16 workflow automations purpose-built on top of Elite 3E — no data leaves your system, no parallel tool for your team to learn.
AI runs the conflict check against Aderant, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
AI rewrites narratives to match each client's outside-counsel guidelines in Aderant, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in Aderant, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized case-status updates from live matter state in Aderant on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
AI monitors the docket across Aderant and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the beneficiary's evidence into Aderant, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
AI classifies the RFE, pulls the matter file from Aderant, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Aderant. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
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%. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Elite 3E — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Elite 3E for any repetitive process. Tell us what you'd automate.
