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Aderant Specialist

2 months ago

Toronto Ontario, Ontario, Canada EStaffSearch Full time

Our client is recruiting for a Specialist, CMS/Aderant Services to joint their team. This position is primarily responsible for managing special rate implementation, user provisioning, data entry, and ensuring the quality imports and exports of data from Aderant (our legal practice management system). The Specialist, CMS Services will work closely with various teams to ensure the accuracy and integrity of data throughout the legal matter lifecycle.



Summary of Responsibilities:


  • Collaborate with billing professionals to implement special rates for clients, ensuring accurate and timely application across matters
  • Monitor and maintain the special rates database, updating information as required
  • Conduct regular audits to verify compliance with rate guidelines
  • Manage user provisioning processes for Aderant (legal practice management system), ensuring timely and accurate setup for new joiners and role changes
  • Coordinate with the IT department to ensure access controls and security measures are followed
  • Provide ongoing support and troubleshooting for user access-related issues
  • Perform accurate and efficient data entry tasks, including matter information, client details, billing rates, and other relevant data into Aderant or other systems as required
  • Validate and verify data accuracy to maintain data integrity, performing regular audits to identify and rectify any discrepancies
  • Oversee the import and export of data from Aderant, ensuring integrity, consistency, and adherence to established procedures
  • Conduct routine quality checks on imported/exported data, addressing any issues promptly
  • Collaborate with various stakeholders, including Professionals, Finance, and IT, to resolve data-related issues and ensure timely completion of assigned tasks
  • Maintain effective communication channels to provide updates and gather feedback on process improvements
  • Provides end user support for Aderant and escalates issues to programmers and others in IT as needed
  • Working closely with application vendors to log issues/enhancements and follow up to resolution close
  • Assist in training end-users on data entry procedures and usage of Aderant



Core Skills & Experience:


  • Post Secondary education preferred
  • 3 - 5 years of office experience, including previous experience in area of work
  • Prior experience working with Aderant or other legal practice management software is highly desirable
  • Strong attention to detail and ability to work meticulously with data entry and verification tasks
  • Excellent organizational and time-management skills, with the ability to prioritize and Manage multiple tasks simultaneously
  • Proficient in using MS Office Suite and data manipulation tools
  • Knowledge of legal billing processes and familiarity with special rate implementations is a plus
  • Strong analytical and problem-solving skills
  • Effective communication and interpersonal skills, with ability to Collaborate across teams