Newsletter

Upcoming Events, Service Spotlights, and Product Alerts

May Newsletter

Upcoming Events

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See You At Momentum 2022!

Are you attending Momentum, Aderant’s annual user conference? Be sure to stop by AAC's booth to meet the team and discuss how we can help your firm. Our team can suggest the latest solutions to many problems your firm might be experiencing. We look forward to meeting you in Austin!

Service Spotlight

Cash Receipt Import

Do you need to import a cash receipt payment file provided by your lockbox service, a client, or an internal spreadsheet? And take it a step further by applying receipts to bills as full or partial allocations? To assist with these efforts, AAC has developed a customized tool to import your receipt data and allocate payments to outstanding invoices. Our solution utilizes a number of methods, such as Apply to Oldest First, Save as Unapplied Cash, Post if Exact Match, or Create Stub Receipt for Manual Allocation. Additional options can also be applied to assist with allocating to Trust or GL for non-client receipts.

If you have cash receipt data you’d like to import into Aderant, please reach out to see how we can help.

For more information, please contact Mike Easterling or Mike Miars.

measterling@aac-us.com or mmiars@aac-us.com

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Did You Know?

Want to upgrade but unsure of all that it entails?

Just like you would not ignore the ‘check engine” light on your car, upgrades are a necessary part of the maintenance of your software to benefit from the changes and fixes to the software. You pay your maintenance fees, but you are not getting the best return if you aren’t taking patches and upgrades on a timely manner. Sometimes upgrades can appear overwhelming, but we can help smooth it out with the right project manager, technicians, and trainers. Our methodology is proven to be successful for countless firms (large, medium, and small), so reach out to discuss how we can set you up for success!

If you would like more information, please reach out to Marybeth Celorier.

mcelorier@aac-us.com

April Newsletter

Upcoming Events

April-2022-Newsletter-2

Come Say Hi - Momentum 2022

Are you attending Momentum, Aderant’s annual user conference? Be sure to stop by AAC's booth to meet the team and discuss how we can help service your firm. Our team can help suggest the latest solutions to many problems your team might be experiencing. We look forward to meeting you in May!

Service Spotlight

Workflow Development

Automated workflows streamline performance and reduce turnaround time significantly, especially when they are customized to match your firm’s specific needs. If you are looking to improve business processes and increase efficiency throughout the firm by implementing new workflows, such as File Opening or Paperless Prebill, or you have specific customizations you want to apply to existing workflows, our team of experts have the insight and skills to get you there.

If you would like more information, please reach out to Mike Easterling.

measterling@aac-us.com

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Did You Know?

OFAC! Did you check that?

The U.S. Department of the Treasury posts and updates regular Sanctions Lists that you should be including with your conflicts checks. If your method for keeping up-to-date isn’t solid, AAC can help you with a solution that pulls in the updated lists daily so they can be included in your normal Aderant Browser Conflicts search procedure. There’s a new list out as of 2/28/2022 that can be downloaded or searched manually at the treasury.gov website if you search for OFAC SDN in your web browser.

If you would like more information, please reach out to Mike Miars.

mmiars@aac-us.com

Not sure what to try next?

Have you finished your implementation or upgrade and are waiting to start the next phase of module deployment? It's early enough in the year to configure, test, and deploy one of the new Framework modules. Not sure which module to go with next? Reach out to us, or better yet - are you going to Momentum? Stop by and talk to us as we will be there in person, and we can guide you on the right path for your firm.

If you would like more information, please reach out to Marybeth Celorier.

mcelorier@aac-us.com

March Newsletter

Upcoming Events

March Virtual Happy Hour Topic: Customizing the Framework Domain

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Grab a tasty beverage and join us for a discussion on customization options for the Framework Domain. We will chat about common pitfalls, adding and removing custom columns, methods to validate data within Expert Smartforms, custom data providers, best practices to avoid deployment issues and much more.

Wednesday, March 16
5:00 - 6:00 pm EST

Don't forget to save it to your calendar!
Zoom Meeting ID: 878 0356 0208
Password: 659948

Service Spotlight

Are you taking on projects and need a strong project leader?

With so many firms starting projects to keep systems and processes current, the one key piece to the project that you may not have is an experienced project manager to help guide the process to a successful conclusion. Our project managers have a wide breadth of experience in project planning, change management, assisting in the development and management of internal staff, and helping with product evaluation, process and efficiency reviews. As part of our project management skillset, we provide Information collection, analysis, evaluation, project budget analysis, and project status reporting. We can help you lead your project to the successful conclusion everyone wants while keeping everyone on task and on budget.

