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Aderant Virtual Momentum 2021 - 2
SESSIONSAnalytics & Matter Management ...3
Tuesday, May 18 ...10
Billing ...3
Wednesday, May 19 ...11
Compliance ...4
Thursday, May 20 ...12
Financial Management ...5Knowledge Management ...6New to Aderant ...6Time & Expenses ...7Technical Administration ...8Think Tank ...8
AGENDA/SCHEDULE
CONTENTS
Aderant Virtual Momentum 2021 - 3
Analytics & Matter Management
Conflicts: Sneak Peek inside the Aderant WorkshopIn an increasingly global world conflicts analysis and clearance is more important than ever. Learn more about how Aderant’s rewrite of the Conflicts solution will overcome modern challenges to deliver real results.
Presenter(s): Brendan Roy
BillBlast AnalyticsBillBlast is setting the Electronic Billing World on fire. This Best of Breed product makes everyone’s lives easier. This session will focus on the wealth of Analytics available to dig in and improve your process. A must attend for anyone using, or thinking about using, BillBlast.
Presenter(s): Candy Sharpe
What’s new in EA Pro and InquiriesNew to Expert? Upgrading to a newer version? Join this session to hear what’s new with EA Pro and Expert inquiries, and how to get the most out of these partner facing products.
Presenter(s): Derek Schutz
Hands-on: Spotlight Analysis - Using Excel to interrogate Spotlight CubesDive into Spotlight Cubes using Excel. This hands-on session is for those familiar with basic Excel functionality who want to use Spotlight cubes Interrogate and analyze your firms data directly in Excel. Topics will range from understanding how to connect to a cube to designing reports and analysis
Presenter(s): Joshua Wehner
Spotlight Reconciliation SuiteLearn more about Spotlight’s reconciliation suite to ensure your data is up to date. Be confident with Spotlight by learning more about the reconciliation tools provided out of the box.
Presenter(s): Joshua Wehner
Data Access and Reporting 2.0Accessing and using data has become the lifeblood of many firms. Whether it is creating reports or inquiries, designing dashboards and visualizations, or simply creating an ad hoc query, access to the wealth of information within your systems is vitally important.
See where Aderant is going with its Data Access tools and how our plans will provide a simple and robust environment to answer all your questions.
Presenter(s): Ryan Moffit
Data Services - Insights you Need to KnowThis new project from Aderant will blow you away. Learn what it is, and how it will revolutionize how you view, analyze, interpret and benchmark your data.
Presenter(s): Trey Ruello
Billing
What’s new in BillBlast - Introduction to CompaniesAre you a current BillBlast user? This session is for you! Attend this session for an introduction and overview of BillBlast’s exciting new Companies module. These latest enhancements dramatically improve efficiencies by enabling billing administrators to own the configuration of changing client requirements directly in BillBlast.
Presenter(s): Candy Sharpe
BillBlast - RoundtableJoin this roundtable session with your other peer firms that utilize BillBlast to discuss billing processes, ebilling challenges and best practices. We’ll discuss upcoming enhancements and gain feedback on our product roadmap.
Presenter(s): Candy Sharpe + Christine Smith + Marie Burgess
BillBlast Client PanelJoin us in this session as we speak to firms who have implemented and are utilizing BillBlast to automate their ebilling management. Each of these firms have very compelling stories to share as they either moved from a legacy ebilling solution or from manual ebilling processes. They will share first hand experiences on their implementation including benefits, process improvements, lessons learned and more.
Presenter(s): Christine Smith + Amanda Harrelson (McAngus Goudelock & Courie LLC) + MaryLynn Brumble (Manning Gross & Massenburg LLP) + Lauren Polo (Cole Scott & Kissane, P.A.)
Anal
ytic
s &
Mat
ter M
anag
emen
tBilling
Aderant Virtual Momentum 2021 - 4
Hands-On: Introduction to Expert BillingExperience Expert Billing in a hands-on lab environment. The instructor will lead you through a set of exercises where you will be able to gain familiarity with Expert Billing and all of the new capabilities available to you and your billing team.
Presenter(s): Deb Tollefson
Transitioning from Classic to Expert BillingTransitioning from Classic to Expert Billing? Learn all about what’s new and different in Expert Billing with this side-by-side comparison of the Classic Billing Desktop and Expert Billing. Attendees will be equipped with an understanding of how the transition to Expert Billing can increase efficiencies, improve bill accuracy, and ensure auditability.
