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CS-Gaining a Comprehensive Roadmap for Law Firm Practice Management
3E Proforma

Turn Proforma Review into a Billing Accelerator

3E Proforma with Elite Intelligence reduces the time lawyers spend reviewing and approving—accelerating billing and reducing corrections without changing controls. 

See How It Works

Trusted by the World's Leading Law Firms

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Manual Review Sits Between Work & Cash

The primary bottleneck between time recorded and cash collected is manual proforma review. It delays billing, invites inconsistency across partners, and costs firms more than shows up on any single invoice.

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Grid of logos from Elite customer law firms, including Clark Hill, Clyde and Co, Akin, and more.
 

What Leading Firms are Saying

"In the revenue space, it's all about how fast we can get bills out the door, how quickly we can get our clients to pay, post those payments, and report on it so we know the health of the business. We use 3E for our billing and collections operations—and it's been such a great tool."

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Make the Move to AI-Guided Billing

Bill review shouldn’t hold cash hostage. 3E Proforma embeds Elite Intelligence in the workflow, so lawyers act on what needs judgment and let AI handle the rest.

Elite Time capturing billable hours automatically

Every Hour Captured Automatically

Always-On Time passively captures billable activity as work happens so fewer hours slip away and realization improves for every lawyer.

Compliant from the First Entry

AI-assisted narratives draft compliant entries and enforce PTA codes as time is entered, and Elite Validate checks them against outside counsel guidelines before they reach proforma review.

Enter Time However You Work

Fee earners capture time from anywhere—device-native mobile, Teams meetings, or manual entry—so time is recorded while the work is fresh.

Make the Move to AI-Guided Billing

Bill review shouldn’t hold cash hostage. 3E Proforma embeds Elite Intelligence in the workflow, so lawyers act on what needs judgment and let AI handle the rest.

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Every Hour Captured Automatically

Always-On Time passively captures billable activity as work happens so fewer hours slip away and realization improves for every lawyer.

 

Compliant from the First Entry

AI-assisted narratives draft compliant entries and enforce PTA codes as time is entered, and Elite Validate checks them against outside counsel guidelines before they reach proforma review.

 

Enter Time However You Work

Fee earners capture time from anywhere—device-native mobile, Teams meetings, or manual entry—so time is recorded while the work is fresh.

Measurable Impact on Review Time & Cash

50%
reduction in time to review and submit proformas
24hrs+
of lawyer time saved every month
~$24000
saved per lawyer annually

Less leakage. More revenue.

Firms with real-time visibility into their financial data don't just report on leakage — they stop it. Data Connect delivers governed, near real-time 3E data directly into Microsoft Fabric. Less assembling.

The Necessary Foundation for AI Modernization

Nearly 50% of firms say lack of integration is the biggest barrier to AI ROI. Data Connect removes that barrier, so every agent, Copilot, and automation workflow runs on data it can trust.

One Source of Truth

Most firms run financial operations across 4 or more systems. Data Connect puts 3E financial data inside Fabric alongside CRM, HR, billing, and operational data — so every team is working from the same numbers

Decisions on Current Data, Not Last Week's

With governed 3E data continuously available in Fabric, leadership can answer questions about profitability, leakage, staffing, and collections as work happens — not days later. When data is current, leakage patterns surface before they become write-offs.

No Pipelines to Build. No Reconciliation to Run.

Data Connect manages infrastructure, security, governance, and updates — delivering near real-time 3E data without custom engineering or ongoing maintenance overhead.

TRUST

Become AI-ready

AI doesn't fail because of the model. It fails because of the data. Every agent or automated workflow your firm deploys needs clean, unified, governed data to function reliably. Data Connect is that foundation, and it’s already working inside Fabric.

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SPEED

Enable Decisions that Drive Growth

The most important questions your firm needs to answer aren't in any dashboard. When determining where to invest and what drives growth, you need near real-time data to make the judgement call. With Data Connect, those questions finally have answers. That's the difference between reporting on what happened and deciding what to do next. Firms that answer those questions in real time recover revenue that fragmented systems let slip.

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Operational Efficiency

Stop Reconciling, Start Analyzing

Finance teams spend too much time on manual data gathering and report prep instead of strategic analysis. Data Connect eliminates that by delivering clean, governed 3E data automatically so your team can focus on what actually moves the firm forward.

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Revenue Recovery

Stop Revenue Leakage as It Happens

Firms with real-time access to unified financial data don't just report on leakage after the fact — they catch it as it happens. With 3E data continuously available alongside billing and collections data in Fabric, your firm can identify patterns in write-downs, discounts, and realization gaps before they become permanent losses.
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Governed 3E Data, Delivered Into Fabric

Firms on 3E Cloud have access to their data — the challenge is getting it into analytics, reporting, and AI tools without rebuilding pipelines or consolidating into another system. Data Connect provides that delivery, directly into Microsoft Fabric, continuously and securely.

Your Firm Controls How the Data Gets Used

Once 3E data is inside Fabric, your teams can use it across reporting, workflows, automation, and AI without being limited by vendor architecture or asking anyone for permission.

Enabling Automation and AI at Scale

A unified, governed data layer isn't just useful for reporting — it’s what makes automation, AI, and real-time decision-making possible. With 3E data flowing continuously into Fabric, firms can automate end-to-end processes, deploy agentic AI, and scale without rebuilding the infrastructure underneath it.

Don't Just Connect Point Solutions. See Your Whole Revenue Cycle.

Less reconciliation, one source of truth, all in 3E — the preferred solution, complete with embedded AI, for the work-to-cash needs of leading firms worldwide.

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See What AI-Assisted Proforma Review Can Do for Your Firm

Start with a working session with an Elite expert, mapped to how your lawyers and billers review and approve today.

See How It Works

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Explore Frequently Asked Questions

3E Proforma is the bill review and proforma workflow inside Elite 3E. It pulls time entries into easy-to-review proformas, lets fee earners edit and generate final invoices, and embeds Elite Intelligence, Elite’s proprietary AI, to accelerate review—while integrating firm billing rules and OCGs via Elite Validate.

Elite Intelligence lets lawyers delegate low-value tasks to AI and get instant, guided answers from a matter’s financials and budget. Review drops from hours to minutes, adjustments become more consistent, and lawyers review only what requires judgment instead of every bill.

No. Elite Intelligence enhances decision-making rather than removing it. Lawyers stay in full control, approving and adjusting proformas with complete visibility and confidence. AI handles the repetitive work, not the judgment calls.

3E Proforma pulls time entries into proformas, speeds review and distribution, and resolves billing-guideline issues at the proforma stage. With Elite Validate for OCG compliance and eBillingHub for submission, firms move from time entry to cash with fewer manual steps. 

3E Proforma connects the lawyer and biller experiences in real time. Billers receive visual alerts and change audits whenever lawyers modify proformas, and co-ownership lets teams share proforma management at the matter level—improving collaboration and accelerating billing cycles.

3E Proforma integrates firm billing rules and outside counsel guidelines (OCGs) via Elite Validate, the AI-powered billing validation engine, so final invoices meet client requirements before they go out—reducing rejections, reductions, and write-offs.