app store, and once you’ve set up your account, you can begin browsing all the interactive content provided for you, including: building your own personal session schedule, familiarizing yourself with the event maps, getting to know our Exhibit Hall partners and more!

GET THE APP & LOG INSearch for “Aderant” or “Momentum Denver” in the iTunes or Google Play app stores and install the Momentum Denver mobile app.

Be sure to allow push notifications and location services so you don’t miss out on important conference updates while you’re in Denver. We promise we will keep you up-to-date with only the highest of priority announcements!

On your first login to the app, click the Create a New Account button on the welcome screen and create your account using the same email address used for your Momentum registration.

TURNOUT NOWThis year, we are proud to partner with Turnout Now, a wearable beacon you might not have even noticed tucked inside your attendee badge. We are utilizing this state-of-the-art Bluetooth technology to help with the planning of future Momentums. For those of you interested in receiving a Certificate of Attendance for Momentum, we’ll also utilize this data to help us create those documents for you!

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DON’T MISS!LEARNING LOUNGE SPONSORED BY CLIENTPAYHave a burning question for one of our Experts? Stop by the Learning Lounge for an answer! Manned by our Support and Professional Services teams, we have the people here to help you with any issue you may be experiencing in a 1-1 setting. Curious about one of our new solutions? They can help guide you through a quick overview as well!

MYADERANT BOOTHOur MyAderant learning and support platform has seen huge growth this year, with 250 new users and 75 new firms accessing MyAderant each month! MyAderant offers not only on-demand training solutions for Aderant solutions, but is also home to our Support portal, where users can create, monitor and research their support cases.

Stop by the MyAderant table in the Learning Lounge to learn more about this online, on-demand training and support platform available FREE to all Aderant clients!

WI-FIWi-Fi is provided for all meeting attendees within the Hyatt Regency meeting space. This year’s conference Wi-Fi is sponsored by David Swerdlove.

Network: Momentum Denver Attendee Password: Swerdlove

SOCIAL ENGAGEMENTPlease engage with us on social media throughout your time in Denver!

@aderant / #MOMENTUMDENVER www.linkedin.com/company/Aderant

AGENDA AT A GLANCE TUESDAY, MAY 8, 20188:00am – 12:00pm Billing & Accounts Payable Boot Camps

1:00pm – 5:00pm Expert 8.2 Upgrade & Design Studio Boot Camps

2:00pm – 6:30pm Registration/Info Desk Open

7:00pm – 10:00pm Welcome Reception: Momentum Pro Bowl at Sports Authority Field

WEDNESDAY, MAY 9, 2018 7:30am – 6:00pm Registration/Info Desk Open

7:30am – 8:30am Breakfast

8:30am – 9:45am Opening General Session/Keynote

9:45am – 10:00am Exhibit Hall Break

10:00am – 11:00am Breakout 1


11:30am – 12:30pm Breakout 2

12:30pm – 1:30pm Lunch

1:30pm – 2:30pm Breakout 3

2:30pm – 2:45pm Exhibit Hall Break




5:00pm – 6:00pm Exhibit Hall Cocktail Hour

THURSDAY, MAY 10, 2018

7:30am – 5:00pm Registration/Info Desk Open


8:30am – 9:30am General Session: Innovation Panel



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11:15am – 12:15pm Breakout 7

12:15pm – 1:15pm Lunch


2:15pm – 2:30 pm Break




7:00pm – 10:00pm Closing Reception: Rock the Block!

FRIDAY, MAY 11, 2018



9:30am – 10:00am Break


11:15am – 12:00pm Closing General Session

AREAS OF INTERESTCALCULATOR BILLINGGet in-depth with Aderant’s newest update to AP and continue your journey exploring the new Billing system. We’ll take you through best practices regarding paperless billing, managing billing guidelines,

eBilling, improving WIP & AR Visibility and so much more.

USD-CIRCLE FINANCIAL MANAGEMENTExplore all the financial aspects of keeping your bottom line in the black. From budgeting and collections to AR and rates management, learn tips and tricks to getting the most out of your Aderant Expert financial suite.

PENNANT NEW TO EXPERTIs it your first time at Momentum? Check out these high-level, “crash-course” sessions to get you up to speed quickly and send

you on your way your own new Expert!

ROCKET INFORMATION DELIVERY MANAGEMENTAs law firms become more client-centric through technology and new business methodologies, the demand for Legal Project Management tools is growing. Explore these sessions to learn industry best practices and how your firm can improve efficiency and profitability using Aderant MatterWorks and Spotlight.

lightbulb KNOWLEDGE MANAGEMENTWe’re happy to introduce Aderant’s newest member of the family, Handshake, in this in-depth training track. Attend sessions to get technical behind the scenes where all your knowledge is stored in one place. Discover the ways that intranets, extranets, and search applications to help leverage your firm’s mountains of data.

cog TECHNICAL ADMINCalling all techies! Join us as we dive into everything you need to know about the administration of Aderant products, as well as maintaining and utilizing your system to its full potential.

PAPER-PLANE EXTENDING EXPERTUpgrades, migrations, conversions – for law firms big and small, these are large undertakings that should not be underestimated. These sessions offer best practices on change management, implementations and upgrading your firm to the latest technologies from Aderant.

Graduation-Cap THINK TANKAderant loves exploring current trends in the legal industry throughout the year in our digital Think Tank. Join us as we share what we learned in 2017 and what you can expect in the business of law for years and decades to come.

Stopwatch TIME & EXPENSESEffective management of time and expenses is pivotal to the success of any law firm. Take advantage of the wealth of knowledge Aderant has in this area and learn more about how you can cut time leakage, manage expenses more efficiently and ultimately increase revenue.

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GETTING AROUNDMOMENTUM PRO-BOWLBuses will depart for Sports Authority Field at 6:30 pm on Tuesday, May 8th. Please be in the Hyatt Regency Denver main lobby no later than 6:15 pm to ensure an on-time departure.

ROCK THE BLOCK AT MOMENTUM DENVEROur Rock the Block party will take place on Glenarm Street, between 15th and 16th street. It is an easy two-block walk from the Hyatt Regency Denver. Check out our walking app on the Momentum Denver mobile app to ensure you don’t miss a rockin’ good time! Doors to the beer garden open promptly at 7:00 pm!

EXHIBIT HALLAderant wouldn’t be able to put on Momentum Denver without the support of our generous sponsors. Please be sure to stop by and see all their newest product offerings before heading out of town!

Back by popular demand, use the BINGO card provided in your Momentum Denver bag to stop by all our sponsors, get stamped, and enter to win BIG prizes! Only those with full BINGO cards will be eligible to win! Once you’ve visited with all our Sponsors, turn your completed BINGO card in at the registration desk. All you need to do next is show up to the closing session on Friday, May 11th and listen for your name!

