MOMENTUM DENVER 2023 SESSIONS - MASTER CLASS - HAND-HEART - Advanced Design Studio

Sep 16, 2026

Uploaded by Mali

MOMENTUM DENVER 2023 sessions outline master classes and hands-on tracks focused on Expert and Design Studio customization, advanced configuration, and practical implementation. Content spans Expert Assistant Professional (EA Pro), Expert Billing capabilities, billing workflows, rate hierarchy, alternative fee arrangements, split billing scenarios, and paperless billing. Sessions include both in-person and virtual formats, with hands-on labs emphasizing steps for setup, customization, scheduling, and best practices from intake through approvals.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages10

Reading Time4 min

AccessFree to download

MOMENTUM DENVER 2023 SESSIONS

Master Class

Track: Billing

All About AFAs in Expert Billing

All About Splits in Expert Billing

Everything You Need to Know About Expert Rates

Expert Billing Tips & Tricks

Expert Billing Workflows

HAND Hands-On: Advanced Split Billing Scenarios

HAND Hands-On: Customizing Expert Billing Jobs

HAND Hands-On: Introduction to Expert Billing Rules

HAND Hands-On: Modifying Your Bill Template Using DocuDraft

HAND Hands-On: Introduction to Expert Billing

HAND Hands-On: Introduction to Paperless Billing

Roundtable: Best Practices for Month End Billing

Simplify Access to WIP & AR for Attorneys with Expert WIP Aware

MOMENTUM DENVER 2023 SESSIONS MASTER CLASS HAND-HEART 􀀟 Master Class: Advanced Design Studio Learn advanced techniques of customization for Design Studio. This class will cover advanced rules creation/customization and advanced form customization techniques. A strong background in Expert applications and familiarization with Expert functionality and some level of programming background will ensure you have a successful experience. [Hands On] HAND-HEART 􀀟 Master Class: Conflicts In addition to providing an overview of Aderant Conflicts and configuration of this new application, this course will provide side-by-side comparisons of commonly used features in Browser Conflicts and how those features will be performed in Aderant Conflicts, from intake to approvals and everything inbetween. [Hands On] HAND-HEART 􀀟 Master Class: EA Pro This class will focus on everything Expert Assistant Professional (EA Pro), the contextual menu that is the "face" of Expert. Join us to learn how to get the most out of this module, including front end usage, how to adapt and create tiles, secure and modify workspaces, and more. As an added bonus, we will delve into how to extend EA Pro with EA Pro+, the integration with Aderant Handshake, that helps users go above and beyond. A strong understanding of the various Expert applications and familiarization with Design Studio functionality is recommended. [Hands On] HAND-HEART 􀀟 Master Class: Expert Billing In addition to providing an overview of Expert Billing, we’ll go beyond the basics with a closer look at some advanced billing scenarios. We will walk thru topics such as alternative fee arrangements, multi-payor scenarios, split billing options, delayed splits, advanced and courtesy premium discounts, billing rules, and more. [Hands On] BILLING Track: Billing All About AFAs in Expert Billing Learn about all of the different Alternative Fee Arrangements (AFAs) available in Expert Billing. We will show you how to maintain these AFAs in Entity Manager and discuss best practices. [In Person & Virtual] Track: Billing All About Splits in Expert Billing Learn about the many split options available to you in Expert Billing. Highlighting split billing, split details, payor splits, and delayed splits, you'll gain an understanding of the differences and identify which feature works best for each scenario. [In Person Only] Track: Billing Everything you Need to Know About Expert Rates Ready to learn more about Expert's Rate Hierarchy? Gain a detailed overview of the functionality and general use of the Expert Rates Management module as we highlight the flexibility of the fee rate structures. This session will provide abetter understanding of rate valuation along with tips to get the most value out of the application. [In Person & Virtual] Track: Billing Expert Billing Tips & Tricks Already an Expert Billing user? Attend this session to learn more about its features and hidden gems. See how you can improve billing cycles and increase team efficiencies utilizing Expert Billing. [In Person & Virtual] Track: Billing Expert Billing Workflows Join this session to learn about the workflows available in Expert Billing like Draft Bill Review, Edits Approval, and WIP Writedown workflows. [In Person Only] HAND-HEART Hands-On 􀀞 Virtual Only 􀀟 Additional Fee Required MOMENTUM DENVER 2023 SESSION SCHEDULE 1 Track: Billing HAND Hands-On: Advanced Split Billing Scenarios In this hands-on session, you will learn how to implement advanced split billing scenarios utilizing multi-payor splits and other split billing options. We recommend that you first attend the "All About Splits in Expert Billing" session prior to this class. [Hands On] Track: Billing HAND Hands-On: Customizing Expert Billing Jobs Learn how to customize Expert Billing jobs utilizing Design Studio and Schedule Manager. The instructor will walk you through step by step some best practi

FAQs

What does the master class on Advanced Design Studio cover?

It covers advanced techniques for customization, including rules creation and advanced form customization, with guidance for successful use based on Expert applications and some programming familiarity.

Which topics are included in the Expert Billing track?

The track includes alternative fee arrangements (AFAs), split options and delayed splits, Expert rates and rate hierarchy, billing tips and workflows such as draft bill review and approvals.

What is emphasized in the HAND hands-on sessions?

The hands-on sessions focus on implementing advanced billing scenarios, customizing Expert Billing jobs using Design Studio and Schedule Manager, configuring billing rules, and modifying templates with DocuDraft.

Sep 16, 2026

Uploaded by Mali