If you would like more information, please reach out to Marybeth Celorier.

mcelorier@aac-us.com

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Did You Know?

Development Reporting Services – MONTH- END

AAC understands that researching open transactions and balances for month-end closing often requires navigating multiple screens, inquiries and reports. As a solution, AAC has developed a completely customizable SSRS report that speeds up the month-end closing process. This report delivers all the information needed to quickly and efficiently close out the month while distributing the data across multiple platforms, such as PDF and Excel.

If you would like more information, please reach out to Mike Easterling.

measterling@aac-us.com

Upgrades Made Easy

Even if you regularly apply new upgrades and patches, upgrades can be a daunting task. Our technical upgrade team helps firms with these upgrades on a daily basis. We can help give you a jumpstart getting your system ready by reviewing performance, exploring the new features available, enhance security and more. We provide all levels of services, from Project Management to testing/training assistance to technical assistance deploying the upgrade. Let us help you streamline the process!

If you would like more information, please reach out to Mike Miars.

mmiars@aac-us.com

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February Newsletter

Upcoming Events

March Virtual Happy Hour Topic: Customizing the Framework Domain

Grab a tasty beverage and join us for a discussion on customization options for the Framework Domain. We will chat about common pitfalls, adding and removing custom columns, methods to validate data within Expert Smartforms, custom data providers, best practices to avoid deployment issues and much more.

Wednesday, March 16
5:00 - 6:00 pm EST

Don't forget to save it to your calendar!
Zoom Meeting ID: 878 0356 0208
Password: 659948

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Service Spotlight

Development Reporting Services - RATES

Finding a flexible reporting solution to quickly and easily research agreed upon discounts, rate sets, and variable rates for a client, matter, or timekeeper may seem like an impossible task, especially if your rate hierarchy has become more complex. To assist with this need, AAC has developed a completely customizable SSRS report that offers unlimited possibilities for searching and aggregating your data results as well as distributing them across multiple platforms, such as PDF, Word, and Excel.

For more information, please contact Mike Easterling.

measterling@aac-us.com

Did You Know?

New Module Functionality

When implementing new modules, an essential step to understanding the functionality of each module is User Acceptance Testing. Deep diving into each aspect of a module will ensure it is working as you expected, and it will also help you better understand how it meets the unique needs of your firm. To assist with this important step, our team develops firm-specific testing scripts for each module (Expert Billing, Expert AP, Expert GL, Expert Entity Manager, Expert Administration, and Expert Collections, etc.) to guide you through the UAT process. We can also help you establish best practices to guarantee you are getting the most from your investment in the new module.

Please reach out to Marybeth Celorier for more information.
mcelorier@aac-us.com

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System Maintenance

Has it been a while since you looked at the setup of your Aderant system? Are you unsure of the location of jobs or if they are working correctly? AAC can review your systems, create or update your site information documentation, and check out job logs to make sure they’re performing correctly. We are also happy to help you get organized and ready for a system upgrade or new integrations. We can assist you with getting back on track with regular system checkups.

Please reach out to Mike Miars for more information.

mmiars@aac-us.com

December Newsletter

AAC, Inc

This year’s theme is gratitude. We are grateful to each and every one of you for continuing to believe in our team. We are especially grateful for the 25+ years of friendships we have with so many of you (yes, it has been that long). We appreciate the projects that you continue to send our way that keep us on our toes and push our skill sets. Heartfelt thanks to you all!
We are grateful that we all made it through another year of meetings on screens filled with Zoom squares, Teams circles, and the like. We certainly miss sitting around the conference table and being able to brainstorm solutions in person. But when everyone comes together to make it work, no matter the environment, we have seen that anything is possible.
I am personally very grateful to be working with an amazing team of individuals who have become more family than colleagues. We added a few new faces this year, somehow growing to a team of 40- strong. Not a day goes by that I don’t thank my lucky stars that we all found each other.
We cannot wait to be together again. In the meantime, here’s to a safe and healthy New Year!
Beth and the entire AAC team

AAC, Inc
AAC, Inc

November Newsletter

Upcoming Events

AAC, Inc

Consultants Joining the Event:
Jeff DiGregorio, Chuck Bressi,
Anita Prater, Terri Worthington, and more

November Virtual Happy Hour
Topic: Split Billing Functionality in Aderant

Join us as we sip a tasty beverage and chat about the differences between Aderant's tiered rate and blended rate functionality for Split Bills (Multi-payor Bills). We will explain the differences between the two and show you how to set it up in your system to help you start taking advantage of this time saving functionality.