Presenter(s): Jennifer Arendt
What’s New and What’s Next in Expert Billing?Join this session to learn all about the exciting new features released in Expert Billing since the 8.2 SP2 release and what we have planned for the future.
Presenter(s): Maria Mangubat
Implementing Paperless Billing: A Case Study with Rogers TowersAttend this session to learn how Rogers Towers implemented Paperless Billing on their own in just 2 weeks! Discover why they moved to Paperless Billing and gain insight into their implementation experience, lessons learned, and recommended best practices.
Presenter(s): Maria Mangubat + Robin Simmons (Rogers Towers) + Lori Connell (Rogers Towers)
Expert Rates Overview and Rate Level SecurityCome learn all about Expert’s Rate Hierarchy and gain a detailed overview of the functionality and general use of the Expert Rates Management module as we highlight the flexibility of the fee rate structures. Gain a better understanding of the new enhancements to Rate Level Row Level Security.
Presenter(s): Matt Bucks
Simplify Access to WIP & AR for Attorney with Expert WIP AwareExpert WIP Aware allows partners to better track and manage their matters while freeing up administrative teams from producing
reports and manually updating data. Even more importantly, an Attorney is able take action on critical information requiring their attention using firm and/or client defined policies.
Presenter(s): Andrew Martucci
Compliance
Improve compliance with Outside Counsel Guidelines, reduce write-offs and increase client satisfaction with OCG LiveIn this session we will provide an overview of our complete Outside Counsel Guidelines solution, OCG Live. Learn how you can manage guidelines, engage with attorneys, firm managers and billing staff. Enforce compliance at the point of time entry and measure how much money is at risk at any point in time.
Presenter(s): Angela Huffman
Billing Compliance RoundtableAttend this roundtable session to discuss challenges related to the ongoing growth and complexity of ebilling and outside counsel guidelines. Come prepared for a lively conversation and share your struggles as well as successes for managing ebilling and compliance at your firm.
Presenter(s): Brendan Roy + Candy Sharpe + Marie Burgess
Using BillBlast Rule Validation and Analytics to Promote Early Validation and ComplianceAttend this session to hear how BillBlast’s extensive rules and rule hierarchy can help your firm achieve compliance by improving initial bill submission acceptance. Learn how utilizing BillBlast’s powerful analytics can help you make permanent process changes to address the issue earlier in the billing cycle.
Presenter(s): Candy Sharpe
Ensure compliance with Billing Rules and Guidelines across Aderant ExpertDiscover how the Expert Rules Framework and standard rules library can improve overall bill accuracy throughout the WIP to Cash cycle. Increase compliance with client agreements to reduce costly billing delays and write-offs.
Presenter(s): Ian Emery
Billi
ngBilling
Compliance
Aderant Virtual Momentum 2021 - 5
Hands-on with OCG LiveExperience OCG Live and discover, in a hands-on lab environment, how you can effectively manage your guidelines, ensure compliance and improve visibility across the firm.
Presenter(s): Laurie Blackhurst
Implementing OCG Live – A Case Study with Snell & WilmerLearn how to improve accuracy, shorten billing cycles and improve client relationships with OCG Live. Hear from Snell & Wilmer on their implementation and use of OCG Live and gain insight on their rollout, capabilities utilized, adoption successes and lessons learned.
Presenter(s): Angela Huffman + Laurie Welch (Snell Wilmer)
Future of Compliance at AderantGrowth of ebilling and increased complexity with outside counsel guidelines presents significant challenges for law firms today. Aderant provides various independent solutions to help improve bill accuracy and overall compliance with OCGs. Attend this session to hear about Aderant’s upcoming development plans for a cohesive compliance ecosystem across the Aderant products.
Presenter(s): Marie Burgess
Improve Timekeeping Compliance with Aderant ThriveStruggling with timekeepers not adhering to firm timekeeping policies and deadlines? Create a timekeeping policy that finally works, with Aderant Thrive. Discover how Thrive, a one-of-a-kind solution helps firms create, monitor and, most importantly, enforce timekeeping policies.
Presenter(s): Matt Yezovich
Hands-on: Implementing Rules in Expert TimeAttend this hands-on session to gain an understanding of how Expert Time utilizes the Rules Framework. We’ll walk through several ‘out of the box’ rules as well as how to set up and configure custom rules to meet unique firm requirements.