CONFERENCE MAPMomentum Denver is taking place on two main floors of the Hyatt Regency Denver. The third and fourth floors are easily accessible via escalator and guest room elevators. Check the Momentum Denver mobile app to make sure you know exactly where you need to be, and when!

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THANKS TO OUR SPONSORS!We would like to thank our wonderful Momentum Denver 2018 Sponsors for participating in this year’s conference. Please be sure to stop by and see what all they have to offer you before heading home!

AAC, Inc. is a consulting firm specializing in system selection, implementation, enhancement and operation of financial systems in professional service organizations.

We are the principal forum for communication amongst the Expert User’s Community, sharing knowledge and experience about the core product and integrated applications and services. In addition to a website maintained to provide a

place for collaboration and assistance, the AEUC has also jointly worked with Aderant to provide access to PICs for users. PICS are Product Innovation Committees for specific products that allow Aderant to work with users as they develop and refine specific products in the Expert family.

Chrome River Technologies, Inc. lets business flow for some of the world’s largest and most respected law firms, including 75% of the Am Law 100 and more than two-thirds of the Am Law Global 100. Our highly-configurable cloud-based expense

reporting and supplier invoice automation solutions deliver an elegant and intuitive user interface, which offer the same high quality experience on a smartphone, tablet or laptop. Our SaaS products provide a world-class business rules engine and technology infrastructure, combined with a completely agile solution that supports today’s changing business climate, and that CFOs, AP managers, and employees will all love.

To find out why Chrome River is trusted by more than 1 million users at over 500 organizations worldwide, contact us at +1. 888.781.0088 or visit us at www.chromeriver.com.

ClientPay is an award-winning payment platform designed specifically for law firms to help them better manage credit and debit card payments and the accounts receivable process. ClientPay’s Transaction Optimizer ensures our

customers receive the lowest card processing fees in the industry. Our click-to-pay feature allows your firm to get paid faster and make your accounting team’s life easier. Our integration to Aderant Expert helps streamline the population of A/R receipts by saving your firm time and eliminating data entry errors.

CoreTech Leasing is an independent technology and equipment lessor. CoreTech was founded on over two decades of leasing expertise and, combined, CoreTech’s team delivers over a century of experience in technology and equipment leasing,

lease administration and lease servicing to law firms, corporations, medical and educational institutions, professional services organizations and the semiconductor industry. CoreTech is based in Newport Beach, CA.

Dawn Young has been consulting with Aderant users for over 20 years. She started out as a developer for the product and then moved into customizations. With her deep knowledge of the applications and database, she can help you with

everything from implementing products such as Expert Collections to custom forms to DocuDraft templates to reports to SQL work. Dawn can help you get your customizations finished on-time and on-budget.

eBillingHub has been helping law firms for more than 15 years improve efficiency and increase revenues by simplifying their e-billing processes.

eBillingHub acts as a single portal to help firms create, validate, submit and track all of its e-bills, by integrating

with Aderant and connecting you to multiple e-billing vendors specified by your clients. By streamlining and reducing the complexity and administrative costs of the process, eBillingHub helps firms efficiently and effectively manage the e-billing process and improve your cash flow.

Global Exchange is a leader in international payment solutions and check elimination for professional services firms. Our wide array of services addresses the growing need for seamless payments processing, Aderant integration, foreign exchange

risk management and remittance, and easy migration from paper checks to electronic payments. Our rich portfolio of products minimizes the cost, burden and risk associated with internal workflow, billing, cost recovery and payments. Since 1994, Global Exchange makes the payment process easier, safer and efficient for law firms throughout the world. Experience the difference!

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HBR delivers forward-thinking technology solutions to facilitate access to critical information needed across organizations. With deep-rooted legal industry expertise, we design solutions that increase accessibility, user adoption and

reporting capabilities, and integrate easily with existing systems.

SpendConnect was designed from the ground up by leading procurement professionals to bring sophisticated, consumable dashboards and analytics to law firms. With an extensive understanding of the unique needs of the legal industry, SpendConnect is a software-enabled service focused improving vendor relationships via spend analytics, budget reporting, and contract management.

i2x Solutions provides cutting edge artificial intelligence, digital assistant, and productivity solutions for law firms big and small. Backed by decades of experience in working with law firms, the team at i2x has built Lea a digital assistant. Lea gives

single practitioners or entire practices an easy to use and incredibly effective assistant. By combining artificial intelligence with cloud computing, we have built Lea to keep you productive no matter where you are. Lea is always in your hand or on your desk, ready to be put to work for you. Whether you are using your mobile phone, a desktop assistant (for example, an Amazon Echo), or a web browser, you can put your voice or keystrokes to work. To start, just say or type a phrase like “start a timer” or “enter 1.5 hours”. Its really that easy. Recording time, starting timers, logging an expense, creating a task, and so much more are now effortless and immediate. This allows you to ensure your productivity is being recorded while you focus on your cases or matters. Lea can stand on its own, or can be integrated with other systems to be seamless, the choice is yours. Stop by to learn more about Lea and all of our other great service offerings built specifically for lawyers.

PS|Ship is the proven standard for shipping, receiving and package tracking in professional service firms. We offer a cloud-based solution that improves cost recovery, lowers labor costs, and automates the entire workflow. With our Software-as-a-

Service (SaaS) model, there is no licensing to purchase or annual maintenance to pay : You only pay for PS|Ship when you use it. PS|Ship applications are saving well over 50% of the AM 200 time and money on shipping, receiving and invoice processing every day. PS|Ship is fully integrated with: UPS®, FedEx®, DHL® and select local couriers. Our package-tracking solution is now available in the App Store!

Randy Steere LLC helps firms of all sizes with many aspects of the Aderant system, including system selection and implementation, mergers and customizations. In addition, we specialize in teaching Aderant Tables Training classes

to provide in depth knowledge of Aderant, law firm accounting and basic SQL. We also offer a number of software products designed to derive extra value from Aderant Expert: Executive Inquiry System (EIS), PrebillManager, BudgetManager, AlertManager, ReportManager and GL Trace. With offices in Massachusetts, Chicago and Vancouver, Randy Steere LLC has over 130 clients throughout the United States, Canada, Europe, Australia, Cayman Islands, Panama and Puerto Rico. We pride ourselves in tailoring our software and solutions to your needs! They can be reached at [email protected] or 617-794-4100.

Select*Associates provides Aderant clients with collection management and periodic cash forecasting solutions.

star*collect provides integrated collection activities, email aware AR statements, automated collection events, and integrated reports.

star*targetCash manages the periodic and year-end cash projection and collection process. Cash projections are created and compared to actual collections with specialized (SSRS) reports.