Wednesday, November 10th
5:00 - 6:00 pm EST

Don't forget to save it to your calendar!
Zoom Meeting ID: 828 8045 2797
Password: 423465

Service Spotlight

How Can You Use Expert GL Today?

Expert General Ledger is one of the new modules that many firms tend to overlook. Although it is not complete, the module still provides useful functionality, such as Journal Entry import/export wizard, configurable list screens and grids, and saved user preferences. In addition, Bank Reconciliation has been developed as part of this module, providing improved information matching between Aderant and the bank as well as the ability to import new statuses from Excel. If you would like to learn more about Expert GL’s new functionality, we have experts that can answer your questions and help you determine how to begin utilizing this application today.

For more information, please contact Marybeth Celorier. mcelorier@aac-us.com

AAC, Inc

Did You Know?

OFAC SDN Conflict of Interest

Specially Designated Nationals (SDNs, a.k.a. "the terrorist list"), FSE and other lists from the Office of Foreign Assets Control within the U.S. Department of Treasury are published and updated routinely and should be searched before taking on new clients to help prevent non-compliance. AAC can provide a solution that will download and update your local lists daily to ensure you have the most up-to-date information.

Please reach out to Michael Miars for more information. mmiars@aac-us.com

Custom Application Development

Often, firm processes do not fit neatly into an existing “out of the box” application. Fortunately, our team of experts have the knowledge and skills to create custom applications from scratch to eliminate frustrating manual work. Once requirements are gathered, we will work side-by-side with your team to develop a functional program to fulfill your firm’s needs.

If you would like more information, please reach out to Mike Easterling. measterling@aac-us.com

AAC, Inc

October Newsletter

Service Spotlight

Database Administration

During our Happy Hour session last month, we discussed the importance of being aware of the database processes that affect your Aderant system, how to monitor these processes, and when to reach out for assistance. If you are unsure about your administrative processes or you need assistance with documenting and setting up procedures specific to your firm, we have a team of experts that can work with you.

For more information, please contact Michael Miars.

mmiars@aac-us.com

AAC, Inc

Did You Know?

AAC, Inc

Development Training Services

One way to ensure your development team is able to continue enhancing your system is to provide them with skills training. Our team of experts provide in-person or web-based training sessions in areas such as Tables, SSRS, Development Tools, and SQL.

Please reach out to Mike Easterling for more information.

measterling@aac-us.com

What is the Best Way to Improve Collections?

The increased demand for collections activities as you approach year-end can often be challenging for those responsible for these tasks. Fortunately, there are steps that can be taken, beyond software tools, to make the collections process more manageable. If you are not sure what steps to take or what procedures are needed to make your collections process more effective, we are here to help! Our collections experts will analyze your current practices and provide recommendations to help you move from a daunting year-end to a more efficient one.

If you would like more information, please reach out to Marybeth Celorier.

mcelorier@aac-us.com

September Newsletter

September Virtual Happy Hour
Topic: Database Administration for Aderant

Grab a beverage of choice and join us for a round table discussion on best practices for monitoring the processes that support integrations, summary tables, imaging, and more!

Wednesday, September 15th
5:00 - 6:00 pm EST

Don't forget to save it to your calendar!
Zoom Meeting ID: 883 0365 3073
Password: 055183

Service Spotlight

AAC, Inc

Electronic Payment Creation and Automation

Do you dream of the day when electronic payments are successfully in place and the painful manual processes you have been using are a thing of the past? We can make this dream a reality! Our development team can create domestic ACH, BACS (UK), or SEPA (Europe) payments and automate them on a variety of platforms. We even have extensive knowledge with bank specific formats, such as Wells Fargo Payment Manager.

Please contact Mike Easterling for more information.
measterling@aac-us.com

Did You Know?

Data Migration

Databases are complex and the process of moving and manipulating data can be complicated. To assist with this issue, we have a team of data experts that provide proven and effective solutions for keeping this process under control, including identification of migration requirements, development of a detailed migration plan, and accurate translations into the proper database structure.

For more information, please contact Michael Miars.
mmiars@aac-us.com

What Module Is on Your Wish List?

There are lots of new Aderant modules available to help make day-to-day tasks easier to manage, such as Expert Rates, Expert Time, Expert Billing, Expert AP, and Expert GL. As budgeting season approaches, you may want to consider adding some or all of these new modules to your wish list. Our team can help you determine which ones will align most with your firm’s needs and can talk you through the time and fees involved in deploying the modules you want. We are here to ensure you have all the information you need to make your wishes come true!