Presenter(s): Will Murray
Financial Management
Implementing Expert General Ledger Bank ReconciliationThe new Bank Reconciliation released in 8.2.2 Expert General Ledger and is loaded with improvements and addresses
issues that precluded some firms from using Classic Bank Reconciliation. Find out how easy it is to migrate from Classic Bank Reconciliation, and the process to get set up for firms that manually reconcile their accounts.
Presenter(s): Allison Stoffer
Get Control of your Accounts Receivable with Expert CollectionsLearn how to set up and schedule automated jobs for Collections to surface timely information that can be utilized to enhance and improve collection efforts. Be alerted to critical short payments, skipped payments and high value receivables earlier in the process. See the flexibility that jobs can provide for addressing firm specific Collection rules and strategies.
Presenter(s): Deb Burish + Rick Jensen
Automating Invoice Images in Expert Accounts Payable using Expert Imaging Are vendors emailing you invoice images rather than mailing paper invoices? Expert Imaging and Expert AP makes it easy to pick up these images and quickly save to Expert Imaging and Expert AP. Come to this session to see how our newest module for Expert Imaging works and find out what we have planned for 2021.
Presenter(s): Lisa Wilson
Migrating from Classic to Expert Accounts Payable - Best PracticesLooking to transition from Classic to Expert Accounts Payable? For this long time Expert Client, they chose Expert AP to be their first framework application to roll out! Come to this session to hear how Skadden has managed their phased rolled out of Expert Accounts Payable.
Presenter(s): Michelle Lowe, Carl Meissner (Skadden Arps, Slate, Meagher & Flom LLP)
Expert AP Invoice Approval WorkflowLearn more about the out-of-the-box features of Expert AP Invoice Approval Workflow. Combined with Expert Imaging for AP Invoices, make it easy to route invoices to approvers for review and approval, and have full visibility of all your invoices in process.
Presenter(s): Michelle Lowe
Com
plia
nce Financial M
anagement
Aderant Virtual Momentum 2021 - 6
Hands-on: Experience the new Expert General LedgerMake manual journal entries and bank reconciliations a snap with all the new time saving enhancements in Expert General Ledger. See all the new features like importing from Excel, enhanced Expert Imaging, and quick actions like reverse and copy a journal, and one click - quick match checks and deposits.
Presenter(s): Paul Sabor + Richard Sheldon
Roundtable: Expert General Ledger - What’s next?Let’s talk about the plans for Expert General Ledger for 2021 and the focus for the next round of features being added to Expert General Ledger. Hint: It is all about making setup and management easier!
Presenter(s): Tonia Johnson
Knowledge Management
What’s New in HandshakeLearn about everything that is Handshake in this Roadmap session. What have we done recently, what’s new, and what’s coming.
Presenter(s): Derek Schutz
Handshake and the World of Microsoft TeamsEfficient collaboration with colleagues, sharing pertinent information, having meaningful and productive conversations, these have all become more challenging over the last year. One of the platforms that has gained traction to help overcome these obstacles is Microsoft Teams. Learn how Handshake is making MS Teams better and easier to use with our experts in the field.
Presenter(s): Derek Schutz
Aderant Drive - Learn More About the New Face of Client CollaborationProvide your clients with all the day to day operational information they need with Drive, Aderant’s newest client collaboration tool. Provide them with everything from documents and financials, to events and status updates all in one simple, easy to use platform. This session will provide you with everything you need to know about Aderant Drive.
Presenter(s): Derek Schutz
Handshake - Client-led Portal SessionNew to Handshake? Looking to make some changes to your Portal? This is the session for you as one of our newest clients walks you through their current project, lessons learned, and the best way to deploy Handshake.
Presenter(s): Derek Schutz, Tricia Stephens-Adams (Schulte Roth & Zabel LLP)
Handshake: Using Handshake and its Tools to Your Advantage Join us as we delve into how Handshake is used in to the field. Hear about what our clients are doing with Handshake, we think it may surprise you.
Presenter(s): Steve McHargue + Jane Trombly, Monroe Horn and Fireman & Co Rep.
Drive - Best Practices from the FieldJoin our early adopters of Aderant Drive as they share their experiences with Aderant Drive and how to best deploy Aderant’s best in class Client Collaboration Product.
Presenter(s): Steve McHargue + Paul Sanders (Stewart McKelvey) + Eliot Levy (Levenfield Pearlstein)
New to Aderant
Simplify eBilling Management, Compliance & Tracking with Aderant BillBlastBillBlast is the ultimate tool in providing an end-to-end eBill Management solution. Attend this session to find out more about BillBlast and how it can simplify your billing processes, improve efficiencies, ensure client and vendor compliance. BillBlast provides powerful analytics to improve behaviors, set best practices and enhance decision making.
