E L I T E

Financial Management

Shorten Billing Cycles and Secure Profitability

Elite helps firms bill faster, improve efficiency, and grow revenue with automation and real-time analytics in 3E.

Gain Firmwide Control of Revenue and Profit

Built on decades of 3E expertise, Elite delivers cloud-based financial management that improves visibility, strengthens control, and drives profitability at scale.​

Save Time with Frictionless Financial Workflows

Replace manual tasks with multistep automation to cut errors and free staff for higher-value work.​

Easily Handle Complex Financials at Scale

Manage accounting across offices and currencies with law firm–ready tools.

Plan Smarter with Real-Time Visibility

Track cash flow and performance almost instantly to improve forecasts and decision-making.

One Cloud Platform for Financial Management​

Elite unifies financial processes in one cloud platform—automating tasks, ensuring compliance, and giving leaders real-time data to act faster.​

Leverage rich reporting, robust audit trails, and the ability to tailor account types, transactions, and reporting segments to meet the unique demands of your firm.

Maintain data integrity and reduce risk with a system that supports growth without compromising speed or accuracy.

Automate critical workflows and account reconciliation to significantly reduce the time spent on month-end and year-end financial closes.

Ensure your firm can meet regulatory and client demands with strong internal controls that are embedded across the platform.

Supercharge your proforma handling with AI-powered billing compliance and role-based workflows designed for the needs of large, complex law firms.

Generate and distribute proformas to lawyers in hours instead of days with bulk generation and batch processing capabilities.

Expedite proforma reviews with automated multi-approval workflows, built-in notifications, and mobile responsive proforma editing.

Track reviewer comments, add new collaborators, adjust time entries, and make edits to proformas directly within the Elite platform.

Go from reactive tracking to proactive planning with Elite’s robust budgeting and forecasting tools.

Create and manage multilevel budgets for matters, departments, practice groups, or your entire firm.

Reduce manual effort and improve forecast reliability with automated data flows and scenario analysis.

Leverage real-time data and dynamic budgeting tools to maintain flexibility and capitalize on growth opportunities—without waiting for month-end reports.

Control vendor payments and invoices with intuitive automation tools that maximize efficiency and minimize manual work.

Eliminate time-consuming manual data entry and paperwork by automating accounts payable processes, without sacrificing accuracy or control.

Ensure vendors are paid promptly and correctly with automated payment scheduling and real-time validation.

Automated approval workflows and complete audit trails create a secure, transparent environment for managing vendor payments easily and confidently.

Empower data-driven decisions with real-time data access and customizable business intelligence dashboards.

Create personalized dashboards so everyone has access to the data they need to make better-informed decisions and drive profitability.

Generate reports on firmwide KPIs across revenue, expenses, and profitability and easily drill down on the data that matters most.

Gain immediate access to the financial metrics and analyses you need to make proactive decisions and seize opportunities before they slip away.

Frequently Asked Questions

3E automates high‑volume, manual finance tasks, reduces errors, and accelerates billing and collections, so firms typically see faster cash conversion cycles, lower write‑offs, and improved realization rates—impacting both top‑ and bottom‑line results.

Yes. Real‑time dashboards in 3E surface underperforming clients, matters, or practices, while trend analytics highlight areas for rate adjustments, expense control, or targeted growth, so leaders can take action before profitability erodes.

3E centralizes financial processes into one matter‑aware platform to eliminate duplicate data entry, simplify reconciliations, and streamline approvals—freeing finance teams to focus on analysis and strategic planning rather than administration.

In 3E, up‑to‑date financial and performance data is available firm‑wide, enabling quick scenario modeling, budgeting, and forecasting that adapt to changing market or client demands—helping firms stay agile and competitive.

In many cases, firms begin to realize tangible operational and financial benefits very soon after implementing 3E.

Yes. Role‑based access and detailed logs in 3E maintain control across jurisdictions so you can seamlessly manage financials across multiple offices, practice groups, and currencies.