SOURCE Consulting Group LLC is the premier full-service consulting firm focusing exclusively on the strategic and operational business process and technology needs of legal and professional services firms worldwide. Our dedicated solution

area is designed to help firms move forward in the successful, strategic planning and implementation of change management, process re-engineering and financial and operational systems.

We are a consulting firm with consultants whose reputations for helping firms identify and implement practical solutions and enhanced business processes have enabled them to work with the world’s leading firms. With such a wide range of experience, we are confident that our solutions can be tailored to fit your business’ needs.

ARROW-ALT-TO-BOTTOM GET THE APP! Search for “Aderant” or “Momentum Denver” in the iTunes or Google Play app stores.


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Swerdlove Consulting Group brings seasoned Expert specialists to your firm to provide solutions tailored to the way you do business

Whether on site, working with you via online meetings or developing your solutions on your Citrix server,

we provide the expertise that can only be provided by consultants dedicated to one product: Aderant Expert®.

We have been working exclusively with the Aderant financial suite since its introduction in 1995.

Tonic Blue is all about experience. We apply Digital User Experience Design and Strategic Branding to help your company improve operational efficiencies and execute stronger, more effective communications and software. By applying a proven iterative design process we ensure

effective team collaboration and an ideal end product. Tonic Blue works primarily in the legal industry, serving many of the top 100 law firms, and partnering with select legal software companies.

TransFirm Consulting provides full-service, independent consulting to firms worldwide during their selection and implementation of critical business systems. As the trusted advisor to AmLaw 100 firms for over 10 years, our senior level consultants have experience with

law firm financial systems such as Aderant Expert, Elite Enterprise, Elite 3E, Fulcrum GT (SAP) and numerous other products. Our areas of specialization include: requirements definition and new system selection; contracting; business process analysis and optimization; system implementation services in the areas of legacy data analysis, project management, conversion, setup and configuration, workflow, custom development, testing, training, and go-live support; system upgrades; and merger services.

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Thanks to our wonderful sponsors! We extend our sincere appreciation to our sponsors, without whom Momentum Denver would not be possible.


SESSIONS

WEDNESDAY, MAY 9

10:00 AM - 11:00 AM

What's Next For Aderant Expert?

USERS General Session (Centennial Ballroom A-D)

11:30 AM - 12:30 PM

Introduction To The New Expert Accounts Payable And Expert Disbursements

Accounts Payable and Disbursements are the newest modules added to the Services Framework. Enhanced data entry, easily import data using Excel, configurable standard workflows for invoice acquisition and approvals, and ability to create rules to monitor/enforce firm guidelines. Come see what we have delivered in the 8.2 release plus what is planned for the next release.

USD-CIRCLE Financial Management (Mineral D/E)

Presenter(s): Tonia Johnson

11:30 AM - 12:30 PM

Using Design Studio To Create & Customize Inquiries

This session will explore Design Studio and the features and functions required to create and customize Inquiries. This session will guide you through tips and tricks to get you on your way.

PAPER-PLANE Extending Expert (Tech) (Capitol 3)

Presenter(s): Hayden Harrison

11:30 AM - 12:30 PM

Environment Optimization: Best Practices

General tips and tricks on optimizing your firm's environments, best practices around load balancing, optimizing environments for performance, mobility set up and best practice for client side installations.

cog Technical Administration (Capitol 1)

Presenter(s): Tim Garner

11:30 AM - 12:30 PM

Advance Toolkit Training

In this advanced session, go beyond simple SQL Select expressions in the toolkit. It will cover, among other topics: Stored Procedures, Common Table Expressions, Aggregations and User/Application Options variables.

lightbulb Knowledge Management (Mineral B)

Presenter(s): Joe Johnson

11:30 AM - 12:30 PM

Demonstration Of MatterWorks

In this session, we'll review Aderant's pricing and legal project management module. From creating a detailed budget from scratch to building a quick budget from a partner's 'back of the napkin' approach, we’ll show how firms are leveraging MatterWorks to first build matter budgets and then monitor actual performance against budget in real-time.

PENNANT New to Expert (Mineral A)

Presenter(s): Dan Ronesi

11:30 AM - 12:30 PM

Driving Firm-Wide Adoption With The Right Approach To Training

Whether you are rolling out a new module or replacing your entire practice management system with Expert, employee adoption is key to ensuring your firm’s success. In this session, Aderant’s professional training staff will walk through key instructional design techniques you can use to create an easy to deploy and impactful training plan for your firm. From the hard to reach partner to the busy biller, these ideas will help your firm get the most from your investment from day one.

Graduation-Cap Think Tank (Mineral C)

Presenter(s): Brenna Strickland

11:30 AM - 12:30 PM

Experience Expert Time As A Timekeeper!

Are you still using Classic Time or Enhanced Time Entry? Attend this session to experience, hands-on, Aderant's Expert Time application to learn how to improve time capture while offering tailored attorney experiences based on personal preferences.

SIGN-LANGUAGE Hands-On 2 (Capitol 6)

Presenter(s): Kate Pizzi

11:30 AM - 12:30 PM

Expert Billing: Automation, Efficiency, Accuracy And Productivity

Attend this session to hear about why you should upgrade to use the new Expert Billing. Learn about automating the billing cycle, streamline distribution, editing and approvals, improve tracking and auditability and more!

CALCULATOR Billing (Capitol 4)

Presenter(s): Toni Nystrom

11:30 AM - 12:30 PM

Expert Time: An Implementation Case Study with Goldberg Segalla LLP

Thinking of implementing Expert Time? Attend this session to hear from Goldberg Segalla LLP on their move from a third party time entry solution to Expert Time.

Stopwatch Time & Expenses (Capitol 2)

Presenter(s): John Alfano, Marie Burgess

11:30 AM - 12:30 PM

Get Hands-On With Expert Expense Management

Gain hands-on experience with Expert Expense Management to better understand how to streamline expense capture, implement and track approvals, ensure compliance with firm and client rules and speed reimbursement.


Presenter(s): Caroline Bruno

11:30 AM - 12:30 PM

Information Access: So Easy Anyone Can Do It!

Expert has made the ability for professionals to access information a priority. See just how easy it has become. EA Pro, Expert Inquiries, WIP Aware, and more, these products provide an integrated and intuitive approach to understanding what you need to know without al the noise.