Presenter(s): Christine Smith
Improve Timekeeping, Increase Revenue and Ensure Compliance with Aderant iTimekeepWe’ll provide an overview of iTimekeep’s unmatched simplicity and user experience and show you why hundreds of firms use it today. iTimekeep provides one, unified timekeeping experience to assist in ensuring compliance, improved revenue and more accurate timekeeping. Hear about our SaaS based time management solution and how you can be up and running within hours using the most secure method available today.
Presenter(s): Matt Yezovich
Know
ledg
e M
anag
emen
tFi
nanc
ial M
anag
emen
t Knowledge Managem
entNew to Aderant
Aderant Virtual Momentum 2021 - 7
Expert Case: Improving Collaboration Between the Front and Back OfficeLearn more about Expert Case, a Case Management solution built on top of Aderant Expert. It provides one location for both the case and financial information for your matters so they can efficiently work through them. In this session you will see the following: • An overview of Expert Case and how it can improve your firms
efficiencies for your front office staff• How it can improve the collaboration with the back office
users insuring increased billable realization with reduced administrative effort.
• How it can reduce the effort required for IT to maintain multiple applications.
Presenter(s): Michael Clavell
AP - Easy as 1,2,3Learn about the new Expert Accounts Payable module released in 8.2. We’ll discuss configurable workflows, enhanced electronic payments and other new features such as OCR.
Presenter(s): Quinton Gaines
Automating Collections to Always be Working on the Highest Priority ARLearn how Expert Collections can empower your firm—whether you have a collections department, or each partner manages their own clients. Expert Collections offers automated to-do lists, proactive alerts, embedded workflows, convenient document preparation, and more.
Presenter(s): Quinton Gaines
Overview of Expert Framework SecurityOverview of Expert Security Manager and security methodology from within Aderant Expert.
Presenter(s): Ryan Moffit
Expert Billing OverviewThis session is a comprehensive look at the billing process from matter settings (AFAs and Rules), prebill editing and preparing/posting a bill.
Presenter(s): Deb Tollefson
Time & Expenses
Leveraging Expert Expenses for Employee ReimbursementsExperience Expert Expenses and discover how easy it is to create, submit and manage expense reports. Use the credit card import and On The Go Expenses to streamline data entry. See how Workflow can be configured and how payments can be made directly to an employee’s bank account by utilizing Expert Accounts Payable. Learn what is available now and what enhancements are planned for the future. Don’t miss this session with one of Aderant’s foremost Experts.
Presenter(s): Quinton Gaines
Advanced Working Timekeeper with WorkflowAre 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): Cory Griffin
Expert Time Administration: Best PracticesGet 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
A Day in the Life of a Mobile TimekeeperIn today’s busy world, the ability for a timekeeper to do their job on the go is a necessity, not a luxury. Join us as we show you our end-to-end mobile process, from recording time, claiming expenses, reviewing bills and more!
Presenter(s): Wendie Willner
Expert Time EntryExpert Time Management allows for different time entry ‘personalities’. We’ll provide an overview of the various Time entry methods offered by Expert Time Management. This will include On-the-Go Time, Expert Time and Found Time. Some Timekeepers like to enter their time while on the go, some like a reminder of what has happened, some like to track their time contemporaneously, as it is happening, while others, like to see full details as they
New
to A
dera
ntTim
e & Expenses
Aderant Virtual Momentum 2021 - 8
enter their time. Attend this session to gain knowledge on how these views can be tailored to meet personal preference options.
Presenter(s): Wendie Willner
iTimekeep: An Expert Implementation Case Study with Nelson MullinsHear from Nelson Mullins on the their journey to a successful implementation of iTimekeep, even with the added distraction of a global pandemic! We’ll discuss benefits that iTimekeep can bring to your firm, including insights, experience and lessons learned along the way.
Presenter(s): Whitney Ruffin + Brendan Roy, Torie Carrillo (Nelson Mullins)
Technical Administration
Advanced Inquiries & EA Pro TilesAdvanced Inquiries customization and building custom EA Pro Tiles. Using Design Studio to help deliver pertinent information to end users and limiting the need to go elsewhere to find the information they need.
Presenter(s): Jason Goldsmith
Expert APIUnderstanding the Expert APIs and see what is available under the hood.
