Legal knowledge management and intranet solution that can be configured for insurance legal departments. Features include document management, collaboration tools, workflows for regulatory compliance, and integration with claims management systems.
Platforms that manage legal matters, track case progress, store documentation, and monitor outside counsel activities and expenses.
More Legal Case Management Software
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Case Creation and Assignment Ability to create new legal cases/matters and assign to internal users or outside counsel. |
Aderant Handshake is configurable for matter and case management, including assignments of legal matters. | |
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Case Status Tracking Monitor the progress and current status of cases. |
Progress and status tracking are required for legal matter management; Handshake offers dashboards and case progress views. | |
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Matter Categorization Classify cases by type, jurisdiction, priority, or other custom parameters. |
Aderant Handshake supports metadata and custom fields, which enables categorization of cases. | |
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Case Milestone Tracking Set and track key milestones and deadlines for each case. |
Documented workflow tools allow tracking of deadlines and milestones. | |
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Custom Fields Ability to add user-defined metadata or information fields to cases. |
Custom fields and metadata may be configured for cases/matters. | |
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Search and Filter Advanced search and filtering by case attributes, status, or custom fields. |
Advanced search and filtering are enabled through its knowledge management and DMS. | |
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Bulk Case Actions Perform actions (close, reassign, update) on multiple cases simultaneously. |
No information available | |
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Linked Cases Link related cases for holistic review and management. |
No information available | |
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Case History Log Automatically maintain an audit log of all case activities and changes. |
Audit trail and activity logs are standard in document and case collaborations for compliance, which implies history logs. | |
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Case Volume Capacity Maximum number of active cases the system can handle simultaneously. |
No information available | |
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Case Edit Speed Average time required to update or edit a case record. |
No information available |
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Central Document Repository All case documents are stored in a secure, centralized digital repository. |
Central document repository is a core function of Handshake’s document management. | |
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Document Tagging Assign tags or categories to documents for easier search and organization. |
Supports tagging and custom metadata for document organization. | |
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Full-text Search Supports searching full document text, not just metadata or filenames. |
Full-text search is a core feature of Handshake’s knowledge and DMS capabilities. | |
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Version Control Track revisions and enable rollback to previous versions of documents. |
Version control is standard in document management systems integrated into Handshake. | |
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Optical Character Recognition (OCR) Convert scanned images and PDFs into searchable and editable text. |
No information available | |
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Bulk Upload/Download Upload or download multiple documents at once. |
Bulk uploads/downloads are typical for legal DMS products; mentioned as feature for Handshake. | |
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Document Commenting Users can add comments or notes to documents. |
Collaboration tools include document commenting. | |
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Automated Document Retention Policies Configure document destruction or archival rules based on compliance needs. |
No information available | |
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eDiscovery Support Tools to support legal discovery processes and preserve documents for litigation. |
No information available | |
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Storage Capacity Maximum digital storage available for documents. |
No information available | |
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Upload Speed Average speed to upload a document to the system. |
No information available |
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Task Assignment Assign individual or recurring tasks to users or teams. |
Configurable tasks and workflow assignments described in features. | |
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Automated Reminders & Notifications Automatic emails or system alerts for pending actions, deadlines, or milestones. |
Workflow notifications and reminders refer to deadlines and regulatory workflow compliance. | |
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Workflow Builder Visual design tools for defining and automating multi-step legal processes. |
Visual workflow builder is documented as available in Handshake configuration. | |
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Template-Based Task Creation Create tasks from predefined templates for consistency and efficiency. |
Tasks can be generated via workflow templates. | |
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Approval Workflows Route items for review and approval through configurable workflow steps. |
Approval workflows are a configurable part of Handshake. | |
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Escalation Triggers Automatically escalate overdue or critical tasks to supervisors. |
No information available | |
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Progress Tracking Track completion status of tasks and workflows. |
Progress tracking is inherent to task/workflow and case modules. | |
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Workflow Analytics Report on workflow bottlenecks, completion times, and performance. |
No information available | |
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Task Reassignment Speed Average time to reassign a task or workflow to another user. |
No information available |
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Audit Trail Record of all user activity and system actions for compliance. |
Audit trail is standard for legal/regulatory workflow and document management in Handshake. | |
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Role-Based Access Control Set granular permissions by user, team, or role for all system areas. |
Role-based permissions are configurable in Handshake. | |
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Data Encryption (at rest/in transit) All data encrypted both when stored and when transmitted. |
Data encryption controls are typical and referenced as supported for compliance in Handshake. | |
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Single Sign-On (SSO) Supports authentication via organization’s centralized identity provider. |
Single Sign-On via Microsoft and other providers is supported. | |
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Two-Factor Authentication Optional or required two-step verification for all users. |
No information available | |
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SOC 2/ISO 27001 Compliance Platform certified for major security and privacy standards. |
No information available | |
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Data Residency Options Ability to select data storage locations to meet local or regulatory requirements. |
No information available | |
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Automated Data Retention Schedules Configure policies for automatic data archival or deletion based on compliance. |
No information available | |
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Conflicts and Personal Identifiable Information (PII) Warnings System flags data with possible conflict or PII risks. |
No information available |
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Email Integration Sync email correspondence with case records. |
Email integration for correspondence and records is supported (e.g., Outlook integration). | |