USD-CIRCLE Financial Management PAPER-PLANE Extending Expert cog Technical Administration PENNANT New to Expert Graduation-CapThink Tank CALCULATOR Billing Stopwatch Time & Expenses ROCKET Information Delivery lightbulb Knowledge Management SIGN-LANGUAGE Hands-On


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ROCKET Information Delivery Management (Capitol 7)

Presenter(s): Stephanie Crowley

1:30 PM - 2:30 PM

Entity Manager: The New Client/Matter Management

Review what Entity Manager will do as a replacement of Client/Matter Management, what they will do separately, and what still needs to be done solely in Classic.


Presenter(s): Brendan Roy

1:30 PM - 2:30 PM

Creating EA Pro Tiles

Learn how to create your own EA Pro dashboards tailored to different users in your firm, using the web menuing system, and create relevant tile content from inquiries, Spotlight and other data sources.


Presenter(s): Simon Wilson

1:30 PM - 2:30 PM

Award Winning Technology For Legal Payment Processing

Today’s top law firms are hungry for new technology advancements that will transform the way they do business. Join us to discover how our industry leading credit card processing technology makes collections easy for you and easy for your clients. You will learn how ClientPay can revolutionize Accounts Receivable with recurring billing, payment pages, click-to-pay links, digital wallets, and Aderant Expert integration. You will also learn how ClientPay saves firms an average of 23% on their payment processing fees and how ClientPay can reduce your time spent on collections by 50%.


Presenter(s): Ryan Beck

1:30 PM - 2:30 PM

Ensure Compliance With Client Agreements Using Guidelines And Billing Rules In Entity Manager And Expert Billing

Learn how to reduce costs, billing delays and growing write-offs that frequently result from ensuring compliance to client agreements. Learn about new capabilities within Aderant Expert to assist in tracking, managing and distributing these critical guideline details.


Presenter(s): Chris Richards

1:30 PM - 2:30 PM

Expert Expenses: An Implementation Case Study With Orrick, Herrington & Sutcliffe

Hear from Orrick, Herrington & Sutcliffe on the benefits that Expert Expenses can bring to your firm, including insight, experience and lessons learned from their implementation.



1:30 PM - 2:30 PM

Improve Visibility Of Ar And WIP With WIP Aware

This session will provide you Hands-On experience with WIP Aware. Learn how this new application can help improve visibility and collaboration on WIP and AR in your firm.


Presenter(s): Will Murray

1:30 PM - 2:30 PM

Improving Visibility With Collections

Gain hands-on experience with Expert Collections to see how it can help improve the visibility, tracking and management of outstanding accounts receivable balances.


Presenter(s): Quinton Gaines

1:30 PM - 2:30 PM

Introduction To Spotlight Analytics

Join Jeff and Dan for an interactive review of Aderant’s business intelligence suite, Spotlight Analytics! In this fun-filled hour, Jeff’s AKA ‘Wild-eyed, Over-worked Controller’ life gets a lot easier by being able to readily access Spotlight’s analytic cubes and easily respond to partner requests while no longer being bog-downed by taking a week every month to publish monthly reports. We’ll also follow the story of Dan, AKA ‘Disillusioned Big City Partner’, as he realizes his book of business isn’t quite as profitable as he thought it was by leveraging output from Spotlight’s profitability model.


Presenter(s): Daniel Ronesi, Jeff Jordan

Have a burning question for one of our Experts? Stop by the Learning Lounge sponsored by Client Pay for an answer!

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1:30 PM - 2:30 PM

Overview Of Content Management Governance & Strategies

Handshake is an environment that provides a very clear separation between the management of content and the presentation of that content. This session will demonstrate the various options you have to either centralize or decentralize the management of content within your portal.


Presenter(s): Joe Johnson

1:30 PM - 2:30 PM

Simplifying The Upgrade Process

Discover best practices for how you can simplify upgrades from Expert 8.1 to Expert 8.2 and lay the groundwork to capitalize on the evolution of our deployment and technology processes.


Presenter(s): Tim Garner

1:30 PM - 2:30 PM

Spotlight: What's Here, What's New & What's Coming

Whether you are new to Spotlight or an existing client, this session is for you. We will introduce you to Aderant's Business Intelligence solution, talk about what is new for the most recent release, and what is coming in the future. This jam-packed session will move quickly and feature one of the most handsome and talented presenters at this year's Momentum. The session will conclude with an autograph session (limit one autograph per attendee).


Presenter(s): Derek Schutz

2:45 PM - 3:45 PM

The Bridge Between The Front And Back Office

Collaboration between the firm’s attorneys and legal assistants and the finance team is key for creating visibility, enhancing efficiency and increasing productivity. In this session, we’ll review a number of Expert applications that enable and automated sharing of information and actions to improve firm processes such as billing and collections.



2:45 PM - 3:45 PM

Introducing The New Reporting Platform

Take a look into the new Reporting platform introduced in 8.2. Topics will include a dive into the new reporting home page, creating reports in Design Studio (and potentially extend this in SSRS), incorporate your existing SSRS reports into the platform, and utilize the new summary table infrastructure.


Presenter(s): Sham Birbahadur

2:45 PM - 3:45 PM

Introducing Expert Consolidated Logging To The System Monitoring Family

Look into the new logging and instrumentation features in Expert 8.2. See how these fit into the wider system monitoring story, Understand best practices around monitoring and administering your system, including finding and troubleshooting issues, and how you can extend the monitoring system.


Presenter(s): Stefan Sewell

2:45 PM - 3:45 PM

Common E-Billing Mistakes Managers Should Know About And How To Assist In Correcting Them

Learn about common mistakes regarding on-boarding of a new ebilled client, best reports that ebillers typically don’t use that can assist eliminate errors in ebilling and review rejections and how they can slow down the ebilling process.


Presenter(s): Christine Smith

2:45 PM - 3:45 PM

Demonstration Of Expert Expenses

Overview of Expense Management module including On-the-Go, Approvals, and credit card imports.


Presenter(s): Austin Brick, Deb Tollefson

2:45 PM - 3:45 PM

Ensure Accurate Time Capture & Improve Compliance With Billing Guidelines Using The Rules Framework In Expert Time

Come and hear how you can improve billing efficiencies and invoicing accuracy by ensuring time entries comply with outside counsel guidelines - at the point of time entry!


Presenter(s): Meg Anker

2:45 PM - 3:45 PM

Entity Manager: Learn the New Client/Matter Management

Managing entities such as Clients, Matters and Employees is now available within Expert Entity Manager. Attend this session to gain hands-on experience on using Entity Manager for common actions and learn all about what functionality is included in the latest release.



2:45 PM - 3:45 PM

Implementing A LPM & Pricing Solution: Best Practices

Satisfy client demands and expectations for competitive pricing and predictability by utilizing best practices of Legal Project Management (LPM) and Pricing. Join us as we discuss what best practices result in a successful implementation and the trends emerging in the industry.


