Efficiency Tools: Stay on Track with Tasks and Actions
Case Management and Workflow
Build workflows, access controls, generate reports, set reminders, and much more.
- Build smart collaborative workflows, access controls, generate reports, and manage customer relations with an easily configurable Windows Workflow interface
- Create procedures that track key events and dates, set reminders and review prompts, and tag events with heightened importance
- Simplify task creation and monitoring by management
- Set up plans for task completion for each milestone and ensure that they are
completed with a consistent process
Automate task assignment and track completion as processes conclude and new actions begin.
Financial Management System Integration
Integrate your matter management and financial solutions for a full office suite.
- View information from your financial management system within MatterSphere
- Speed up everyday processes, such as time recording, in both portal and mobile environments
- Increase efficiency and reduce redundancy with the easily navigable Command Center, which clearly displays 3E and Enterprise insight content as well as Aderant Expert
- Overcome the challenges of siloed data by providing real-time back office financial and reporting data to the front office
- Simplify access with a single login through MatterSphere, gaining instant access to time and billing information
- Quickly create invoices and reports in 3E and save them using Design Gallery™ to the MatterSphere Document Management System against the corresponding file or matter
Learn more about Financial Management Platform Integration »
Empower users to access content from any location and keep client and matter information at your lawyers’ fingertips.
- Enable users to access documents on the go, so they can work wherever they are
- Prepare lawyers for meetings with all the client and matter management information and up-to-the-minute insights in hand
- Access documents using the Workspace platform
- View matter management, financial management, and business development insights in a single place using Workspace