Document Management

Aderant Handshake

Updated 2026-02-10
What it is

Aderant Handshake creates a single source of truth for all firm data. Handshake eliminates the need to search multiple systems for data and documents by surfacing necessary information in a single location, all while allowing the work to be completed within the system of record. Securely pull information from your financial and document management systems, SharePoint, and more into a single, customizable dashboard view, and reduce the heavy workload that often comes with creating internal collaboration portals.

Capabilities

Spans 1 product area: Knowledge Management.

Workflow Coverage

Based on published feature listings, this tool maps to 2 workflow areas:

  • Document Review & Management
  • Research & Analysis

Workflow mappings derived from published feature lists. Not independently verified.

What We Haven’t Verified

This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.

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