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ease
features
design
support

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Description

Contemporary companies are not merely in search of new software; they aim to cultivate a flexible culture that can effectively address the needs of current clients while also appealing to and maintaining top talent. Aderant’s solutions are utilized by some of the most advanced firms globally to handle their everyday operations efficiently. We assert that technology should simplify your tasks by streamlining processes, fostering collaboration between individuals and systems, adapting to your evolving requirements, and facilitating change management across various generations in the workforce. Whether you operate a small boutique firm with a single office or manage multiple locations across several continents, Aderant partners with organizations like yours. With a diverse range of offerings tailored to meet your specific demands, you can trust Aderant to provide the right solution for you. Our commitment is to ensure that every firm, regardless of size or complexity, can thrive in a dynamic business environment.

Description

Streamline your financial operations with automated bookkeeping that delivers precise spending insights in near real-time. With daily, weekly, and monthly books being closed automatically, you can make informed decisions with greater assurance. User-friendly and customizable charts and graphs present essential KPIs such as working capital, accounts payable and receivable, profit and loss statements, balance sheets, and trend analyses. Enjoy a comprehensive overview with data refreshed every 15 minutes, while an intuitive portal lets you review and reconcile all outstanding financial transactions. Integration with third-party platforms like Sage Intacct, QuickBooks, and Bill.com simplifies your back office processes. If you need assistance, a dedicated professional from PwC is readily available to provide support. Bookkeeping Connect, offered by PwC, applies over a century of expertise to support not-for-profits, small and medium-sized businesses, family offices, private firms, and service organizations. Additionally, you will receive personalized introductions to PwC experts specializing in mergers and acquisitions, R&D tax credits, capital markets, and various other fields, ensuring that you have access to the best resources for your unique needs. This tailored approach not only enhances efficiency but also empowers your organization to thrive.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BA Insight
BigHand AlertManager
BigHand Budgeting and Forecasting
Claude for Financial Services
Clio
ECFX Notice
Emburse Expense Enterprise
Epona365
Gusto
LawPort
LawTrac
MatterAlert
Mitratech LegalHold
QuickBooks Online
SimpleLegal
Softlog.print
Template Studio
iTimekeep
iTrain ALI

Integrations

BA Insight
BigHand AlertManager
BigHand Budgeting and Forecasting
Claude for Financial Services
Clio
ECFX Notice
Emburse Expense Enterprise
Epona365
Gusto
LawPort
LawTrac
MatterAlert
Mitratech LegalHold
QuickBooks Online
SimpleLegal
Softlog.print
Template Studio
iTimekeep
iTrain ALI

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Aderant

Founded

1978

Country

United States

Website

www.aderant.com

Vendor Details

Company Name

PwC

Founded

1998

Country

United Kingdom

Website

www.pwc.com/us/en/products/insightsofficer.html

Product Features

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Product Features

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

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