Presenter(s): Daniel Ronesi



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2:45 PM - 3:45 PM

Introduction To MatterWorks: Part 1

In Part 1 of this hands-on session, we will introduce you to Expert MatterWorks, a full featured LPM and Pricing solution. We will show you how to build a complete forecast from searching for historical matters, building, scheduling, and pricing your plan. We will also show you how to convert an approved MatterWorks forecast into a Task Based Billing Matter Plan in Expert with just the click of a button.


Presenter(s): Maria Mangubat

2:45 PM - 3:45 PM

ListGuru: A-To-Z Techniques & Strategies

This session will demonstrate and provide hands-on experience with implementing and using ListGuru to expose SharePoint content through Handshake Skins. From basic mirroring to advance techniques in combining data, this will be a comprehensive review of this widely used feature for both On-Prem and Office 365.


Presenter(s): Steve McHargue

2:45 PM - 3:45 PM

Understanding Expert Billing Compared To Classic Billing Desktop

Planning an upgrade to Expert Billing? Find out what is new and different in Expert Billing through this side-by-side comparison of the Classic Billing Desktop and new Billing. Attendees will walk away with key knowledge on how Expert Billing can increase efficiencies, improve bill accuracy and ensure auditability.


Presenter(s): Toni Nystrom

4:00 PM - 5:00 PM

Enhanced Electronic Banking With Expert Accounts Payable

Electronic Payment capabilities have been enhanced in 8.2 and now support international banking systems. Flexible configuration settings allows set up of different banking systems, field name,

lengths, requiredness, etc. without the need to add custom columns or tables. Electronic bank file and email remittance advice formats are now created using DocuDraft, the same formatting tool used for Billing formats. We will also discuss what this means for existing clients who have implemented BACS or custom electronic billing processes.


Presenter(s): Jane Massey

4:00 PM - 5:00 PM

Creating & Customizing Rules

In this session, gain a look at how Expert Rules have been applied across different products and how you can fine tune them to your advantage.


Presenter(s): Grant Morris

4:00 PM - 5:00 PM

Accommodating Multi-Payor And Other Split Billing Scenarios In Expert Billing

Gain an understanding of all the multi-payor and split billing options you may or may not be using in Aderant Expert. Learn how using these options can improve billing efficiencies and overall invoicing accuracy.


Presenter(s): Marie Burgess

4:00 PM - 5:00 PM

All You Need To Know About The New DocuDraft

Attend this hands-on session to gain experience with the new DocuDraft. We'll take you through a tour of the new DocuDraft Word Addin to simplify template creation and management.



4:00 PM - 5:00 PM

Expert Case Management: Why Every Firm Isn't Using It & Why They Should Be

In this not to be missed session, you will learn how this innovative

solution streamlines operational process to centralize all of your case and financial information into one system. See how the intuitive design and navigation has been created to improve your firm’s organizational agility through mobility, automation and collaboration.


Presenter(s): Michael Clavell

4:00 PM - 5:00 PM

Expert Time Management Administration Tips & Tricks

Get a complete overview of the daily processes involved in Expert Time from an administrator’s perspective. Included in the discussion will be best practices, a presentation on ad hoc time reporting, and an explanation of basic troubleshooting tips to make the administrative process easier.


Presenter(s): Matt Bucks

4:00 PM - 5:00 PM

Expert Time Rules Framework

Attend this session to gain an understanding of the new rules introduced in Expert Time in 8.1.1. We'll walk through how to set up and configure the out of the box rules and create custom rules for either errors and warnings and view the differences in Expert Time and Expert Billing.


Presenter(s): Meg Anker

4:00 PM - 5:00 PM

Implementing Paperless Billing: A Case Study With AKD Lawyers

Attend this session to hear how AKD Lawyers have streamlined their billing processes with their implementation of Aderant Expert Paperless Billing. Gain an understanding of their process, benefits achieved and lessons learned.


Presenter(s): Harvey Cohen

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4:00 PM - 5:00 PM

Overview Of Accounts Payable

Introduction to Accounts Payable including enhanced features in 8.2.


Presenter(s): Deb Tollefson, Tonia Johnson

4:00 PM - 5:00 PM

SharePoint Online: What You Need to Know

SharePoint Online has some unique configuration needs to allow Handshake to provide visibility into your internal line of business systems, as well as using the advance presentation tools in Handshake to display SP Online content. This session will cover what you need to be aware of with respect to using Handshake in a SharePoint Online vs. On-Prem environment.


Presenter(s): Sean Scharlau

4:00 PM - 5:00 PM

Setting Up Your Firm With MDM

Understand your options in connecting the suite of Expert Mobile Applications to your environment, how Mobile Device Manager can be used, and other options when working with our mobile applications.


Presenter(s): Simon Wilson

THURSDAY, MAY 10

9:45 AM - 10:45 AM

Don't Lose Sleep Over Your GLED08

This session will explain GL balancing for Aderant Expert and how to trouble-shoot GLED08 issues.


Presenter(s): David Yerg

9:45 AM - 10:45 AM

Smart Forms: All You Need To Know

Understand all aspects of Expert SmartForms - see how to extend and create new forms simply, the common properties on a form, how you can add/create user and group versions, simple logic expressions to control behavior, and the recommended steps to change, test and roll out changes.


Presenter(s): Andrew Jackson

9:45 AM - 10:45 AM

Building Effective And Attractive Charts In Handshake

Handshake provides a number of Kendo Charting options, with 100s of properties you can control. This session will walk through the process of creating charts and fine tuning them for the specific look and feel you wish to achieve.



9:45 AM - 10:45 AM

Customizing Expert: Best Practices

Come see customization best practice at all layers of the system, setting up your data, enforcing rules and validation to suit your firm, as well as changing the look and feel of the applications to suit your needs both on the desktop and web.


Presenter(s): Mark Greene

9:45 AM - 10:45 AM

Implementation Phasing & Roll-out: Best Practices

Upgrading or replacing your firm's financial system is a big effort, and requires thoughtful planning to execute the change well. In this session, Professional Services leadership will walk through best practice recommendations for timing, phasing and roll out that drive speed to value for your firm.


Presenter(s): Craig Yarwood

9:45 AM - 10:45 AM

Improve eBilling Management With Expert Billing

Discover how you can improve and automate the management, tracking and visibility of eBills at your firm. Learn about the new eBill Tracking view, eBillingHub Integration and eBilling Vendor Email Monitoring, available within Expert Billing and how taking advantage of these features can improve billing efficiencies and minimize time-consuming interaction with eBilling vendors.



