Aderant Expert - Advanced Workflow Design

Aderant’s workflow capabilities allow firms to streamline and automate
key business processes resulting in improved efficiency and productivity. Aderant Workflow provides
intuitive tools to build, review, test, and deploy workflows across the firm.

1. Aderant Expert
Benefits
• Simplified applications make workflow
design an intuitive process
• Drag and drop workspace and inline
property definition limit the need for
a dedicated developer-level resource
• Increase organization and efficiency
• Streamline and reduce manual, paper driven
processes with online routing and tasks
Aderant’s workflow capabilities allow firms to streamline and automate
key business processes resulting in improved efficiency and productivity.
From simple processes such as Leave Requests to one of the firm’s most
complex processes, client and matter opening, Aderant Workflow provides
intuitive tools to build, review, test, and deploy workflows across the firm.
Through advances in workflow technology, Aderant Core Workflow has
taken the existing workflow functionality and improved its usability,
customizability, and enhanced the advanced capabilities of the program
as well.
Automa ted workflow design provides grea ter ease of use
Workflow

2. WORKFLOW
Aderant Expert
Features
• Expert Design Studio
• SmartForm Wizard
• Domain Wizard
• Workflow Tasks
• Expert Assistant
• Advanced Workflow
Expert Design Studio
At the core of Aderant Expert’s workflow functionality is the
Workflow Designer which allows firms to open Aderant’s existing
product workflow template processes. Aderant’s Workflow Designer
is a Visual Studio Extension that provides a simplified layout
targeted at business and system analysts. Alternatively for those
users familiar with navigating and using Visual Studio, the advanced
view can still be used for workflow development giving them the full
features of Visual Studio 2010. The tool’s intuitive design surface,
“drag and drop” workspace, and inline property definition makes
it easy for firms to modify workflow processes without the need
for dedicated developer-level resources. Aderant’s core workflow
capabilities allow firms to modify the workflow process by adding,
removing, and/or reorganizing the standard workflow activities.
Firms can also modify activity property settings in the Workflow
Designer.
Workflow Tasks
Aderant Expert’s core workflow capabilities come with several native
workflow specific task actions, including:
• Accept
• Complete
• Cancel
• Share
• Reassign
The core workflow capabilities of Aderant Expert also support
collaboration through the use of notes. Users can record notes
and link them to specific workflow processes, clients, and matters.
Key documents or references can also be attached to the notes.
Importantly, other users can comment on notes, turning them
into threaded discussions that significantly improve collaboration.
Additionally, notes provide an auditable and discoverable trail of
information and provide valuable context for decisions.
SmartForm Wizard
Within Aderant Expert, SmartForms are a section of the application
user interface that is connected to business data.
They may include a combination of Expert business data such as
client or matter details; custom data from custom columns or tables;
and workflow-specific data. SmartForms are used by workflow
processes through exposure in workflow tasks as well as by other
applications (e.g., Timer). There are three types of SmartForms
supported: Single SmartForm, Grid SmartForm, and Formsets
(combined SmartForms).
Aderant Expert’s product workflow templates (e.g., file opening
and employee intake) include a set of standard SmartForms that
are representative of common information used throughout these
business processes. Under Core Workflow, the SmartForm Wizard
allows firms to modify existing SmartForms.
Domain Wizard
The Domain Wizard extends Microsoft’s Windows Workflow
Foundation technology to be aware of Aderant domain (business
data) customizations that firms have implemented. Specifically,
custom columns and custom tables that firms have created to extend
the standard Aderant Expert Data Dictionary can be easily identified
and included for the purposes of workflow and SmartForm
development. For example Aderant’s file opening workflow process
is inherently aware of clients, matters, employees, and all related
information necessary to fulfill the new client and matter intake
process. Using the Domain Wizard a firm can extend this standard
set of data to include custom tables and columns associated with
clients and matters. This exposes this data for use in workflow
generation, SmartForm construction, scripting, and more.
Expert Assistant
Expert Assistant is a multi-use application that provides users with a
context-sensitive launch point for Aderant Expert and is included as
part of the application suite’s core workflow capabilities. The system
tray application works as an electronic assistant for users, helping

3. WORKFLOW
Aderant Expert
them quickly find relevant information, access other Aderant Expert
applications and functionality, and review and manage workflow
tasks.
Expert Assistant provides users with a controlled, configurable, and
consistent entry point to Aderant Expert, making it easier for them to
access application functionality, find information, and take action on
tasks. For example, users can get matter details, initiate a new matter
request, launch a new Timer, and more.
Expert Assistant also serves as a workflow inbox, providing users with
a listing of the workflow processes, showing status and associated
tasks for which they are responsible, either to perform or to manage.
Predefined filters enable users to quickly view workflow processes by
status, including:
• My Active
• My Initiated
• All
• Active
• Completed
• Faulted
• Suspended
• Canceled
Users can see information about—and take action on—each workflow
process. Users can either see all the tasks that have been assigned
to them or filter on the tasks marked as important. Users can also
manage the tasks from workflows that involve them, were initiated by
them, or where they are acting as someone else’s proxy.
Expert Assistant allows users to see detailed information about the
workflow processes initiated by the user, including percent complete
status, involved personnel, workflow notes, associated issues, and
more. Users can also subscribe to task alerts, including being notified
by email when a workflow task has been assigned to them.
Advanced Workflow
Aderant Expert Advanced Workflow capabilities extend the
application suite’s core workflow functionality and deliver added
flexibility, customization, and further workflow development.
Aderant’s Advanced Workflow capabilities include:
Expert Design Studio – Workflow Designer
Aderant Expert’s advanced workflow capabilities allow firms to create
new workflow processes in addition to modifying existing processes.
The Workflow Designer’s intuitive user interface lets business
analysts, administrators, and general IT staff customize workflow
data, add or remove workflow steps and activities, and change
process flows.
The advanced workflow capabilities also allow firms to create custom
workflow activities including sub-workflow activities.
SmartForm Wizard
The advanced workflow capabilities enable firms to create and
incorporate new SmartForms within their workflow processes.
This allows firms to create customized standard SmartForms or
design new workflow forms to meet their specific user interface
requirements.
The SmartForm wizard provides technical and non-technical users an
intuitive, step-based approach for constructing new forms, including
form layout specification, form property definition, attribute
selection, attribute property definition, preview capabilities, scripting,
and an advanced method for complex user interfaces.
Automated workflow design providing greater ease of use.

4. WORKFLOW
Aderant Expert
Learn More
Contact us today to see a demonstration of the powerful
capabilities in Aderant Expert that can help you better
manage, grow, and protect your firm.
© 2012 Aderant Holdings, Inc. Aderant Expert is a registered trademark of Aderant Holdings, Inc.
All other brands and products are property of their respective owners. Rev. 102012
www.aderant.com | [email protected] | [phone]
The Expert Assistant provides increased organization and efficiency.
Processes such as new employee intake are made simple with automated
workflows.