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ADERANT PRODUCTIVITY SOLUTIONS

Connect billing, matter data and conflicts to the systems your firm already uses

Coop’s Aderant utilities extend iManage and NetDocuments by automating billing document filing, surfacing Aderant matter data where lawyers work, and helping firms identify conflicts earlier in the matter lifecycle.

BILLFILER · IVIEW · CONFLICTS MODULE · IMANAGE AND NETDOCUMENTS

Talk to a productivity specialist

Tell us which Aderant, iManage or NetDocuments process you want to improve and we will help you map the right utility or integration path.

    WHY PRODUCTIVITY SOLUTIONS

    Automate the gaps between finance, document management and risk

    Your firm already depends on Aderant, iManage or NetDocuments. These utilities help those systems work together so billing documents, matter data and conflict checks move through a more controlled workflow.

    Automated filing

    Move billing documents from Aderant into the correct iManage or NetDocuments folders without manual drag-and-drop.

    Matter visibility

    Surface Aderant client, matter, WIP, A/R and billing data inside iManage so teams can work from one view.

    Earlier conflicts

    Search across multiple data sources during client and matter opening, helping teams identify conflicts before they become issues.

    Connected systems

    Bridge finance, risk and document management so the right information is available where people already work.

    DOCUMENT MANAGEMENT VALUE

    Why use a document management system as the centre of the workflow?

    Billing records, matter data and conflict checks should not live in disconnected places. A document management system gives teams a secure, searchable and matter-centric foundation, while Productivity Solutions help the surrounding business processes feed that foundation automatically.

    Secure billing records

    Billfiler places billing documents into the right DMS location so records are easier to secure, find and audit.

    One working view

    iView brings Aderant billing data into iManage so users can see documents and financial context together.

    Reduced risk at opening

    Conflicts Module helps teams search across relevant sources before client and matter activity moves too far downstream.

    BILLFILER

    Billing documents filed automatically into the right workspace

    Billfiler automatically copies or moves billing documents, regardless of stage, from Aderant into the corresponding iManage or NetDocuments workspace folders. This helps ensure billing records are saved, secured and searchable inside the compliant document management environment your firm already relies on.

    IVIEW

    Aderant billing data visible from inside iManage

    iView allows users to view Aderant client and matter billing data within iManage, so one platform provides access to documents and billing context. Role-based views can include time entries, A/R, WIP, reports and other configurable views.

    CONFLICTS MODULE

    Find potential conflicts before they move downstream

    Conflicts of interest need to be caught early to avoid issues later in the matter lifecycle. Conflicts Module allows teams to perform conflict searches across various data sources for client and matter opening activities.

    START THE CONVERSATION

    Let’s connect the systems behind your legal work

    Tell us where billing documents, matter data or conflict checks are getting stuck. We will help you understand which productivity utility can improve the workflow.

      ADERANT PRODUCTIVITY SOLUTIONS

      Connect billing, matter data and conflicts to the systems your firm already uses

      Coop’s Aderant utilities extend iManage and NetDocuments by automating billing document filing, surfacing Aderant matter data where lawyers work, and helping firms identify conflicts earlier in the matter lifecycle.

      BILLFILER · IVIEW · CONFLICTS MODULE · IMANAGE AND NETDOCUMENTS

      Talk to a productivity specialist

      Tell us which Aderant, iManage or NetDocuments process you want to improve and we will help you map the right utility or integration path.

        WHY PRODUCTIVITY SOLUTIONS

        Automate the gaps between finance, document management and risk

        Your firm already depends on Aderant, iManage or NetDocuments. These utilities help those systems work together so billing documents, matter data and conflict checks move through a more controlled workflow.

        Automated filing

        Move billing documents from Aderant into the correct iManage or NetDocuments folders without manual drag-and-drop.

        Matter visibility

        Surface Aderant client, matter, WIP, A/R and billing data inside iManage so teams can work from one view.

        Earlier conflicts

        Search across multiple data sources during client and matter opening, helping teams identify conflicts before they become issues.

        Connected systems

        Bridge finance, risk and document management so the right information is available where people already work.

        DOCUMENT MANAGEMENT VALUE

        Why use a document management system as the centre of the workflow?

        Billing records, matter data and conflict checks should not live in disconnected places. A document management system gives teams a secure, searchable and matter-centric foundation, while Productivity Solutions help the surrounding business processes feed that foundation automatically.

        Secure billing records

        Billfiler places billing documents into the right DMS location so records are easier to secure, find and audit.

        One working view

        iView brings Aderant billing data into iManage so users can see documents and financial context together.

        Reduced risk at opening

        Conflicts Module helps teams search across relevant sources before client and matter activity moves too far downstream.

        BILLFILER

        Billing documents filed automatically into the right workspace

        Billfiler automatically copies or moves billing documents, regardless of stage, from Aderant into the corresponding iManage or NetDocuments workspace folders. This helps ensure billing records are saved, secured and searchable inside the compliant document management environment your firm already relies on.

        IVIEW

        Aderant billing data visible from inside iManage

        iView allows users to view Aderant client and matter billing data within iManage, so one platform provides access to documents and billing context. Role-based views can include time entries, A/R, WIP, reports and other configurable views.

        CONFLICTS MODULE

        Find potential conflicts before they move downstream

        Conflicts of interest need to be caught early to avoid issues later in the matter lifecycle. Conflicts Module allows teams to perform conflict searches across various data sources for client and matter opening activities.

        START THE CONVERSATION

        Let’s connect the systems behind your legal work

        Tell us where billing documents, matter data or conflict checks are getting stuck. We will help you understand which productivity utility can improve the workflow.