9:45 AM - 10:45 AM

Introduction To MyAderant Support Portal And Aderant Academy

Find out about all the resources available to your firm from Aderant, including software training courses, support case submission, and more! We will also be discussing Aderant’s highly secure remote method SecureLink, which is recommended for all clients.


Presenter(s): Debbie Trocchio, Will Murray

9:45 AM - 10:45 AM

Spotlight: Profitability, Performance, And The Possibilities

With the release of Spotlight's new accrual profitability module, the possibilities provided to improve performance and profits have grown exponentially. In this session we will walk you through how to buff up your bottom line and get the most bang for your buck. Be prepared for useful examples and an afternoon of a lot of alliteration.


Presenter(s): Dan Ronesi

9:45 AM - 10:45 AM

Supporting The Agile Professional With On-the-Go Time

Interested in mobile time capture? Attend this session to find out everything you need to know about using and implementing On-the-Go Time. Hear about the latest developments included in the 8.2 release of Aderant Expert.



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9:45 AM - 10:45 AM

Understanding Task Flow In Expert Case

We'll explore different ways to build and use task flows in Expert Case. By helping automate different aspects of practice and business activities, Expert Case can help attorneys and their staff optimize daily efficiency.


Presenter(s): Aron Weinstein

9:45 AM - 10:45 AM

Expert 8.2 Release Candidate: Panel Discussion

Have you heard about the upcoming Expert 8.2 release and our 8.2 Release Candidate program? Attend this session to learn more about this program and hear from three firms who are partnering with Aderant in the review and testing of this release.

Graduation-Cap Think Tank (Mineral B)

Presenter(s): Carl Meissner, Grant Morris, John Alfano, Marie Burgess, Megan Cravens, Theresa Plunkett

11:15 AM - 12:15 PM

Expert Accounts Payable vs. Classic Accounts Payable

Familiar with Classic Accounts Payable? Attend this session to learn about the differences, enhancements and new capabilities in Expert Accounts Payable. See how you can improve data entry, approvals and payment cycles with this new module!


Presenter(s): Jane Massey

11:15 AM - 12:15 PM

Summary Tables In Reports, Inquiries & Customization

Deeper dive into the new summary table infrastructure, which are available for reporting, inquiries and EA Pro Tiles.


Presenter(s): Sham Birbahadur

11:15 AM - 12:15 PM

Aderant Table Structure: Got Questions? We've Got Answers!

A walk-through and explanation of the SQL tables including how they link and flow.



11:15 AM - 12:15 PM

Design Studio: Part 1 (Forms & Rules)

Come to the hands-on lab to try first hand configuration and customization via the Design Studio application. In this lab look to Edit forms and implement Rules and validation, and other Design Studio features.


Presenter(s): Andrew Jackson, Grant Morris

11:15 AM - 12:15 PM

Demonstration Of Expert Time

Overview of all aspects of Time capture including On-the-Go, Found Time, and Timers.


Presenter(s): Jeff Jordan

11:15 AM - 12:15 PM

Expert Assistant Professional And Inquiries: What's New & What's Next

Join us as we introduce you to Expert Assistant Professional and Expert Inquiries while we present the newest features found in 8.2.



11:15 AM - 12:15 PM

Lifecycle Maintenance Of Development & Production Environments

Most firms will have 2, often 3 SharePoint/Handshake Environments in their data center. This session will discuss best practices for

moving the components of a SharePoint/Handshake solution from a one environment to another, and provide information to overcome real-world challenges.



11:15 AM - 12:15 PM

Mastering Expert Task-Based Billing: Best Practices

Get an in-depth look at task-based billing in Aderant Expert and learn best practices on setting up new phase/task matter plans, budgets and reports.



11:15 AM - 12:15 PM

Payments And Aderant Integration – A Revolution Of Process Improvement!

In today’s economy, managing risk by protecting the firms’ payment and cost recovery process is not only smart – it’s essential. This session focuses on the “Invoice » Billing » Payment” life cycle with our ONEStepSM payment solution. This solution addresses the need to bill in a matter currency without currency fluctuation issues when the payment is due. This session will also explore check elimination solutions including USPTO payments – with a rebate! As a pioneer of direct invoice processing, Global Exchange transcends internal workflow into an improved process. Maintain 100% control with full integration into Aderant.


Presenter(s): Anthony Loiacono Jr.

11:15 AM - 12:15 PM

Streamline Billing Processes And Prebill Editing Cycles With Paperless And On-The-Go Billing

Learn about the value you can gain with Paperless Billing by improving the billing process collaboration between the front and back office. See the improved capabilities and options available with Paperless Billing and we’ll show On-the-Go for mobile review and editing of prebills.

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1:15 PM - 2:15 PM

Roundtable: General Ledger

Aderant is in the process of re-innovating the General Ledger module. Attend this round table session to share your thoughts, ideas and challenges regarding your firm GL processes. Hear some of the planned enhancements to the new module.


Presenter(s): David Yerg, Elan Emerson, Karen Bailey, Tonia Johnson

1:15 PM - 2:15 PM

What's New In Framework

Check out what is new in the Expert Framework for 8.2, including new logging and system monitoring features, iterative deployment enhancements, iterative design studio and customization features, our new EA Pro Mobile application and more!


Presenter(s): William Davis

1:15 PM - 2:15 PM

Entity Manager: Learn The New Client/Matter Management (Rpt)

Managing entities such as Clients, Matters and Employees is now available within Expert Entity Manager. Attend this session to gain hands-on experience on using Entity Manager for common actions and learn all about what functionality is included in the latest release.



1:15 PM - 2:15 PM

HTML5 Controls: Guidelines & Techniques

Attend this overview of all current HTML5 controls provided in the Handshake Content Designer, particularly the newest addition of the HTML5ListView control. We will focus on real world implementation challenges of the various controls and discuss best practices.

lightbulb Knowledge Management (Capitol 6)

Presenter(s): Steve McHargue

1:15 PM - 2:15 PM

Improve Tracking And Visibility Of WIP And AR Balances With Expert WIP Aware

In this session we'll show how WIP Aware will help partners better track and manage their matters and, more importantly, take action on critical information or activities requiring their attention using firm and/or client defined policies.



1:15 PM - 2:15 PM

Out With GL Offsets, In With Disbursements!

Skadden doesn't use General Ledger offsets when processing AP invoices. Everything is a disbursement. In this session, Lisa Esteves and Carl Meissner will discuss the advantages of this approach such as commonality of codes across multiple Chart of Accounts; audit trail of changes attached to each disbursement; 'Project Accounting'; override controls to prevent miscoding; and more. They will also discuss the setup and maintenance of this approach in Aderant.


Presenter(s): Carl Meissner, Lisa Esteves

1:15 PM - 2:15 PM

Overview Of Rates

Learn about Rates Management including the Fee Rate Hierarchy and other time-saving features.



