8 workflow automations purpose-built on top of Aderant Expert — no data leaves your system, no parallel tool for your team to learn.
AI rewrites narratives to match each client's outside-counsel guidelines in Elite 3E, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every asset and beneficiary in Elite 3E, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
AI requests records via HITECH, ingests them into Elite 3E, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the demand from the matter file in Elite 3E, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Elite 3E, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
AI ingests client documents into Elite 3E, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
AI runs the conflict check against Elite 3E, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Aderant Expert for any repetitive process. Tell us what you'd automate.
