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lawyer utilizing aderant time management software

Switching to Aderant Expert Time and Billing Software? Here’s What to Know

As most legal firms only spend one-third of workdays on billable hours, Aderant Expert time management holds the potential to dramatically boost revenue. Your firm will greatly benefit from integrating time-management tools into your standard billing and case-management system with Aderant Expert. If your firm is making the switch, take some time to plan how your staff can best prepare.

Preparing for Aderant Expert Time Management Software

At your firm’s next meeting, take time to ensure everyone understands three things:

  1. What Aderant Expert’s time-management features are capable of
  2. The goals you hope to achieve with your billing software
  3. The success of your software depends on your staff’s input and understanding

After laying a solid framework, your entire team will have clarity on what must be done to ensure a smooth, non-disruptive change. To simplify the process, set aside some time during the next work week to accomplish the following:

  • Designate responsibilities for Aderant’s separate functions, allowing overlap where necessary
  • Divvy up preparatory tasks so no one is overwhelmed
  • Assess your current software, and identify redundancies
  • Ensure all hardware is capable of running Aderant Expert 8.0, and upgrade as necessary
  • Backup, organize, and archive all existing files that will be impacted by the change
  • Correlate digital storage systems with any hard copy systems
  • Schedule several days for your office administration staff to dedicate to implementing Aderant Expert time management tools, allowing for at least some workflow interruptions, and hiring temp work as necessary

Altogether, these processes will go a long way to ensuring your firm hits the ground running when the transition goes live.

Establishing Expert Time and Billing Practices With Aderant

Whether starting from nothing, transitioning from another system, or upgrading an older Aderant system, it’s essential to have a partner you can trust to facilitate more business operations with advanced cloud services. With Aderant, you’ll automate more of your workload, reduce errors, and maximize your staff’s time.

Simplex BI has the technical and industry-specific knowledge needed to reduce the complications of adopting Aderant Expert time management and billing software to an absolute minimum. To learn more, contact us — and start making the most of your company’s time.

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legal timekeeping and billing software

Why Billing Automation Is Both Critical and Inevitable

Manual bill creation is a long, tedious, and time-consuming process for any law firm. It also poses a considerable risk of errors which can be lethal, especially to larger firms. To effectively manage and streamline your firm, legal timekeeping and billing software such as Aderant has become a critical tool. In the ever-increasingly demanding and complex world of the legal industry, you need to make sure you are getting the most out of your systems. This article will outline the major benefits of optimizing your automated billing, as well as the right time to implement billing automation.

The Benefits of Legal Timekeeping and Billing Software

Improves Accuracy in Bill Recording and Tracking

One of the primary benefits of billing automation is the ability to track and record billable hours in real-time and with tremendous accuracy. It also allows for easier tracking and reporting of time spent on specific cases and tasks, which can be invaluable for both you and your clients.

Improves Efficiency

With the right legal timekeeping and billing software, firms can set up recurring invoices and automatically send them to clients regularly, saving time and improving efficiency.

Saves on Cost and Resources

Automated billing: 

  1. Cushions the firm from the direct and indirect costs of a broken process
  2. Improves revenue collections
  3. Reduces the time to receive payment

When Is the Right Time for a Law Firm To Implement Billing Automation?

There are a few key inflection points to consider.

  • Growth – If your firm is experiencing rapid growth, it may be time to consider automating the billing process to keep up with the increased workload. 
  • Overflow – If a firm is struggling to keep up with billing and collections, billing automation can help streamline this important process and improve efficiency.

Regardless of the size or focus of the firm, the benefits of billing automation are clear: improved accuracy, efficiency, and cash flow.

At Simplex BI, our team of experts can help you find the right legal timekeeping and billing software and help you implement it effectively, ensuring a smooth transition and the maximum benefit to your firm. Refrain from letting the demands of billing and timekeeping hold you back. Contact us for more information.