Please reach out to Marybeth Celorier for more information.
mcelorier@aac-us.com

AAC, Inc

August Newsletter

Service Spotlight

Are your Accounts Receivables practices best practices?

Understanding and managing Accounts Receivables is a critical aspect of any business.

To ensure efficient billing and timely payments, you not only need effective, current software, you also need strategic processes and procedures that are implemented consistently. If this sounds like an area that you would like to improve, we have a team of experts that can assist with evaluating your current methods and make recommendations on how to improve this area for the future.

Please contact Marybeth Celorier for more information.
mcelorier@aac-us.com

Data Import Assistance

Do you have data living outside of your accounting system, such as FTE numbers tracked in spreadsheets, that would be extremely helpful to use with your reports and dashboards? AAC can assist you with setting up tables within Aderant and building integrations to import this data so this type of pertinent information can be managed within the database and easily incorporated into your data distribution strategy.

Please reach out to Michael Miars for more information.
mmiars@aac-us.com

Dashboard Development

Having a dashboard that is customized to your unique needs allows you to effectively manage your tasks, applications, and data with ease. Our team of experts can pull together dashboard components to provide you and your team direct access to applications, alerts, action items, and inquiries that make daily tasks easier to accomplish.

For more information, please contact Mike Easterling.
measterling@aac-us.com

July Newsletter

July Virtual Happy Hour
Topic: Wonderous Workflows

Grab an ice-cold beverage and join us for a round table discussion on the different Aderant workflows available and their many benefits.

Wednesday, July 14th
5:00 - 6:00 pm EST

Don't forget to save it to your calendar!
Zoom Meeting ID: 997 9305 2682
Password: 225072

AAC, Inc

Consultants Joining the Event:
Jeff Olson, Mike Easterling, Frank
Alejano, Swen Nielsen and more

Service Spotlight

Tech Apps Training

SQL maintenance jobs, server roles, and best practices for keeping your Aderant system running smoothly are critical to preventing unplanned downtime. If you are unsure of the processes that should be in place, AAC can provide technical application training to you or to new folks on your team to ensure you know what should be on your radar.

Please contact Michael Miars for more information.
mmiars@aac-us.com

Financial System Operational Audit

If you are considering a financial system upgrade or you just need to address nagging pain points in billing and accounting processes (or perhaps you just don’t know what you don’t know), we have a team of knowledgeable consultants with years of experience here to help. Our Operational Efficiency Audits look at all facets of your operations – from procedures to people to paper to technology. Through interviews with key team members, observations, data review, and deep dives into the usage of your financial system, we will gather information and provide recommendations for measurable improvements along with strategies on how to implement them.

Please contact Marybeth Celorier for more information.
mcelorier@aac-us.com

Did You Know?

Multi-System Integrations

When your financial system and added-on programs or applications do not flow seamlessly together, efficiency and productivity decrease. To assist with this issue, our team of experts integrates third-party data collection and processing tools with your financial system, so all your data is synchronized and can quickly and easily be put to use.
Please reach out to Mike Easterling for more information.
measterling@aac-us.com

Patching a Patchwork of Patches

We get it. It seems there is always another new patch that needs to be applied to your system and because your firm waits a while between each one to ensure you are on the latest release, you can’t figure out how to successfully apply the patches that are now out. To assist with this common issue, we have a team that specializes in patch applications and would be happy to help you with this task. We will have your system up and running without a hitch.

Please reach out to Michael Miars for more information.
mmiars@aac-us.com

Prebill Markup Audit Report

To assist with tracking changes that occur during the paperless prebill markup process, our team of developers have enhanced the Prebill Markup Audit Report. This report captures all edits and notes performed on timecards and disbursements throughout the prebill and time entry process. It also provides a concise summary of the workflow and an up-to-date picture of the state of the matter that can be exported into a variety of formats, including PDF, HTML and Excel.

For more information, please contact Mike Easterling.
measterling@aac-us.com

Which Rules Are the Best?

Rules are great until they aren’t. Expert Billing, Expert Collections, as well as many other applications have out-of-the-box rules that can be helpful while others are just a downright nuisance. If you and your team are not quite sure which out-of-the-box rules will be most effective, we have a team of experts that have seen these rules in practice and can help you determine which ones will work best for achieving your
firm’s goals.
For more information, please contact Marybeth Celorier.
mcelorier@aac-us.com