1:15 PM - 2:15 PM

Reducing Unapproved Timekeeper Rejections

Are unapproved timekeepers a common rejection reason on invoices submitted to your eBilling vendors and clients? Find out how Expert

capabilities can improve the management of this challenge with automated notifications and streamlined approvals for tracking additional timekeepers on client work.


Presenter(s): Harvey Cohen

1:15 PM - 2:15 PM

Updates In Expert Billing

Thinking about implementing Expert Billing in 2018? This session will give you a hands-on overview of Expert Billing, highlighting both new and improved capabilities to improve automation, accuracy and auditability.



1:15 PM - 2:15 PM

Using The Expert Scheduler

Understand the Expert scheduler, examples of how we use it within our applications to run jobs and perform maintenance, and how you can utilize it to schedule your firm’s needs.



1:15 PM - 2:15 PM

What’s New In Expert’s Matter Management Offerings: Case And MatterWorks

Join us as we explore the exciting world of Matter Management. Learn about the new features delivered in MatterWorks and Case. Hear about our plans for 2018 and beyond.


Presenter(s): Maria Mangubat, Michael Clavell

2:30 PM - 3:30 PM

Roundtable: Accounts Receivable

Aderant is in the process of re-innovating the Accounts Receivable module. In this round table session we'll listen to you and your peers on existing thoughts ideas and challenges around your firm's AR



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processes. Hear from product management on some of the planned features for this new release.


Presenter(s): Karen Bailey, Meg Anker, Tonia Johnson

2:30 PM - 3:30 PM

Expert Expression Language: The Key To Any Extensions

The Expert Expression Language is used to set behavior in Rules, SmartForms, Inquiries, Reports, EA Pro Tiles and more! Learn the basics to enable your ability to extend.



2:30 PM - 3:30 PM

Adding New Data Sources While Maintaining & Incrementally Growing Your Search Index

Keep your search environment happy, healthy and growing. Learn best practices on expanding your search environment as well as keeping it in a healthy state using crawls and reporting tools.


Presenter(s): Ty Schroeder

2:30 PM - 3:30 PM

All You Need To Know About The New DocuDraft (Rpt)

Attend this hands-on session to gain experience with the new DocuDraft. We'll take you through a tour of the new DocuDraft Word Addin to simplify template creation and management.



2:30 PM - 3:30 PM

Enhanced Security Options In Expert

Understand the new enhanced security features added to Expert in 8.1.1 including Data masking capabilities, encrypted network traffic, enhanced service accounts including gMSA, application auditing, multi factor authentication for web applications and other items to meet ISO 27000 certification.



2:30 PM - 3:30 PM

Implementing Spotlight: A Client Case Study

Join us as we walk through a client led case study on Implementing Spotlight. Follow an actual example filled with lessons learned and best practices on how to get the most out of Spotlight.


Presenter(s): Derek Schutz, Teresa Herman

2:30 PM - 3:30 PM

Implementing Expert Time: Everything You Need To Know

Realize the benefits that Expert Time can bring to your firm. In this session, gain an understanding of a typical implementation process - whether moving from Classic, Enhanced, or Browser Time or from a third party application.



2:30 PM - 3:30 PM

Overview Of Billing

High level introduction to Expert Billing including paperless prebill editing and approvals.



2:30 PM - 3:30 PM

Rates Management: A Method For Your Madness

Review the functionality and general use of the Expert Rates Management module as we highlight our newest features. Learn how the Fee Rate Hierarchy in Aderant Expert can provide you with a better understanding of rate valuation along with tactics to make the most of the application.



2:30 PM - 3:30 PM

Spotlight Analytics In Excel: Part 1

Advance your knowledge in creating actionable reports and analysis using Aderant Spotlight. This hands-on session will allow participants to expand abilities using Excel Analysis and the Spotlight Cubes. Basic Excel skills (including familiarity with pivot table setup and usage) are a pre-requisite. Part 1 of this session will focus on Spotlight Insights.



2:30 PM - 3:30 PM

What Everyone Needs To Know About The Cool-Factor Of Reporting

Not cool: static PDF’s and spreadsheet reports. Cool: sophisticated, informative dashboard technology. HBR Consulting’s (HBR) SpendConnect solution was developed in collaboration with leading procurement professionals and Aderant clients to address the imperative to enrich and solve for critical data challenges. Join HBR to learn how to create interesting, informative financial and budget reports that generate interest and excitement among firm leadership.


Presenter(s): Sara Pitchford, Scott Springer

4:00 PM - 5:00 PM

GL Mapping Demystified

Learn tips and tricks from the experts to get a better understanding of the intricacies of the Expert GL Map.



4:00 PM - 5:00 PM

Overview Of Expert Administration

Learn more about Expert Administration which is used to set up and configure the Services Framework modules. Gain insights into both the product and system settings that will help tailor the applications to best meet your firm’s specific requirements.


Presenter(s): Grant Morris

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4:00 PM - 5:00 PM

Expert Assistant Professional: Bring Your Own Tablet!

Attend this BYOT (bring your own tablet) session to learn all about the new EA Pro mobile application and associated applications designed for the professional to use on their mobile device. Use applications such as On-the-Go Time, WIP Aware, Inquiries and more!


Presenter(s): Marie Burgess, Meg Anker

4:00 PM - 5:00 PM

The Expert Client Side Experience From A Tech Perspective

Understand the options available to your firm from the client side. Understand client side install options and optimizations, take a deeper dive into the new EAPro web Portal and how you can tailor the menu system to launch other applications including our desktop applications via the Expert Launcher. Gather insights into the inter application linking capabilities now available as a customization, and a technical glimpse into One App - Mobile Application.



4:00 PM - 5:00 PM

Generating Additional Value From Your Search

Up your search game by integrating additional content using Handshake skins, implement tools and techniques to adjust result ranking, and using guided search to point users to the most relevant content.


Presenter(s): Ty Schroeder

4:00 PM - 5:00 PM

Insights On Using Advanced Premium And Discount Billing Capabilities In Expert Billing

Learn about the new advanced premium/discount capabilities for managing clients, matters and guidelines within Entity Manager. Participants will learn how to manage agreed upon discounts including volume/tiered discounts and gain an overview of these Expert Billing capabilities.


Presenter(s): Chris Richards, Jennifer Arendt

4:00 PM - 5:00 PM

Introduction To MatterWorks: Part 2

In Part 2 of this hands-on session, we will demonstrate how easy it is to build a complete MatterWorks forecast using the Top Down Pricing Wizard. We will also introduce you to the Expert MatterWorks dashboard which allows you to monitor the progress of your forecasts compared to actuals.



