8 workflow automations purpose-built on top of Aderant Expert — no data leaves your system, no parallel tool for your team to learn.
AI ingests the beneficiary's evidence into Elite 3E, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
AI classifies the RFE, pulls the matter file from Elite 3E, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Elite 3E. Purpose-built for teams running Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
AI monitors deadlines across Elite 3E and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
AI runs the search across USPTO, EPO, and Elite 3E, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. Purpose-built for teams running Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every asset and beneficiary in Elite 3E, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
AI requests records via HITECH, ingests them into Elite 3E, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the demand from the matter file in Elite 3E, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running Aderant Expert — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Aderant Expert for any repetitive process. Tell us what you'd automate.