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legal billing software graphic

5 Tips To Trim Software Implementation Costs

Implementing new software can be a daunting and costly task for any business. It’s especially challenging for law firms that must balance the needs of their clients with the demands of their practice. In order to have a smooth flow of operations for your law firm, it’s crucial to install the best legal billing software, such as Aderant. Here are a few tips to help trim the implementation costs and get the most out of your investment. 

Start With a Clear Plan

Your firm’s needs and goals will help ensure that you choose the right software and implementation plan, ultimately saving you time and money. Make a list of your firm’s specific needs and how you envision the software helping to meet them.

Choose the Right Implementation Partner and Team

If you are a successful law firm, then you don’t want anything hindering your progress. You need the best legal billing software. And the company you choose in the implementation process will significantly impact the overall cost. Look for a partner with a proven track record of successful Aderant implementations and a team of experienced professionals who can help guide you through the process.

Invest in Training

While cutting corners here to save money may be tempting, investing in quality training will pay off in the long run. Training helps your team get up to speed more quickly and reduces the number of mistakes and potential issues that can arise during the implementation process.  Be sure to reinforce this training throughout the implementation by having users enter test transactions.

Take Advantage of Resources

Aderant is among the best legal billing software because it offers a variety of resources to help firms with their implementation process, including user guides, training materials, and support. Additionally, Aderant has a rich user community to call upon for perspective on various challenges that come up.

Consider a Phased Approach

Implementing Aderant in phases rather than all at once may reduce your implementation risk. It allows you to prioritize the essential features and functions and roll them out gradually rather than trying to tackle everything at once.  There is no “one size fits all” approach when it comes to the unique challenges that each individual law firm presents.

At Simplex BI, our professionals will help you get the most value from your Aderant system. Contact us today to talk about what you’re looking for in your legal software.  We have experienced countless implementations and can assist in all aspects of the process.

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reasons for switching to Aderant

Establishing Goals: Why Should You Switch to Aderant

Goals are often the key to success, allowing us to actively motivate and drive ourselves towards new challenges that are consistently bigger and better than the last. In legal firms, it can be tedious trying to manually keep up with hours, manage billing, track and organize important documents, and all of the finer details in between. Among several options for Law Firm Practice Management Software, Aderant stands out among the competition.  Aderant has streamlined the process with top-of-the-line programming so that you can digitally create, manage, and track financial goals with ease. Let’s look at a few reasons for switching to Aderant, including ways Aderant can improve the planning and management of financial risks for the firm as a whole.

Drive Performance and Optimize Compliance

When establishing goals for your firm, you have no-doubt heard of the SMART system. The ‘T’ in SMART, of course, is “time-bound”. A goal without a deadline or timeframe is not a real goal. One of the main reasons for switching to Aderant is to help you save and manage time. With Aderant tools, you can improve time management by reducing mistaken entries, putting time back on the table for bigger tasks, and helping prevent potential security risks. 

What goals can this help with? 

Better time management and improved compliance can:

  • Get bills out faster
  • Get your firm paid faster
  • Improve record keeping
  • Increase client-attorney relationships
  • and much more.

Set Reasonable Expectations, but Stretch Goals

When it comes to setting goals, it’s important to reach for the stars. However, not every goal should be too far out of reach. Setting reasonable expectations with your goals on tasks such as following up on unpaid bills to improve collection periods can help set the standard. Helping you to achieve your goals is one of the many reasons for switching to Aderant. By implementing achievable goals with Aderant’s programming, you can boost office morale, improve the workflow of manual tasks, and increase financial opportunities. 

Curious about how exactly we can help your firm implement Aderant and maximize its potential? Contact us today!

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risks project managers can handle

How Project Managers Help You Get the most out of Aderant

The legal profession has changed drastically over the years. Increased client demands, innovations in IT, and search engine reviews and rankings can all affect firm profitability. Due to these changing factors, many law firms are wondering if they should hire a project manager; or, if they already have one, how they can be properly utilized. For large law firms that use Aderant, their project managers’ value can be correlated with their level of knowledge of the program. In this article, we are going to look at the risks Aderant project managers can handle, and how to best put them to use at your firm.