4:00 PM - 5:00 PM

Maximize & Simplify Time Capture With Reconstruction Capabilities In Found Time

Discover how your timekeepers can maximize their capture of billable time while simplifying the creation of time entries. Learn about Aderant's Found Time module which passively and actively tracks a timekeeper's activities which can be managed both from a desktop and your mobile device.



4:00 PM - 5:00 PM

Methods For Application Selection

Plan and streamline your approach to defining your requirements and choosing the optimal software application for your firm.


Presenter(s): Don Gibson, Jennifer Zimmerman

4:00 PM - 5:00 PM

Overview Of Entity Manager

Learn about Entity Manager including managing guidelines and AFAs.


Presenter(s): Austin Brick, Kate Pizzi

4:00 PM - 5:00 PM

Spotlight Analytics In Excel: Part 2

Advance your knowledge in creating actionable reports and analysis

using Aderant Spotlight. This hands-on session will allow participants to expand abilities using Excel Analysis and the Spotlight Cubes. Basic Excel skills (including familiarity with pivot table setup and usage) are a pre-requisite. Part 2 of this session will focus on Spotlight Profitability.



FRIDAY, MAY 11

8:30 AM - 9:30 AM

Rates Management: A Method For Your Madness (Rpt)

Review the functionality and general use of the Expert Rates Management module as we highlight our newest features. Learn how the Fee Rate Hierarchy in Aderant Expert can provide you with a better understanding of rate valuation along with tactics to make the most of the application.



8:30 AM - 9:30 AM

Customizations On The Web

While our customization platform targets both Desktop and Web applications, learn about the specific aspects of Web customizations, Web Forms and tricks, EA Pro and the new menuing system, and other web specific items you need to know!



8:30 AM - 9:30 AM

3 Critical Steps To Successful Case Management With Expert Case

We'll review how practice groups can utilize Expert Case for their own needs and practice. You will learn about taskflows, appointment/deadline tracking and financial integration.


Presenter(s): Aron Weinstein



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8:30 AM - 9:30 AM

Experience The New Expert Accounts Payable Module - Hands-On!

Attend this session to experience, hands-on, the new Accounts Payable module. Learn how to streamline and improve your accounts payable process with the new features and capabilities introduced in the 8.2 release.



8:30 AM - 9:30 AM

Expert Billing Tips & Tricks

Have you started using Expert Billing? Attend this session to learn more about Expert Billing and capabilities you might not yet be familiar with. See how we can help you reduce billing cycles and improve billing team efficiencies using Expert Billing.


Presenter(s): Jennifer Arendt

8:30 AM - 9:30 AM

Overview Of Expert Collections

Overview of Collections module.


Presenter(s): Deb Tollefson

8:30 AM - 9:30 AM

Roundtable: Expert Task-Based Billing

Join us in this roundtable session about Task Based Billing (TBB) to discuss current processes for setting up firm phases/tasks, task sets, and matter plans. Let us know the pain points and what features you'd like to see in a redesigned TBB module. Also, get a sneak peak of our new design concepts for TBB.



8:30 AM - 9:30 AM

Spotlight Dashboard Customization And Setup

Expand your skills surrounding customizing and modifying your Spotlight dashboard. This Hands-On session will walk step by step through making modifications to a Spotlight Dashboard. Using common requests from our client base, learn tips and tricks for identifying, customizing, and deploying changes to Spotlight. Familiarity with Spotlight and Cognos will make this session more valuable.



8:30 AM - 9:30 AM

Building, Monitoring & Best Practice Evolutions In Expert Workflow

Attend this session to learn more about the Workflow system, best practice around administration, the tools available to troubleshoot any issues that may arise, how to gather workflow usage statistics, and understand bottle necks in your workflow process.



10:00 AM - 11:00 AM

Reduce Bad Debts & Write-Offs With Expert Collections

Learn how to effectively utilize collections to reduce bad debts (through other applications, like file opening) and write-offs.



10:00 AM - 11:00 AM

Building And Maintaining A Design Framework For Your Intranet Portal

Designing the user experience in a SharePoint/Handshake environment has some unique challenges. This session will provide some best practices and techniques for creating a proper framework for your Intranet design.


Presenter(s): Glenn LaForce

10:00 AM - 11:00 AM

Design Studio: Part 2 (Inquiries & Reports)

Come to Part 2 in the hands-on lab to try first hand configuration and customization via the Design Studio application. Create inquires and reports and EA Pro tiles.


Presenter(s): Hayden Harrison, Sham Birbahadur, Simon Wilson

10:00 AM - 11:00 AM

Customizing Time Cards In Expert Time

Customizing SmartForms is now easier than ever. Attend this session to see how you can easily customize your time cards in Expert Time. We will demonstrate the most common time card customizations, the upgrade utility, and discuss the types of customizations that can be managed through Design Studio.


Presenter(s): Will Murray

10:00 AM - 11:00 AM

Effortlessly Configure Expert Case To Fit Unique Firm Data Requirements: A Beginners Guide

Expert Case can easily be adapted to provide a unique user experience for each of the practice groups in your firm. In this session we will take you through how Expert Case enables you to effortlessly expand law types to meet the needs of each practice group within your firm and enable your firm to meet individual practice area requirements.


Presenter(s): Michael Clavell

10:00 AM - 11:00 AM

Expert Assistant Professional: Bring Your Own Tablet! (Rpt)

Attend this BYOT (bring your own tablet) session to learn all about the new EA Pro mobile application and associated applications designed for the professional to use on their mobile device. Use applications such as On-the-Go Time, WIP Aware, Inquiries and more!


Presenter(s): Marie Burgess, Meg Anker

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10:00 AM - 11:00 AM

Preparing For An Upgrade To Expert Billing

Take this tour to gain all you need to know about preparing for, and upgrading to, Expert Billing! Hear about the strategies for implementing Expert Billing across your firm including set-up options, security, training, workflow, DocuDraft changes and more.



10:00 AM - 11:00 AM

Upgrade Phasing & Rollout: Best Practices

Are you looking to move to 8.1.1 or 8.2 in the next year? If so, join this session for guidance on how to streamline your project approach and to achieve your firm’s desired results.


Presenter(s): John Zimmerman


WITH CLIENTPAY® LAW FIRMS CAN REDUCE...

®

OFFER ONLINE CLIENT PAYMENTS

INTEGRATE WITH ADERANT EXPERT

INCREASE SECURITY

AUTOMATE RECURRING PAYMENTS

REDUCE COSTS

SEPARATE IOLTA PAYMENTS

GET PAID FASTER

conference guide - aderant · incredible weather and beautiful scenery (including the big blue bear...

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