Data Management
Elite’s SaaS platform unifies your data into a single system that’s built for accuracy, speed, and accessibility.
Elite connects your operational workflows with comprehensive analytics tools, creating one continuous pipeline from streamlined intake to more informed decision-making.
Elite uses rule-based templates, automated approvals, and integrated conflicts checks to ensure every new matter enters the system efficiently and without delay.
Build bespoke dashboards that give decision-makers real-time access to the data they need.
With Elite’s SaaS analytics tools, firms can unlock the hidden value of their data to identify trends, client behavior patterns, and operational inefficiencies.
By unifying reporting, data analytics, and AI-driven workflows into a single SaaS platform, Elite empowers firms to make data-driven decisions and increase efficiency.
Eliminate inconsistent processes, reduce errors, and ensure every matter is correct from the start with intake templates, automated workflows, and integrated risk checks.
Elite offers comprehensive conflicts management designed for large, complex firms with advanced search algorithms and data analytics to ensure compliance with firm and client guidelines.
Firms can move from client intake to active time entry in a single system. Elite’s SaaS platform connects matter intake directly to timekeeping, billing, and analytics, eliminating redundant work.
Elite’s AI-powered validation engine automatically generates billing rules at the matter intake stage and applies those rules across the matter lifecycle.
Streamline your critical operational processes through automated workflows to boost efficiency, increase accuracy, and improve productivity.
Elite integrates workflows and automation into core modules from intake and time to billing and collections.
Elite’s workflows have built-in controls and full audit trails so you can find and fix inefficiencies and keep processes moving along smoothly.
Elite’s intelligent workflows provide a structured mechanism to put data insights into action to solve real financial and operational problems.
Access dynamic insights into firmwide metrics and KPIs with fully customizable, role-based dashboards.
Predictive analytics and trend reporting are built into the Elite platform across the work-to-cash cycle, allowing finance and operations leaders to proactively guide firm performance.
Elite empowers users without extensive technical expertise to build their own dashboards and share insights without IT assistance.
Experience near real-time data access through Microsoft Fabric and Elite’s embedded analytics capabilities.
Consolidating operational, financial, and matter data in one secure platform enables faster, better‑informed decisions. Eliminating data silos reduces errors and increases confidence in analytics used for strategic planning.
Advanced cloud analytics can reveal profitable client segments and under‑utilized practice areas, supporting targeted growth initiatives.
Automating intake, approvals, and other repetitive processes reduces turnaround times and administrative costs, enabling staff to focus on higher‑value client service and business development.
A structured, automated intake process ensures complete conflict checks, accurate data capture, and clear scoping from the start, reducing rework and accelerating time to the first billable action.
Elite’s advanced analytics capabilities allow firms to prioritize profitable clients and practice areas, pinpoint and resolve process inefficiencies, and improve margins through effective pricing and budgeting.
Yes. Elite’s cloud-native architecture supports open APIs, data exports, and direct connectors to common BI platforms, allowing firms to leverage existing investments while enriching reports with cleaner, more complete data.
