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3E Proforma

Discover greater efficiency, transparency, and profitability for your firm

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Modernize your proforma review process

3E Proforma helps you reduce the chance of human error, speed the proforma process, and get invoices out the door faster. As the next generation of our end-to-end proforma and billing solution, 3E Proforma seamlessly connects the lawyer and the biller experiences by leveraging cloud capabilities, 3E APIs, and 3E workflow technologies.

Improve profitability and cash flow

Proforma helps streamline and expedite the entire review process resulting in better cash flow. An easy-to-read dashboard lets you monitor proforma status and easily keep on top of productivity and profitability across your firm.

Key benefits

Increase productivity

Expedite your proforma process with accurate filtering, reporting, and scenario calculations.

Clear communication

Collaborate in real time on performance edits and reviews with others who share billing responsibility or origination.

Seamlessly connect

Connect lawyer and biller experiences in our end-to-end solution by leveraging the cloud, APIs, and workflow technologies.

Overcome law firm challenges with 3E Proforma

Today’s lawyers need the ability to approve proformas as quickly and efficiently as possible so they can move on to the needs of their clients. Most law firms invest a significant amount of time editing and reviewing pre-bills. 3E Proforma can help save time and avoid these challenges and more:

Lengthy invoicing process and longer work-to-cash cycle

Inaccurate invoicing and errors leading to slower payment

Wasted resources and time-consuming processes

Slow and unpredictable cash flow

3E Proforma delivers greater efficiency, fee earner flexibility, and modern capabilities

Improve communication with real-time interaction between lawyers and billers as part of the proforma workflow

Stay up to date with visual alerts and change audits for 3E billers when lawyers make edits to their proformas

Increase productivity with filtering and scenario calculations features

Achieve the correct balance in compliance with the firm’s billing policies with the ability to run different scenario calculations

Save time with built-in, configurable, and automatic approval routing

Ready to get started?

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Request a free demo
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