Custom AI workflows built specifically for matter billing: deep integrations with the Elite 3E stack, legal-grade privacy, and workflows that pay back in weeks, not years.
AI rewrites narratives to match each client's outside-counsel guidelines in Elite 3E, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.
AI tracks every asset and beneficiary in Elite 3E, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years.
AI requests records via HITECH, ingests them into Elite 3E, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks.
AI drafts the demand from the matter file in Elite 3E, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero.
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of.
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Elite 3E, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work.
AI ingests client documents into Elite 3E, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days.
AI runs the conflict check against Elite 3E, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours.
For legal billing coordinators
For legal billing coordinators
For legal billing coordinators
For legal billing coordinators
For legal billing coordinators
For legal billing coordinators
The workflows above are starting points. Every matter billing operation runs differently — we build what you actually need.
