Handshake aggregates information into one easily managed and searchable application, while keeping your data in the system of record. It centralizes documents and data from disparate firm systems through personalized dashboards that can be surfaced wherever your lawyers prefer to work, including the company intranet, SharePoint, Expert Assistant Professional (EA Pro), and Microsoft Teams. Handshake eliminates the need to search multiple systems for information and documents by centralizing and surfacing data in a single location, all while allowing the work to be completed within the system of record. It securely pulls information from financial and document management systems, SharePoint, and more into a single, customizable dashboard view, reducing the heavy workload often associated with creating internal collaboration portals. Handshake Connect enhances data sharing with out-of-the-box connectors, visualizations, and detailed layouts, enabling users to find information quickly. Handshake Designer allows users to create dynamic presentations with data from intranets and extranets, providing a developer-first experience with prebuilt skins and templates.

Features:

• Surface: Bring data and information to your digital workspace in a view personalized to each user, wherever they want to work. Whether you’re working in SharePoint, Teams, or Web Portal, Handshake has you covered. Access your data where you want, all while leveraging a single source of truth.
• Keep Data Where it Lives: Model your data without having to save-down or replicate versions. Work where you want and keep your data where it belongs– whether it’s residing in your Practice Management System, Document Management System, a SharePoint list, or a third-party product. Handshake’s unique ability to model your data without having to manually move it saves you time, money, and effort while gaining instant access to information anytime you need it.
• Deliver: Handshake Designer offers you the power to create dynamic presentations with your data. By allowing users to quickly and efficiently present content from intranets, extranets, and any other medium required, Handshake Designer takes the heavy lifting off your firm while providing a true, developer-first experience with prebuilt skins, templates, test environments, and more.