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Elite Intelligence

One System, No Friction

Elite Intelligence is Elite's proprietary AI running on your firm's connected and governed financial data, turning faster answers into better outcomes — available where you work.

See How It Works

Trusted by 71% of the Am Law 10069% of the Global 100

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Point Solutions Can’t Fix Fragmented Data

Without connected, trusted financial data, AI point solutions produce faster answers, but not better ones. The barrier is no longer access to AI tools; it’s the fragmented systems that leave firms unable to trust the output.

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What Leading Firms are Saying

"Unified, trusted data is what turns AI into real business value. By bringing our financial data into one place, we’ve dramatically reduced reconciliation effort — enabling faster answers, more confident use of AI, and better decisions that drive performance."

Ben Di Marco, Chief Technology Officer, Fasken

AI Across Work-to-Cash

Elite Intelligence is accessible where you work, embedded in the platform or in Claude and Microsoft Copilot via packaged connectors. Conversational, contextual, and assistive, Elite Intelligence acts on your data instead of sitting beside it.

Time Tracking: Effortless Accurate Capture

Passive time capture with AI-assisted narratives draft compliant entries and enforce PTA codes, so time is accurate from the start. 

  • Stop losing billable time to manual, end-of-day entry
  • Reduce downstream rework with accurate, ready-to-review entries
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Proforma: Smarter Billing Before Invoices Go Out

AI-assisted proforma review takes the administrative burden off lawyers and speeds close.

  • Prioritize and clear billing actions inside the workflow
  • Catch issues early, so cycles shorten and corrections shrink
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Elite Validate™: AI-Powered Revenue Defense

AI-powered validation flags non-compliant and at-risk entries before invoices reach the client.

  • Surface guideline risk and unusual patterns automatically
  • Learn from rejection patterns to protect realization over time
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Coming soon

AI: Ask, Surface, and Act in Natural Language

A centralized conversational agent that puts the full power of Elite Intelligence in a single interface.

  • Ask questions and surface insights across financial operations
  • Move from answer to action without switching tools
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Measurable Impact Where AI Is Embedded

~50%
reduction in write-offs and write-downs
50%
less time to review and submit proformas
4 hours
saved per lawyer per month with Elite Intelligence workflows

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 Elite Intelligence Can Do for Your Firm

Start with a working session with an Elite expert, mapped to your firm’s work-to-cash workflows.

See How It Works

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DIGITAL RESOURCE

Why 100s of Firms Are Migrating to the Cloud Now

The cloud is where AI starts. See how and why hundreds of firms are moving to the cloud to unlock real-time data, modern operations, and AI that delivers ROI. 

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Explore Frequently Asked Questions

Elite Intelligence is Elite’s embedded AI layer for law firm financial operations. Rather than a separate tool, it works inside the work-to-cash cycle across time capture, proforma, billing, and validation, and runs on your connected, governed data so AI accelerates real work and produces output firms can trust.

The real starting point is the cloud and your data. You can’t operationalize AI on a legacy, on-premises foundation, and firms that have deployed AI successfully all say the same thing: clean, connected data has to come first. Elite moves firms to a modern cloud foundation and unifies their data through Data Connect in near real-time, so when AI is layered in, it’s working from infrastructure built for it.

More AI tools rarely means more AI profitability. The firms seeing real returns aren’t the ones with the most tools; they’re the ones with the most connected workflows. When AI is bolted onto a fragmented system, you get fragmented results. Elite Intelligence is embedded directly into the work-to-cash workflow, working with your data, inside your process, and measured against your outcomes.

Because Elite Intelligence is embedded in the platform, it’s governed by your policies rather than operating outside them. Decisions are traceable and auditable, compliance guardrails are built in across the platform, and there are no ungoverned external tools to manage. With Elite Intelligence, governance becomes part of the workflow, not a separate effort.

Leading firms track AI profitability using matter-level tagging, comparisons on similar work, and dashboards that connect billing readiness, realization, and collections risk in one view. Elite’s platform is built around the data model that makes this visibility possible — so you’re not just adopting AI, you can prove it’s working.

This pressure is arriving faster than most firms expected — clients are updating outside counsel guidelines, capping AI-amenable tasks, and applying line-item deductions on upload. The firms managing it best build AI-aware billing playbooks: tagging AI at the matter and time-entry level, tightening invoice narratives, and reviewing AI-related reductions monthly. Elite Intelligence supports exactly this rigor, embedded inside the billing workflow.

Firms that have already moved consistently say they wish they’d done it sooner. AI capabilities, real-time data access, and automated workflows are cloud-only. Firms still on legacy systems aren’t just slower today; they fall further behind each quarter — and the window to move proactively rather than reactively keeps narrowing.