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Aderant Handshake Now for Microsoft Teams

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Aderant, a leader in business management software for law firms, has announced the integration of its Handshake Suite with Microsoft Teams in version 3.9.6. This new feature allows law firms to efficiently provision teams based on various criteria, streamline information sharing, and enhance collaboration. Key updates include a Personal Homepage app for improved navigation and Dynamic Templates for easier template management in Aderant Drive. The updates aim to optimize legal knowledge management and empower law firms in information governance.

Positive
  • Integration of Handshake with Microsoft Teams enhances collaboration for law firms.
  • New provisioning features allow law firms to create teams based on specific entities, improving efficiency.
  • Personal Homepage app improves navigation and user experience within Teams.
  • Dynamic Templates in Aderant Drive allow easy updates across multiple templates.
  • Drive Analytics provide crucial usage insights to improve information sharing practices.
Negative
  • None.

Combining the Power of Handshake’s KM Toolkit with Microsoft Teams Dramatically Expands Law Firm Collaboration Capabilities

ATLANTA--(BUSINESS WIRE)-- Aderant®, a leading global business management software provider for law firms, announced that its Handshake knowledge management (KM) enablement suite now integrates with Microsoft Teams to provide a wide range of Teams Provisioning features for Handshake customers. Law firms using newly released Handshake 3.9.6 can now create teams which extend Microsoft Teams’ innate features to effectively share and control access to information.

  • Handshake Provisioning App for Microsoft Teams
    Handshake customers can now provision or “spin-up” teams for their firm based on any entity (i.e., matter, client, department, practice group, etc.) using the Handshake Provisioning app. IT staff can set up rules and templates to automate large requests or allow individual users to request teams from their Handshake ecosystem.

    Handshake allows law firms to create and manage teams - including membership, content, and user permissions - based on diverse criteria, thereby saving valuable time and energy. To create a team, users simply click a button to generate a request that adheres to the firm’s information governance policy.
  • Handshake Personal Homepage App within Teams
    Handshake also provides a Personal Homepage app within Teams. The app improves navigation within Teams, imports information from various sources, and displays it in a user-friendly graphic interface. Whether users want to display financial information, contacts, to-do/action lists, or documents, the Homepage app provides them with the information they want, when they want it.
  • Handshake Contextual Apps
    Handshake’s Contextual Apps provide robust, disparate information about an entity-based Team all in a single tab. The Contextual app can be added manually to any relevant team or can be automatically set at the time of provisioning.

Additional Features in Handshake 3.9.6

Handshake 3.9.6 also includes significant improvements to the Aderant Drive secure online collaboration platform, including:

  • Dynamic Templates
    Drive users can add, remove, or alter information pushed to multiple Drive site templates easily and efficiently with Dynamic Templates. This feature allows templates to be changed on-the-fly and enables users to push those changes to any pre-defined sites referencing that template.

  • Drive Analytics
    Drive Analytics provide important usage information to help Handshake customers monitor and improve their firm’s Drive deployment by ensuring that the right information is getting to the right people. Provided data includes who is accessing Drive sites and when, insights on user activity trends, and more.

"Handshake is a longstanding pillar within the legal KM community,” said Aderant President Chris Cartrett. “Empowering firms to surface their ‘single source of truth’ wherever their lawyers and clients are working is paramount to this new release, and the future of legal technology as a whole."

Handshake 3.9.6, with Microsoft Teams Provisioning and other features as mentioned in this release, is available to all Handshake active maintenance customers. To request more information or to see an online demo, email info@aderant.com. For more information on Aderant Handshake, visit: https://www.aderant.com/solutions-handshake-overview/.

About Aderant®

Aderant is a global industry leader which provides comprehensive business management software for law firms and other professional services organizations. The company’s popular technology brands include Aderant Expert for practice management, Handshake and Drive for knowledge management, iTimekeep, OCG Live & Thrive for timekeeping and compliance, BillBlast for eBilling, CompuLaw for docketing and calendaring, and Expert Case for legal case management. Aderant operates as a unit of Roper Technologies (NYSE: ROP), a constituent of the S&P 500 ®, Fortune 500 ® and the Russell 1000 ® indices. The company is headquartered in Atlanta, Georgia and has several other offices across North America, Europe, and Asia-Pacific. For more information, visit Aderant.com, email info@aderant.com, or follow the company on Twitter @Aderant or on LinkedIn.

Media Contacts

Megan Haight​

Director, Channel Marketing, Aderant

megan.haight@aderant.com

Christy Burke

President, Burke & Company

cburke@burke-company.com

212-620-7711

Source: Aderant

FAQ

What is the significance of Aderant's Handshake integration with Microsoft Teams?

The integration enhances collaboration capabilities for law firms, allowing them to create teams efficiently and share information securely.

What features were introduced in Handshake version 3.9.6?

Key features include team provisioning via Microsoft Teams, a Personal Homepage app, Dynamic Templates, and Drive Analytics.

How does the Personal Homepage app improve user experience?

It enhances navigation within Teams and displays relevant information such as financial data and action lists in a user-friendly format.

What are Dynamic Templates in Aderant Drive?

Dynamic Templates allow users to modify template information easily and propagate changes across all associated sites.

Why are the updates in Handshake important for law firms?

They streamline information management, improve team collaboration, and enhance compliance with information governance policies.

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