Presenter(s): Ryan Moffit
Expert Application DeploymentExpert Launcher, Mobile Apps, & EA Pro; How applications get delivered to the end user. Discover the different methods of accessing Expert and how they work.
Presenter(s): Mark Henderson
No Integration Left BehindHow Expert Sierra facilitates integrations ensuring that firms can continue to use existing 3rd party applications when migrating Expert to the Cloud.
Presenter(s): Sham Birbahadur
Expert Sierra Cloud Security StrategySession highlighting Aderant’s defense-in-depth strategy and best practices for securing workloads and customer data in the Expert Sierra cloud
Presenter(s): Jeremy Ciak, Sean Thompson
Developing a Cloud Migration StrategyFireside chat with Legal IT Leaders on developing a strategy for cloud migration. In this session we’ll discuss:• What drove the decision to develop a cloud strategy• How to go about developing a cloud strategy• Benefits that have been realized from moving to the cloud• Lessons learned both positive and negative• How these leaders thought about change management
Presenter(s): David Carter
Think Tank
Getting the Most from MyAderantLearn to leverage firm administrator roles and get the most out of Aderant Academy!
Presenter(s): Brandy Hicks
Next Gen Training Approach - How to Leverage Virtual and Live Training for Maximum Impact & Adoption SuccessWe learned many things in 2020: how to work from home with our kids and pets, how to (kinda) make bread, and how to support an Expert implementation remotely. While we hope to never return to the restrictions placed on us in 2020 -- what did we learn that can help makes things better in 2021 and beyond? In this session, we’ll walk through training and adoption best practices that truly proved necessity is the mother of invention and changed the way we can and should work going forward.
Presenter(s): Brenna Strickland
Expert Accounts Payable - Getting the Most from Your UpgradeIf a move from Classic to Expert AP is on your radar, this session is for you! You’ll hear best practices and lessons learned from the implementation process so you are prepared to take advantage of the new features and ensure a smooth experience for your users.
Presenter(s): Caroline Bruno
Tech
nica
l Adm
inis
trat
ion
Think TankTim
e &
Expe
nses
Aderant Virtual Momentum 2021 - 9
Thin
k Ta
nk Expert Billing - Managing the Classic to Expert Transition SmoothlyThinking about upgrading from Classic to Expert Billing but not sure how to manage the transition? In this session you’ll hear best practices and lessons learned from the upgrade and implementation process so you are prepared to take advantage of the new features and ensure a smooth experience for your users.
Presenter(s): Harvey Cohen
Making the Shift - Tips for a Successful Lift & ShiftIf you are debating a move from on-prem to cloud, but are nervous about the impact, timeline and outcomes, join this session to hear best practices and insights to ensure your experience is smooth sailing.
Presenter(s): Tommy Bledsoe
The Need for SpeedJoin us for a case study discussion about a firm’s approach to ensuring performance at Go-Live. Also learn a bit more about how Aderant engineering is ensuring performance excellence across their product line.
Presenter(s): Bill Mertes (Olenick)
*Session topics, presenters, and schedule are subject to change.
Advanced Inquiries & EA Pro Tiles
Expert API
Technical Adm
inistration
Getting the Most
from M
yAderant
Think Tank
Expert Time
Administration: Best
Practices
Advanced Working
Timekeeper with
Workflow
Time & Expenses
Aderant Virtual Mom
entum 2021 - 10
Analytics & Matter
Managem
entTim
e (ET)
Conflicts: Sneak Peek Inside the Aderant workshop
What’s new in Bill-
Blast - Introduction to Com
panies
Transitioning from
Classic to Expert Billing
BillBlast Client Panel
Expert AP Invoice Approval workflow
Expert Case: Improv-
ing Collaboration Between the Front and Back Office
Future of Com
pliance at Aderant
Improve Tim
ekeeping Com
pliance with Aderant Thrive
Handshake and the W
orld of Microsoft
Teams
Simplify eBilling
Managem
ent, Com
pliance & Tracking with Aderant BillBlast
Roundtable: Expert General Ledger - W
hat’s Next?
Implem
enting Expert General Ledger Bank Reconciliation
Hands-on: Spotlight Analysis - Using Excel to Interrogate Spotlight Cubes
Improve com
pliance with outside counsel guidelines, reduce write-offs and increase client satisfaction with OCG Live.