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Calendar Integration Synchronize task deadlines and events with external calendars (e.g., Outlook, Google). |
Calendar integration is available (Outlook, Exchange, etc.). | |
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eBilling Integration Exchange billing data with accounting or claims platforms. |
No information available | |
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APIs for Third Party Access Standard APIs for inbound/outbound data interfacing with other systems. |
Handshake provides APIs for data import/export with other systems. | |
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Single Click Export/Import Effortlessly export or import data between systems. |
Single click import/export capabilities are documented in product materials. | |
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Claims Management System Integration Connect legal case data directly to insurance claims platforms. |
Explicit mention of integration with insurance claims management systems. | |
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Document Management System Integration Integration with external enterprise DMS platforms (e.g., SharePoint, Box). |
Handshake can integrate with external DMS like SharePoint and Box. | |
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API Rate Limit Maximum number of API calls per minute/hour. |
No information available |
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Outside Counsel Directory Repository of approved outside counsel and law firm contacts. |
No information available | |
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Engagement Tracking Track which outside counsel are assigned to which cases and matter types. |
No information available | |
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Performance Reporting Evaluate outside counsel via KPIs (timeliness, case outcomes, spend). |
No information available | |
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Invoice and Spend Management Track outside counsel invoices and cumulative spend. |
No information available | |
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Vendor Scorecard Rate outside counsel on predefined metrics and feedback. |
No information available | |
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Conflict Checks Automated system checks for potential conflicts of interest. |
No information available | |
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Outside Counsel Portal Secure, self-service portal for outside counsel to upload documents, submit invoices, and communicate. |
No information available | |
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Approval Workflows for Vendor Onboarding Automated approval process for adding new vendors or counsel. |
No information available |
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Legal Spend Tracking Monitor all legal expenses by case, matter type, or law firm. |
No information available | |
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Budgeting and Cost Forecasting Set, monitor, and compare legal fee budgets for cases and matters. |
No information available | |
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Accrual Accounting Support Support for capturing anticipated legal costs even before invoices arrive. |
No information available | |
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Billing Guidelines Enforcement Automatically flag or reject invoices that violate company billing guidelines. |
No information available | |
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Invoice Approval Workflows Route invoices through a configurable approval process. |
No information available | |
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Spend Analytics Dashboard Interactive dashboards and charts to analyze spend by various parameters. |
No information available | |
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Automated Invoice Processing Speed Average end-to-end processing time per invoice from submission to payment recommendation. |
No information available | |
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Multi-Currency Support Ability to handle billing and reporting in multiple currencies. |
Aderant supports global legal departments and multi-currency is expected for their reporting suite. |
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Custom Report Builder Create and schedule reports using templates or custom queries. |
Custom report builder is part of the reporting/analytics toolset. | |
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Pre-built Legal KPIs Out-of-the-box metrics for case resolution time, legal spend, and performance. |
Pre-built KPIs are commonly noted in marketing for legal analytics. | |
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Dashboards Configurable visual dashboards for high-level oversight. |
Reporting dashboards are at the center of Handshake’s user experience. | |
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Export to Excel/CSV Export reports for offline analysis or sharing. |
Export to Excel/CSV for reports is a standard, noted feature. | |
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Automated Scheduled Reports Send reports to users or stakeholders on a defined schedule. |
Automated reports for distribution are available in the reporting dashboard. | |
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Ad Hoc Query Capability Easily generate custom insights via search and filter. |
Ad hoc query and insight generation is listed as a capability. | |
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Data Visualization Tools Pie charts, graphs, trendlines, and heat maps for quick insight. |
Data visualization tools (charts and graphs) are featured in the reporting description. |
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Intuitive User Interface Modern, clean, and easy-to-use UI design. |
Modern, clean, and configurable UI is frequently highlighted. | |
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Mobile Access Native or web mobile applications for on-the-go access. |
No information available | |
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Performance and Load Time Average page or module load speed. |
No information available | |
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User Onboarding/Tutorials Self-guided tours, help menus, or onboarding wizards. |
Onboarding, help, and training tools mentioned in product usability descriptions. | |
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Multilingual Interface System supports content and controls in multiple languages. |
No information available | |
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Customizable Homepages/Dashboards Users can personalize the layout and content of their landing page. |
Dashboards and landing pages are customizable for role and user. | |
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Accessibility Compliance (WCAG/ADA) Interface compliant with accessibility standards for users with disabilities. |
No information available | |
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User Licenses Supported Maximum number of concurrent users the system supports. |
No information available |
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Internal Messaging Secure chat or messaging between users within the platform. |
Internal team chat/messaging capabilities are featured among collaboration tools. | |
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Comments on Cases/Tasks Threaded discussions on individual cases or tasks. |
Documented support for comments on cases, matters, and collaborative items. | |
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File and Link Sharing Share files or links related to cases within the system. |
File and link sharing is included in DMS and collaboration modules. | |
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Collaborative Document Editing Edit documents with multiple contributors in real time. |
No information available | |
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Notification Center Central area to view all notifications and alerts. |
Notification center is mentioned as a central hub for alerts and messages. | |
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Guest Access Controls Allow secure, scoped access to external collaborators. |
Guest/external collaborator controls are available for sharing and access management. | |
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Discussion Forums/Boards Create topics/forums for broader team knowledge sharing. |
No information available |
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