Matter Center

Expert Matter Center is an advanced practice automation solution with next-generation case management capabilities that arms firm professionals with comprehensive information about their active matters and helps them effectively service their clients. It contextually organizes information and activities—including contacts, tasks, documents, and more—around matters. Seamlessly embedded in Microsoft Office applications, the solution provides professionals with an intuitive environment that closely supports how they work.

Email Management

Expert Email Management enables firms and their professionals to effectively manage all email communications. Seamlessly embedded in Microsoft Outlook, the solution closely supports how professionals actually use email and enables them to organize every message—and its attachments—for easy recall, access, and sharing. Professionals simply associate incoming or outgoing emails with an active matter or project and Expert Email Management automatically stores and tracks the message and any related responses.

Records Manager

Expert Records Manager, Powered by CA MDY™ is a world-class records management solution that helps firms gain control over their physical, electronic, and email records. Automating many of the manual processes of record keeping to save time and money, Expert Records Manager, Powered by CA MDY empowers front office staff by providing them with faster access to the right information.

Portal

Expert Portal, Powered by Handshake Software overcomes the data integration and information access issues facing professional services firms. The solution enables firms to quickly expose real-time data from its core business systems, including client, matter, and financial information, to timekeepers, decision-makers, and clients through a Microsoft Office SharePoint Server-based intranet and extranet.