What’s New in
Handshake?AP - Easy as 1, 2, 3
11:00am - 11:45am
11:45am - 12:00pm
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12:00pm - 12:45pm
12:45pm - 1:00pm
1:00pm - 1:45pm
1:45pm - 2:00pm
2:00pm - 2:45pm
2:45pm - 3:00pm
3:00pm - 3:45pm
3:45pm - 4:00pm
4:00pm - 4:45pm
Financial M
anagement
Knowledge M
anagement
New to AderantCom
plianceBilling
Tuesday, May 18
Agenda |10AM
– O
pening Session4:45pm
- 5:00pm –
Sponsor Showcase
The Need for Speed
Aderant Virtual Mom
entum 2021 - 11
Expert Application Deploym
ent
Technical Adm
inistration
iTimekeep: An Expert
Implem
entation Case Study with Nelson M
ullins
A Day in the Life of a M
obile Timekeeper
Time & Expenses
Next Gen Training Approach - How to Leverage Virtual and Live Training for M
aximum
Impact &
Adoption Success
Making the Shift -
Tips for a Successful Lift & Shift
Think TankAnalytics & M
atter M
anagement
What’s New and
What’s Next in
Expert Billing?
What’s New in EA
Pro and Inquiries
Hands-on with OCG Live
Using BillBlast Rule Validation and Analytics to Prom
ote Early Validation and Com
pliance
Automating Invoice
Images in Expert
Accounts Payable using Expert Im
aging
BillBlast Analytics
Hands-On: Introduction to Expert Billing
Handshake: Using Handshake and its Tools to Your Advantage
Overview of Expert Fram
ework Security
BillBlast Roundtable
Migrating from
Classic to Expert Accounts Payable - Best Practices
Expert Billing Overview
Aderant Drive - Learn M
ore About the New Face of Client Collaboration
Ensure Compliance
with Billing Rules and Guidelines Across Aderant Expert
10:00am - 10:45am
10:45am - 11:00am
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11:00am - 11:45pm
11:45am - 12:00pm
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1:00pm - 1:45pm
1:45pm - 2:00pm
2:00pm - 2:45pm
2:45pm - 3:00pm
3:00pm - 3:45pm
3:45pm - 4:00pm
4:00pm - 4:45pm
Financial M
anagement
Knowledge M
anagement
New to AderantCom
plianceBilling
Wednesday, M
ay 19Agenda |
Time (ET)
9:45am - 10:00am
– Sponsor Show
case4:45pm
- 5:00pm –
Sponsor Showcase
Fireside Chat: Developing a Cloud M
igration Strategy
Expert Accounts Payable -
Getting the Most from
Your
Upgrade
Expert Billing - Managing
the Classic to Expert
Transition Smoothly
Think TankTechnical
Administration
Leveraging Expert Expenses for Em
ployee Reim
bursements
Expert Time Entry
Time & Expenses
Aderant Virtual Mom
entum 2021 - 12
Analytics & Matter
Managem
ent
Spotlight Reconciliation
Suite
Implem
enting Paperless
Billing: A Case Study with
Rogers Towers
Data Access and
Reporting 2.0
Data Services - Insights
you need to know
Billing Compliance
Roundtable
Implem
enting OCG Live
– A Case Study with Snell
& Wilm
er
Handshake - Client-led
Portal Session
Automating Collections to
Always be Working on the
Highest Priority AR
Simplify Access to W
IP &
AR for Attorney with Expert
WIP Aware
Hands-On: Experience the
New Expert General Ledger
Expert Rates Overview and
Rate Level Security
Get control of your
Accounts Receivable with
Expert Collections
No Integration Left Behind
Expert Sierra Cloud
Security Strategy
Drive - Best Practices
From the Field
Improve Tim
ekeeping,
Increase Revenue and
Ensure Compliance with
Aderant iTimekeep
Hands-On: Implem
enting
Rules in Expert Time
10:00am - 10:45am
10:45am - 11:00am
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11:00am - 11:45pm
11:45am - 12:00pm
12:00pm - 12:45pm
12:45pm - 1:00pm
1:00pm - 1:45pm
1:45pm - 2:00pm
2:00pm - 2:45pm
2:45pm - 3:00pm
3:00pm - 3:45pm
3:45pm - 4:00pm
4:00pm - 4:45pm
Financial M
anagement
Knowledge M
anagement
New to AderantCom
plianceBilling
Thursday, May 20
Agenda |
Time (ET)
9:45am - 10:00am
– Sponsor Show
case4:45pm
– Closing Session