Do You Have a Project Manager Already? If Not, Do You Need One?

Organization is critical to the success of any large firm, and implementing Aderant software is a step in the right direction. However, simply purchasing the program is one thing. Getting the most out of Aderant is more important. An Aderant project manager can help you boost productivity, keep your clients satisfied, and maximize efficiency. 

A project manager can help your firm if you have experienced (or are experiencing) any of these problems:

  • Missed revenue opportunities and lost invoice recovery
  • Keeping case files and client data in order
  • Juggling task management, billing, or time allocation 
  • Unsatisfied clients leaving negative reviews online
  • Unorganized growth, or overwhelming demand for your staff

Running a law firm means taking on risk, but there are plenty of risks Aderant project managers can handle and help mitigate. 

Risks Aderant Project Managers can Handle: Offers More Control To Manage Modern Technology

Technology keeps changing and evolving. New standards are making older methods obsolete, and most law firms still struggle to make changes. Aderant ensures your firm has a robust and scalable solution for supporting the management and growth of a modern, complex firm. 

Smaller firms can usually handle juggling their manageable lists of clients on their own, and with simple bookkeeping or billing software, they can stay afloat. But as your firm grows, things can get lost in the shuffle if you’re not able to keep organized. A project manager with a strong working knowledge of Aderant can help your firm grow in a sustainable way, giving your partners more time to do what they do best.

Partner With Simplex BI for Seamless Aderant Implementation and Management

There are many aspects of firm management that need attention, and just part of the solution are the risks Aderant project managers can handle. Simplex BI is a reliable legal technology consultant company created with the mission of assisting Aderant clients with getting the most out of their financial and firm management systems. Our experts will provide the solution, from implementation to maintenance and everything in between. We have a highly responsive team that looks out for your best interests. Contact us today to learn more about how Simplex BI can help you.

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an aderant project manager

Why Do You Need an Aderant Project Manager?

The world of legal billing has always been challenging. You’re bombarded with multiple legal claims to process and present before the court. The last thing you want is to deal with the complexities of billing or managing projects. So, why do you need an Aderant Project Manager?

When you have an Aderant Project Manager, you don’t have to worry about billing. And you don’t have to keep wondering, “what is a project charter?” Instead, you have the whole time to focus on your client’s cases and the firm’s profitability while your project manager helps you maximize your firm’s profitability.

What are the Roles of a Legal Project Manager?

The project management process in the field of law can be daunting. With multiple practice management systems on the market, choosing the right one for your firm can be a major make-or-break decision for your firm’s bottom line. At the same time, you want to increase efficiency, and manage client pressure. This can make a solid project manager an essential part of your firm’s growth.

So, still wondering “why do you need an Aderant Project Manager?” After all, many firms don’t have a project manager — it’s just the attorneys handling their businesses. But an Aderant project manager is involved in every phase of your firm’s projects to ensure everything runs as planned during the adoption of Aderant. 

Get the Best Aderant Project Manager for Your Firm

If you’re still unsure why you need an Aderant Project Manager, then ask yourself: what could our team do with hours of extra time every week? Could you grow your business at a faster pace? Could you increase monthly revenue by increasing billable hours? Aderant’s technology is revolutionizing various aspects of the legal billing industry to increase efficiency, improve client relationships, and drive profitability. Getting the best project manager can be daunting. However, partnering with an Aderant consulting firm like Simplex BI can help you secure the best Aderant project management experts to help you balance your workload.

At Simplex BI, our experienced professionals can help you switch to Aderant, implement Aderant, and/or work with you. We are determined to help you fill the gap between your client’s needs and your service efficiency.

Transform the way you practice law and achieve unparalleled success with our legal technology consulting services.

