
Securely share matter data with clients through custom portals. Integrates with 40+ systems, leveraging Microsoft 365® for efficient collaboration.
Vendor
Aderant
Company Website
Aderant Drive enables law firms to securely share matter-related data with clients through custom client portals built on trusted Office 365® security. It centralizes documents and data from over 40 business system integrations and customizes each client’s portal experience, providing an efficient and secure solution for sharing and collaborating. Drive allows firms to provide clients with increased transparency, real-time collaboration, and anytime access to their information. Firms can dictate how, when, and where information is updated, giving clients access to all specified documents and data 24/7. It leverages existing Microsoft 365® investments and allows Handshake users to apply existing components from their Handshake Toolkit. Drive consolidates information from existing document management solutions, or any one of 40 other line-of-business systems, to give clients complete visibility into all the data they need. It enables firms to easily create custom client-facing portals from pre-built templates, whether they need 10 client sites or 10,000.
Features:
- Anytime Access Reduce the amount of time spent responding to client emails and instead provide clients with increased transparency, real-time collaboration and anytime access to their information. Dictate how, when, and where information is updated, giving clients access to all specified documents and data 24/7.
- Leverage Your Existing Tech Take advantage of your existing Microsoft 365® investment and leverage the features, functions, and knowledge you already have in place. Handshake users can also apply existing components from their Handshake Toolkit for a comprehensive, all-in-one data and information management ecosystem.
- Consolidate Disparate Data Sources Pull information from your existing document management solution, or any one of 40 other line-of-business systems, to give clients complete visibility into all the data they need. With Drive, you can manage your data automatically within the systems you already know and use.
- Scalable Provisioning Whether you need 10 client sites or 10,000, Drive enables firms to easily create custom client-facing portals from pre-built templates. Leveraging the proven security of Microsoft 365®, your attorneys and staff can confidently create and manage sites themselves, adding and altering information at the click of a button.