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establishing a project charter

Establishing a Project Charter: What You Need Before Starting

Establishing a project charter is important before you get to work. As the saying goes, measure twice, cut once. In most organizations, before you can get started on a project, it needs to be approved at certain levels. A project charter is a planning brief that helps you pitch the project to decision-makers. A project charter is important because it establishes the project’s legitimacy and allows the manager to define goals and parameters. In the end, all team members will be glad it was established since project charters serve as the definition of how success will be measured. 

1. Project Objectives 

Project objectives are the critical actions that must be completed in order to carry out your plan successfully. Your project’s goals must always be specific, measurable, attainable, realistic, and time-bound. Known as SMART goals. Project goals can be tangible deliverables or intangible achievements.

Establishing a project charter helps you define your objectives, helps you communicate with your team, and identifies who is in charge of what goals, allowing you to better meet the quality expectations of stakeholders. Your objectives should include key performance indicators (KPIs) as well as the proposed budget and project completion deadline.

2. Project Scope

The part of project planning that involves determining and documenting the list of specific goals, deliverables, tasks, costs, and deadlines is known as the project scope. A scope statement, explains the project’s boundaries, assigns responsibilities to each team member, and establishes procedures for how completed work will be verified and approved.

If a project is effectively “scoped” from the start, it will be easier for the decision-makers to approve, and it will be easier for you to manage changes as the project progresses. To avoid “scope creep”, stakeholders should be as specific as possible when documenting a project’s scope.

3. Project Budget and Deliverables 

At the beginning of establishing a project charter, indicate the projected cost and intended funding source. This section could also include any additional resources required to carry out your plan.

You should also consider what product, service, or result you will provide once the project is completed. Because project charters can be flexible, expect to make changes to these before you actually start working on the project. Whether they are requested by the decision-makers, or made by you and your team after more preparation. 

Simplex BI is committed to connecting law firms to their financial data in an efficient and cost-effective manner, allowing for timely and informed business decisions. This is accomplished through coaching you through the intricate applications of innovative firm-management software and our effective consulting services. Contact us today to learn more.

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Aderant User Experience meter

What is the Aderant Sierra Experience Like for Users?

Software solutions can help your firm better meet client expectations, manage your employees, and better handle your caseload. Even with a limited IT team, the right software can make these processes easier and more consistent. This is where the Aderant Sierra software can help. But, you may ask,  what is the Aderant Sierra experience like for users? This article will discuss how Aderant Sierra can impact your firm based on user experiences. Overall, individuals may report a different Aderant user experience. But here are some of the common reviews.

Value for money 

If you want to invest in an outstanding software solution for your firm, Aderant Sierra should be one of the primary considerations.

The software aims at helping you to meet deadlines while tracking expenses to guide prudent resource allocation. Aderant Sierra also helps to manage documents to maximize efficiency in collaborations. 

Aderant Sierra is secure and accessible on your devices—both mobile and desktop. Aderant offers reliable customer support and also has an Aderant Expert community with experienced consultants to clarify issues that may affect your firm at any time.

Ease of use

Some users have noted that the app is easy to use. You can easily specify the duration of tasks on the app and assign them to concerned individuals and teams. Your firm will have multiple templates to select from and the option to reuse tasks for various projects. The software’s notifications make it easier for teams to meet deadlines. 

Relevance to law firms

You may notice how some law firms incur huge expenses in departments such as accounting. Fortunately, getting the right software can help to automate processes while maintaining operational efficiency. The software eliminates the need to learn accounting principles to maintain accuracy and compliance with specific accounting laws.  

Communication effectiveness 

Superb communication is critical, especially with a huge workload. But, Aderant Sierra has limited integration features and the setup takes an experienced team to optimize. The Aderant user experience can be greatly improved with the right consultation.

Aderant User Experience

Overall, the app is outstanding, especially in time and expense tracking for law firms. Complementing the app with outstanding communication channels can get your firm the best results. The Outlook integration makes it excellent for firms that use Microsoft solutions. Converting tasks to emails is also equally easy.  Contact us for more information on how Aderant has helped firms like yours and for the top tips for implementation.

Interested in a free webinar? Sign up here.

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aderant sierra cloud management software

Why Would I Need Aderant Sierra?

Most law firms have numerous technologies that are aimed at aiding in the efficiency and profitability of the business. To make effective decisions, a firm must maintain a clear and consistent correlation between its financial data and cost-effectiveness. What does Aderant sierra do?  Here is why you need the Aderant Sierra software.

Reasons for implementation of the Aderant Sierra software

The Aderant Sierra software offers a variety of benefits to users. For instance, the ability to access the system from anywhere in the world.

What does Aderant Sierra Do? Expert Business Management

Aderant Sierra is designed as a software solution through which the financial management of a business is incorporated. Other features embedded in the software are the concept of time capture, real-time visibility, expenditure coverage, and simplification of case management through easy-to-use applications. The ease in business management plays well into the benefits enjoyed by Aderant Sierra. Furthermore, it creates a direct, fast, and stable connection to the firm’s data on a single platform.

User-friendliness and compatibility

Aderant Sierra is hosted by the leading cloud provider, AWS.   After a successful implementation, the software becomes accessible to users worldwide. This serves the user’s convenience significantly.

Pliability

The Aderant Sierra software is designed to be flexible so that it can withstand future changes and adapt to them. The software is susceptible to changes in the legal, technological, and economic markets. Flexibility is among the many benefits of Aderant Sierra. Inserting different programming and functional changes becomes considerably easier through this flexibility.

What does Aderant sierra do? Most law firms work to overcome challenges in increasing productivity and profit margin. At Simplex BI, we offer various services related to Aderant Sierra that may fit your needs and help you grow and develop. Contact us for further information or check out our case study with a medium-sized law firm. 

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aderant experience software

4 Things You Need to Know About the Aderant Sierra Experience

With Aderant Sierra, you get the flexibility of Aderant Expert, but with a private cloud networking solution that your whole company can use easily and securely. For those curious, here is all you need to know about the Aderant Experience and how to use Aderant Sierra before consulting with an implementation team such as Simplex BI.

4 Things You Need to Know About the Aderant Sierra Experience

1. The Aderant Experience Allows Customization with Sierra

Because of its scalability and adaptability, Aderant Sierra can do everything its firms have come to expect from Expert and more. There are no constraints on the growing size of your business, your experience with previous Aderant systems, or how you use it.

2. Your Data is Highly Secured

Aderant has extensive experience in software development, and an extensive understanding of the industry to guarantee safe data storage for your company. Using Amazon’s Web Services, Aderant Sierra performs exceptionally well running on AWS, the world leader in cloud computing. With Sierra, maintaining data security in accordance with the many available ISO certifications is not something you need to stress about.

3. The Aderant Sierra Provides Powerful Functionality

To guarantee robust performance with minimum IT setups, our technical professionals will walk you through the process of deploying Sierra Expert. If your business is struggling with the weight of infrastructure and maintenance, Aderant can help by hosting its services in a safe and reliable cloud environment.

4. High Level of Efficiency

Those who use Aderant Sierra often comment on how well it performs under heavy workloads. At Simplex BI, we help you tailor the infrastructure’s more than a thousand monitoring nodes to your firm’s specific requirements, and keep you running smoothly.

Learn More About the Aderant Experience and How to Use Aderant Sierra

The innovative achievements of Aderant, and especially Aderant Sierra, for legal firms throughout the world, have been taken seriously by our team at Simplex BI. When it comes to integrating software for the administration of businesses, Aderant Sierra is at the forefront of development.

At Simplex BI, we provide all-encompassing solutions for managing your company’s digital information environment tailored to your specific requirements and those of your customers. Please don’t hesitate to contact us if you have queries or want more information about the Aderant Experience and how to use Aderant Sierra.

Interested in a free webinar on Aderant Sierra? Check it out here.

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